Senior Retirement & Wealth Relationship Manager - Remote

Accruit, LLC; Oak Brook (IL); Hybrid; USD 102,000 - 115,000; Full time

Benefits offered by this job

Healthcare

401K

Paid time off

Job summary

Inspira Financial is seeking a Sr. Relationship Manager (Retirement & Wealth) to manage strategic client relationships with record keepers, plan sponsors, and other partners.

The role supports onboarding new clients and expanding existing relationships while coordinating with cross-functional teams to improve service delivery. The ideal candidate has 7–10 years in retirement services, a bachelor’s degree, and proven ability to up-sell and grow accounts.

Qualifications

• 7–10 years of experience in the retirement plan/financial services space.
• Bachelor’s Degree in Business, Finance, Communications, or related field.
• Experience up-selling and developing new business in a client management capacity.

Responsibilities

• Manage client relationships with record keepers, plan sponsors, and other partners.
• On-board new clients and retain/grow existing relationships.
• Coordinate with Sales Managers to achieve annual territory goals.
• Provide regular reporting and client communications to improve service delivery.
• Collaborate with Client Service, Operations, Legal and Technology to enhance client experience.

Skills

Relationship management

Sales

Communication skills

Salesforce

Retirement industry knowledge

Up-selling

Education

Bachelor’s Degree in Business, Finance, Communications, or related field

Tools

Salesforce

Job description

Inspira Financial is seeking a Sr. Relationship Manager (Retirement & Wealth) to manage strategic client relationships with record keepers, plan sponsors, and other partners.

The role supports onboarding new clients and expanding existing relationships while coordinating with cross-functional teams to improve service delivery. The ideal candidate has 7–10 years in retirement services, a bachelor’s degree, and proven ability to up-sell and grow accounts.