Retirement Plan Relationship Manager

About the role

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.

Responsibilities

• Serve as a retirement plan resource for the Wealth Management team, helping employers evaluate their plans and educating participants to make informed decisions.
• Build lasting client relationships by partnering with business owners and plan sponsors to understand their goals and provide ongoing guidance on employer-sponsored retirement plans.
• Evaluate plans and recommend improvements by analyzing existing and prospective plans to identify inefficiencies, assess investment options, and recommend improvements for employers and participants.
• Make retirement planning approachable by leading enrollment meetings and group presentations, and meeting individually with employees to discuss retirement goals, plan features, and investment options.
• Provide knowledgeable support by explaining plan provisions, policies, procedures, and applicable requirements to eligible employees and beneficiaries, and preparing retirement and benefits calculations and analyses including contribution withdrawals and deferred retirement.
• Create useful educational resources by preparing enrollment materials and participant communications that make complex information clear and actionable.
• Support accurate, compliant plan operations by helping ensure retirement plan services comply with applicable regulations, plan requirements, and company policies while protecting confidential client information.
• Keep expertise current by staying informed about market trends and industry developments through meetings with product sponsors, research on fund companies and securities products, and continuing education.

Requirements

• 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.

Benefits

• Competitive pay and paid time off
• Company-paid licensing and continuing education
• Medical, dental, vision, life, and disability insurance, plus flexible spending accounts
• 401(k) with company match and annual profit sharing
• On-site fitness center and café, plus ergonomic workspaces with sit/stand desks
• 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