Remote Senior Retirement Plan Advisor

Navia Benefit Solutions, Inc.; Renton (WA); Hybrid; USD 90,000 - 125,000; Full time

Benefits offered by this job

Health benefits

Wellness benefits

Life Insurance

Disability Insurance

Paid time off

Holidays

Job summary

Navia Benefit Solutions, Inc. is seeking a Retirement Relationship Manager to lead strategic advisory services for a portfolio of retirement plan clients.

You will deepen client relationships, deliver consultative retirement plan guidance, and drive client satisfaction and retention. Responsibilities include executive-level engagement, plan design enhancements, benchmarking, and collaboration with compliance teams to ensure smooth operation and growth.

Qualifications

• 5+ years of experience in retirement plan relationship management or related fields.
• Strong knowledge of ERISA, IRS, DOL fiduciary structures, and defined contribution plan operations.
• Proven ability to manage high-value client relationships and deliver strategic guidance.

Responsibilities

• Serve as senior relationship owner and primary contact for retirement plan clients and advisors.
• Build executive relationships with client stakeholders, HR, finance, and ownership groups.
• Conduct service reviews, stewardship meetings, and strategic planning discussions.
• Provide proactive recommendations on plan design, fees, investments, and participant engagement.
• Coordinate with internal teams on testing, audits, and mergers; ensure CRM/workflow documentation.

Skills

Relationship management

Executive presence

Client consulting

CRM systems

Strategic planning

Education

ASPPA/NIPA credentials (RPS/QKA/QKC/APA)

Tools

Salesforce

PensionPro

Relius

FT Williams

Job description

Navia Benefit Solutions, Inc. is seeking a Retirement Relationship Manager to lead strategic advisory services for a portfolio of retirement plan clients.

You will deepen client relationships, deliver consultative retirement plan guidance, and drive client satisfaction and retention. Responsibilities include executive-level engagement, plan design enhancements, benchmarking, and collaboration with compliance teams to ensure smooth operation and growth.