Retirement Plan Strategy & Relationships Lead

Posted today

cetera financial groupDallas (TX)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

A leading financial services firm in Dallas is seeking a Strategic Relationship Manager to manage retirement plan clients through strategic direction and investment management. This role involves building strong relationships with clients, providing fiduciary guidance, and working with third-party partners. Candidates should possess a Bachelor's degree and have at least 5 years of experience in the industry. Competitive compensation includes a salary of $70,000 to $110,000 plus bonuses and comprehensive benefits.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.