Retirement Plan Relationship Manager

R&R Wealth Management LLC; City of Pewaukee (WI); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive pay

Licensing and continuing education

Medical, dental, vision, life, and/or–

401(k) with company match

On-site fitness center & cafe

Casual dress code

Community involvement

Discounts on insurance

Job summary

R&R Wealth Management is seeking an experienced Retirement Plan Relationship Manager to advise employers on sponsored retirement plans, educate employees, and support plan operations with accuracy and compliance. The role emphasizes building trust, delivering clear guidance, and maintaining strong client partnerships.

The position focuses on educating participants, presenting enrollment meetings, and staying current with market trends while upholding confidentiality and professional standards.

Qualifications

• At least 3 years in financial services focused on qualified retirement plans

Responsibilities

• Build lasting client relationships with business owners and plan sponsors
• Evaluate retirement plans and recommend improvements for employers and participants
• Lead enrollment meetings and group presentations; meet individually with employees
• Explain plan provisions, policies, procedures, and regulatory requirements to employees
• Prepare retirement and benefits calculations, including withdrawals and deferrals
• Create enrollment materials and communications that simplify complex information

Skills

Relationship building

Financial services

Presentation skills

Communication

Analytical thinking

Education

Bachelor's degree in Finance

Tools

FINRA Series 7

FINRA Series 66

Job description

Locations

Showing 1 location Waukesha Office
N14W23900 Stoneridge Dr
Waukesha, WI 53188, USA
+2 more locations

• On-site
• Service
• Full-Time
• Requisition #: RELAT001649

Description

Retirement Plan Relationship Manager

Strong retirement plans start with understanding the people they serve. At R&R Wealth Management, you’ll help business owners evaluate their plans, support employees, and make retirement planning easier to understand.

R&R Wealth Management, an affiliate of R&R Insurance Services, Inc., is seeking an experienced Retirement Plan Relationship Manager. Combine your technical expertise and relationship-building skills in meaningful work with a team that values collaboration, professional development, and work-life balance.

What You’ll Do

As a retirement plan resource for our Wealth Management team, you’ll help employers evaluate their plans and educate participants to make informed decisions.

• Build lasting client relationships. Partner with business owners and plan sponsors to understand their goals and provide ongoing guidance on employer-sponsored retirement plans.


• Evaluate plans and recommend improvements. Analyze existing and prospective plans to identify inefficiencies, assess investment options, and recommend improvements for employers and participants.


• Make retirement planning approachable. Lead enrollment meetings and group presentations, and meet individually with employees to discuss retirement goals, plan features, and investment options.


• Provide knowledgeable support. Explain plan provisions, policies, procedures, and applicable requirements to eligible employees and beneficiaries. Prepare retirement and benefits calculations and analyses, including contribution withdrawals and deferred retirement.


• Create useful educational resources. Prepare enrollment materials and participant communications that make complex information clear and actionable.


• Support accurate, compliant plan operations. Help ensure retirement plan services comply with applicable regulations, plan requirements, and company policies while protecting confidential client information.


• Keep your expertise current. Stay informed about market trends and industry developments through meetings with product sponsors, research on fund companies and securities products, and continuing education.

What You’ll Bring

• At least three years of financial services, securities, or mutual fund industry experience focused on qualified retirement plans


• Current FINRA Series 7 and Series 66 registrations


• A solid understanding of retirement plan laws, regulations, and requirements


• Ability to build trust and maintain strong relationships with business owners, plan sponsors, and participants


• Strong presentation, sales, and client service skills, including the ability to explain complex topics in practical terms


• Analytical thinking and sound judgment to assess client needs and evaluate plan options


• Clear written and verbal communication, strong listening skills, and a collaborative approach


• A commitment to ethical conduct, confidentiality, and putting clients’ interests first

Why Join R&R Wealth Management?

Build a rewarding career with meaningful work, room to grow, and time for life outside the office. At R&R, you’ll find knowledgeable colleagues, technology that supports your work, and a team that values your expertise and ideas.

Our benefits and perks include:

• Competitive pay and paid time off


• Company-paid licensing and continuing education


• Medical, dental, vision, life, and disability insurance, plus flexible spending accounts


• A 401(k) with company match and annual profit sharing


• An on-site fitness center and café, plus ergonomic workspaces with sit/stand desks


• A smart casual dress code


• Opportunities to support the community through fundraising and volunteer involvement


• Discounted passes to local attractions and discounts on personal auto and homeowners insurance

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.