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Retirement Relationship Manager Jobs (NOW HIRING)

Neuberger Berman

Relationship Manager

New York, NY · On-site

$150K - $225K/yr

The SRM will manage high net worth client relationships across all products and services, focusing ... Knowledge of financial planning, insurance, retirement savings vehicles * Excellent verbal and ...

Nb

Relationship Manager

New York, NY

$150K - $225K/yr

The SRM will manage high net worth client relationships across all products and services, focusing ... Knowledge of financial planning, insurance, retirement savings vehicles * Excellent verbal and ...

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Retirement Relationship Manager information

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$28K

$80.7K

$140.5K

How much do retirement relationship manager jobs pay per year?

As of Jun 15, 2026, the average yearly pay for retirement relationship manager 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 are Retirement Relationship Managers?

Retirement Relationship Managers are professionals who assist clients with planning and managing their retirement accounts and benefits. They act as a primary point of contact for individuals or organizations, providing guidance on retirement plan options, investments, and regulatory compliance. Their role involves building strong relationships with clients, addressing questions or concerns, and ensuring clients' retirement goals are met. They often work for financial institutions, retirement plan providers, or advisory firms, and stay up-to-date with changing retirement laws and investment strategies.

What is the difference between Retirement Relationship Manager vs Financial Advisor?

AspectRetirement Relationship ManagerFinancial Advisor
CredentialsCertifications like CFP, Series 7/66 often preferredCFP, CFA, Series 7/66 commonly required
Work EnvironmentBanking or financial institution focusing on retirement productsIndependent or firm-based, covering broad financial planning
Employer & IndustryFinancial institutions, banks, retirement service providersFinancial planning firms, independent advisors, banks

Retirement Relationship Managers primarily focus on managing retirement accounts and products within financial institutions, emphasizing client retention and product sales. Financial Advisors offer comprehensive financial planning services, including retirement, investments, and estate planning. While both roles require similar certifications and work in financial environments, their scope and client focus differ, with Retirement Relationship Managers specializing in retirement solutions within banking settings.

How does a Retirement Relationship Manager typically collaborate with other departments to support clients' retirement goals?

Retirement Relationship Managers frequently work alongside teams such as investment advisors, compliance officers, and customer service representatives to provide holistic support to clients. They coordinate with these departments to ensure clients receive timely and accurate information regarding their retirement plans, regulatory updates, and investment options. This collaborative approach helps address client concerns promptly and enables Retirement Relationship Managers to offer tailored solutions that align with clients' long-term financial objectives. Regular communication and joint problem-solving are essential parts of the role, fostering a seamless client experience.

What are the key skills and qualifications needed to thrive as a Retirement Relationship Manager, and why are they important?

To thrive as a Retirement Relationship Manager, you need a solid understanding of retirement planning, investment products, and financial regulations, typically supported by a bachelor's degree in finance or a related field. Familiarity with CRM software, retirement plan management systems, and relevant certifications such as Series 6, 63, or 65 is often required. Excellent interpersonal skills, problem-solving abilities, and effective communication help build trust and provide tailored solutions for clients. These skills are crucial for ensuring client satisfaction, regulatory compliance, and long-term relationship success in a competitive financial environment.
More about Retirement Relationship Manager jobs
What cities are hiring for Retirement Relationship Manager jobs? Cities with the most Retirement Relationship Manager job openings:
What states have the most Retirement Relationship Manager jobs? States with the most job openings for Retirement Relationship Manager jobs include:
What job categories do people searching Retirement Relationship Manager jobs look for? The top searched job categories for Retirement Relationship Manager jobs are:
Retirement Relationship Manager jobs near you
Infographic showing various Retirement Relationship Manager job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 84% Full Time, 14% Part Time, and 1% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.
Relationship Manager III ERISA, Retirement

Relationship Manager III ERISA, Retirement

National Benefit Services

West Jordan, UT • Remote

Full-time

Posted 26 days ago

Job description

Description

Full-time, fully remote position, in retirement benefits administration, regularly working 8 AM to 5 PM, Monday through Friday with 40 + hour work week. Wonderful working environment with opportunity for growth. This position is full-time, salaried, and exempt.

Duties

  • Build and maintain strong, long-lasting customer relationships by providing support to a group of retirement plans through knowledge, expertise and customer care to all clients taking into account the client segmentation as determined by NBS.
  • Oversee a variety of compliance tasks relating to ERISA retirement plans
  • Develop and promote plan sponsor, advisor, and investment provider relationships
  • Coordinate needs of investment providers, plan sponsors, participants, and advisors. Consult with plan sponsors or advisors concerning regulatory, operational, and service aspects of retirement plans
  • Manage multiple tasks, projects, and deadlines at the same time
  • Understand and ensure retirement plans meet all regulatory and compliance requirements as established by the IRS and DOL
  • Coordinate plan needs with other teams to ensure timely and accurate completion and responses
  • Coordinate support for plan sponsors during IRS audits or DOL investigations
  • Monitor ERISA plan documents for adherence to applicable rules and regulations
  • Attend and facilitate team, department, and company trainings
  • Must gain extensive knowledge of retirement plans through certification within 1 year of accepting this position; maintain QKA designation once obtained
  • Some travel may be required to make on-site client visits (some visits may require overnight stays)
  • Provide expertise as a subject matter expert in one or more duties related to Relationship Management, including owning procedures and checklists pertaining to subject
  • Provide expertise by way of a professional blogpost that can be published on the NBS online knowledge base
  • Actively contribute to a positive team environment
  • Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
  • Perform other duties as assigned by Supervisor, Director, or Vice President
Requirements
  • Have excellent customer relation skills including the ability to develop and maintain effective relationships
  • Be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities
  • Able to learn quickly and have the ability to research complex problems independently
  • Personable, highly motivated, hardworking and positive attitude
  • Be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
  • Be professional and articulate in both verbal and written communication
  • Have strong computer skills including typing, and proficiency in Microsoft Word, Outlook, and Excel
  • Be able to comprehend and interpret IRS and DOL regulations
  • Work well within a team

Education and Experience – Bachelor's degree or work equivalent required. 1 year retirement plan administration experience is required.

Physical Requirements– This position requires the employee to be seated the majority of the work time.

Note: The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your "at-will" status in anyway, and are subject to change at the discretion of National Benefit Services, LLC.

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