Sr. Institutional Relationship Manager - Retirement Solutions

Ladders; United States; Remote; USD 104,000 - 194,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance and disability coverage

Paid time off (18+ days)

401(k) with company match and pension

Business casual attire

Job summary

The Ladders-backed client is seeking a Sr. Institutional Relationship Manager - Retirement Solutions to join a leader in the Finance & Insurance space.

The role focuses on building and expanding strategic relationships with mid-market plan sponsors and advisors, partnering with service teams to support client success and drive multi-year account strategy. Location is remote for US-based candidates; no visa sponsorship.

Qualifications

• 5+ years in financial services with 3+ years in retirement plans.
• Experience managing relationships with plan sponsors and advisors.
• FINRA 6, 63, 65 (or 7/66) required.
• Strong understanding of ERISA and retirement plan regulations.

Responsibilities

• Establish and grow relationships with mid-market plan sponsors and advisors.
• Lead integrated service teams to support client relationships.
• Conduct quarterly committee meetings to discuss plan health and enhancements.
• Develop multi-year strategies to increase profitability of client accounts.
• Identify opportunities to improve service efficiency and reduce costs.
• Execute strategic business plans aligned with client goals.
• Support client onboarding and participant transition processes.

Skills

Relationship management

Retirement plans

Financial services

Plan sponsors

Advisors

Education

Undergraduate degree in business or finance

Job description

For our client, we are seeking a Sr. Institutional Relationship Manager - Retirement Solutions to join the team of a leader in the Finance & Insurance space.

This role will focus on building and expanding strategic relationships with mid-market plan sponsors and advisors in the retirement solutions space. You will partner closely with integrated service teams to support client success, guide plan health discussions, and drive multi-year account strategies that improve profitability while enhancing service delivery. The position also plays a key role in onboarding clients and supporting participant transition efforts in a highly regulated environment.

Location: Remote - US based candidates only, no visa sponsorship available

Compensation: $104,000 - $194,000 annually

Responsibilities

• Establish and grow relationships with mid-market plan sponsors and advisors
• Lead integrated service teams to support client relationships
• Conduct quarterly committee meetings to discuss plan health and enhancements
• Develop multi-year strategies to increase profitability of client accounts
• Identify opportunities to improve service efficiency and reduce costs
• Execute strategic business plans aligned with client goals
• Support client onboarding and participant transition processes

Qualifications

• 5+ years in financial services, with 3+ years in retirement plans
• Experience managing relationships with plan sponsors and advisors
• FINRA 6, 63, 65 (or 7/66) required
• Undergraduate degree in business or finance preferred
• Strong understanding of ERISA and retirement plan regulations

Benefits

• Medical, dental, and vision insurance
• Life insurance and disability coverage
• Minimum of 18 days paid time off annually
• 401(k) with company match and pension plan
• Business casual attire

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification - your background could be exactly what this team needs.