Retirement Plan Relationship Manager

R&R Insurance Services Inc.; Waukesha (WI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive pay and paid time off

Company-paid licensing and continuing-

Medical, dental, vision, life, and DIS

401(k) with company match and annual

On-site fitness center and café with坐/

Smart casual dress code

Community fundraising and volunteering

Discounts on insurance for auto/home

Job summary

R&R Wealth Management, affiliated with R&R Insurance Services, seeks an experienced Retirement Plan Relationship Manager to support business owners, plan sponsors, and participants in evaluating and educating about employer-sponsored retirement plans.

You will lead enrollment meetings, analyze plans, and provide clear explanations of plan provisions, investment options, and regulatory requirements. This role emphasizes relationship building, client service, and ongoing education.

Qualifications

• 3+ years in financial services focused on qualified retirement plans.
• Current FINRA Series 7 and Series 66 registrations.
• Strong understanding of retirement plan laws and requirements.
• Ability to build trust with business owners, plan sponsors, and participants.
• Excellent presentation, sales, and client service skills.
• Clear written and verbal communication and collaboration.

Responsibilities

• Build lasting client relationships with owners and plan sponsors.
• Evaluate plans and recommend improvements.
• Lead enrollment meetings and group presentations.
• Explain plan provisions and prepare retirement calculations and analyses.
• Prepare enrollment materials and participant communications.
• Help ensure retirement plan operations comply with regulations.
• Stay informed about market trends and industry developments.

Skills

Client relationships

Presentation skills

Sales skills

Communication skills

Analytical thinking

Ethical conduct

Education

FINRA Series 7

FINRA Series 66

Job description

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

Bring your retirement plan expertise to a team that values relationships and empowers you to make a difference.

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.