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Manager Defined Contribution Jobs in Wisconsin (NOW HIRING)

Cook

Sun Prairie, WI

$13.50 - $18.25/hr

Vacation, Sick, and Holiday Pay * 401k with match and an additional defined contribution retirement ... Manager certificate is a plus.

Cook

Sun Prairie, WI

$13.50 - $18.25/hr

Vacation, Sick, and Holiday Pay * 401k with match and an additional defined contribution retirement ... Manager certificate is a plus.

Cottingham & Butler is on the lookout for enthusiastic Account Managers to join our team. No ... Profit-Sharing/Defined Contribution (1-year waiting period) * PTO/Paid Holidays * Company-paid ST ...

Cottingham & Butler is on the lookout for enthusiastic Account Managers to join our team. No ... Profit-Sharing/Defined Contribution (1-year waiting period) * PTO/Paid Holidays * Company-paid ST ...

Cottingham & Butler is on the lookout for enthusiastic Account Managers to join our team. No ... Profit-Sharing/Defined Contribution (1-year waiting period) * PTO/Paid Holidays * Company-paid ST ...

... the defined contribution marketplace * FINRA series 6 or 7 and 63 * State insurance license ... Strong analytical, organizational and time management skills * Ability to travel frequently #LI-NV1 ...

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Manager Defined Contribution information

What is the difference between Manager Defined Contribution vs Financial Advisor?

AspectManager Defined ContributionFinancial Advisor
CredentialsTypically requires certifications like CFP, CFA, or CPAOften holds CFP, CFA, or similar financial planning certifications
Work EnvironmentWorks within retirement plan management, often for corporations or financial firmsProvides personalized financial planning and investment advice to clients
Employer & IndustryFinancial services, retirement plan providers, asset management firmsIndependent or firm-based financial planning practices
Search & Comparison IntentUnderstanding roles in retirement plan management and investment strategiesSeeking personalized financial planning and investment advice

Manager Defined Contribution professionals focus on managing retirement plans and overseeing contributions for organizations, often working within financial firms. Financial Advisors provide tailored financial planning and investment advice to individual clients. While both roles require similar certifications and work in the financial industry, their primary functions differ: one manages retirement plans, the other offers personalized financial guidance.

What are Manager Defined Contribution jobs?

Manager Defined Contribution jobs involve overseeing and administering defined contribution retirement plans, such as 401(k)s or 403(b)s, within an organization. These managers ensure compliance with regulations, handle plan design and implementation, and work with employees, vendors, and financial advisors to optimize plan performance. They are responsible for reporting, plan communications, enrollment, and addressing participant questions while staying updated on relevant laws and best practices.

What are the key skills and qualifications needed to thrive as a Manager Defined Contribution, and why are they important?

To thrive as a Manager Defined Contribution, you need in-depth knowledge of retirement plan administration, ERISA regulations, and experience managing 401(k) or similar defined contribution plans, often supported by a relevant degree and industry certifications such as QKA or CPC. Familiarity with recordkeeping platforms, compliance software, and financial reporting systems is typically required. Strong leadership, analytical thinking, and effective communication skills set candidates apart in this role. These skills are crucial for ensuring regulatory compliance, optimizing plan performance, and delivering excellent service to plan sponsors and participants.

How does a Manager Defined Contribution typically collaborate with other departments to ensure compliance and effective plan administration?

As a Manager Defined Contribution, you will frequently partner with departments such as legal, human resources, payroll, and finance to ensure that retirement plans are administered in strict accordance with regulatory requirements and company policies. This collaboration involves coordinating audits, sharing updates on legislative changes, and resolving participant issues. Strong communication and project management skills are essential, as you will often lead cross-functional meetings and workgroups to streamline processes and implement plan enhancements. This collaborative environment not only supports compliance but also fosters ongoing professional development and organizational alignment.
What are the most commonly searched types of Defined Contribution jobs in Wisconsin? The most popular types of Defined Contribution jobs in Wisconsin are:
What are popular job titles related to Manager Defined Contribution jobs in Wisconsin? For Manager Defined Contribution jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Manager Defined Contribution jobs in Wisconsin look for? The top searched job categories for Manager Defined Contribution jobs in Wisconsin are:
What cities in Wisconsin are hiring for Manager Defined Contribution jobs? Cities in Wisconsin with the most Manager Defined Contribution job openings:
Voya Financial Advisor Milwaukee

Voya Financial Advisor Milwaukee

Voya Financial Advisors

Milwaukee, WI • On-site

Full-time

Medical, Life, Retirement

Posted 16 days ago


Voya Financial rating

7.8

Company rating: 7.8 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

97th of 148 rated financial services


Job description

Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Milwaukee area to work plan sponsor relationships.
This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.
To be eligible for the Financial Professional role, candidates must possess the following qualifications:
  • Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
  • Securities registrations - Series 7, 65 & 66 preferred
  • Life & Health Insurance Licenses
  • Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry

Qualified candidates are expected to have the following skills:
  • Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
  • Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
  • Territory management and business development
  • Relationship building
  • Fund knowledge and product/pricing knowledge

At Voya Financial Advisors®, we provide the tools and resources necessary that will help set you up for success - including:
  • Full access to the Voya brand
  • Access to existing client base
  • Wide array of financial products
  • Technology and systems to enable you to efficiently manage your clients' financial information and plans
  • Turnkey marketing services
  • Transition assistance, if applicable

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
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