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Retirement Relationship Manager Jobs (NOW HIRING)

$122K - $212K/yr

The position will focus on achieving retirement plan retention, growth in revenue and assets ... The Relationship Manager is an advocate for the Customer, an industry expert and contributes in ...

Relationship Manager

Concord, NC ยท On-site +1

$122K - $212K/yr

The position will focus on achieving retirement plan retention, growth in revenue and assets ... The Relationship Manager is an advocate for the Customer, an industry expert and contributes in ...

EBizCharge is looking for a positive, energetic, and self-motivated Relationship Manager. The ... Retirement 401(k) plan with company match. * Gym access, dry cleaners, car wash conveniently ...

Relationship Manager Fiduciary Trust International is hiring a Relationship Manager to join our New ... Provide advice for retirement planning and philanthropic planning; implementation of charitable ...

You will also be able to participate in a 401k retirement program. โ€ข Professional Development ... Client Relationship Management : Build and maintain strong, long-term relationships with clients ...

... 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 ...

You will also be able to participate in a 401k retirement program. ยท Professional Development ... Client Relationship Management : Build and maintain strong, long-term relationships with clients ...

Relationship Manager Fiduciary Trust International is hiring a Relationship Manager to join our New ... Provide advice for retirement planning and philanthropic planning; implementation of charitable ...

... 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 ...

... for retirement, education, legacy, and other life goals through investment advice and guidance ... Manages aspects of the client relationship process, including client onboarding and resolving ...

... 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 ...

Develop relationships with advisors and fund managers * Drive consultative sales of alternative ... a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles ...

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Retirement Relationship Manager information

See salary details

$28K

$80.7K

$140.5K

How much do retirement relationship manager jobs pay per year?

As of Jun 15, 2026, the average yearly pay for retirement relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What are Retirement Relationship Managers?

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.
More about Retirement Relationship Manager jobs
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:
Infographic showing various Retirement Relationship Manager job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 84% Full Time, 14% Part Time, and 1% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Relationship Manager

Manulife

On-site, Remote

$122K - $212K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago


Job description

This position is available in Manulife John Hancock's Mid/Large corporate segment and while a regional approach and coverage is preferred, the ideal candidate should be flexible to travel outside of their region as well. The position will focus on achieving retirement plan retention, growth in revenue and assets through informed and loyal advisors, sponsors, and participants. The preferred candidate will have strong investment industry and product knowledge and experience integrating these solutions into existing relationships.

The Relationship Manager is an advocate for the Customer, an industry expert and contributes in meaningful ways to the broader Strategic Relationship Management & Consulting team and John Hancock organization. In addition to defined contribution plans, experience with non-qualified deferred compensation and defined benefit plans is preferred.

The book of business will be focused on clients greater than $50M in AUM. Depending on experience, client size could be up to $1B in AUM.

Key Accountabilities:

  • Achieve all annual metrics - retention, revenue, customer engagement

  • Learn Manulife John Hancock Retirement products, features and services and apply as appropriate with a strong focus on investment products

  • Effectively manage internal and external customer relationships, leverage available resources

  • Exhibit consultative selling and negotiation skills, optimize product features, plan design and employee retirement readiness

  • Demonstrate executive presence and subject matter expertise to instill confidence and influence outcomes that align Customer and Manulife John Hancock objectives

  • Follow all company and department level processes and procedures, including meeting materials preparation and presentation format, travel and expense, CRM documentation and data integrity

  • Support new sales and market development initiatives

Job Requirements:

  • Bachelors Degree in related field preferred

  • 7-10 years of Financial Services industry experience

  • Demonstrate initiative, motivation and accountability

  • Expert consultative selling and negotiation skills

  • Ability to analyze complex relationships and complete goals

  • Strong business insight and presence

  • Ability to clearly communicate, build rapport and effectively partner with internal and external business partners.

  • Demonstrate flexibility and resilience in a changing environment

  • Develop strategy, goals and display the capability to adjust, regardless of obstacles or circumstances

License Requirements

  • Successful completion of SIE

  • Hold FINRA Series 6 or 7, 63 or 66

  • State Insurance license

When you join our team:

  • We'll empower you to learn and grow the career you want.

  • We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

  • As part of our global team, we'll support you in shaping the future you want to see

#LI-JH

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.

Referenced Salary Location

USA, Georgia - Full Time Remote

Working Arrangement

Remote

Salary range is expected to be between

$122,325.00 USD - $212,030.00 USD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.

Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify

Company: John Hancock Life Insurance Company (U.S.A.)