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Retirement Relationship Manager Jobs in Reston, VA

Senior Client Manager

Washington, DC ยท On-site

$212K - $318K/yr

You will play a critical role in establishing trusted advisor relationships with our DC, Maryland ... retirement programs as well as employee assistance programs.

Senior Client Manager

Washington, DC ยท On-site

$212K - $318K/yr

You will play a critical role in establishing trusted advisor relationships with our DC, Maryland ... retirement programs as well as employee assistance programs.

Senior Client Manager

Washington, DC ยท On-site

$212K - $318K/yr

You will play a critical role in establishing trusted advisor relationships with our DC, Maryland ... retirement programs as well as employee assistance programs.

Senior Client Manager

Washington, DC ยท On-site

$212K - $318K/yr

You will play a critical role in establishing trusted advisor relationships with our DC, Maryland ... retirement programs as well as employee assistance programs.

Showing results 41-60

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:

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.

Senior Client Manager

Marsh & McLennan

Washington, DC โ€ข On-site

$212K - $318K/yr

Other

Medical, Retirement

This job post hasย expired 1 day ago.ย Applications are no longer accepted.


Job description

Job Title

We are seeking a talented individual to join our Region Market Development team and manage a portfolio of large/jumbo client accounts at Mercer.

This role will be based in our Washington, DC office.

You will play a critical role in establishing trusted advisor relationships with our DC, Maryland and Virginia clients, working with top-tier consulting talent across Mercer's Practices and driving revenue growth. This is a hybrid role that has a requirement of working at least three days a week in the office.

We will count on you to:

  • Manage a portfolio of large/jumbo client accounts (5,000+ employees), ensuring client satisfaction and addressing escalated issues effectively.
  • Grow client revenue by establishing internal and external networks and channels with key buyers while generating new business opportunities.
  • Develop and maintain process rigor on business development leads, tracking activities, and driving teams toward success.
  • Navigate internal networks to bring together cross-LOB and Marsh McLennan teams to create tailored solutions that meet client needs.
  • Collaborate with Mercer consultants and thought leaders to design strategic growth plans and engage C-suite executives in client and prospect organizations.

What you need to have:

  • Minimum of 15 years of experience in a consulting environment, with demonstrated success in client management.
  • Strong project management, financial acumen, and communication skills.
  • Ability to understand and respond to client business needs, priorities, and industry environments.

What makes you stand out:

  • Experience in engaging with C-suite and senior-level executives across HR, Finance, and IT sectors.
  • Proven ability to build and expand buyer hubs, enhancing strategic relationships.
  • Strong business acumen and a proactive approach to problem-solving and solution architecture.

Why join our team:

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@marsh.com. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. The applicable base salary range for this role is $212,000 to $318,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.