The Retirement Plan Services Relationship Manager manages and develops complex wealth management client relationships during the administration of Trust accounts including defined benefit/defined ...
The Retirement Plan Services Relationship Manager manages and develops complex wealth management client relationships during the administration of Trust accounts including defined benefit/defined ...
The Retirement Plan Services Relationship Manager manages and develops complex wealth management client relationships during the administration of Trust accounts including defined benefit/defined ...
The Retirement Plan Services Relationship Manager manages and develops complex wealth management client relationships during the administration of Trust accounts including defined benefit/defined ...
Gusto is seeking Client Relationship Managers who thrive in a fast-paced, consultative environment ... Bonus: experience in retirement, fintech, or a startup environment; familiarity with 401(k) plans ...
Gusto is seeking Client Relationship Managers who thrive in a fast-paced, consultative environment ... Bonus: experience in retirement, fintech, or a startup environment; familiarity with 401(k) plans ...
Relationship Manager II
Vancouver, WA · On-site
$70K - $80K/yr
You've been doing this long enough to know that retirement plan administration requires both ... What you'll do here As a Relationship Manager II, you're the primary contact for a book of ...
Quick apply
Relationship Manager II
Vancouver, WA · On-site
$70K - $80K/yr
You've been doing this long enough to know that retirement plan administration requires both ... What you'll do here As a Relationship Manager II, you're the primary contact for a book of ...
Builds and maintains relationships as point of contact for assigned key relationships for qualified ... retirement plans utilizing our Record-keeping platform; resolves team escalations, documents ...
Builds and maintains relationships as point of contact for assigned key relationships for qualified ... retirement plans utilizing our Record-keeping platform; resolves team escalations, documents ...
Relationship Manager
Jefferson City, MO · On-site
Job Summary The Relationship Manager will be able to effectively manage a wide variety of trust and ... Job Duties • Administration for Trusts, Estates, Individual Retirement Accounts, and Investment ...
Relationship Manager
Jefferson City, MO · On-site
Job Summary The Relationship Manager will be able to effectively manage a wide variety of trust and ... Job Duties • Administration for Trusts, Estates, Individual Retirement Accounts, and Investment ...
Relationship Manager
Irvine, CA · On-site
Senior Relationship Manager Location: Orange County, California (Irvine/Anaheim area) Opportunity ... Are nearing retirement and looking to wind down production Compensation Competitive base salary ...
Quick apply
Relationship Manager
Irvine, CA · On-site
Senior Relationship Manager Location: Orange County, California (Irvine/Anaheim area) Opportunity ... Are nearing retirement and looking to wind down production Compensation Competitive base salary ...
Builds and maintains relationships as point of contact for assigned key relationships for qualified ... retirement plans utilizing our Record-keeping platform; resolves team escalations, documents ...
Builds and maintains relationships as point of contact for assigned key relationships for qualified ... retirement plans utilizing our Record-keeping platform; resolves team escalations, documents ...
Relationship Manager
Saint Petersburg, FL · On-site
Relationship Management * Serve as the primary relationship owner for a portfolio of Dynasty ... Retirement plan 401(k) * 401(k) matching * Paid Time Off * FSA/HSA benefits plans * Disability ...
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Relationship Manager
Saint Petersburg, FL · On-site
Relationship Management * Serve as the primary relationship owner for a portfolio of Dynasty ... Retirement plan 401(k) * 401(k) matching * Paid Time Off * FSA/HSA benefits plans * Disability ...
Builds and maintains relationships as point of contact for assigned key relationships for qualified ... retirement plans utilizing our Record-keeping platform; resolves team escalations, documents ...
Builds and maintains relationships as point of contact for assigned key relationships for qualified ... retirement plans utilizing our Record-keeping platform; resolves team escalations, documents ...
Builds and maintains relationships as point of contact for assigned key relationships for qualified ... retirement plans utilizing our Record-keeping platform; resolves team escalations, documents ...
Builds and maintains relationships as point of contact for assigned key relationships for qualified ... retirement plans utilizing our Record-keeping platform; resolves team escalations, documents ...
