Relationship Manager
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-01-19
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Business
Business Development
The Relationship Manager is responsible for the health of our overall client relationship and specifically as it pertains to the client’s retirement plans. In this role, the Relationship Manager will attend meetings, build contact relationships, manage client expectations, perform internal functions, and introduce other product and services Milliman offers.
Who We AreIndependent for over 75 years, Milliman delivers market‑leading services and solutions to clients worldwide. Today, we are helping companies take on some of the world’s most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics and business transformation.
Milliman invests in skills training and career development, and gives all employees access to a variety of learning and mentoring opportunities. Our growing number of Milliman Employee Resource Groups (ERG’s) are employee‑led communities that influence policy decisions, develop future leaders, and amplify the voices of their constituents. We encourage our employees to give back to their varied professions, including leadership in professional organizations.
Please visit our web site ( ) to learn more about Milliman’s commitments to our people, inclusion, and sustainability.
Through a team of professionals ranging from actuaries to clinicians, technology specialists to plan administrators, we offer unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance and financial services, and property and casualty insurance.
What You Will DoIn this role, you will:
- Deliver high quality service to clients
- Demonstrate full understanding of clients, their retirement plans, sensitivities, needs and objectives
- Attend regular client committee and board meetings
- Develop relationships to cross‑sell, ask for referrals and retain long‑term clients.
- Responsible for the overall financial health of the client including profit and billing
- Handles the entire range of sales activities, including relationship building, initial meeting/demonstrations, and presentations and closing business.
- Maintain the sales pipeline through Dynamics
- Travel up to 30% for assigned territory (primarily ND, MT, MN, as well as , WA, WY)
- 5‑15 years of industry experience with an expertise in retirement plans and strong working knowledge of 401(k) plans and Co‑op 401(k) plans.
- QKA certification
- Works well within a team environment and takes ownership of personal work product
- Proficiency in the use of computers and other general office equipment
- Proficiency in Microsoft Office Suite
- Excellent problem‑solving skills
- Strong communication skills (both written and verbal)
- Able to productively respond to change
- Excellent organization and time management skills
Individual(s) must be legally authorized to work in the United States without the need for immigration support or sponsorship from Milliman now or in the future.
LocationThis role is based out of the Milliman office in Dallas, Texas, but candidates hired into this role may work remotely anywhere in the US. The expected Final date to receive applications for this job is March 31, 2026.
CompensationThe overall salary range for this role is $85,100 - $161,575.
For candidates residing in:
- Alaska, California, Connecticut, Illinois, Maryland, Massachusetts, New Jersey, New York City, Pennsylvania, Virginia, Washington, or the District of Columbia the salary range is $97,865 - $161,575.
- All other locations the salary range is $85,100 - $140,500.
A combination of factors will be considered, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, etc.
BenefitsWe offer a comprehensive benefits package designed to support employees’ health, financial security, and well‑being. Benefits include:
- Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners.
- Employee Assistance Program (EAP) – Confidential support for personal and work‑related challenges.
- 401(k) Plan – Includes a company matching program…
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