881 client relationship manager retirement jobs found

About Legacy Planning Legacy Planning Partners, a HUB International company, is an independent financial planning services company with 3 locations in Southeastern, PA. Legacy Planning is growing and looking to hire a Client Relationship Manager to the Retirement Plans team in the Blue Bell, PA location. Our mission is to make a significant impact in the lives of our clients, their families, and their communities through comprehensive and strategic financial planning.  Position Overview The Client Relationship Manager (CRM) plays a pivotal role in delivering an exceptional retirement plan experience for our clients. This position focuses on proactive client service, strategic plan design, and expert guidance on qualified plan administration. The CRM builds and maintains trusted relationships with plan sponsors, advisors, and partners—serving as their go-to resource for compliance, operations, and plan performance. Key Responsibilities: Client Service &...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Relationship Manager-Retirement Services to their  Advus  team in Winter Park, FL. Job Summary: In this r ole, you will provide comprehensive relationship management support to our Retirement Plan Advisors, ensuring the seamless delivery of high-quality 401(k) and other retirement plan services to our clients. Your expertise in 401(k) plan design, administration and compliance will be essential in maintaining regulatory standards and offering actionable insights to both advisors and plan sponsors.   Essential Functions: ERISA Compliance and Guidance Serve as an internal ERISA and 401(k) expert, offering ongoing guidance to Retirement Plan Advisors on DOL, IRS, PBGC, and other regulatory standards. Research and analyze complex ERISA-related issues, developing clear and concise explanations...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position will be hired on a hybrid SuccessFlex basis. The hired associate must reside within 35 miles of the following location: Columbus: 1000 Yard Street, Building H, Grandview Heights, Ohio, 43212 Required qualification: NF ISS Life Solutions Center experience. This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program. Internal Compensation Grade: C3 Job Description Summary Do you love connecting and building new business relationships? If you have a natural curiosity,...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This is a hybrid (flexible) role that will operate in both an office environment and work from home with 3 days in office and 2 days remote. Opening is located in Scottsdale, AZ. External candidates are eligible for a $2,000 sign-on bonus. Nationwide Annuity Knowledge Preferred FINRA Licensing Preferred Successful completion of in-house training program, FINRA SIE, Series 6, Series 63 and State Life/Annuity Insurance Agent licenses 120 days post-hire is required. This is an E.SD50 band role.   This role does not qualify for...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring...

Overview The Product Analyst is responsible for supporting the Product Manager in both product analysis as well as backlog execution. The Product Analyst is aligned with the Product Manager in execution of the product vision and roadmap and is accountable for translating the vision and roadmap into defined User Stories and Acceptance Criteria. The Product Analyst acts as a liaison between business stakeholders/various SME’s and the Product Management team to support the success of the scrum team development of new or enhanced functionality and features.   Starting base pay for this role is between $80,000 and $100,000. The actual base pay is dependent upon many factors, such as transferable skills, work experience, business needs, training, location, and market demands. The base pay range is subject to change and may be modified in the future. This role will be eligible for a bonus as well as competitive medical, dental, and vision benefits, wellness...

If you’re passionate about becoming a Nationwide associate and believe you have the potential to be something great, let’s talk. At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. About the Role: As the Technical Director, Advanced Consulting Group (ACG) Annuity Team, you'll be at the forefront of helping Americans prepare for and live in retirement.  Your expertise in the tax rules of nonqualified annuities and IRAs will help financial professionals and other Nationwide partners deliver real value for our business.  This is a hybrid position based in Columbus, OH. Candidates located near a Nationwide campus will collaborate in office 3 days per week and enjoy the flexibility of remote work the remaining days. Current Nationwide Remote Associates will also be considered. What We're Looking For: Expertise: Deep...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will work with our Emerging Markets/Private Sector Protected Retirement clients. The position is fully remote and will cover all of our Protected Retirement clients across the US. The position will focus on 401(k) products and ideally the candidates will possess experience with Advisor sold products, relationships with TPAs, experience in the Protected Retirement space, and having worked with Corporate/Private sector clients. This is an H.SD170 band role. #LI-COLE Job Description Summary Do you have a competitive nature and love building strong...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position will be hired on a SuccessFlex basis. The hired associate must reside within 35 miles of the following location(s): Columbus: Three Nationwide Plaza, Columbus OH, 43215 Grandview: 1000 Yard Street Grandview OH, 43215 Work schedule : 3 days in office, 2 days remote. This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program. Are you a proactive and detail-oriented individual with a passion for sales? We’re seeking a Sales Support Specialist to join our team at...

Who we are American International Group, Inc. (AIG) is a leading global insurance organization. Building on 100 years of experience, today AIG member companies provide a wide range of property casualty insurance, life insurance, retirement solutions, and other financial services to customers in more than 80 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide for retirement security. Get to know the business General Insurance is a leading provider of insurance products and services for commercial and personal insurance customers. It includes one of the world’s most far-reaching property casualty networks. General Insurance offers a broad range of products to customers through a diversified, multichannel distribution network. About the role The Multinational Zonal Leader is responsible for the overall management and performance of the U.S. Midwest Zone...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will work out of our Houston, TX location. #LI-COLE Job Description Summary Are you passionate about cultivating effective relationships to drive sales growth? If you love a highly visible position where you can influence results through relationship-building and activation expertise, we want to know more about you! As a Wholesaler, you’ll be responsible for recruiting, training, educating, motivating, and maintaining national and regional broker partners to sell, service and conserve business to ensure profitable growth and to meet sales objectives...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

Job Description About Auris   Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.     Job Summary   Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Territory Manager (PTM) , you will report to the Payroll Division Manager (PDM) .  Activities include explaining our value proposition to clients via...

About Auris   Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.     Job Summary   Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Territory Manager (PTM) , you will report to the Payroll Division Manager (PDM) .  Activities include explaining our value proposition to clients via Atlas CRM,...

Job Description About Auris   Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.     Job Summary   Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients. As a Payroll Division Manager (PDM), you will report to a regional Vice President (VP). PDM’s must manage and achieve their Division’s productive sales goal on a monthly basis while managing and leading a team of Payroll...

Job Description About Auris   Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.     Job Summary   Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Territory Manager (PTM) , you will report to the Payroll Division Manager (PDM) .  Activities include explaining our value proposition to clients via...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Position Summary We are seeking a Senior CRM Manager to lead and evolve our Customer Relationship Management (CRM), Email Marketing Systems (EMS), SMS, and Direct Mail programs. This strategic role will own the end-to-end execution of multi-channel marketing initiatives, drive business development...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description ***This position is Remote. The work consists of 70% in the field and 30% virtual.*** Make a real difference when it matters most. Are you ready to step into a role where you help people get back on the road after life throws them a curveball? As a Catastrophe Field Auto Adjuster, you’ll be the trusted face of our company, traveling nationwide to support customers affected by catastrophic events like floods, hurricanes, and wildfires. Whether it’s a car, motorcycle, ATV, RV, or even a boat, you’ll investigate damage, review policies, and...