Retirement Plan Client Advisor & Project Lead
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
The QTI Group, in partnership with a Madison-based investment firm, seeks a Retirement Plan Client Relationship Manager to oversee a portfolio of retirement plans and serve as the trusted advisor for plan sponsors. This client-facing role requires strong project management and retirement plan expertise, with the ability to juggle multiple initiatives across a diverse client base.
You will coordinate with recordkeepers, TPAs, payroll providers, and internal teams to ensure excellent service and
The following position is for a Retirement Plan Client Advisor & Project Lead with The QTI Group.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Madison, WI, United States.
This opportunity is part of our work in Marketing & Media, Sales.
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