Relationship Manager
Los Angeles, CA · On-site
$85K - $95K/yr
Role The Relationship Manager will work across the business and help manage influencer ... Medical, dental, vision, and more! * 401k & Roth retirement investment options with employer match
Quick apply
Relationship Manager
Los Angeles, CA · On-site
$85K - $95K/yr
Role The Relationship Manager will work across the business and help manage influencer ... Medical, dental, vision, and more! * 401k & Roth retirement investment options with employer match
Relationship Manager
Greenville, SC · On-site
We are looking for an Account Relationship Manager to help support and grow our active dealer base ... retirement plan with Safe Harbor employer matchingWho is RTO National?Please visit our website for ...
Quick apply
Relationship Manager
Greenville, SC · On-site
We are looking for an Account Relationship Manager to help support and grow our active dealer base ... retirement plan with Safe Harbor employer matchingWho is RTO National?Please visit our website for ...
Relationship Manager I
Vancouver, WA · On-site
$46K - $70K/yr
What you'll do here As a Relationship Manager I, you'll be the primary contact for a designated group of retirement plan clients and their financial advisors. That means you're the person they trust ...
Quick apply
Relationship Manager I
Vancouver, WA · On-site
$46K - $70K/yr
What you'll do here As a Relationship Manager I, you'll be the primary contact for a designated group of retirement plan clients and their financial advisors. That means you're the person they trust ...
Relationship Manager
Greenville, SC · On-site
We are looking for an Account Relationship Manager to help support and grow our active dealer base ... Employee Assistance Program * 401(k) retirement plan with Safe Harbor employer matching Who is RTO ...
Relationship Manager
Greenville, SC · On-site
We are looking for an Account Relationship Manager to help support and grow our active dealer base ... Employee Assistance Program * 401(k) retirement plan with Safe Harbor employer matching Who is RTO ...
Relationship Manager
Saint Petersburg, FL · On-site
Relationship Management * Serve as the primary relationship owner for a portfolio of Dynasty ... Retirement plan 401(k) * 401(k) matching * Paid Time Off * FSA/HSA benefits plans * Disability ...
Relationship Manager
Saint Petersburg, FL · On-site
Relationship Management * Serve as the primary relationship owner for a portfolio of Dynasty ... Retirement plan 401(k) * 401(k) matching * Paid Time Off * FSA/HSA benefits plans * Disability ...
Relationship Manager
Los Angeles, CA · On-site
$85K - $95K/yr
Role The Relationship Manager will work across the business and help manage influencer ... Medical, dental, vision, and more! * 401k & Roth retirement investment options with employer match
Relationship Manager
Los Angeles, CA · On-site
$85K - $95K/yr
Role The Relationship Manager will work across the business and help manage influencer ... Medical, dental, vision, and more! * 401k & Roth retirement investment options with employer match
Relationship Manager
Los Angeles, CA · On-site
$85K - $95K/yr
Role The Relationship Manager will work across the business and help manage influencer ... Medical, dental, vision, and more! * 401k & Roth retirement investment options with employer match
Relationship Manager
Los Angeles, CA · On-site
$85K - $95K/yr
Role The Relationship Manager will work across the business and help manage influencer ... Medical, dental, vision, and more! * 401k & Roth retirement investment options with employer match
Relationship Manager
Tacoma, WA · On-site
$23.70 - $28.20/hr
As the Relationship Manager, you will play a key role on the Business Development Team, helping ... Opportunity to participate in the YMCA 403(b) retirement saving plan. After 2 years of Full-Time ...
Relationship Manager
Tacoma, WA · On-site
$23.70 - $28.20/hr
As the Relationship Manager, you will play a key role on the Business Development Team, helping ... Opportunity to participate in the YMCA 403(b) retirement saving plan. After 2 years of Full-Time ...
Relationship Manager
Chicago, IL · On-site
... for retirement, education, legacy, and other life goals through investment advice and guidance ... Relationship Managers further develop and enhance existing client relationships. They spend the ...
Relationship Manager
Chicago, IL · On-site
... for retirement, education, legacy, and other life goals through investment advice and guidance ... Relationship Managers further develop and enhance existing client relationships. They spend the ...
Retirement Relationship Manager information
See salary details
$28K - $38.2K
6% of jobs
$38.2K - $48.5K
15% of jobs
$50.4K is the 25th percentile. Wages below this are outliers.
$48.5K - $58.7K
19% of jobs
The median wage is $67K / yr.
$58.7K - $68.9K
12% of jobs
$68.9K - $79.1K
6% of jobs
$79.1K - $89.4K
9% of jobs
$99K is the 75th percentile. Wages above this are outliers.
