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Remote Retirement Plan Relationship Manager

Remote / Online - Candidates ideally in
San Francisco, San Francisco County, California, 94199, USA
Listing for: Poppy Bank
Full Time, Remote/Work from Home position
Listed on 2026-09-29
Job specializations:
  • Finance & Banking
    Banking & Finance, Wealth Management
Salary/Wage Range or Industry Benchmark: 90000 - 130000 USD Yearly USD 90000.00 130000.00 YEAR
Job Description & How to Apply Below

ERISA Services is seeking a Retirement Plan Relationship Manager to serve an assigned caseload of 120–160 retirement plan clients from a fully remote environment. You will be the trusted advisor, coordinating with internal specialists to deliver accurate, prompt, and professional service.

Ideal candidates will have 5+ years of retirement plan administration experience, strong regulatory knowledge, and excellent communication.

We have an opening for a Remote Retirement Plan Relationship Manager in United States within Sales.

Step into the Remote Retirement Plan Relationship Manager role at Poppy Bank in United States and grow with us.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

This is a Full Time role.

The position is based in United States.

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