Remote Client Relationship Manager: Fintech for Retirement
Human Interest Inc.
- Remote job
Human Interest Inc. is seeking a Client Relationship Manager to own the customer experience across assigned accounts, collaborating with implementation, sales, and support teams to resolve questions and optimize plans. You will serve as the voice of the customer and ensure timely, proactive engagement. You will manage plan design support, IRS/DOL compliance, and annual testing while maintaining up-to-date ERISA knowledge, partnering to deliver accurate valuations and reporting for plan sponsors. #J-18808-Ljbffr Human Interest Inc.
- ...Client Success Manager Bankjoy is a Y Combinator and Bessemer... ...Partner backed FinTech startup. We are changing... ...serving as the primary relationship owner for your... ...plan (Canada). ~ Retirement plan with 4% company... ...Performance-based bonuses ~ Remote first culture...Remote workRetirement
$68k - $75k
...reimagining financial management for self-employed professionals... ...operationally sharp, relationship-driven, and... ...strategy, and ongoing client relationship management... ...Experience in a startup, fintech, accounting, payroll,... ...compliance, tax savings, retirement benefits, and peace of...Remote workRetirement16 hoursFull timeSelf employmentImmediate startFlexible hours$60k - $75k
...headquarters, Wilmington, and remote talent across the... ...to be part of the fintech revolution? Join us. Partner Success Manager Kafene is hiring a Partner... ...Manager to build and grow relationships with our existing... ...and other dependents. Retirement benefits: Begin planning...Remote workRetirementFlexible hours$70k - $75k
...in all lines of work have access to retirement benefits. More than half of all... ...retirement savings. We’re a high-growth fintech company changing the retirement... ...and more. About the role As a Client Relationship Manager you’ll have the opportunity to define...RetirementFull timeLocal areaImmediate startWork from home$33.65 - $52.88 per hour
...Description Client Relationship Manager Castlewatch Wealth | Glendale, California Full-Time... ...hybrid schedule that includes up to two remote workdays per week, based on... ...-term disability coverage. ~401(k) retirement plan. ~ Profit-sharing eligibility...Remote workRetirementHourly payFull timeTemporary workWork at officeLocal area$65k - $90k
...Mutual of America Financial Group Job Title: Client Relationship Manager Location: Ohio, Indiana, Kentucky (remote) Who We Are: At Mutual of America... ...sized nonprofit organizations with pension and retirement-related services, along with leading customer...Remote jobRetirementFull timeWork experience placementHome officeFlexible hours- ...As a Management Trainee, you'll have the opportunity to: Learn... ...families. Foster Strong Relationships: Build positive and impactful... ...Enjoy the freedom of working remotely from anywhere. Ongoing Training... ...life insurance coverage. Retirement Plan: Plan for your future...Remote workRetirementPermanent employmentTraineeshipFlexible hours
- ...Client Relationship Manager Onsite - Greensboro, GA Company Description... ...traditional wealth management, fintech, and technology production... ...working in a small town or retirement community environment... ...workflows between in-office and remote service teams Why Join...Remote workRetirementWork at office
- ...presents an opportunity to manage an established $4 million portfolio of clients in the Raleigh, NC area... ...management, customer relationship development, and the... ...working independently in a remote field-sales environment... ...on hire month 401(k) retirement savings plan with...Remote workRetirementContract workTemporary work
$95k - $145k
...Associates, we don’t just administer retirement plans — we help people build lasting... ...success with their people. Whether remote or based in one of our seven offices... ...That’s Where You Come in as a Client Relationship Manager The Client Relationship Manager...Remote workRetirementWork at office- ...Position Summary The Client Relationship Manager supports the Director, Client Relationship across... ..., for example, via external retirement seminars. Supports the Director,... ...multiple states. May be required to work remotely. Must be able to lift up to 15 pounds...Remote workRetirementLocal area
$110k - $120k
...Client Relationship Manager Posting Details Job Details Description Job Summary The Client Relationship... ...our operations team and client, in a remote capacity. The success of this... ...Dental, and Vision Insurance 401(k) Retirement Plan with Company Match Flexible Spending...Remote workRetirementTemporary workWork at officeLocal areaWork from homeWorldwideFlexible hours$24 - $25 per hour
...Copilot said: Client Services Coordinator... ...Days Onsite | 1 Day Remote Monday-Friday,... ...Americans save for retirement, education, and... ...possible. Create, manage, and follow up on... ...services, banking, or fintech experience... ...services and client relationship management. Hybrid...Remote workRetirementContract workTemporary workMonday to Friday$60k
...alooola Client Relationship Manager About alooola ® alooola is a wealth management platform for medical... ...corporate employees. Investments, retirement planning, spending, insurance, all in... ...application. We're a rapidly growing fintech platform affiliated with Glen Eagle,...RetirementWork at office$70k - $75k
...partner company, who manages all applications and... ...partner is looking for a Client Relationship Manager I based in... ...across a portfolio of retirement plan accounts. You... ...impact in a growing fintech environment focused on... ...and team offsites. Remote work opportunity within...Remote workRetirementFull timeImmediate startWork from home$100k - $140k
