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Retirement Relationship Manager
Navia Benefit Solutions, Inc.. Serve as the senior relationship owner and primary point of contact for assigned retirement plan clients.
Posted 5/7/2026full-timeArizona, California, Colorado, Florida, Illinois, Kansas, Minnesota, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $125,000 per yearWebsite
About the role
Key responsibilities & impact- Serve as the senior relationship owner and primary point of contact for assigned retirement plan clients.
- Build executive-level relationships with key client stakeholders, HR leaders, finance teams, and ownership groups.
- Conduct regular service reviews, stewardship meetings, and strategic planning discussions.
- Deliver proactive recommendations regarding plan design, fees, investments, participant engagement, and operational improvements.
- Ensure high client retention through responsiveness, credibility, and consistent value delivery.
- Manage escalations and complex service matters through resolution.
- Advise clients on retirement plan best practices, regulatory changes, and fiduciary considerations.
- Consult on plan design enhancements including Safe Harbor, profit sharing, eligibility, auto features, and plan optimization.
- Identify opportunities to expand relationships through additional services, plan consolidations, and cross-selling Navia solutions.
- Coordinate internal resources across operations, compliance, participant services, payroll integration, and technology teams.
Requirements
What you’ll need- 5+ years of experience in retirement plan relationship management, consulting, recordkeeping, or TPA compliance services.
- Strong working knowledge of ERISA, IRS, DOL, fiduciary structures, and defined contribution plan operations.
- Proven success managing high-value client relationships.
- Strong executive presence with excellent verbal and written communication skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong business acumen with ability to identify growth opportunities.
- Experience with CRM/workflow systems such as Salesforce, PensionPro, Relius, FT Williams, etc.
- ASPPA/NIPA credentials preferred (RPS, QKA, QKC, APA, CPC or equivalent).
Benefits
Comp & perks- Competitive Salary Range: $90-$125K
- Generous health benefits
- Company sponsored wellness benefits
- Complimentary Life Insurance and Long-Term Disability Insurance
- Paid time off 6 Paid Holidays & 2 Paid Floating Holidays
- Work from home and hybrid schedules available!
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
retirement plan relationship managementconsultingrecordkeepingTPA compliance servicesplan design enhancementsfiduciary considerationsdefined contribution plan operationsparticipant engagementoperational improvementscross-selling
Soft Skills
executive presenceverbal communicationwritten communicationbusiness acumenability to manage multiple prioritiesresponsivenesscredibilityclient retentionstrategic planningrelationship building
Certifications
RPSQKAQKCAPACPCASPPANIPA