Retirement Plan Relationship Manager

R&R Insurance and Wealth Management Career; Waukesha, Neenah, West Bend (WI, WI, WI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive pay & PTO

Licensing & CE sponsorship

Medical, dental, vision, life, and LTD

401(k) with company match

On-site fitness center & café

Smart casual dress code

Community volunteering opportunities

Discounts on insurance

Job summary

R&R Wealth Management in Waukesha, WI is seeking an experienced Retirement Plan Relationship Manager. In this role you’ll help business owners evaluate their retirement plans, educate employees, and provide practical guidance on plan features and investment options to support informed decisions.

You will build lasting client relationships, lead enrollment meetings, and ensure plan operations stay compliant.

Qualifications

• At least three years of financial services experience focused on qualified retirement plans.
• Solid understanding of retirement plan laws, regulations, and requirements.
• Ability to build trust and maintain relationships with business owners, plan sponsors, and participants.
• Strong presentation, sales, and client service skills, including explaining complex topics.

Responsibilities

• Build lasting client relationships with business owners and plan sponsors.
• Evaluate existing and prospective plans and recommend improvements.
• Lead enrollment meetings and group presentations; discuss retirement goals and plan features with employees.
• Explain plan provisions, policies, procedures, and requirements to employees and beneficiaries.
• Prepare enrollment materials and participant communications that are clear and actionable.
• Ensure retirement plan services comply with regulations and company policies while protecting confidential information.
• Stay informed about market trends and industry developments.

Skills

Client relationships

Financial services experience

FINRA Series 7 & 66

Education

FINRA registrations (Series 7 & 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.