$89.4K - $99.6K
9% of jobs
$99.6K - $109.8K
6% of jobs
$109.8K - $120K
10% of jobs
$120K - $130.3K
6% of jobs
$130.3K - $140.5K
2% of jobs
$28K
$80.7K
$140.5K
How much do retirement relationship manager jobs pay per year?
What is a retirement relationship manager?
What is the difference between Retirement Relationship Manager vs Financial Advisor?
| Aspect | Retirement Relationship Manager | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, Series 7/66 often preferred | CFP, CFA, Series 7/66 commonly required |
| Work Environment | Banking or financial institution focusing on retirement products | Independent or firm-based, covering broad financial planning |
| Employer & Industry | Financial institutions, banks, retirement service providers | Financial 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?
What are the key skills and qualifications needed to thrive as a retirement relationship manager, and why are they important?
What cities are hiring for Retirement Relationship Manager jobs?
Cities with the most Retirement Relationship Manager job openings:
What states have the most Retirement Relationship Manager jobs?
States with the most job openings for Retirement Relationship Manager jobs include:
What job categories do people searching Retirement Relationship Manager jobs look for?
The top searched job categories for Retirement Relationship Manager jobs are:

Institutional Relationship Manager - Retirement Plan Services
Baton Rouge, LA • On-site
Full-time
Re-posted 29 days ago
Hancock Whitney Bank rating
7.7
Based on 27 frontline employees who took The Breakroom Quiz
91st of 171 rated banks
Job description
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
The Retirement Plan Services Relationship Manager manages and develops complex wealth management client relationships during the administration of Trust accounts including defined benefit/defined contribution retirement plans and other types of accounts.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Manages and develops new business for large and complex Trust relationships.
- Administers, invests and/or solicits business of large and complex relationships in compliance with bank policies, account documents, laws and regulations.
- Represents the company in business activities and serves as a contact for clients, attorneys, CPAs and beneficiaries relating to assigned accounts. May represent the company on boards or committees related to businesses or institutions for which the trust department provides a service.
- Analyzes, studies, and gains full understanding of governing documents. Manages accounts in accordance with the terms of the governing documents and in a manner consistent with the needs of owners and beneficiaries.
- Coordinates management of accounts with investment officers, trust tax officers, Trust Operations, and others as required.
- Assures the accounts are in compliance with all applicable policies, procedures and/or federal/state laws and regulations. Keeps current with all developments, applicable laws and regulations within individual field and provides advice to other Trust RMs and/or business partners.
- Contacts or corresponds with attorneys, agencies, co- trustees/co-executors, and other parties who have an interest in any aspect of an account.
- Resolves problems brought by owners, beneficiaries and others.
- Makes court appearances at audits or other proceedings, and deals with attorneys, agents and others for the acquisition, disposition or preservation of trust assets and related business.
- Advises management and members of the trust administrative committee on questions regarding the acceptability of trust assets and the proper use of income or corpus for accounts being managed.
- Proactively analyzes existing relationships and networks with local professionals and centers of influence for new business opportunities. Advises or consults with other officers on details of proposed business plans.
- Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
- Responsible for achieving sales goals set by management.
- Establishes a calling program for clients, prospects and centers of influence that will facilitate new business development from existing clients and new prospects, and documents all on sales/relationship management reporting tools.
- May attend professional conferences or trade shows held by the client/prospect base in order to promote the company brand and trust expertise. As well as various public meetings held by clients or groups that provide services to clients in order to both be aware of current client needs as well as looking for new business opportunities.
- Produces proposals for new business pricing or terms in conjunction with Sales Manager and LOB Manager.
- Mentors more junior RMs on all aspects of managing and developing Trust relationships.
SUPERVISORY RESPONSIBILITIES:
Carries out supervisory responsibilities in accordance with the organization's policies, procedures and applicable laws; Provides guidance and oversight to and is responsible for the coordination and evaluation of the assigned team. Responsibilities may include interviewing, hiring and training associates; planning, assigning and directing work; performance management; associate compensation; approving expense reports; addressing concerns and resolving problems.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
- Bachelor's degree, preferably with a concentration in business or related field.
- 8 years of relationship management experience in banking or financial services required.
- An equivalent combination of education and experience may be considered.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
- Ability to travel if required to perform the essential job functions.
- Ability to work under stress and meet deadlines.
- Ability to operate related equipment to perform the essential job functions.
- Ability to read and interpret a document if required to perform the essential job functions.
- Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
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