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Retirement Relationship Manager Jobs in Delaware

Serves as the primary relationship manager and financial advisor for TD Wealth clients with a ... retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking ...

Tax Manager

Wilmington, DE · On-site

$90 - $130/hr

The role combines technical expertise with relationship management and team leadership. Key ... Dental and vision coverage for you and your family * 401(k) Retirement Plan with employer ...

Tax Manager

Wilmington, DE · On-site

$107K - $141K/yr

The role combines technical expertise with relationship management and team leadership. Key ... Dental and vision coverage for you and your family * 401(k) Retirement Plan with employer ...

Tax Manager

Wilmington, DE · On-site

$107K - $141K/yr

The role combines technical expertise with relationship management and team leadership. Key ... Dental and vision coverage for you and your family * 401(k) Retirement Plan with employer ...

Tax Manager

Wilmington, DE · On-site

$107K - $141K/yr

The role combines technical expertise with relationship management and team leadership. Key ... Dental and vision coverage for you and your family * 401(k) Retirement Plan with employer ...

Relationship Building: Establish and maintain strong relationships with key decision-makers and ... Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and ...

Client-facing relationship management * Driving operational excellence in a fast-paced warehouse ... 401k retirement plan, paid time off, annual bonus eligibility, and a minimum of 7 holidays ...

Collect information and document in the CRM to complete the contact * Assist customers in vehicle ... Bilingual is a Plus What we offer: * 401k Retirement savings plan * Health Insurance * Dental ...

Relationship Manager * We Are SECU! * Comply with all Credit Union policies and regulatory ... Knowledgeable in basic Financial Advisory and Real Estate Services (i.e., insurance, retirement ...

Showing results 21-40

Retirement Relationship Manager information

What is a retirement relationship manager?

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.

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.

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.

What are popular job titles related to Retirement Relationship Manager jobs in Delaware?

For Retirement Relationship Manager jobs in Delaware, the most frequently searched job titles are:

What cities in Delaware are hiring for Retirement Relationship Manager jobs?

Cities in Delaware with the most Retirement Relationship Manager job openings:

Infographic showing various Retirement Relationship Manager job openings in Delaware as of August 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution.

Commercial Lines/Group Captives, Strategic Account Executive (Hybrid - Delaware)

Aon

Wilmington, DE • On-site

Other

Medical, Retirement, PTO

Posted 19 days ago


Aon rating

8.3

Company rating: 8.3 out of 10

Based on 79 frontline employees who took The Breakroom Quiz

36th of 154 rated financial services


Job description

Posting Description

We AreNFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary:This is a full-time position on our Commercial Lines Group Captive Team. The Account Executive/Sr. AE will be the relationship manager and strategic advisor on an assigned book of business, working with the Account Management team to handle your book of business. You will strategize in cross-selling/rounding out coverages and work to ensure a seamless renewal process for clients and effectively deliver the resources of NFP to our clients and provide guidance on all commercial coverage lines. While specialized knowledge in Group Captives is ideal, it can be obtained on the job with CL experience. You will interact with clients on a day-to-day basis while nurturing and maintaining relationships with both client and carrier representatives. You will work with the Team to prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients. Work is completed with a significant amount of independent discretion.

This is a full-time position. We offer the flexibility of a hybrid schedule with at least a couple of days a week in our Wilmington, DE or Rehoboth, DE offices. Working in the office is required and is crucial for fostering collaboration and career connections. The Account Executive will also accommodate approximately 30% travel within an assigned East Coast territory. Title and Salary will be commensurate with experience and knowledge.

