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.

US Senior Manager Special Accounts II

Company: Bank of Montreal

Location: Milwaukee, WI

Posted Aug 21, 2023

All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Any unsolicited resumes sent to BMO Harris Bank, directly or indirectly, will be considered BMO Harris Bank property. To request accommodation, please contact your recruiter. BMO Harris Bank N.A. BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. By learning from each other's differences, we gain strength through our people and our perspectives.

Group Accounting Specialist

Company: Apple Leisure Group

Location: Milwaukee, WI

Posted Aug 14, 2023

Apple Leisure Group is seeking a Group Accounting Specialist for ALG Vacations, one of its 14 industry-leading brands. The role involves managing funds, processing payments, and ensuring financial integrity of group bookings. The successful candidate will have a high school diploma or equivalent, knowledge of Microsoft Office, and strong interpersonal skills. Apple Leisure Group, a vertically integrated travel, hospitality, and leisure management group, offers competitive salaries and comprehensive benefits. The company values empathy, integrity, respect, inclusion, experimentation, and well-being, and is committed to diversity and inclusion.

Senior Relationship Manager

Company: BetaNXT

Location: Milwaukee, WI

Posted Aug 18, 2023

The Account Managers will work to identify opportunities where BetaNXT can assist our clients in fulfilling their business needs Job Responsibilities Know the Client Responsible for gaining deep understanding of the client's strategy Understanding the client's products and interfaces (3rd parties) and understanding the client's business model inclusive of ancillary products and technology Required to understand the client's vendor usageResponsible for identify client relationship opportunities (CEO, CIO, SVP, EVP, etc. They have the deepest relationship with our clients and understand their business, strategies, organizational structure, and technologies. )Will be required to attend client conferences Managing the Relationship Responsible for ensuring the client and BetaNXT understand the joint engagement model Facilitate and execute Executive meetings/Quarterly Business Reviews Handle escalation points from both the client and BetaNXT perspective Manage the engagement - members, cadence, and reporting Support the day-to-day client touchpoints and interactions Internal Client Reporting/Communication Represent and advocate VOC within BetaNXT to drive customer satisfaction and successProvide the client strategy for influence of the BetaNXT roadmap Responsible for communicating the overall client relationship to BetaNXTProvide necessary data elements to properly reflect the health of a client relationship Escalate client concerns or risks we identify to the appropriate BetaNXT leader Capture and distribute client engagement notes, action items and objectives Business Development Identify and manage sales opportunities Engage clients on new BetaNXT opportunities Engage clients on new Motive partner opportunities Identifying upsell opportunitiesIdentify upsell opportunities via core and premium services that fit the clients strategy/needs Ensure customers effectively use BetaNXT solutions/technology and suggest operational efficiencies Minimum Requirements Bachelor's degree in Business Administration or similar degree programs, required5-10 years of experience in account or relationship management Strong communication and interpersonal skills and the ability to build and maintain relationshipPossess extensive knowledge of BetaNXT suite of productsHas deep knowledge of industry, and customers Skills/Abilities Excellent interpersonal and customer service skillsAbility to plan and execute strong strategiesExcellent organizational skills and attention to detailTime management skills with a proven ability to meet deadlinesKeen, friendly, professional with a positive and proactive attitudeAbility to prioritize tasks and to delegate them when appropriateSubstantial experience in successfully delivering results in a fast-paced and dynamic business environmentWell-developed math and business skillsMust understand customer relationship management (CRM)Strategic thinker and ability to analyze and solve problems quickly They manage accounts providing customers with service, support and improvement opportunities to increase revenue, maximize retention and upsell. Senior Relationship Manager Full TimeManagement New York, NY, US Requisition ID: 1277 Apply Account Management, Senior Relationship Manager Exempt, Full time Location: NY, WI or remote Job Summary The Account Management (Senior Relationship Manager) role is the BetaNXT conduit to our clients.

