Relationship Manager – Retirement Plans

About the Role

We are seeking an experienced Relationship Manager to serve as a trusted advisor to our retirement plan clients. This role is responsible for managing client relationships, providing fiduciary guidance, and delivering investment and plan consulting services for defined contribution plans (401(k), 403(b), and 457).

The ideal candidate combines strong technical expertise with excellent client-facing skills and a proactive, solutions-oriented approach.

https://www.spectruminvestor.com/careers/relationship-manager-%E2%80%93-retirement-plans-

Key Responsibilities

Including but not limited to:

• Serve as the primary point of contact for assigned retirement plan clients
• Lead client meetings, including fiduciary reviews, investment reviews, and plan design discussions
• Provide ongoing guidance on fiduciary responsibilities and industry best practices
• Conduct investment research, benchmarking, and portfolio analysis for client plans
• Support investment menu construction, monitoring, and manager selection
• Partner with clients to evaluate and enhance plan design and participant outcomes
• Deliver employee education through group presentations and one-on-one meetings
• Collaborate with internal teams to ensure consistent, high-quality service delivery
• Stay current on regulatory changes, industry trends, and market developments
• Support additional projects and initiatives as needed

Skills / Qualifications

Required:

• Bachelor’s degree in Finance, Business, or a related field
• 5+ years of experience working with employer-sponsored retirement plans
• Strong understanding of fiduciary standards, investment principles, and retirement plan regulations
• FINRA Series 65 (or ability to obtain within a specified timeframe)
• Excellent communication and presentation skills
• Demonstrated ability to manage client relationships and deliver high-quality service

Preferred:

• Professional designations relating to the 401(k) plan industry preferred
• Experience leading client meetings and presenting to plan committees
• Strong analytical and problem-solving skills

Workspace

• Primarily in-office, with hybrid flexibility
• Occasional overnight travel required (approximately 1–2 days per month)
• Company car

Please email your resume to mrosado@spectruminvestor.com and attach a .pdf of your resume and cover letter.

About Spectrum Investment Advisors, Inc.

Spectrum is a Registered Investment Adviser located in Mequon, WI.  We are committed to building long-term relationships founded on trust and understanding. We are dedicated to making a positive impact within our community and those that participate in it. That means engaging at every level and understanding the real wants and needs of those we advise.

Spectrum Investment Advisors is honored to be listed as a:

• 2026 Top DC Advisor Firm by NAPA (National Association of Plan Advisors)*
• 2026 Best Places to Work in Wisconsin by the Best Companies Group*
• 2026 Milwaukee's Best & Brightest Companies to Work For® by the National Association for Business Resources*
• 2025 Best Workplaces in Money Management by Financial Planning*
• 2025 Milwaukee's Best & Brightest Companies to Work For® by the National Association for Business Resources*
• 2024 Milwaukee Business Journal Best Places to Work*
• 2024 Milwaukee-Area Investment Management Firms ranking by Milwaukee Business Journal*
• 2024 Best Places to Work for Financial Advisers by InvestmentNews*

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

*Important Disclosures 

Contact

Manuel Rosado, MBAPresident | Partner

262-238-0191

mrosado@spectruminvestor.com