Advisor Relationship Manager

PenChecks Trust

Advisor Relationship Manager serving financial advisors and clients, managing relationships and client satisfaction. Responsible for onboarding clients and driving business growth objectives directly with Operations and Sales teams.

Posted 6/16/2026full-timeLa Mesa • California • 🇺🇸 United StatesJuniorMid-Level💰 $71,822 - $85,072 per yearWebsite

About the role

Key responsibilities & impact

Serve as the primary point of contact for assigned small- to mid-market clients.
Build and maintain strong relationships with financial advisors, recordkeepers, TPAs, and strategic partners.
Conduct regular client meetings and business reviews to ensure client satisfaction and retention.
Respond to client inquiries and resolve service-related issues in a timely manner.
Identify opportunities to expand client engagement and increase utilization of retirement and rollover solutions.
Coordinate with internal teams to support client needs and strategic initiatives.
Support onboarding and implementation activities for new clients and partners.
Coordinate account setup, operational workflows, and service expectations.
Assist with implementation timelines and project coordination.
Educate clients on platform capabilities, service offerings, and retirement account processes.
Ensure successful client adoption and transition to ongoing relationship management.
Maintain accurate client records, activity tracking, and documentation within CRM systems.
Partner with Operations, Compliance, Product, and Service teams to deliver seamless client experience.
Assist with client reporting, service reviews, and performance metrics.
Support continuous process improvement initiatives designed to enhance scalability, efficiency, and client satisfaction.
Ensure adherence to internal policies, regulatory requirements, and industry best practices.
Support proposal development, due diligence requests, and RFP responses.
Collaborate with Product and Product Marketing teams on client initiatives and feedback.
Partner with senior Relationship Managers and Sales leadership to support business growth objectives.
Provide market and client insights to support product enhancements and sales strategies.

Requirements

What you’ll need

Bachelor’s degree or equivalent industry experience.
2–5 years of experience in retirement services, wealth management, financial services, account management, client service, or relationship management.
Strong communication, presentation, and organizational skills.
Ability to manage multiple priorities in a fast-paced environment.
Proficiency with CRM systems and Microsoft Office applications.
Knowledge of IRA products, rollover solutions, and retirement plan administration.
Experience supporting financial advisors, recordkeepers, TPAs, broker-dealers, or financial institutions.
Understanding of retirement industry regulations and best practices.
Experience with implementations, onboarding, or project coordination.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account PenChecks Trust Website LinkedIn All Job Openings 51 - 200 employees Founded 1994 💸 Finance 💳 Fintech 🤝 B2B Finance
Fintech
B2B PenChecks Trust is a trusted independent provider of comprehensive retirement plan payment processing services. The company specializes in helping institutions, third-party administrators, advisors, and plan sponsors streamline administrative tasks associated with retirement distributions. Their solutions include automatic rollovers, missing participant IRA services, and various distribution services, allowing plan participants to efficiently claim their retirement benefits. Advisor Relationship Manager Job not on LinkedIn 🔥 1 hour ago 🏢🏡 La Mesa – Hybrid 💵 $71.8k - $85.1k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 💰 Account Manager Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Serve as the primary point of contact for assigned small- to mid-market clients.
Build and maintain strong relationships with financial advisors, recordkeepers, TPAs, and strategic partners.
Conduct regular client meetings and business reviews to ensure client satisfaction and retention.
Respond to client inquiries and resolve service-related issues in a timely manner.
Identify opportunities to expand client engagement and increase utilization of retirement and rollover solutions.
Coordinate with internal teams to support client needs and strategic initiatives.
Support onboarding and implementation activities for new clients and partners.
Coordinate account setup, operational workflows, and service expectations.
Assist with implementation timelines and project coordination.
Educate clients on platform capabilities, service offerings, and retirement account processes.
Ensure successful client adoption and transition to ongoing relationship management.
Maintain accurate client records, activity tracking, and documentation within CRM systems.
Partner with Operations, Compliance, Product, and Service teams to deliver seamless client experience.
Assist with client reporting, service reviews, and performance metrics.
Support continuous process improvement initiatives designed to enhance scalability, efficiency, and client satisfaction.
Ensure adherence to internal policies, regulatory requirements, and industry best practices.
Support proposal development, due diligence requests, and RFP responses.
Collaborate with Product and Product Marketing teams on client initiatives and feedback.
Partner with senior Relationship Managers and Sales leadership to support business growth objectives.
Provide market and client insights to support product enhancements and sales strategies. 🎯 Requirements
Bachelor’s degree or equivalent industry experience.
2–5 years of experience in retirement services, wealth management, financial services, account management, client service, or relationship management.
Strong communication, presentation, and organizational skills.
Ability to manage multiple priorities in a fast-paced environment.
Proficiency with CRM systems and Microsoft Office applications.
Knowledge of IRA products, rollover solutions, and retirement plan administration.
Experience supporting financial advisors, recordkeepers, TPAs, broker-dealers, or financial institutions.
Understanding of retirement industry regulations and best practices.
Experience with implementations, onboarding, or project coordination. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

retirement serviceswealth managementaccount managementclient servicerelationship managementproject coordinationimplementationIRA productsrollover solutionsretirement plan administration

Soft Skills

communicationpresentationorganizationalmulti-priority managementclient satisfactionrelationship buildingproblem resolutioncollaborationprocess improvementclient education

Certifications

Bachelor’s degree