The Value You Bring - and What You Get Back: This role is designed for a P&C professional who excels at guiding clients through complex risk decisions - without a sales production requirement. You'll serve as a trusted advisor while employing a deep bench of internal resources and visionary leaders to continually expand your technical expertise and gain regional and national visibility, working across a range of clients, markets, and teams, while contributing to sophisticated risk strategies, including Group Captives and other complex insurance structures. This is a chance to make a direct impact on client outcomes through thought leadership, innovation, and highquality relationship management. You'll excel in a highly collaborative, teamoriented environment where Account Executives, Advisors, and Account Management professionals partner closely to deliver bestinclass solutions. With access to a broad platform of carrier relationships, internal specialists, and industry expertise, you'll be supported in doing your best work!

Key Outcomes: Provide guidance to clients on all CL coverage lines, with specialized knowledge of Group Captives. Service and lead all aspects of a book of business, including complex Property & Casualty risks. Provide strategic insight, market intelligence, and innovative risk solutions.

  • Partner closely with Account Management, claims and loss control teams to identify coverage enhancements, develop submission strategies, and deliver tailored client solutions that drive retention and growth.
  • Lead stewardship, pre-renewal and renewal meetings, and coordinate internal knowledge leaders to deliver a comprehensive client experience.

Essential Duties and Responsibilities:

  • Maintain exemplary service relationships with clients; serve as a trusted advisor on Property & Casualty coverages, carrier offerings, and risk financing strategies.
  • Assist in the preparation of renewal proposals in collaboration with Account Management teams.
  • Act on and complete client requests throughout the policy lifecycle, partnering with internal teams to ensure timely and accurate execution.
  • Collaborate regularly with Account Management, claims and loss control teams to develop renewal strategies, address client concerns, and enhance client communications.
  • Lead client meetings and presentations, providing strategic insight and cultivating relationships.
  • Maintain a focus on client retention, satisfaction, and organic growth within an assigned BOB.
  • Proactively resolve client issues and uncover opportunities to enhance coverage, improve program structure, or reduce total cost of risk.

Strategic Responsibilities:

  • Act as a central point of coordination across the risk management team to harness the resources of NFP for client success.
  • Drive consistency in service delivery, ensuring protocols are applied across the account team.
  • Contribute to the development and execution of client service plans, including timelines, key results, and pivotal initiatives.
  • Support internal collaboration by sharing client insights, market intelligence, and opportunities across broader organizational resources.

Marketing / Renewals:

  • Assist in the renewal strategy discussions with Account Management teams, advising on optimal coverage structure, market approach and client alignment.
  • Coordinate the renewal marketing process, including preparation of submission materials and review of carrier proposals.
  • Assist in analyzing carrier quotes and coverage options in collaboration with the account team to deliver comprehensive, client-focused recommendations.
  • Serve as the key communication link between client and the internal account team to ensure expectations and strategy are properly implemented.

Knowledge, Skills, and/or Abilities:

  • Deep knowledge of Commercial Property & Casualty insurance required. Group Captives experience preferred.
  • Proven ability to collaborate effectively within a team-based service model to drive client outcomes. Strong relationship-building skills.
  • Excellent written and verbal communication skills, with the ability to present complex concepts.
  • Familiarity with EPIC or other agency management systems preferred. Strong analytical, problem-solving, and decision-making capabilities.
  • Adaptable and meticulous with the ability to handle multiple priorities in a fast-paced environment.
  • Highly organized with excellent time management and planning skills. Strong relationship-building skills with both internal collaborators and external partners.
  • Maintain a professional and secure remote work environment and high-speed internet.

Education and/or Experience:

  • Property & Casualty Broker's License required upon hire; CPCU or similar designation preferred.
  • High School Diploma or equivalent required. Bachelors degree preferred.
  • 10+ years of P&C experience with a strong background in commercial insurance is ideal. Prior retail brokerage experience required.

WhatWe Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more! Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $65,000 - $125,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be established on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together

NFP is an inclusive Equal Employment Opportunity employer.

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About Aon

Sourced by ZipRecruiter

Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

Industry

Business management consulting

Company size

10,000+ Employees

Headquarters location

Chicago, IL, US

Year founded

1992