Operations & Relationship Manager

Accelerate Retirement; Aliso Viejo (CA); Hybrid; USD 70,000 - 90,000; Full time

Job summary

A leading company in the retirement advisory sector is looking for an Operations & Advisor/Client Relationship Manager. This hybrid role involves managing client relationships and operational workflows, ensuring a high-quality service experience. Ideal candidates will be detail-oriented and possess strong communication skills. The company offers a competitive salary range and a supportive work environment with flexible hours.

Benefits

Competitive benefits package

Company-paid health, vision, and dental premiums

Flexible work hours

18 PTO days annually

13 paid holidays per year

Qualifications

• Familiarity with retirement plan operations and industry platforms is a plus.
• Reliable, detail-oriented, and committed to exceptional client service.

Responsibilities

• Support onboarding and servicing of retirement plans and individual accounts.
• Manage operational workflows with custodians and vendors.
• Respond to client inquiries promptly and accurately.

Skills

Communication

Problem-Solving

Organizational Skills

Tools

CRM

Workflow Tools

Job description

Accelerate Retirement provided pay range

This range is provided by Accelerate Retirement. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$70,000.00/yr - $90,000.00/yr

Additional compensation types

Annual Bonus

About Us

Accelerate Retirement is a Registered Investment Advisor (RIA) committed to empowering retirement plan advisors and their clients. We deliver operational excellence, strategic support, and a personalized experience to help our partners—plan sponsors, individuals, and advisors.

About the Role

We’re seeking a detail-oriented, relationship-driven Operations & Advisor/Client Relationship Manager to join our team. In this hybrid role, you’ll serve as a key point of contact for our plan sponsor clients, individual investors, and advisor partners—ensuring operational accuracy and delivering a high-quality, service-focused experience. This position blends hands-on operations with client and advisor engagement, requiring strong organizational skills, attention to detail, and a proactive communication style.

Key Responsibilities

• Support onboarding, maintenance, and day-to-day servicing of retirement plans and individual accounts
• Manage operational workflows with custodians, recordkeepers, and third-party vendors
• Respond to client and advisor inquiries promptly, accurately, and professionally
• Maintain internal systems (CRM, project management tools) and ensure data accuracy
• Contribute to process improvements that enhance efficiency and client satisfaction
• Assist with compliance, documentation, and adherence to internal best practices

Qualifications

• Strong communication, problem-solving, and organizational skills
• Familiarity with retirement plan operations and industry platforms is a plus
• Proficiency with CRM and workflow tools; tech-savvy and adaptable
• Reliable, detail-oriented, and committed to exceptional client service

What We Offer

• Base salary range: $70,000–$90,000, depending on licensing and industry experience
• Opportunities for professional growth in a collaborative and supportive environment
• Competitive benefits package
• Company-paid employee health, vision, and dental premiums
• Flexible work hours, including adjustable start/end times and shortened Fridays
• Hybrid schedule: two remote days; in-office Tuesday–Thursday (Aliso Viejo office)
• 18 PTO days annually
• 13 paid holidays per year

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

Referrals increase your chances of interviewing at Accelerate Retirement by 2x

Get notified about new Relationship Manager jobs in Aliso Viejo, CA.

Account Executive, Ticket Sales & Service

Orange County, CA $80,000.00-$90,000.00 5 days ago

Newport Beach, CA $10.00-$50.00 6 days ago

Relationship Manager - Mission Viejo, CA

Irvine, CA $60,000.00-$79,500.00 2 weeks ago

Account Executive (remote anywhere in the USA)

Irvine, CA $120,000.00-$160,000.00 1 week ago

Relationship Manager Business Banking Sr

JPMorgan Private Client Relationship Manager – Irvine, CA

Small, Medium and Growth Business - Account Executive - Irvine

Strategic Partner Manager, US Government

Irvine, CA $189,000.00-$258,000.00 1 week ago

Healthcare Business Banking Relationship Manager

Irvine, CA $69,000.00-$140,000.00 1 week ago

Newport Beach, CA $49,920.00-$100,000.00 1 week ago

Business Relationship Manager I - Officer

Newport Beach, CA $110,700.00-$135,300.00 2 weeks ago

Irvine, CA $60,000.00-$60,000.00 2 weeks ago

Account Executive - Orange County Irvine

Irvine, CA $100,000.00-$100,000.00 1 week ago

Business Relationship Manager Senior Acquisition - Vice President

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.