Channel Account Manager - Remote

Company: Johnson Controls

Location: Milwaukee, WI

Posted Aug 15, 2023

is an equal employment opportunity and affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, genetic information, sexual orientation, gender identity, status as a qualified individual with a disability or any other characteristic protected by law. To view more information about your equal opportunity and non-discrimination rights as a candidate, visit EEO is the Law. How you will do it: Partners with key and target customers to reach efficient sales levelsIdentifies and closes business with new accountsRecommends product solutions and links customer objectives to leverage Johnson Controls total value proposition and competitive advantageDifferentiates and leverages Johnson Controls product offerings from competitors based on the total benefit of doing business with Johnson ControlsActively listens, probes and identifies concernsUnderstands customer's business and speaks their language, both from a business standpoint and a technical HVAC/R standpointDevelops credibility, dedication, trust and commitmentWorks closely with product management and engineering to deliver customized solutions for sophisticated OEM salesLeads ongoing sales processes and responds to/anticipates customer needsInvolved in the development and execution of account salesResponsible for meeting assigned product sales goals and objectivesUsing Johnson Controls account management principles with assigned accounts, conducts quarterly strategic account review sessions, ensures that the customer fully understands and executes appropriate actions towards the co-developed sales plans to achieve the sales goals and objectives identified.Builds long term relationships with key stakeholders (c-level, owner, supply chain, engineering, quality, sales, etc)Responsible for price and margin management within territorySupport of events and annual meetings as defined by the customerDemand creation through joint calls on refrigeration and HVAC customersContinuous training and education efforts, throughout organization What we look for: Required Bachelor's Degree in Engineering, Business or related fieldMinimum 5+ years' in the Controls industry in a sales capacityProven clear understanding of the sales processPassion for learning the industry, products, business and customer baseAble to relate to people at all levels, communicating both on a technical and non-technical basisProven outstanding interpersonal, verbal and written communication skillsPossesses excellent presentation skills and proficiency at making one-on-one and group presentations LI-AD2 LI-Remote Johnson Controls International plc. If you are an individual with a disability and you require an accommodation during the application process, please visit here. We strive to provide our employees with an experience, passionate about supporting their physical, financial, and emotional wellbeing. What we offer: Competitive salary and bonus planPaid vacation/holidays/sick timeComprehensive benefits package including 401K, medical, dental, and vision careOn the job/cross training opportunitiesEncouraging and collaborative team environmentDedication to safety through our Zero Harm policyCheck us out: A Day in a Life at Johnson Controls What you will do: We would like you to call on original equipment manufacturers (OEMs) in the Midwest region selling our entire Controls Products portfolio. You will partner with key and targeted customers to reach efficient sales levels. Become a member of the Johnson Controls family and thrive in an empowering company culture where your voice and ideas will be heard - your next phenomenal opportunity is just a few clicks away! Build your best future with the Johnson Controls team As a global leader in smart, healthy, and balanced buildings, our mission is to reinvent the performance of buildings to serve people, places, and the planet. You will have the opportunity to develop yourself through significant work projects and learning opportunities.

