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retirement plan consultant Wisconsin

17 retirement plan consultant jobs found

TruStage
05/28/2026  
Associate Regional Sales Consultant - Retirement Plans
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   This position will partner with the retirement wholesaling team, along with product, and implementation teams to provide support for pre- and post-sale activities. This position will work closely with external and internal wholesalers to enhance distribution through financial advisors, TPA’s, DCIO’s and other centers of influence. This position will collaborate with...
TruStage Madison, WI Full Time
TruStage
06/10/2026  
Senior Campaign Design Analyst (Hybrid: Madison, WI)
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   This position is responsible for executing all audience design and list selection activities within an assigned business segment across Unica Campaign and Salesforce Data Cloud.  This role will ensure best practices are established and leveraged in campaign design and delivery for both B2B and B2C marketing campaigns, using systems to the full extent of their...
TruStage Madison, WI Full Time
TruStage
05/29/2026  
Compensation Consultant (Hybrid - Madison, WI or Waverly, IA)
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position provides senior/advanced level compensation consulting, design, development, and administration to multiple, highly complex, diverse client areas under minimal direction. This position collaborates and consults with HR partners and business leaders to develop effective solutions in the following areas: job design, analysis and evaluation, sales incentive...
TruStage Madison, WI Full Time
TruStage
05/29/2026  
Campaign Design Lead (Hybrid in Madison, W or Waverly, IA)
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position is responsible for consulting and developing strategies around the “art of the possible” for audience design and list selection within assigned business segments across Unica Campaign and Salesforce Data Cloud. This role will drive business objectives through oversight of Analyst workload assignments, mentoring others, defining new technology requirements, as...
TruStage Madison, WI Full Time
TruStage
05/28/2026  
Commercial P&C Product Support Consultant (Hybrid)
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition   The   Commercial P&C Solutions team   is responsible for management and growth of our Commercial Property & Casualty insurance business .   This position is responsible for the execution of strategic and functional activities   for the team , including   strategic   initiatives   and process improvement projects . This role will focus on identification,...
TruStage Madison, WI Full Time
M3 Insurance
06/12/2026  
Risk Manager
  The Opportunity Are you a dynamic risk management professional ready to make a meaningful impact for clients in the Construction and Real Estate industries? As a Risk Manager at M3, you'll be at the forefront of client safety and cost containment strategy, partnering with Client Executives in our Construction and Real Estate practice group to deliver high-quality risk management services. This role offers an exciting blend of analytical expertise, client consulting, and relationship building - making it an ideal opportunity for driven professionals looking to shape real outcomes for middle and large market clients in these dynamic industries.   How You Will Make an Impact Drive cost containment strategies for a portfolio of 25–30 clients, developing and executing customized service plans with clear objectives and industry benchmarks. Consult directly with clients on overall risk management programs, safety initiatives, and regulatory compliance specific...
M3 Insurance Madison, WI Full Time
M3 Insurance
06/10/2026  
Talent Manager
  The Opportunity Are you a strategic HR professional ready to go beyond recruiting and help shape the future of how M3 grows, engages, and retains its talent? As a Talent Manager at M3, you'll serve as a true business partner — sitting at the intersection of talent strategy, organizational development, and M3er experience. You'll own M3's onboarding strategy, drive retention and change initiatives, and connect people strategy directly to M3's business growth objectives. If you're an HR professional who thinks broadly, leads with data, and thrives on making a meaningful impact across an entire organization — this role was built for you.   How You Will Make an Impact You'll serve as a strategic consultant to HR leadership and business stakeholders — influencing workforce planning, people decisions, and organizational direction through data-driven insights and a deep understanding of M3's growth objectives. Own M3's Corporate Onboarding Program, driving its...
M3 Insurance Wauwatosa, WI Full Time
TruStage
06/10/2026  
Engagement Programs Manager (Hybrid - Madison, WI)
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:     Leads a high-performing team of brand engagement consultants and/or specialists responsible for designing,  planning  and delivering impactful brand experience engagements and activities (hosted or attended by TruStage) that strengthen relationships, advance enterprise priorities,  facilitate  business outcomes and elevate the brand. This role combines...
TruStage Madison, WI Full Time
Travelers
06/09/2026  
General Liability Senior Technical Specialist-Public Sector
Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...