...ideal candidate will support client management and business development... ...will work closely with senior Relationship Managers, gaining broad... ...includes an employer matched retirement plan, generously subsidized... ...with the flexibility to work remotely on Friday. For...Remote workRetirementFull timeWork at office$75k - $85k
...future borrowers.Position Summary:The Client Relationship Manager partners closely with Loan... ...on Tuesday, Wednesday, and Thursday.Remote work is optional Monday and Friday.Compensation... ...competitive performance bonus401(k) retirement program with employer matchTuition reimbursement...Remote workRetirementWork at officeMonday to Friday- ...ownership of your work. We're seeking a Client Relationship Manager to strengthen relationships with... ...future missions. Why Join Greystones? Remote position with a flexible work... ...insurance Paid time off Referral program Retirement plan Vision insurance...Remote workRetirementFull timeContract workPart timeFlexible hours
- ...solutions to deliver a white-glove client experience from start to... ...and need a Client Services Manager who can own the details of... ...problems. Why Join Us ~100% remote with flexibility. ~ Direct... ...~401(k) ~ Paid time off ~ Retirement plan ~ Tuition...Remote workRetirementFull time
$150k - $155k
Human Interest seeks an Account Executive for the South region, working remotely from the Eastern or Central timezone. The role focuses on managing the sales cycle, from demos to closing deals, while building a pipeline and leveraging sales tools. Ideal candidates will...Remote jobRetirement- ...Role Summary The Client Success Manager (CSM) is the trusted advisor and face of the company... ...partnerships. Key Responsibilities Relationship Management: Serve as the main point... ..., and vision insurance • 401(k) retirement plan with company match • Unlimited...Remote workRetirementContract work
- ...Join to apply for the Client Relations Manager role at AllOne Health AllOne... ...Assistance Programs (EAP). Remote work is available for this... ...focuses on managing client relationships, driving engagement, and supporting... ...Paid Time Off. 401(k) retirement program with company match...Remote workRetirementFull timeContract workImmediate start
$55.5k - $80.5k
...direction of the Department Manager, the Supervisor provides product... ...to staff to resolve inbound client calls ranging in complexity.... ...of your base salary to your retirement account that is separate from... ...a hybrid work environment (remote/onsite) unless otherwise stated...Remote workRetirementLocal areaFlexible hours$19.16 - $23.95 per hour
...stores, digital channels, and through remote selling. It is part of Saks Global’s portfolio... ...real estate assets. You Will Be The Client Relationship Lead is assigned to a specific store.... ...insurance, vision insurance, 401(k) retirement plan, basic life insurance,...Remote workRetirementFull timeSeasonal workFlexible hoursAfternoon shift- ...business platforms including Client Services, Global... ...on locationPension / Retirement benefitsPaid Time Off... ...days onsite and 2 days remote (onsite Tuesdays, Wednesdays... ...agent and issuer relationships, ensuring agents are... ...financial outcomes by managing resources effectively...Remote workRetirementFlexible hours
$124k - $155k
...behalf of a partner company, who manages all applications and next... ...Planning & Analysis Manager (Client Experience Business Partner)... ...0–$155,000 USD annually. ~ Remote-first work environment. ~ Unlimited... ...paid time off. ~401(k) retirement plan with employer match. ~...Remote workRetirementFull timeVisa sponsorshipShift work- ...are looking for an onsite Client Success Manager (CSM) who will be the main... ..., account management, or a relationship management position. Natural... ...office with limited remote work. Expected Travel: Up... ...Vanguard 401k Plan for Retirement Savings Hybrid Office/Work...Remote workRetirementWork at officeWork from home
$105k - $115k
...ServiceNow Engagement Manager @Advizex (Remote) Kentucky Advizex is a... ...Engagement Manager leads client‑facing implementations and... ...customer. Develop successful relationships with team members,... ...Flexible work arrangements. ~ Retirement savings plans. ~ Paid...Remote workRetirementFlexible hours$90k - $110k
...Description *This is a remote position - however,... ...Job Summary The Client Success Executive II independently manages a portfolio of healthcare... ...analysis, and proactive relationship management. This role serves... ...package, including a retirement plan, health coverage,...Remote workRetirementFull timeContract workWork at office$341k
...Equinix Strategic Account Manager Equinix is the world's digital infrastructure company... ...Responsible for leading Equinix's relationship with strategic accounts that will include... ...you and your eligible family members. Retirement: You and Equinix may contribute to a retirement...Remote workRetirementBase plus commissionFull timeContract workTemporary workWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Client Relationship Manager: Fintech for Retirement. Be the first to apply!
- client manager Brooklyn, NY
- member engagement manager Brooklyn, NY
- client solutions executive Brooklyn, NY
- client relationship manager Brooklyn, NY
- senior engagement manager Brooklyn, NY
- client service manager Brooklyn, NY
- client experience manager Brooklyn, NY
- client executive Brooklyn, NY
- engagement manager Brooklyn, NY
- client services supervisor Brooklyn, NY