Manager, Global Diversity Equity & Inclusion Operations

Company: Rockwell Automation

Location: Milwaukee, WI

Posted Aug 17, 2023

Review data, draw conclusions, handle deviations, make recommendations/provide advice based on analysis.Provide guidance, support and execution on our enterprise annual survey's i.e. Essential Job Functions: Create and maintain global DEI communication plan, in coordination and alignment with global internal communications, external communications and talent brand teams.Work with global internal communications, external communications and talent brand teams to develop content and employee stories aligned to the DEI communications plan.Support Rockwell Automation employee resource groups (ERGs) and global business segment, functional and regional inclusion change teams (ICTs), by providing oversight and leadership to the DEI ERG Advisor role, and by providing thought leadership, oversight, and overall governance.Support our global ERG strategy by providing oversight, leadership, guidance, and budget planning supportLead bimonthly ICT leader update meetings and work with business leaders to ensure ongoing accountability for progress.Facilitate annual strategy planning process with Inclusion Change Teams to ensure alignment with the global DEI strategy.Support global DEI learning strategy through leading and facilitating a variety of training and educational sessions, including Managing Across Difference, Courageous Conversations, Unconscious Bias, Active Bystander and Inclusive Leadership training.Develop, manage and lead global DEI commercial strategy in partnership with NA Field Sales Inclusion Change Team, including Automation Fair presence (Bold Conversations), PartnerNetwork conference, RAOTM involvement, etc.Work with HR Analytics to analyze data relevant to diverse workforce trends and opportunities. Diversity Inc. HRC survey, etc.Communicate best practices and develop processes and tools to support ongoing awareness, application and sustainability for both managers and employees. Preferred Qualifications: Bachelor's degree in Business, Human Resources or related field.Minimum of 5 years of management experience leading and/or influencing DEI related initiatives.Able travel periodically, both domestically and internationally.Ability to make appropriate and effective use of oral and written skills at all levels of the organization to communicate with diverse individuals and groups.Demonstrated in-depth knowledge of diversity best practices, concepts and programs with strong project management and change management skills.Relationship builder with the ability to work effectively across business, functional and geographic lines in a multicultural environment.Strong business acumen, coaching skills, conflict management and communication skills.Ability to lead through influence: listen to key stakeholders, provide feedback and guidance to leaders and individuals, gain support for programs and activate larger workforce behind strategic initiatives.Experience evaluating program effectiveness, proposing, creating and executing process improvements.Prior experience managing large enterprise-wide projects in a global setting.Ability to lead and facilitate group activities on crucial diversity, equity and inclusion topics.Prior experience with the dynamics and challenges of complex organizational change.Ability to formulate, align and execute strategic and operational goals in a fast-paced, high-energy environment. Headquartered in Milwaukee, Wisconsin, we employ approximately 24,000 problem solvers dedicated to our customers in more than 100 countries. Basic Qualifications: Bachelor's degreeLegal authorization to work in the US is required; we will not sponsor individuals for employment visas, now or in the future, for this job opening. If you are an individual with a disability and you need assistance or a reasonable accommodation during the application process, please contact our services team at +1 (844) 404-7247. As a member of the DEI leadership team, this position works closely with the Chief Diversity, Equity & Inclusion Officer and DEI colleagues in the development and execution of the overall DEI strategy globally in support of all talent including production, early career, mid-career and executive. LI-AO22 We are an Equal Opportunity Employer including disability and veterans. This position leads a team of 2 to deliver diversity, equity & inclusion initiatives and processes that drive positive business outcomes.

Director - Customer Service

Company: Hydrite

Location: Milwaukee, WI

Posted Aug 16, 2023

 Watch this Why Hydrite video to find out:  https://vimeo.com/201673899WANT TO STAY CONNECTED?  FIND US ON SOCIAL MEDIALinkedIn: linkedin.com/company/hydrite-chemical-co-Facebook: facebook.com/hydriteYouTube:https://www.youtube.com/watch?v=Bs_493NR8RI WHO WE ARE          We are a company where people matter.           We are family driven.           We are financially strong.          And we are looking for problem-solvers to join our growing team. The director ensures that systems are in place to capture metrics and is responsible for providing a productive and motivating working environment.As Director of Customer Service, primary responsibilities include:Plan staffing requirements including the best alignment of talent to meet the needs of the organization.Develop and implement policies and procedures that positively impact team performance.Contribute to the strategic planning process, including the collection and presentation of applicable department data.Prepare and manage administrative expense budgets.Develop and monitor action plans to improve KPI measurements.Monthly analysis of Bulk Heel and LTL product returns – review repeat offenders, deductions from Sales History, and seek prevention initiatives. Frequent in-person joint customer visits with sales, as necessary.Drive account / operational efficiency and margin management improvement – track “wins”.Develop a quality metric review process that allows the customer service team to evaluate and drive customer satisfaction and continuous improvement projects.Assure monthly SOP updates are being made, trained, and documented.REPORTING STRUCTUREThis position reports to the Executive Director of Procurement. EXPERIENCE AND EDUCATIONAL CRITERIABachelor’s degree required.Minimum of 7 years of related work experience with at least 5 years in a management role.Strong motivational, leadership, and team building skills.Excellent analytical, communication, and organizational skills.Strong computer skills and knowledge in Prism, Business Intelligence, Salesforce, Word, Excel, Power Point, SAP.Must have communication and interpersonal skills, along with the ability to read, write, and speak English.BENEFITSBenefits and perks include 401k and profit sharing, medical/dental/vision/life insurance, paid time off, tuition reimbursement, adoption assistance, legal services insurance, scholarship awards for children of employees, summer picnic, community giving events, free family wellness coaching including nutritionist and fitness coach.WHY HYDRITE?  OPPORTUNITYThe primary purpose of this position is to manage and provide leadership to the customer service, business support administration, and the specialty account coordinator teams.