Travelers Brookfield, WI Full Time
TruStage
06/04/2026  
Technology Analyst
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   In an expert/ lead capacity, this position is accountable for providing leadership and business analysis consulting to IT managers, Agile teams, stakeholders, product owners and business owners for large, complex initiatives and day-to-day support. The incumbent performs needs assessments, feasibility analyses, and requirements gathering, and prepares basic...
TruStage Madison, WI Full Time
TruStage
06/03/2026  
Senior, HRIS Technology Specialist (Workday)
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Summary:   This position is responsible for the ongoing development, improvement, support, maintenance and configuration of our cloud-based Human Resource Information System (HRIS). This person works with business units across the enterprise, Subject Matter Experts (SMEs), and HR areas to ensure the HRIS meets the needs of the enterprise as efficiently as possible. Key...
TruStage Madison, WI Full Time
TruStage
05/28/2026  
Lead, L&D Program Mgmt & Delivery Specialist (Hybrid)
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: The Lead, L&D Program Mgmt & Delivery Specialist delivers and administers high quality and effective learning for participants and internal customers through our TruStage classes and learning programs.  This individual will have the ability to develop and maintain productive relationships with the wider L&D team, internal organization clients, vendors, and...
TruStage Madison, WI Full Time
M3 Insurance
05/27/2026  
Retirement Plan Manager II
  The Opportunity Are you passionate about building strong client relationships and delivering exceptional service in the retirement plan industry? M3 is seeking a skilled Retirement Plan Manager II to support our M3 Financial team in servicing employer-sponsored retirement plans, including 401(k), 403(b), and 457(b) plans. As a Retirement Plan Manager II, you will utilize your retirement plan knowledge and professional communication skills to serve as a primary point of contact for clients, maintain and grow relationships, and ensure high levels of client satisfaction. You will work closely with Retirement Plan Consultants, the Managing Director, and other M3 Financial staff — including conducting educational meetings independently and participating in group sales presentations.   How You Will Make an Impact Serve as the primary point of contact for all service inquiries for new and existing clients, providing excellent customer service both in-house...
M3 Insurance Madison, WI Full Time
M3 Insurance
05/27/2026  
Property & Casualty Operations Manager
  The Opportunity Are you a visionary leader ready to drive operational excellence in a thriving insurance brokerage? As a Property & Casualty Operations Manager at M3, you'll be at the forefront of our P&C Client Services operations, leading and developing a dynamic team of Client Service professionals. This role offers an exciting combination of strategic leadership, team development, and client service excellence, making it an ideal opportunity for ambitious managers looking to make a transformative impact in a growing organization.   How You Will Make an Impact Take ownership of P&C Client Services operations, providing leadership and development support to ensure exceptional service delivery and professional growth across the team. Drive performance excellence through continuous evaluation, coaching, and feedback, ensuring agency professionalism and high-level technical and professional expertise. Design and implement workflow procedures...
M3 Insurance Madison, WI Full Time
TruStage
05/25/2026  
Cybersecurity Analyst III
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Responsibilities: The Cybersecurity Analyst III will be responsible for the following duties: Continuously monitor the internal and external landscape for relevant events, risks, and threats related to malicious code, vulnerabilities, and potential attacks in alignment with the MITRE ATT&CK framework. Remain current with emerging threats and share knowledge with...
TruStage Madison, WI Full Time
Pacific Life
03/25/2026  
Workforce Benefits Sales Consultant - Broker Distribution (Wisconsin)
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life’s efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our...
Pacific Life WI Full Time
M3 Insurance
01/12/2026  
Operations Manager - Employee Benefits
  The Opportunity Are you a visionary leader ready to drive operational excellence in a thriving insurance brokerage? As an Employee Benefits Operations Manager at M3, you'll be at the forefront of our Employee Benefits Client Services operations, leading and developing a dynamic team of Client Service professionals. This role offers an exciting combination of strategic leadership, team development, and client service excellence, making it an ideal opportunity for ambitious managers looking to make a transformative impact in a growing organization.   How You Will Make an Impact Take ownership of Employee Benefits Client Services operations, providing leadership and development support to ensure exceptional service delivery and professional growth across the team. Drive performance excellence through continuous evaluation, coaching, and feedback, ensuring agency professionalism and high-level technical expertise. Design and implement workflow procedures...
M3 Insurance Wauwatosa, WI Full Time

 

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