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Relationship Manager - Retirement Plans

Spectrum Investment Advisors, Inc.

in Thiensville WI

Logo for Spectrum Investment Advisors, Inc.

About Spectrum Investment Advisors, Inc.

Spectrum is a Registered Investment Adviser located in Mequon, WI.  We are built on the premise that achieving one’s financial goals depends on independent financial advice, timely research, and easy access to the investments and services that best fit an investor’s specific needs.

Spectrum Investment Advisors is honored to be listed as a:

  • 2021 Top Defined Contribution (DC) advisor teams by the National Association of Plan Advisors
  • 2021 Milwaukee's Best & Brightest Companies to Work For® by the National Association for Business Resources
  • 2021 Focus on the Future 50 in the Talent Category-Honorable Mention by the Metropolitan Milwaukee Association of Commerce
  • 2021 Financial Advisor Magazine’s RIA Survey and Ranking among the 607 Registered Investment Advisors (RIA)
  • 2020 Milwaukee Business Journal Best Places to Work 
  • 2020 Investment News Best Places to Work for Financial Advisers
  • 2020 Pensions & Investments Best Places to Work in Money Management

For more information about Spectrum Investment Advisors, visit www.spectruminvestor.com.

 

Job Description:

  • The Relationship Manager is responsible for the overall management of retirement plan clients, including plan design consultation, fiduciary oversight, investment evaluation, and employee education. 

Job Responsibilities and Duties (including but not limited to):

  • Retirement Plan Client’s primary contact
  • Ongoing on-site meetings with clients to review plan investments, plan design and fiduciary responsibilities
  • Lead plan fiduciary review meetings with clients
  • Communicate current trends and pending legislative changes
  • Prepare and analyze investment benchmarking data for clients
  • Assist clients in the selection of plan investment options
  • Assist in the investment research and investment analysis work for client portfolios
  • Develop and implement communication strategies for plan participants
  • Lead and participate in employee communication efforts via group presentations and individual meetings
  • Assist in the sales process (RFP and proposal development, presentation, etc.) as needed
  • Coordinate the implementation of new clients

Skills / Qualifications (Required):

  • Extensive knowledge of corporate retirement plans (401k, 403b, 457)
  • Strong verbal, written, and presentation skills
  • Ability to handle and resolve client related issues
  • Computer skills which include proficiency with Microsoft Outlook, Word, Excel, Power Point and Dynamics CRM
  • Travel required, including overnight stays
  • Demonstrate a commitment to building new skills

Education / Experience:

  • BS/BA Degree required
  • Securities license (Series 65) within 90 days of start date
  • Professional designation/certification relating to the 401(k) plan industry preferred
  • Five or more years of industry experience

How to Apply

Apply by email by contacting Manuel Rosado, President at mrosado@spectruminvestor.com


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