Retirement Plan Relationship Manager
Job Description
Senior Relationship Manager / Financial Advisor – Institutional Retirement Plans (CFP® Required)
Remote | U.S. Based | $150K–$200K Base + Bonus
A nationally recognized retirement advisory team is seeking a Senior Relationship Manager / Financial Advisor to service and deepen relationships across a growing book of institutional retirement plan clients.
If you’re a seasoned CFP® with strong investment and ERISA expertise and you love leading client conversations — this role offers both impact and long term career upside.
What You’ll Lead
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Deliver investment reviews, market updates, and plan level presentations to committees and executives
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Provide proactive, high touch service to retirement plan clients across 401(k), Defined Benefit, and other institutional programs
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Compile customized reports, analyses, and meeting materials
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Manage post meeting follow through, including notes, action items, and project oversight
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Partner across internal teams to maintain a polished, professional client experience
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Support business development efforts with existing clients and prospects
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Stay current on industry trends, planning topics, and regulatory developments
What You Bring
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CFP® designation (REQUIRED)
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FINRA Series 65 or 66
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Bachelor’s degree or 6+ years of relevant high-level Relationship Management experience
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Deep knowledge of institutional retirement plans, investments, and ERISA
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Strong communication skills with comfort presenting to technical audiences and C suite leaders
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Proficiency in Microsoft Office and exceptional organizational skills
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CFA® or CIMA® preferred
This is an opportunity to step into a visible, client facing role with competitive compensation, national reach, and meaningful growth potential.
#LI-KF1
Meet Your Recruiter
Kristine Fornek
Senior Executive Recruiter / Market Specialist
SPECIALTIES: All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.
The levels of candidates that I place include Plan Administrators, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-Level Executive positions. We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.
I’M IN THIS BUSINESS BECAUSE: I truly enjoy building relationships with both my clients and my candidates. There’s no better feeling than fostering strong partnerships with my clients to aid them with their hiring needs or helping someone realize their goals by assisting them in advancing their career. I LOVE making those connections!
HOBBIES: Golf, travel, cooking, stained glass artisan, mosaics, pottery, oil painting, volunteering, active with church.