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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

$115K/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 ...

ADP

Retirement Services District Manager

Raleigh, NC · On-site

Deepen Relationships Across the ADP Family. In addition to selling Retirement Services solutions ... Positive Self-Starter You have an upbeat, persistent style and the ability to cold call, manage ...

ADP

Retirement Services District Manager

Raleigh, NC · On-site

Deepen Relationships Across the ADP Family. In addition to selling Retirement Services solutions ... You have an upbeat, persistent style and the ability to cold call, manage your time well, and can ...

Empower

Retirement Plan Advisor- North Carolina

Durham, NC · On-site +1

$72K - $101K/yr

This position will also assist the Relationship Management team in effectively establishing and ... The Retirement Plan Advisor must be based in this territory and be willing to travel accordingly.

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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 30, 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.

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 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.

Client Relationship Manager

Raleigh, NC • On-site, Remote

Boutique Recruiting
Recruiting and Staffing Services • 51 - 200 employees
Learn more about Boutique Recruitingexternal

$90K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Position Title: Client Relationship Manager
The Client Relationship Manager role presents an opportunity to manage an established $4 million portfolio of clients in the Raleigh, NC area. The individual will step into an already established sales territory. The representative will focus on account management, customer relationship development, and the generation of new business opportunities. The position requires a proactive approach to maintain existing relationships while exploring avenues for expansion. Candidates should possess a strong background in packaging equipment sales and demonstrate a commitment to customer satisfaction and business growth.
Salary Range: $85,000 - $90,000 Base, $150k+ OTE
Client Relationship Manager Responsibilities:
  • Manage and retain an existing $4MM+ million book of business
  • Develop and strengthen customer relationships
  • Conduct visits to customer accounts within the designated territory
  • Generate new business growth, aiming for approximately four new accounts annually
  • Prepare pricing and quotations for clients
  • Oversee customer relationships from sale through fulfillment
  • Collaborate with sourcing, purchasing, transportation, warehouse, and customer service teams
  • Track opportunities and sales activities using CRM systems

Client Relationship Manager Requirements:
  • Reside in the Raleigh, NC area or surrounding market
  • Minimum of three years of packaging sales experience
  • Experience with packaging distributors or packaging manufacturers
  • Managed a book of business of at least $2 million
  • Stable employment history
  • Account management experience
  • Ability to manage existing customer relationships
  • Pass background and drug screening
  • Five or more years of packaging industry sales experience is preferred
  • Experience working for a packaging distributor is preferred
  • Proven success managing a large book of business of $4 million to $6 million is preferred
  • Strong account management and customer retention background is preferred
  • Experience selling industrial packaging products, including corrugated boxes, tape, stretch film, and strapping is preferred
  • Experience calling on procurement managers and purchasing professionals is preferred
  • Consultative sales approach with strong relationship-building skills is preferred
  • Experience managing pricing, margins, and contract negotiations is preferred
  • Comfortable working independently in a remote field-sales environment is preferred
  • Strong organizational skills to manage multiple customer accounts simultaneously is preferred
  • Experience coordinating with various teams, including purchasing and logistics, is preferred
  • Stable work history demonstrating long-term tenure is preferred
  • Self-motivated with an entrepreneurial mindset is preferred
  • Existing relationships within the North Carolina manufacturing or industrial market are preferred

Benefits:
  • Comprehensive medical, dental, and vision coverage for employees and eligible dependents
  • Long-term disability insurance
  • Company-provided life insurance and short-term disability
  • Employee Assistance Program (EAP) for confidential counseling and support
  • Vacation and Paid Time Off (PTO) with accrual based on hire month
  • 401(k) retirement savings plan with company match
  • Nine paid company holidays annually
  • Leaves of absence available, including Family and Medical Leave (FMLA)
  • Tuition reimbursement program
  • Ongoing training and development opportunities
  • Employee recognition programs

If you are a Client Relationship Manager looking to take the next step in your career, apply now!
#LI-IR1 #LI-CC1 #LI-TS1
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

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