Retirement Relationship Manager

Navia Benefit Solutions, Inc.

Retirement Relationship Manager at Navia Benefit Solutions serving as primary advisor for retirement clients. Focused on relationship management, growth opportunities, and operational excellence across retirement plans.

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

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Applicant Tracking System Keywords

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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