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Retirement Relationship Manager Jobs in Reston, VA

Booz Allen Hamilton, Inc.

CRM Operations Analyst

Mclean, VA · On-site

$48K - $98K/yr

CRM Operations Analyst The Opportunity: Serve as an operations analyst and subject matter expert ... Our offerings include health, life, disability, financial, and retirement benefits, as well as paid ...

Booz Allen Hamilton

CRM Operations Analyst

Mclean, VA · On-site

$48K - $98K/yr

CRM Operations Analyst The Opportunity: Serve as an operations analyst and subject matter expert ... Our offerings include health, life, disability, financial, and retirement benefits, as well as paid ...

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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 Aug 7, 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.

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 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.

Investment Advisor, Wealth & Retirement (Remote)

NFP Corp

Potomac, MD • On-site, Remote

Full-time

Retirement, PTO

Re-posted 9 days ago

Job description

Posting Description
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
With over $580B in assets under advisement, and more than 1,200 employees across 40+ offices, we deliver insights and solutions grounded in deep research, advanced technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary of the Role: Wealthspire is in search of an Advisor to join our institutional and private client wealth team. The primary mission of this position is twofold: pursue significant new wealth management and financial planning business opportunities developed while working with plan participants and provide group and individual educational services to retirement plan participants. Warm lead generation stems from existing institutional clients' employee populations. Our ideal candidate is self-motivated and has a passion for helping individuals with financial solutions to enhance their clients' financial futures, and a strong ability to both lead group meetings and have more intimate one-on-one consulting sessions.
Essential Duties and Responsabilities:
  • Identify and cultivate individual financial consulting and wealth management opportunities.
  • Work closely with Wealthspire Plan Advisors, and plan sponsors to coordinate and develop financial wellness programs, participant education & communications and financial wellness services.
  • Provide leadership in developing services and programs to increase participant outcomes and overall plan health measures.
  • Work closely with recordkeeper partners to understand and leverage their tools and resources
  • Provide primarily virtual as well as onsite and web-based employee coaching to individuals and groups customized to demographic needs.
  • Develop summary reports of financial wellness, individual consulting events and services provided to plan sponsor clients.
  • Monitor plan demographics and identify opportunities to increase enrollment and deferrals for each plan and each individual.
  • Review individual participant's allocation, savings rates, and financial goals alignment to both their short-term financial needs and their long-term income replacement goals.
  • Review individual participant's financial goals to assist with providing custom financial services or referrals.
  • Track plan and participant activities to develop and maintain overall Plan Advisory business metrics.
  • Handle plan sponsor and participant matters in a timely and efficient manner.
  • Pursue professional development opportunities to include additional licenses and/or designations, actively participate in internal and external training sessions and networking events.
  • Positive team player who works effectively within an entrepreneurial environment.

Knowledge, Skills, and/or Abilities:
  • 3-5 years of experience working with individual's financial consulting, wealth management and/or retirement plans
  • Bachelors' Degree in Finance or related field of study
  • Series 65 license or equivalent (must be obtained within 90 days of employment)
  • Experience working with Power Point
  • Strong communication and presentation skills
  • Keen attention to detail
  • Ability to independently manage and prioritize multiple projects
  • Strong client service attitude, positive team player and contributor
  • Ability and willingness to go above and beyond to serve clients, contribute to the team and develop oneself
  • Travel required to service existing clients (40-50% travel requirement, with some overnight)

Education and/or Experience:
  • CFP, AFC, ChFC, CPFA, CRPC, or similar credential.
  • Experience with workplace financial wellness, participant education, or financial planning.
  • Experience presenting to employee groups or conducting onsite education meetings.
  • Familiarity with 401(k), 403(b), rollover, retirement income, and broader household planning issues.
  • Experience using CRM, financial planning software, digital wellness tools, or recordkeeper platforms.
  • Ability to identify planning and wealth opportunities without using a hard-sales approach.

Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $70,000 to $110,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
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