Retirement Plan Jobs in MILWAUKEE, Wisconsin

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Looking for Retirement Plan jobs in MILWAUKEE, Wisconsin? Browse our curated listings with transparent salary information to find the perfect Retirement Plan position in the MILWAUKEE, Wisconsin area.

Registered Client Service Associate**

Company: Morgan Stanley

Location: Milwaukee, WI

Posted Jan 24, 2025

The Registered Client Service Associate role at Morgan Stanley involves providing exceptional service to clients and supporting Financial Advisors/Private Wealth Advisors. Key responsibilities include client support, administrative tasks, and educating clients on digital tools. The ideal candidate should have strong interpersonal skills, a client-first mindset, and relevant industry experience. Required qualifications include a high school diploma, financial services knowledge, and proficiency in Microsoft Office. Morgan Stanley is committed to diversity and equal employment opportunities.

Digital Finance Strategy Consulting Manager

Company: Accenture

Location: Milwaukee, WI

Posted Jan 24, 2025

Accenture Strategy is seeking a seasoned Strategy Consulting professional with extensive experience in finance strategy, leadership, and management. The role involves deep industry expertise, analytics, and insights to empower clients in navigating change and staying competitive. Key responsibilities include advising clients on data-driven strategies, leading teams to develop world-class strategies, and driving insights using data models and visualization tools. The ideal candidate should have a minimum of 5 years of experience in finance function, strategic consulting, and project management. Bonus points for an MBA, ERP technology knowledge, and familiarity with various planning and analytics technologies. Accenture is committed to diversity and inclusion, offering a competitive salary range of $177,500 - $192,499 in Colorado.

Centralized Supervision Specialist

Company: Northwestern Mutual

Location: Milwaukee, WI

Posted Jan 24, 2025

Northwestern Mutual is a strong, innovative, and growing company that invests in its people and makes a positive difference in communities. The company, with a history of over 160 years, is currently in an exciting phase. The role involves supervising investment and insurance business, ensuring compliance with firm policies and industry regulations, and working closely with a small number of Network Offices. The ideal candidate should have a Bachelor's degree in business or finance, 2 years of experience in insurance or financial services, and Series 7 and 24 licenses. The company offers a great pay package, retirement plan, educational assistance, and more. Northwestern Mutual is an equal opportunity employer committed to diversity and inclusion.

STORE/NIGHT LEAD CLERK

Company: Kroger

Location: Wisconsin Rapids, WI

Posted Jan 24, 2025

The job description involves creating a positive customer experience, maintaining a clean and safe environment, and supervising department functions. Key responsibilities include promoting teamwork, setting performance goals, training associates, adhering to laws and guidelines, managing inventory, ensuring food safety, and maintaining equipment. The role requires effective communication, stress management, and basic math skills. High school education or equivalent is required, with management and grocery/retail experience being preferred.

Oracle Cloud Sales Planning Architect

Company: Accenture

Location: Milwaukee, WI

Posted Jan 24, 2025

Accenture's Oracle practice is seeking a seasoned professional with a minimum of 7 years in project and program management, 5 years in CX, CRM, or digital space, and 2 years of Oracle CX knowledge. The role involves helping clients transform their businesses with Oracle, leading project teams, and managing client relationships. The company offers a platform, myConcerto, and is recognized as a Global Cloud Elite and Platinum member of the Oracle Partner Network. The position requires client-facing experience, familiarity with off-shore delivery models, and the ability to manage the full software delivery lifecycle or through Agile methods.

Utility Industry, Call Center Advisory Consultant

Company: Accenture

Location: Milwaukee, WI

Posted Jan 24, 2025

Accenture Strategy & Consulting is an innovation-led company that focuses on continuous reinvention and turning disruption into opportunity. They offer a dynamic environment for professionals to develop their ideas into transformative insights, working with a diverse team of experts. The role involves understanding client challenges, bringing thought leadership, and fostering trusted advisor relationships. Accenture invests heavily in training and development, aiming to future-proof careers and create impactful, unique paths. The ideal candidate is a skilled utility industry practitioner with experience in digital transformation, business process improvement, and managing call center teams.

Retail Associate, Seas - Wisconsin Dells

Company: NIKE, Inc.

Location: Wisconsin Dells, WI

Posted Jan 24, 2025

Frequently Asked Questions

What are typical salary ranges by seniority for Retirement Plan roles?
Entry‑level plan administrators and compliance analysts earn $60k–$80k. Mid‑level consultants and portfolio managers range $90k–$120k. Senior analysts and senior managers command $130k–$170k, while directors and VP‑level executives earn $180k–$250k, depending on company size and geographic location.
Which skills and certifications are required in the Retirement Plan industry?
Key certifications include Certified Financial Planner (CFP), Certified Management Accountant (CMA), Retirement Plan Specialist (RPS), and Chartered Financial Analyst (CFA). Technical proficiency in plan software (Fidelity Plan Center, Vanguard Plan Services), data tools (Tableau, Power BI, SQL), and Excel modeling is mandatory. Knowledge of ERISA, IRS 401(k) rules, and fiduciary standards is essential.
Is remote work possible for Retirement Plan professionals?
Remote work is common for roles that focus on data analysis, compliance monitoring, and client advisory, such as Portfolio Managers and Compliance Analysts. Plan Administrators and Payroll Specialists often require on‑site access to sponsor records, but many firms offer hybrid arrangements with periodic in‑office meetings.
What career progression paths exist in the Retirement Plan field?
A typical trajectory moves from Analyst to Manager, then to Director of Retirement Services, and ultimately to VP or Chief Retirement Officer. Advanced roles include Plan Sponsor Advisor, consulting engagements for multiple firms, or leadership in fintech companies developing plan‑management platforms.
What industry trends are shaping Retirement Plan careers?
The sector is moving toward zero‑based budgeting, ESG‑aligned investment options, and AI‑driven analytics for plan health. Increased regulatory scrutiny, especially around fiduciary duty and data security, creates demand for compliance experts. The rise of defined‑contribution plans and employee ownership models expands opportunities for advisors skilled in investment strategy and participant education.

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