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Wealth Management Banking & Finance

Retirement Plan Client Relations Pro

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: CPS Inc
Full Time position
Listed on 2026-01-08
Job specializations:
  • Finance & Banking
    Wealth Management, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A growing retirement plan organization is looking for a client relationship manager for their Dallas office. This role involves working closely with plan sponsors and participants, conducting plan reviews, and conveying compliance information. Ideal candidates will have experience in client management, and while FINRA licenses or ASPPA credentials are a plus, a strong commitment to maintaining client relationships is essential.

The position offers a competitive salary range of $60,000 to $80,000 plus a 10% bonus annually.
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