Retirement Plan Relationship Manager: Educate & Empower

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

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.