Senior Retirement Services Client Relationship Manager

Join Careers@C&N as a Senior Retirement Services Client Relationship Manager, a full-time position based in Knapp. This is your opportunity to build meaningful connections with clients while managing comprehensive retirement planning relationships at a community-focused financial institution with deep regional roots.

About the Role

As a Senior Retirement Services Client Relationship Manager, you'll serve as a trusted advisor to clients navigating retirement planning decisions. You'll own the full lifecycle of client relationships, from initial consultation through ongoing portfolio management and retirement strategy updates. This role combines consultative expertise, attention to detail, and a genuine commitment to helping clients achieve their retirement goals.

What You'll Do

• Develop and nurture long-term retirement planning relationships with assigned clients
• Assess client retirement needs, objectives, and risk tolerance to provide personalized guidance
• Recommend retirement services, products, and strategies aligned with individual client goals
• Monitor client portfolios and retirement plans, proactively communicating changes and opportunities
• Ensure compliance with all regulatory requirements and company policies in client interactions
• Collaborate with internal teams to deliver comprehensive retirement solutions
• Document client interactions and maintain detailed account records
• Identify opportunities to expand relationships and strengthen client retention

What We're Looking For

• Proven track record managing client relationships in financial services, retirement planning, or wealth management
• Comprehensive knowledge of retirement products, investment strategies, and tax-efficient planning approaches
• Strong communication skills—ability to translate complex financial concepts into clear, client-friendly language
• Demonstrated ability to cultivate trust and maintain enduring client partnerships
• Detail-oriented with excellent organizational and time management capabilities
• Solid understanding of compliance requirements and commitment to ethical business standards
• Bachelor's degree in finance, business, or related discipline preferred; relevant professional experience considered
• Ability to work independently while contributing effectively as a collaborative team member

About Careers@C&N

With over 160 years of financial services experience, Careers@C&N has established itself through steadfast commitment to customers, communities, and teammates. The organization prioritizes teamwork, excellence, respect, responsibility and accountability, and integrity in all operations. As a regional financial institution, we invest in our people and remain dedicated to serving communities with authenticity and distinction.

How to Apply

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.