Supply Chain Analytics Manager

Company: Komatsu Construction

Location: Milwaukee, WI

Posted Aug 22, 2023

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Assists with creating quoting packages for Commodity Managers, creating info records and updating system master data, performs mass loads of data with desired changes (pricing, category changes, COO, etc.). Supports cost-out initiatives as directed primarily with data, master data changes, recommendations, and what if analysis. NAFTA and Free Trade certificates, Country of Origin collection, UK Modern Slavery, etc.) Creation and analysis of KPIs, metrics and reports as specified by management. Owner of master data. Get all locations on common systems where possible and support Team with training/questions/processes- i.e., Aribia spend cube, Legal repository, Contracts, KTIP. Qualifications/Requirements Bachelor's degree Required - preferably in Operations, Logistics, IT, or Supply Chain Must possess exceptionally strong analytical/critical thinking skills CPIM, CSCP or CPM Certification a plus (or willingness to work towards) 5-8 Years+ years of relevant working experience Experience working in an ERP environment (SAP a plus) Ability to read and interpret engineering drawings and technical specifications preferred Project Management Skills MS Office aptitude, Excel Detail Oriented, Strong analytical/critical thinking skills Knowledge of supply chain/logistics concepts and practices Understanding of process improvement Works well under pressure while achieving desired results Strong Communication skills Knowledge of KMC products is a plus but not required Additional Information Komatsu is an Equal Opportunity Workplace and an Affirmative Action Employer. Compile commodity indexes and material forecasts, create data and files for projects, supplier report cards, etc Provides data analytics, manages and interprets data to provide clear interpretation of information to support leaders in sourcing decisions. Komatsu supports a myriad of markets, including housing, infrastructure, water, pipeline, minerals, automobile, aerospace, electronics and medical, through its many brands and subsidiaries, including TimberPro, Joy, P&H, Montabert, Modular Mining Systems, Hensley Industries, NTC, and Gigaphoton.

