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Retirement Relationship Manager Jobs in Raleigh, NC

CVS Health

Outreach Executive I

Durham, NC

$18.50 - $35.29/hr

Relationship Management * Maintaining consistent touchpoints with prospects to continuously engage ... retirement savings options, wellness programs, and other resources, based on eligibility.

CVS Health

Outreach Executive I

Durham, NC

$18.50 - $35.29/hr

Relationship Management * Maintaining consistent touchpoints with prospects to continuously engage ... retirement savings options, wellness programs, and other resources, based on eligibility.

Jostens

Territory Sales & Account Manager

Raleigh, NC · On-site +1

$60K - $75K/yr

Proficiency in and dedication to the utilization of Salesforce.com CRM tool. Working level ... Our 401K plan has immediate vesting, so you can start saving for retirement right away. * We ...

Jostens

Territory Sales & Account Manager

Raleigh, NC · Hybrid

$60K - $75K/yr

Proficiency in and dedication to the utilization of Salesforce.com CRM tool. Working level ... Our 401K plan has immediate vesting, so you can start saving for retirement right away. * We ...

Definiti

Channel Manager

Cary, NC · On-site +1

$140K - $141K/yr

... retirement plan services strongly preferred • Experience using CRM or pipeline management tools preferred REMOTE WORKING REQUIREMENTS As a remote-first company, we have compiled expectations for a ...

DEFINITI LLC

Channel Manager

Cary, NC · On-site

$140K - $141K/yr

... retirement plan services strongly preferred Experience using CRM or pipeline management tools preferred REMOTE WORKING REQUIREMENTS As a remote-first company, we have compiled expectations for a ...

W3Global Inc.

Business Development Manager

Durham, NC

$130K - $150K/yr

We offer a competitive benefits package that includes healthcare, life insurance, retirement ... Foster and maintain relationships with existing and prospective clients. * Connect with C-level and ...

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All JobsRetirement Relationship JobsRetirement Relationship Manager JobsRetirement Relationship Manager Jobs in Raleigh, NC

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 9, 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.

Outreach Executive I

CVS Health

Durham, NC

$18.50 - $35.29/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 21 days ago

CVS Health rating

5.8

Company rating: 5.8 out of 10

Based on 4,331 frontline employees who took The Breakroom Quiz

89th of 112 rated pharmacies

Job description

We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselvesaccountable and prioritize safety and quality in everything we do. Join us and be part of something bigger - helping to simplify health care one person, one family and one community at a time.

Title: Outreach Executive I

Company: Oak Street Health

Role Description:

The Outreach Executive (OE) is responsible for developing relationships with members of the community to engage Medicare seniors with Oak Street Health. Outreach Executives should be engaging Medicare seniors with the goal of having those individuals become patients of Oak Street Health.

Outreach Executives will work very closely with their Outreach Managers, Outreach Directors, and Community Relationship Managers to help drive new patient growth locally in their assigned territory.

Core Responsibilities:

  • Sales
    • Generating leads by effectively engaging Medicare senior community through event execution and local community outreach
    • Maintaining internal sales system knowledge and marketing programs by attending scheduled meetings to learn about new updates on services, workstreams, and initiatives
    • Prospecting and cold calling to prospects & new leads assigned to you. Additional new channels of leads that are assigned to you may come from:
      • Leads driven through Digital channels
      • Leads generated by other Outreach Executives
    • Nurturing prospective patients and prospect for new patients with an ambitious mentality via email, phone, and networking
    • Collaborating with your Community Relationship Manager (CRM), other OEs, and your Outreach Manager/Outreach Director to drive lead generation with local community members or Insurance Agents (IAs)
  • Relationship Management
    • Maintaining consistent touchpoints with prospects to continuously engage prospects to drive new patient growth in assigned territory
    • Capture and record customer information and sales activity into customer relationship management (CRM) system and other business systems
    • Acting as point of contact for both the clinical team/center team if center staff have any questions about the patient
    • Resolving any concerns & complaints new prospects & patients may have about Oak Street Health by working with prospect to understand the concern or directing the prospect or patient to another Oak Street employee
    • Other duties as assigned

What we're looking for:

  • Ability to quickly connect and influence the right people
  • Comfortable with navigating external barriers to create a positive experience
  • Ability to manage priorities simultaneously
  • Team player and contributor to the overall effectiveness of the team
  • Sales and/or healthcare experience a plus
  • Fluency in Spanish, Polish, Russian, or other languages spoken by people in the communities we serve (where necessary)
  • US work authorization

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is:

$18.50 - $35.29

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people

We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.

This fulltime position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial wellbeing of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.


Additional details about available benefits are provided during the application process and on Benefits Moments.

We anticipate the application window for this opening will close on: 08/31/2026

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

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