Client Relationships Director — Retirement Plan Focus

DWC - The 401(k) Experts; Wilmington (DE); Remote; USD 108,000 - 140,000; Full time

Job summary

DWC - The 401(k) Experts seeks a Director of Relationship Management to strengthen client relationships across retirement plans. You will manage a portfolio of client accounts, ensure high‑quality service delivery, proactive communication, and strategic guidance while supervising a team of Relationship Managers.

This role requires deep retirement industry knowledge, a collaborative mindset, and a passion for client success.

Qualifications

• 5–7+ years in relationship or client management within retirement or financial services.
• Bachelor’s degree required; credentials like QKA/QPA/AIF are a plus.

Responsibilities

• Supervise and support a team of Relationship Managers, including onboarding and coaching.
• Set team goals and service benchmarks in line with department objectives.
• Monitor responsiveness and ensure timely resolutions across client interactions.
• Create processes for efficient work completion and ongoing monitoring of team performance.
• Lead client meetings, fiduciary discussions, and plan health reviews.
• Partner with Compliance, Operations, Plan Consulting, and Sales to ensure seamless service.

Skills

Relationship management

Supervisory leadership

Client communication

CRM (Salesforce)

Fiduciary awareness

Education

Bachelor’s degree; QKA/QPA/AIF a plus

Tools

Salesforce

Microsoft Office

Job description

DWC - The 401(k) Experts seeks a Director of Relationship Management to strengthen client relationships across retirement plans. You will manage a portfolio of client accounts, ensure high‑quality service delivery, proactive communication, and strategic guidance while supervising a team of Relationship Managers.

This role requires deep retirement industry knowledge, a collaborative mindset, and a passion for client success.