Security National Bank
The Retirement Services Relationship Manager at Security National Bank serves as a trusted advisor to retirement plan clients and participants, providing personalized retirement and financial planning guidance, education, and compliance support. The role focuses on building long‑term client relationships, delivering tailored investment consultations, and identifying opportunities to deepen engagement within a collaborative banking environment.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Security National Bank.
Security National Bank didn’t post a salary, so this is our estimate from similar listings.
17% below the average for this role