PSA Global Readiness & Support Manager

Company: Rockwell Automation

Location: Milwaukee, WI

Posted Aug 21, 2023

These improvements will increase benefit realization, value creation, ROI and the achievement of results and outcomes.After completion of the global PSA deployment, this role will continue to provide business operations support and training resources for the 5,000+ users of PSA, collect user feedback and change requests and continue planning and change management activities related to ongoing roadmap development and release of new functionality over time This role will: Collaborate with BU and IT leadership, apply a change management process and tools to create a plan to support adoption of the changes required by a project or initiative globally for PSA related activities.Support the global change structure across the project business comprised of regional change managers and functional super usersWork with project team to understand As Is and To Be design and degree of impact across full base of impacted personas to support change management plan.Facilitate the design, development, delivery and management of communications across LCS.Conduct impact analyses, assess change readiness and identify key stakeholders.Provide input, document requirements and support the design and delivery of training programs.Complete change management assessments to evaluate and measure change management activitiesIdentify, analyze and prepare risk mitigation tacticsIdentify and manage anticipated resistanceCoach managers and supervisorsSupport organizational design and definition of roles and responsibilitiesEvaluate and ensure user readinessManage stakeholdersTrack and report issuesDefine and measure success metrics and monitor change progressSupport change management at the organizational level Basic Qualifications: Bachelor's DegreeRockwell Automation will only employ those who are legally authorized to work in the United States for this opening. The primary responsibility will be creating and implementing change management strategies and plans that maximize employee, customer, and channel adoption and usage and minimize resistance.The change manager will work to drive faster adoption, higher ultimate utilization of and proficiency with the changes that impact both internal and external personas. Job Description SUMMARY: The LCS PSA Global Business Readiness & Support Manager will play a key role in ensuring that the ongoing multi-year PSA global implementation project meets objectives on time and on budget by increasing employee adoption and usage.This person will focus on the people side of change, including changes to business processes, systems and technology, job roles, needed job skills, and organization structures. If you are an individual with a disability and you need assistance or a reasonable accommodation during the application process, please contact our services team at +1 (844) 404-7247. No sponsorship is being offer with this roleAbility to travel up to 25% internationally as needed during the PSA project Preferred Qualifications: Acute project business acumen and understanding of organizational issues and challengesA solid understanding of how people go through a change and the change processExperience and knowledge of change management principles, methodologies and toolsExceptional communication skills, both written and verbalExcellent active listening skillsAbility to clearly articulate messages to a variety of audiencesAbility to influence others and move toward a common vision or goalForward looking with a holistic approachOrganized with a natural inclination for planning strategy and tacticsProblem solving and root cause identification skillsAble to work effectively at all levels in an organizationMust be a team player and able to work collaboratively with and through othersFamiliarity with project management approaches, tools and phases of the project lifecycleExperience with large-scale organizational change effortsChange management certification or designation desired "This position is part of a job family. LifeAtROK LI-AA1 We are an Equal Opportunity Employer including disability and veterans. Experience will be the determining factor for position level and compensation". We welcome all makers, forward thinkers, and problem solvers who are looking for a place to do their best work. Behind our customers - amazing companies that help feed the world, provide life-saving medicine on a global scale, and focus on clean water and green mobility - our people are energized problem solvers that take pride in how the work we do changes the world for the better. With more than 28,000 employees who make the world better every day, we know we have something special.

Group Accounting Specialist

Company: Apple Leisure Group

Location: Milwaukee, WI

Posted Aug 14, 2023

Apple Leisure Group is a travel and hospitality company that cares for people and provides distinctive experiences for its guests. The company offers a range of services, including vacation packages, resort management, and technology solutions. It values diversity and inclusion and offers a comprehensive benefit package to its employees.

Inside Sales Representative

Company: Webster Bank

Location: Milwaukee, WI

Posted Aug 20, 2023

The Inside Sales Specialist position at HSA Bank involves handling various sales functions, working with the Manager of Inside Sales, and coordinating sales proposals, customer information, and activity reporting. The ideal candidate is based in the New England region and has a Bachelor's Degree, 2-5 years of client-facing/customer service experience, and understanding of products, services, and sales campaigns. The estimated salary range is $60,000.00 USD to $65,000.00 USD.

Sales Incentive Analyst, Anaplan

Company: Rockwell Automation

Location: Milwaukee, WI

Posted Aug 18, 2023

Rockwell Automation is a global technology leader focused on helping the world's manufacturers be more productive, sustainable, and agile. They have a strong team of over 28,000 employees who are dedicated to making a positive impact. The company is looking for a Sales Incentive Analyst to provide senior level analysis for the Americas sales incentive plan. The role involves monthly maintenance and execution of Field Sales performance systems, analyzing monthly performance of sales employees, and creating efficient processes to support Field Sales compensation.

