Retirement Plan Client Advisor & Project Lead

The QTI Group; Madison (WI); On-site; USD 90,000 - 120,000; Full time

Job summary

The QTI Group, in partnership with a Madison-based investment firm, seeks a Retirement Plan Client Relationship Manager to oversee a portfolio of retirement plans and serve as the trusted advisor for plan sponsors. This client-facing role requires strong project management and retirement plan expertise, with the ability to juggle multiple initiatives across a diverse client base.

You will coordinate with recordkeepers, TPAs, payroll providers, and internal teams to ensure excellent service and

Qualifications

• Bachelor's degree or equivalent industry experience.
• 3–5+ years in retirement plan consulting, administration or related field.
• Strong client relationship management and communication skills.

Responsibilities

• Serve as the primary relationship manager for assigned retirement plan sponsor clients.
• Build and maintain partnerships with plan sponsors, HR leaders, and vendors.
• Coordinate activities involving recordkeepers, TPAs, payroll providers, and custodians.
• Oversee multiple annual plan events, deadlines, and service initiatives.
• Assist clients with plan administration, and compliance-related matters.
• Troubleshoot eligibility, contributions, distributions, loans, and participant accounts.
• Support retirement plan conversions, vendor transitions, mergers, and acquisitions.
• Prepare fiduciary review meetings, investment reviews, and fee benchmarking discussions.
• Conduct participant education meetings, enrollment sessions, and retirement readiness presentations.
• Track projects, service requests, and action items while maintaining accurate client records and documentation.
• Identify opportunities to improve client experience, plan effectiveness, and operational efficiency.

Skills

Client relationship management

Communication skills

Project management

Problem solving

Education

Bachelor's degree or equivalent in Finance/Business

Job description

The QTI Group, in partnership with a Madison-based investment firm, seeks a Retirement Plan Client Relationship Manager to oversee a portfolio of retirement plans and serve as the trusted advisor for plan sponsors. This client-facing role requires strong project management and retirement plan expertise, with the ability to juggle multiple initiatives across a diverse client base.

You will coordinate with recordkeepers, TPAs, payroll providers, and internal teams to ensure excellent service and