401(k) Relationship Specialist

Annex Wealth Management • Brookfield, WI

7d • Onsite

About The Position

This role is built for someone who thrives in business development and loves building meaningful client relationships. Roughly 60% of your time will focus on prospecting, sourcing, and closing new corporate retirement plan opportunities, while the remaining 40% centers on delivering exceptional service and retention for existing clients. Your consultative approach and entrepreneurial drive will directly shape the growth trajectory of Annex’s retirement plan advisory business.

Requirements

• 2 years minimum of experience in qualified plans or related fields, with a strong interest in Retirement Plan Services.
• Ability to lead clear, persuasive conversations, simplify complex retirement concepts, and drive consultative sales outcomes.
• Builds trust quickly, nurtures long-term partnerships, and works seamlessly with internal teams.
• A Series 65 securities license is required (or a willingness to obtain it within six months of hire).
• Confident hosting plan reviews, participant education meetings, and executive level discussions.
• Takes initiative, can independently drive momentum, and collaborate closely with team and firm resources to support client needs and firm growth.

Responsibilities

• Source new 401(k) business through proactive prospecting, networking, and referrals.
• Lead compelling, consultative sales conversations that clearly communicate fiduciary value.
• Build strong relationships with prospects and centers of influence to expand Annex’s reach.
• Manage a disciplined pipeline and consistently move opportunities toward close.
• Retain and support existing clients through trust-based, collaborative relationships.
• Deliver clear, client-centric communication during plan reviews and investment discussions.
• Host engaging client and participant meetings that provide personalized, actionable guidance.
• Handle fund changes and administrative tasks with accuracy and care.
• Collaborate internally to integrate financial planning resources for client workforces.

Benefits

• medical, dental, and vision insurance
• 401(k) plan
• Life & Disability Insurance
• Paid Time Off (PTO)
• 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
• Company Events
• 100% Paid Parental Leave
• Opportunities for professional growth and development
• Summer hours

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed