K Relationship Manager

2 days ago Be among the first 25 applicants

This range is provided by Weaver Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$80,000.00/yr - $/yr

Annual Bonus

Relationship Manager

Full-Time | Hybrid Travel | Client-Facing

Are you passionate about guiding corporate retirement plan sponsors and participants toward financial security? We’re seeking a skilled Relationship Manager to join a fast‑growing advisory firm specializing in retirement plans for small and mid‑sized businesses.

• Own long‑term relationships with 401(k) plan sponsor clients
• Lead plan design reviews, investment updates, and vendor coordination
• Deliver participant education and enrollment campaigns, both onsite and virtually
• Serve as the key contact post‑sales and throughout the client lifecycle
• Consult on plan governance, IPS, fee benchmarking, and fiduciary support
• Travel up to 40% nationally to support clients in person

• 5+ years in financial services with 401(k) or retirement plan experience
• Strong client relationship management skills
• Background in capital markets, ERISA, plan design, and education
• Polished presenter, especially to participant groups
• Series 65 or ability to obtain upon hire

• Transparent and consistent quarterly bonus structure
• 50% retirement plan match up to IRS limits
• Life, AD&D, disability coverage, and EAP support
• Tools like concierge health and employee discounts
• Growth‑focused and collaborative culture

~60–70 clients once ramped

Mid‑Senior level

Full‑time

Consulting;
Education;
Customer Service

Financial Services;
Insurance;
Employee Benefit Funds