ZipRecruiter

Log In

1

Retirement Relationship Manager Jobs in Reston, VA

United Bank

Retirement Plan Manager

Washington, DC · On-site

$111K - $195K/yr

The Retirement Plan Manager's primary role is to serve as the relationship manager for a diverse group of clients. This position requires a broad and deep understanding of sophisticated investment ...

Hilton Worldwide Holdings, Inc.

Manager, CRM

Mclean, VA · On-site

$90K - $120K/yr

Support the Sr. Manager of CRM in developing global customer strategy, shaping priority customer ... Financial security for your future - Our retirement plans make it easier to save for what's next

next page

Showing results 1-20

All JobsRetirement Relationship JobsRetirement Relationship Manager JobsRetirement Relationship Manager Jobs in Reston, VA

Retirement Relationship Manager information

See Reston, VA salary details

$29.1K

$84K

$146.2K

How much do retirement relationship manager jobs pay per year?

As of Sep 2, 2026, the average yearly pay for retirement relationship manager in Reston, VA is $83,962.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $109,800.00 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 job categories do people searching Retirement Relationship Manager jobs in Reston, VA look for?

The top searched job categories for Retirement Relationship Manager jobs in Reston, VA are:

What cities near Reston, VA are hiring for Retirement Relationship Manager jobs?

Cities near Reston, VA with the most Retirement Relationship Manager job openings:

Retirement Relationship Manager jobs near you
Infographic showing various Retirement Relationship Manager job openings in Reston, VA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $83,962 per year, or $40.4 per hour.

Commercial Relationship Manager

JOHN MARSHALL BANCORP INC

Washington, DC • On-site

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday

Job description

John Marshall Bank is looking for a Relationship Manager to join the Commercial Lending team in Washington, D.C. to maintain and grow existing customer relationships while actively prospecting and developing new Business and Consumer Deposit relationships.
In this role you will:
  • Work closely with Commercial Lenders and Local Branch Office to assure that they have maximized depository/treasury management opportunities with their clients and prospects.
  • Assist in the sales efforts of others, and effectively identify, explain and obtain acceptance of concepts which may involve controversial issues or represent significant change.
  • Participate regularly in outside community organizations and events to increase the Bank's local presence and build a significant book of business; Be actively involved with local chamber, civic groups and/or networking groups to include serving on local boards and interact with local community leaders.
  • Engage in, promote and execute effective business development outreach practices that result in new deposit and loan business for the Bank, maintaining a pipeline of prospects, calls and activities.
  • Maintain regular communication with customers as appropriate in the management of customer relationships. You will be actively engaged in on-going communication with customers, various JMB personnel and appropriate third parties involved in the customer's business affairs.
  • Prepare Sales Proposals to present to Lending and Branch Teams
  • Analyze customer financials and statements and provide appropriate product/service recommendations to further expand the deposit relationships.
  • Work with existing clients on an on-going basis to ensure that the Bank is providing them with exceptional customer service and seek opportunities to cross-sell additional financial services when appropriate.
  • Interact with customers independently to address non-routine service matters or other risk related issues.
  • Work with various other teams and departments to set up clients' new accounts and treasury management services

Requirements
Required:
  • Bachelor's degree in business, finance, or accounting or equivalent work experience and/or training
  • 8 years of experience in bank sales and relationship management
  • Established relationships in the DC Market
  • Treasury Management experience
  • Familiarity with the commercial lending process
  • Ability to handle confidential information with tact and discretion

Preferred:
  • Strong interpersonal skills, including ability to work across a variety of departments
  • Ability to work closely with and anticipate the needs of the Commercial Lending Team by acting proactively in problem resolution
  • Excellent problem-solving skills and attention to detail
  • Ability to be a self-starter and work independently to achieve sales goals
  • Ability to multi-task

Compensation for this role ranges from $90,000.00-$120,000.00, commensurate with your experience and qualifications.
At John Marshall Bank, we pride ourselves on being able to attract the best talent in the industry, therefore we offer a comprehensive benefits package which includes:
  • Medical
  • Dental
  • 401K Retirement Plan w/ an Employer Match
  • Vision
  • Employee Assistance Program
  • Flexible Spending
  • Transit Reimbursement
  • Dependent Day Care
  • Long Term Care
  • Paid Time Off
  • Life and Disability Coverage

John Marshall Bank is an Equal Opportunity Employer.
At this time, John Marshall Bank will not sponsor a new applicant for employment authorization for this position.

Apply