Retirement Plan Relationship Manager

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

Bring your retirement plan expertise to a team that values relationships and empowers you to make a difference. Apply today to join R&R Wealth Management.