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Wealth Management

Senior Retirement Plan Relationship Manager

Job in Washington, District of Columbia, 20022, USA
Listing for: United Bank
Full Time position
Listed on 2026-01-28
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A financial institution in Washington, DC is seeking a Retirement Plan Manager to serve as the relationship manager for clients in various retirement plans. This role requires deep investment management knowledge, and responsibilities include preparing proposals for new clients and leading client presentations. Candidates should have at least five years of experience in investment management and a Bachelor's degree. The position emphasizes client retention and attracting new business.
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Position Requirements
10+ Years work experience
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