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Retirement Relationship Manager Jobs (NOW HIRING)

YMCA

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 ...

Bank of America

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 ...

Bank of America

Relationship Manager

Atlanta, GA · 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 ...

Bank of America

Relationship Manager

Towson, MD · 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 ...

1000heads

Relationship Manager

New York, NY · 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

1000heads

Relationship Manager

New York, NY · 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

Bank of America

Relationship Manager

Chicago, IL

... 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 ...

T Rowe Price

Relationship Manager

Baltimore, MD · Hybrid

... retirement plan sponsors. We take an active, independent approach to investing, offering our ... The Corporate Relations Relationship Manager will support corporate access activity across T. Rowe ...

Bank of America

Relationship Manager

Winter Park, FL · 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 ...

Bank of America

Relationship Manager

Winter Park, FL · 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 ...

Bank of America

Relationship Manager

Lexington, MA · 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 ...

Bank of America

Relationship Manager

Atlanta, GA · 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 ...

Bank of America

Relationship Manager

Towson, MD · 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 ...

Bank of America

Relationship Manager

Lexington, MA · 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 ...

YMCA of Greater Kansas City

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 ...

Global Payments, Inc.

Relationship Manager

San Diego, CA · On-site +1

$100K/yr

As a Core Payments Relationship Manager (RM) you will report to a District Manager and receive ... retirement and investment options, charitable gift matching programs, and worldwide days of service.

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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 Aug 16, 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 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.
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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?

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Retirement Relationship Manager jobs near you
Infographic showing various Retirement Relationship Manager job openings in the United States 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 $80,705 per year, or $38.8 per hour.

Relationship Manager

YMCA

Tacoma, WA • On-site

$23.70 - $28.20/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago

YMCA rating

6.1

Company rating: 6.1 out of 10

Based on 1,987 frontline employees who took The Breakroom Quiz

573rd of 772 rated non-profit organizations

Job description

The YMCA of Pierce and Kitsap Counties is hiring a Relationship Manager at our Tacoma Association Office location.
Job Description
As the Relationship Manager, you will play a key role on the Business Development Team, helping advance the YMCA's mission by building meaningful connections throughout the community. This position is responsible for cultivating and strengthening relationships with corporate partners, community organizations, members, and other key stakeholders. Through strategic business development, partnership growth and stewardship, membership engagement, and customer relationship management, the Relationship Manager expands the YMCA's reach, enhances community impact, and creates opportunities for long-term collaboration and support.
Compensation: $23.70 to $28.20 per hour (Compensation is determined based on relevant experience, skills, and qualifications, with most new hires starting between the minimum and midpoint of the posted wage range)
Position type: Full-Time, 40 Hours Per Week, Hybrid Position
Benefits: Medical, Dental, and Vision benefit plan options YMCA paid Life and Long-term Disability Insurance
  • Opportunity to participate in the YMCA 403(b) retirement saving plan. After 2 years of Full-Time employment, the YMCA will contribute 8% of your monthly earnings
  • Accrual of 15 days of paid vacation (vacation accruals increase with years of service)
  • 8 paid Holidays/Floating Holidays per year
  • Paid Sick Leave accrued at 1.23 hours for every 40 hours worked per year
  • Employee Assistance Plan (EAP), Digital mental health counseling platform, Wellness program and LifeMart employee discount center
  • Professional training, education and certification opportunities
  • 20% discount on YMCA programs, Child Care services, and merchandise
  • Public Service Loan Forgiveness eligibility for Full-Time employees

Qualifications
  • Bachelor's Degree in Business Administration, Marketing, Communications, Public Relations, Nonprofit Management, or a related field; or equivalent combination of education and experience (preferred).
  • Three (3) years of experience in business development, sales, fundraising, account management, community relations, membership sales, donor relations, or partnership development (preferred).
  • Demonstrated success building and maintaining relationships with diverse stakeholders.
  • Experience meeting revenue, fundraising, sponsorship, membership, or business development goals.
  • Strong verbal, written, and presentation communication skills.
  • Ability to represent the YMCA professionally in community and business settings.
  • Proficient in the use of Salesforce, Microsoft Office, Teams, Zoom, etc (preferred).
  • Ability to manage multiple priorities and deadlines.
  • Ability to work flexible hours, including occasional evenings and weekends for community events and meetings.
  • Must be able to pass Background and Reference checks (in accordance with the WA State Fair Chance Act).
  • Committed to valuing and promoting diversity and contributing to an inclusive working and learning environment.
  • Able and willing to complete online Child Abuse Prevention training on first day, and other online and in-person training as required.

Essential Functions
  • Manage and steward corporate partner accounts through regular communication, relationship-building, and engagement efforts to ensure satisfaction, retention, and participation in YMCA programs and services.
  • Identify and cultivate opportunities to expand existing partnerships in alignment with YMCA and partner organization goals.
  • Serve as the primary point of contact for corporate partners, promoting YMCA events, wellness initiatives, volunteer opportunities, networking events, and community engagement programs.
  • Support onboarding of new corporate partners and employees, including account setup, enrollment, and access to YMCA benefits and services.
  • Collaborate with the Association Virtual Experience Director to support virtual offerings, app enhancements, corporate dashboard functionality, and strategies that increase partner engagement and retention.
  • Partner with the Marketing team to develop and distribute communications, promotional materials, digital campaigns, success stories, corporate challenges, and awareness initiatives.
  • Ensure partners and employees remain informed about YMCA programs, events, benefits, and community impact opportunities through effective outreach and communication.
  • Assist in developing new partnerships and expanding existing partnership opportunities.
  • Meet established Key Performance Indicators (KPIs) and performance goals.
  • Maintain proficiency in Salesforce, including membership enrollment, account maintenance, program registration, cancellations, reporting, refunds, account merges, duplicate resolution, and account balance management.
  • Respond promptly and professionally to corporate account inquiries and updates.
  • Maintain expertise in YMCA virtual offerings and the Virtual Corporate Dashboard.
  • Drive virtual program access and engagement while providing relevant utilization and performance reports to corporate partners.

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