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Retirement Relationship Jobs (NOW HIRING)

Lincoln Financial Group

Must haves: * 5+ years of experience in the Retirement Industry in a client facing role * Proven strong relationship management skills, ability to build rapport quickly, and proactive management of ...

Hancock Whitney Bank

The Retirement Plan Services Relationship Manager manages and develops complex wealth management client relationships during the administration of Trust accounts including defined benefit/defined ...

Socket.dev

Consultant, Retirement

Renton, WA · On-site

$110K - $200K/yr

We're looking for people who invest in their relationships, seek to learn, create winning solutions ... How you will make an impact at TPG As a Consultant with the Retirement team, you will be ...

The Partners Group LLC

Consultant, Retirement

Renton, WA · Hybrid

$110K - $200K/yr

We're looking for people who invest in their relationships, seek to learn, create winning solutions ... How you will make an impact at TPG As a Consultant with the Retirement team, you will be ...

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Retirement Relationship information

See salary details

$28K

$80.7K

$140.5K

How much do retirement relationship jobs pay per year?

As of Sep 12, 2026, the average yearly pay for retirement relationship in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What is a retirement relationship?

Retirement Relationship professionals are specialists who help clients manage and plan for their retirement needs. They typically work for financial institutions or retirement plan providers, assisting individuals or organizations with retirement accounts, investment options, and relevant regulations. Their role includes providing guidance on retirement planning strategies, answering questions about retirement plans, and ensuring clients' retirement goals are met. They serve as a key point of contact, helping clients navigate complex retirement decisions and maintain their financial well-being in retirement.

What skills and qualifications are needed to thrive as a retirement relationship specialist?

To thrive as a Retirement Relationship Specialist, you need a strong understanding of retirement products, financial planning principles, and relevant industry regulations, often supported by a bachelor’s degree in finance or a related field. Familiarity with CRM systems, financial planning software, and certifications such as FINRA Series 6/7 or 63 are typically required. Exceptional interpersonal skills, active listening, and the ability to explain complex concepts clearly help build trust and rapport with clients. These skills ensure clients receive accurate guidance and support for their retirement goals, fostering long-term satisfaction and company loyalty.

What are common challenges faced by professionals in retirement relationship roles, and how can they be managed?

Professionals in Retirement Relationship roles often encounter challenges such as explaining complex retirement plan options to clients with varying levels of financial literacy and managing sensitive conversations about long-term financial security. Additionally, staying up-to-date with changing regulations and ensuring compliance can be demanding. Effective communication, ongoing training, and collaborating closely with compliance and investment teams help manage these challenges. Building trust with clients and providing clear, empathetic guidance are key to success in this role.

What is the difference between Retirement Relationship vs Retirement Counselor?

AspectRetirement RelationshipRetirement Counselor
CredentialsFinancial planning certifications, client relationship skillsFinancial planning certifications, counseling licenses
Work EnvironmentFinancial institutions, client officesFinancial advisory firms, counseling centers
Industry UsageBanking, investment firmsFinancial advisory, counseling services

Retirement Relationship professionals focus on building ongoing client relationships and providing financial advice related to retirement planning. Retirement Counselors primarily offer guidance and counseling to clients about retirement options, often emphasizing emotional and psychological support. While both roles require financial knowledge and client interaction, Retirement Relationship roles are more relationship management-oriented, whereas Retirement Counselors focus on counseling and education.

More about Retirement Relationship jobs

What are the most commonly searched types of Retirement Relationship jobs?

The most popular types of Retirement Relationship jobs are:

What job categories do people searching Retirement Relationship jobs look for?

The top searched job categories for Retirement Relationship jobs are:

Retirement Relationship jobs near you
Infographic showing various Retirement Relationship job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 69% Full Time, 23% Part Time, and 7% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Lead Client Executive (Retirement Relationship Manager) (Remote in KY or OH)

Remote

Aegon
See more jobs at Aegonexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Job description

Job Family

Account / Relationship Management

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.

We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.

Job Description Summary

Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also be responsible for Defined Benefit, Distribution Compensation and Total Retirement Outsourcing.

Job Description

Responsibilities

  • Manage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual review plans.
  • Cross sell additional products and services to deepen client relationships and improve profitability using a consultative approach.
  • Serve as the escalation point for service related issues. Identify root causes and design strategies to resolve; manage resources through to resolution.
  • Consult with clients and brokers on qualified plan design issues. Interpret and explain plan provisions to accomplish client goals.
  • Analyze and interpret discrimination testing rules and results; consult on solutions to failed testing.
  • Consult with client and advisor on plan enhancements and upgrades, including conversion of older investment contracts to newer products.
  • Keep clients and advisors apprised of product and service enhancements, including changes in investment options and new Transamerica products.
  • Train clients on company processes, procedures and resources, to include systems/technology used by participants and plan sponsors.
  • Consult with clients on participant communication strategies and options. Schedule workshops and facilitate fulfillment of enrollment materials. Provide reporting on the success of strategies and programs.
  • Consult with clients on plan termination issues; submit plan termination requests for processing.
  • Stay abreast of corporate actions, such as company mergers/acquisitions to proactively consult with clients and advisors.
  • Ensure a balance is kept between competing interests of clients and providers.
  • Manage special projects as assigned.


Qualifications

  • Bachelor's degree in a business related field or equivalent education/experience.
  • Seven years of retirement industry or similar experience.
  • FINRA Series 6 and 63, and Life insurance licenses, or obtain within six months.
  • Thorough understanding of ERISA and retirement industry trends.
  • Advanced knowledge of retirement programs and subject matter expertise in plan management, including technical, compliance, administration, investment, and participant solutions.
  • Excellent communication, presentation and relationship-building skills.
  • Decision-making and problem-solving skills.
  • Research skills and attention to detail.
  • Proficiency using MS Office tools.


Preferred Qualifications

  • Advanced skills in MS Word, Excel and PowerPoint.


Working Conditions

  • Remote (Field/Travel) Environment
  • Frequent Travel 25 to 50%


Compensation

The salary for this position generally ranges between$91,000 - $125,000 annually/per hour. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

  • Competitive Pay

  • Bonus for Eligible Employees

Benefits Package

  • Pension Plan

  • 401k Match

  • Employee Stock Purchase Plan

  • Tuition Reimbursement

  • Disability Insurance

  • Medical Insurance

  • Dental Insurance

  • Vision Insurance

  • Employee Discounts

  • Career Training & Development Opportunities

Health and Work/Life Balance Benefits

  • Paid Time Off starting at 160 hours annually for employees in their first year of service.

  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

  • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

  • Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

  • Adoption Assistance

  • Employee Assistance Program

  • Back-Up Care Program

  • PTO for Volunteer Hours

  • Employee Matching Gifts Program

  • Employee Resource Groups

  • Inclusion and Diversity Programs

  • Employee Recognition Program

  • Referral Bonus Programs

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica's Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

* As of December 31, 2023

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