Retirement Services Relationship Development Officer

Frost

. Develop and maintain relationships with prospective retirement plan sponsors, referral partners, and industry professionals to drive business growth .

Posted 10/30/2026full-timeSan Antonio • Texas • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in retirement plan solutions, including 401(k), 403(b), and defined benefit plans, while effectively managing client relationships and business development initiatives. Proficient in utilizing CRM systems and Microsoft applications to drive sales growth and maintain accurate records.

Highest-signal resume keywords

Retirement Plan ExperienceFINRA Series 7 LicenseFINRA Series 63 LicenseBusiness DevelopmentClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan SolutionsSales Pipeline ManagementMarket OutreachProposal DevelopmentCRM Proficiency

Soft Skills

Excellent Communication SkillsOrganizational SkillsTime Management SkillsPresentation Skills

Tools & Technologies

Microsoft Applications

Certifications & Qualifications

CRPS®QKA®AIF®CISPCIS

Industry Keywords

Retirement Plans401(k)403(b)Defined Benefit PlansIRANon-Qualified Plans

About the role

Key responsibilities & impact

Develop and maintain relationships with prospective retirement plan sponsors, referral partners, and industry professionals to drive business growth
Identify and pursue new sales opportunities through networking, referrals, centers of influence, and market outreach efforts
Conduct presentations and proposal meetings with prospective clients to demonstrate retirement plan solutions and services, including 401(k), 403(b), defined benefit, IRA, and non-qualified plans
Collaborate with relationship managers, service teams, and other internal stakeholders to ensure a seamless client onboarding experience
Monitor industry trends, regulatory developments, and market opportunities to provide valuable insights and recommendations
Manage sales pipelines, maintain accurate CRM records, and prepare reports, forecasts, and business development updates for leadership
Develop and execute business development plans to achieve revenue, asset growth, and client acquisition goals
Take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Requirements

What you’ll need

Bachelor's degree in Business, Finance, Marketing, Economics, or a related field
2+ years of retirement plan experience
FINRA Series 7 and 63 licenses, or the ability to obtain within 90 days
Excellent written and verbal communication skills
Ability to present to customers
Proficiency in Microsoft applications
Strong organizational and time management skills with the ability to manage multiple priorities and deadlines effectively
Preferred: 4+ years of retirement plan experience
Preferred related retirement plan designations: CRPS®, QKA®, AIF®, CISP, CIS
Preferred knowledge of Frost’s retirement products and services

Benefits

Comp & perks

Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program