Relationship Manager II – Retirement Plans

The Standard

. Provide best-in-class and profitable customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts .

Posted 10/23/2026full-timeRemote • United StatesMid-LevelSenior💰 $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in relationship management within the retirement plans sector, providing exceptional customer service and investment advisory services while ensuring compliance with industry regulations. Capable of delivering plan design consulting and driving client retention through effective communication and virtual engagement.

Highest-signal resume keywords

Relationship ManagementQualified Plans KnowledgeInvestment Advisory ServicesSeries 6/7 LicenseERISA Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Plan Design ConsultingInvestment Due DiligenceClient Retention StrategiesData Collection and SubmissionEnrollment Processes

Soft Skills

Customer ServiceCommunicationProblem SolvingVirtual Engagement

Certifications & Qualifications

Series 6 LicenseSeries 7 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Retirement PlansERISAQualified Plan InvestmentsPlan ImprovementsChannel Relationships

About the role

Key responsibilities & impact

Provide best-in-class and profitable customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts
Support a dedicated book of advisors and employers virtually
Develop and manage primary relationships with advisors and channel relationships
Develop and manage standalone plans and Private Label PEPs
Understand customer concerns and needs and liaise between home office departments and customers
Initiate plan improvements and resolve issues
Inform customers about industry and regulatory changes and explain their impact
Provide plan design consulting services
Provide investment advisory services, fund lineup updates, and Investment Due Diligence and Monitoring Reports
Drive client retention through value-added information and virtual plan reviews
Coordinate installation of assigned new groups, including data collection, submissions, documents, agreements, and communications
Deliver enrollment, re-enrollment, and education processes, including on-site employee meetings and virtual meetings
Participate in sales presentations when requested
Promote new products and services to employers

Requirements

What you’ll need

Ability to work in the Pacific Time Zone
Bachelor's degree preferred
Degree or an equivalent combination of education and relevant professional experience required
5+ years of demonstrated relationship management experience in the retirement plans field
Excellent working knowledge of qualified plans, ERISA, and qualified plan investments
Series 6/7, with Series 63 where applicable, or Series 65 license required within 90 days of hire
Successful completion of criminal background investigation and employment, education, and licensing verification
Must be bondable

Benefits

Comp & perks

Medical, dental, and vision insurance
401(k) plan with matching company contributions
Annual incentive bonus plan
Paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually
PTO increases with tenure
Supportive, responsive management approach
Career growth and advancement opportunities
Paid parental leave
Adoption/surrogacy assistance
Employee giving program that double matches donations to eligible nonprofits and schools
Work-life balance benefits