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CLIENT RELATIONSHIP MANAGER (Retirement Plans)

CPS, Inc.
Everett, WA Full Time
POSTED ON 5/10/2026
AVAILABLE BEFORE 6/16/2026
  • Manage a caseload of 401(k) and Cash Balance plans in the small plan market
  • Conduct annual, semi-annual and/or quarterly plan reviews based on client's needs
  • Consult on plan design, fund selection, fund performance reviews, etc.
  • Participate in final sales presentations
  • Lead onboarding of new clients

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Salary.com Estimation for CLIENT RELATIONSHIP MANAGER (Retirement Plans) in Everett, WA
$136,507 to $186,083
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