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Retirement Relationship Manager Jobs in Raleigh, NC

Boutique Recruiting

Client Relationship Manager

Raleigh, NC · On-site +1

$90K - $150K/yr

Position Title: Client Relationship Manager The Client Relationship Manager role presents an ... Vacation and Paid Time Off (PTO) with accrual based on hire month * 401(k) retirement savings plan ...

New York Life

Retirement Planner

Raleigh, NC

$69K - $130K/yr

... ) and communication, and providing you with a development team and sales support to guide your ... New York Life's Retirement Planning Practice Model¹ training program is designed to develop your ...

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Retirement Relationship Manager information

See Raleigh, NC salary details

$27.2K

$78.5K

$136.6K

How much do retirement relationship manager jobs pay per year?

As of Aug 8, 2026, the average yearly pay for retirement relationship manager in Raleigh, NC is $78,452.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,100.00 and $102,600.00 per year, depending on experience, location, and employer.

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.

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.
What are popular job titles related to Retirement Relationship Manager jobs in Raleigh, NC? For Retirement Relationship Manager jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Retirement Relationship Manager jobs in Raleigh, NC look for? The top searched job categories for Retirement Relationship Manager jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Retirement Relationship Manager jobs? Cities near Raleigh, NC with the most Retirement Relationship Manager job openings:
Retirement Relationship Manager jobs near you
Infographic showing various Retirement Relationship Manager job openings in Raleigh, NC as of June 2026, with employment types broken down into 2% As Needed, 78% Full Time, 18% Part Time, and 2% Contract. Highlights an 77% Physical, 1% Hybrid, and 22% Remote job distribution, with an average salary of $78,452 per year, or $37.7 per hour.

Relationship Manager, Retirement & Private Wealth

HUB

Raleigh, NC

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Job description

About HUB International:

HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

What We Offer You:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

  • Competitive salaries and benefits offerings
  • Medical/dental/vision insurance and voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Paid Parental Leave
  • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
  • Great work/life balance, because that's important for all of us!
  • Growth potential - HUB is constantly growing and so can your career!
  • Strong community support and involvement through HUB Gives

Role Summary

The Relationship Manager owns the day-to-day client relationship for an assigned book of retirement plan clients, serving as the primary point of contact and trusted advisor. This role requires deep technicalexpertise, the ability to lead client meetings independently, and growing leadershipcapabilitiesincluding mentoring junior team members. The Relationship Manageroperateswith significant autonomy while collaborating with advisors on strategic matters.

Key Responsibilities

  • Own and manage all aspects of client relationships for assigned book of business with minimal supervision
  • Lead client review meetings, presenting plan performance, fiduciary updates, and strategic recommendations
  • Proactivelyidentifyand address client needs, concerns, and opportunities forplanimprovement
  • Advise clients on retirement plan design, compliance requirements, and fiduciary best practices
  • Develop andmaintainstrong relationships with plan sponsors, committee members, and key decision-makers
  • Independently resolve complex client issues, escalating only when necessary
  • Prepare comprehensive meeting materials, presentations, and follow-up documentation
  • Coordinate with internal teams to ensure seamless service delivery andtimelycompletion of deliverables
  • Monitor plan metrics and proactively communicate insights and recommendations to clients
  • Supervise and mentor Client Services Associates, providing guidance and professional development
  • Contribute to process improvements and best practice development within the team
  • Support business development activities through referrals, client references, and cross-selling initiatives
  • Ensure all client interactionscomply withregulatory requirements and firm policies

Qualifications

Education:

  • Bachelor's degreerequiredin business, finance, or related field

Industry Credentials & Licenses:

  • NAPA Certified Plan Fiduciary Advisor (CPFA)is preferred
  • Series 65requiredifprovidinginvestment guidance; if broker-dealer affiliated: Series 6 or 7 and 63/65 (or 66)
  • Project Management Professional (PMP) certification preferred
  • Active pursuit of advanced ERISA credentials

Professional Experience:

  • 5-7 years of experience in retirement plan services withdemonstratedclient relationship management
  • Deep technical knowledge of qualified retirement plans, ERISA regulations, and fiduciary standards
  • Proven ability to lead client meetings and deliver compelling presentations
  • Strong consultative skills with ability to advise clients on complex plan design and compliance issues
  • Experience mentoring or supervising junior staff members
  • Track recordof building andmaintainingstrong client relationships resulting in high retention
  • Excellent written and verbal communication skills with ability to explain complex concepts clearly
  • Strong organizational and project management capabilities
  • Proficiencywith financial planning software, CRM systems, and Microsoft Office Suite
Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: Up to 50%Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting teamHUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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