Nonqualified Relationship Manager (Remote)
Location: Remote (U.S.)
Travel: Occasional travel for client meetings and industry events.
Position Summary: We are seeking an experienced Nonqualified Relationship Manager to manage and grow relationships with clients, advisors, and strategic partners while serving as a subject matter expert on executive benefit solutions. The ideal candidate will have experience with Nonqualified Deferred Compensation (NQDC) plans, Corporate-Owned Life Insurance (COLI), and Bank-Owned Life Insurance (BOLI) programs.
Responsibilities
• Manage ongoing client and advisor relationships.
• Provide guidance and support on NQDC, COLI, and BOLI programs.
• Conduct client reviews and assist with plan design, implementation, and servicing.
• Partner with internal teams to ensure an exceptional client experience.
• Support business development efforts and identify growth opportunities within existing accounts.
• Stay current on industry trends, regulations, and best practices.
Qualifications
• 3–5+ years of experience in nonqualified benefits, executive compensation, retirement consulting, insurance, or a related field.
• Strong knowledge of NQDC plans and executive benefit strategies.
• Experience with COLI and BOLI programs required.
• Excellent relationship management, communication, and organizational skills.
• NQPC™ (Nonqualified Plan Consultant) designation preferred.
• Ability to work independently in a remote environment.
Compensation
• Base salary: $80,000–$100,000, depending on experience and qualifications.
• Bonus opportunity based on performance.
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