Retirement Plan Relationship Manager
CeteraDes Moines, Iowa, United States
Posted March 23, 2026
70000 - 99000 USD
Full Time
About the Company
Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country.
Job Description
The Retirement Plan Relationship Manager is responsible for providing retirement plan clients and partners strategic plan management, investment management, and client service. This role requires travel to client locations for presentations to plan administrators and plan participants.
Requirements
- Bachelor’s degree required in relevant course of study
- Minimum of 5 years’ experience in financial services industry
- Relationship management experience in the financial services industry
- Excellent written and verbal communication skills
- Strong presentation and negotiation skills with c-suite
- Knowledge of IRS and DOL regulations relating to qualified retirement plans
- Working knowledge of both qualified and non-qualified retirement plan solutions
- Excellent time management and organizational skills
- Strong problem-solving skills and attention to detail
- Ability to work independently in a fast-paced environment
- Ability to multi-task in various software applications and managing to deadlines
Benefits
- Inclusive health, dental, vision and life insurance plans
- Easy access to mental health benefits
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days
- 401(k) Savings plan with a generous company contribution (up to 5%)
- Paid parental leave
- Health Savings and Flexible Spending Account options
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more
