Senior Retirement Plan Client Advisor
qti groupMadison, WI
Senior Retirement Plan Client Advisor
qti groupMadison, WI
2 days ago
Occupations
Personal Financial AdvisorsFinancial and Investment AnalystsProject Management SpecialistsAbout the role
The QTI Group is hiring a Retirement Plan Client Relationship Manager in Madison to manage a portfolio of retirement plan clients, serving as a trusted advisor and main contact for plan sponsors. You will coordinate with recordkeepers, TPAs, payroll providers, and internal stakeholders to ensure exceptional client service and smooth plan operations. This client-facing role requires strong project management, retirement plan expertise, and the ability to oversee multiple initiatives across a
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JOB OVERVIEW
Experience level
Senior
Location
Madison, WI
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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