Retirement Services Advisor - Midwest Region

Retirement Plan Advisor

Location: Minneapolis-St. Paul, MN or Milwaukee/Madison, WI preferred Territory: Upper Midwest, primarily Minnesota, Wisconsin and surrounding markets Work Arrangement: Remote/flexible within the territory with regular client and internal relationship engagement

Opportunity Overview

A well-established financial institution is expanding its dedicated retirement plan advisory practice and is seeking an experienced retirement professional to lead client relationships and business development across a high-potential Upper Midwest territory.

This is not a traditional wealth advisor position and is not a recordkeeping or plan administration role.

The team works directly with employers that sponsor 401(k) and other defined-contribution retirement plans, helping plan sponsors fulfill fiduciary responsibilities, evaluate investments and service providers, benchmark fees, improve participant outcomes, and operate stronger retirement programs.

The ideal candidate combines deep retirement-plan knowledge with the ability to translate complex issues into clear, credible advice for corporate decision-makers.

What Makes This Opportunity Different

• Dedicated retirement-plan advisory platform • Consultative rather than product-driven approach • Access to an established base of commercial relationships • Warm introductions to corporate decision-makers through internal partners • Significant untapped territory and growth opportunity • Strong investment, research, operations and sales support • Ability to advise clients across investments, fiduciary governance, provider selection and participant education • Broader financial-wellness resources available to corporate clients • Small, experienced and growing specialist team • Competitive incentive opportunity and potential long-term equity-based compensation

For retirement professionals accustomed to generating every opportunity through cold prospecting, the platform offers a meaningful advantage: access to established corporate relationships where trusted internal partners can facilitate introductions.

Responsibilities

• Serve as a trusted retirement-plan advisor to corporate plan sponsors • Manage and deepen an assigned portfolio of client relationships • Conduct regular plan, investment and fiduciary reviews • Advise retirement committees, HR leaders, finance executives and other plan fiduciaries • Evaluate investment lineups, managers, performance and strategy • Partner with investment and research teams to communicate market and investment recommendations • Help clients evaluate and select recordkeepers, administrators and other retirement-plan providers • Benchmark and negotiate provider fees and services • Educate clients regarding ERISA, regulatory developments and retirement-plan best practices • Develop participant education and financial-wellness strategies • Deliver or facilitate participant education when appropriate • Build trusted relationships with internal commercial partners • Convert internal referrals and external networking into new plan-sponsor relationships • Develop a sustainable pipeline of retirement advisory opportunities • Achieve annual new-business and revenue objectives • Maintain accurate opportunity and client information within CRM systems