Senior Manager, Cyber M&A

Company: Rockwell Automation

Location: Milwaukee, WI

Posted Aug 14, 2023

We will not sponsor individuals for employment visas, now or in the future, for this job opening. You will have the opportunity to work with a diverse array of technologies in software, IoT, cloud, and embedded systems. Preferred Qualifications: Typically requires 8+ years of relevant management experience, ideally within Information Security and M&A consulting, in a highly regulated business, with proven ability to manage conflict, provide leadership, organize, and make decisionsDegree specialization in Information Security, Business, Risk Management, Finance, Statistics or other related fieldCertifications in CISSP/CISM/CRISC/PMPLeadership and adaptability when facing unique challenges encountered to effectively work with individuals in diverse cultures and business environmentsStrong work ethic and a proactive mindset with ability to think "outside of the box" to solve problemsProven ability to work independently and in a multi-tasking environment with strong analytical and conflict resolution skillsStrong written and oral communication skillsStrong meeting organization and facilitation skillsTrack record of managing work to achieve milestones on time and within budget in a fast-paced environment LI-MG4 LI-Remote We are an Equal Opportunity Employer including disability and veterans. The role requires the ability to exercise sound judgement, have excellent written and oral communications skills, and be proficient at managing a globally dispersed team. This role requires a critical thinker, leadership, and the ability to adapt quickly to the known information and be able to take ownership of decisions. Position Overview: Rockwell Automation is seeking a Cyber Merger & Acquisition (M&A) Senior Manager responsible for providing guidance on strategic planning, M&A transactions, acquisitions, and investments with a business and technology focus. The makers, the forward thinkers, the problem solvers. cybersecurity services streamlining, total costs analysis, risks mitigation plan)Perform M&A transaction planning and executionLead small project teamsTrain and guide more junior colleagues in advancing their careers Basic Qualifications: Bachelor's Degree or equivalent years of relevant work experienceLegal authorization to work in the US is required. Our technologies are used globally to deliver critical services, such as power and water, and to enable critical manufacturing. Join us in the Enterprise Cybersecurity Team as we deliver safe, secure, and resilient technologies to protect our global community and the critical services and goods they provide.

Frequently Asked Questions

What are typical salary ranges for Retirement Plan professionals by seniority?
Entry-level Retirement Plan Administrators or Benefits Specialists can expect to earn between $50,000 and $75,000 annually. Mid-level roles, such as an ERISA Compliance Analyst or a Senior Plan Administrator, typically range from $80,000 to $120,000. Senior-level Retirement Consultants, Actuaries, or Benefits Directors can command salaries from $130,000 to over $200,000, depending on firm size, location, and specific expertise in areas like pension de-risking or complex plan design.
What skills and certifications are essential for a career in Retirement Plan?
Essential skills include strong analytical abilities, meticulous attention to detail for regulatory compliance, excellent communication for participant education, and proficiency with financial modeling and benefit administration software (e.g., Relius, Ascensus). Key certifications often include the Qualified 401(k) Administrator (QKA) or Qualified Pension Administrator (QPA) from ASPPA, Certified Financial Planner (CFP) for advisory roles, and the Enrolled Retirement Plan Agent (ERPA) for IRS representation. Series 6, 7, 63, and 65 licenses are crucial for client-facing investment roles.
Is remote work common for Retirement Plan positions?
Yes, many administrative, compliance, and analytical roles within the Retirement Plan sector offer significant remote or hybrid work flexibility. Roles focused on data processing, regulatory research, or plan document drafting are often well-suited for remote environments. While client-facing advisory roles may require some in-person meetings, advancements in virtual communication technologies have also expanded remote possibilities for these positions, particularly within larger firms or third-party administrators (TPAs).
What are common career progression paths within Retirement Plan?
Professionals often start as a Plan Administrator or Benefits Analyst. From there, paths can lead to specialized roles such as an ERISA Compliance Specialist, Pension Actuarial Analyst, or Investment Consultant focusing on retirement portfolios. Management progression includes roles like Benefits Manager, Director of Retirement Plans, or Head of Wealth Management. Advanced career opportunities include becoming a Chief Compliance Officer, a Senior Partner at a TPA, or an independent Retirement Plan Advisor.
What are the current industry trends impacting Retirement Plan jobs?
Current trends significantly shaping the Retirement Plan industry include the increasing focus on holistic financial wellness beyond just retirement savings, the integration of Environmental, Social, and Governance (ESG) factors into 401(k) investment options, and a demand for more personalized retirement income solutions. Furthermore, the adoption of AI and automation is streamlining plan administration processes, while ongoing regulatory changes, such as those from the SECURE Act 2.0, continuously create new compliance and advisory needs for skilled professionals.

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