Retirement Plan Associate: Client Relations & Growth
Listed on 2026-10-07
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Finance & Banking
Wealth Management
SFP Wealth in Needham, MA is seeking a motivated Retirement Plan Associate Relationship Manager to support oversight and management of employer-sponsored retirement plans, including 401(k), 403(b), and 457. You will work with senior Relationship Managers to learn fiduciary duties and develop client relationships.
In this hybrid role, you’ll assist with plan reviews, participant education, sponsor communications, and cross-team coordination.
This role, Retirement Plan Associate:
Client Relations & Growth at SFP Wealth, could be your next opportunity.
The position is based in Needham, MA, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 70.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Retirement Plan Associate:
Client Relations & Growth role in the description above.
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