Job Description
Love events, people, and keeping momentum moving? This role puts you at the center of all three.
If you’re highly organized, strong with follow-up, and energized by creating great experiences, Elite Retirement Group would love to meet you.
Relationship Manager
Elite Retirement Group | Plover, Wisconsin | In-Office
Elite Retirement Group is a growing independent retirement planning firm built on trust, service, and meaningful relationships. Our educational seminars, client events, and community presence are a major part of how we connect with families — and this role helps make those experiences happen.
This is not a narrow admin position. You’ll be a key part of the firm’s growth by helping coordinate events, follow up with prospects, support outreach efforts, and keep social content initiatives moving.
What you’ll do:
• Plan and coordinate educational seminars, workshops, and client appreciation events
• Manage event logistics including venues, invitations, materials, and follow-up
• Track feedback and help improve future events
• Follow up with prospects by phone and email in a timely, professional way
• Support networking, referral, and outreach efforts
• Maintain accurate CRM records and pipeline activity
• Coordinate content filming with the internal team
• Help maintain the social media calendar and keep marketing efforts organized
What makes you a fit:
• Strong organizational skills and attention to detail
• Great communication and follow-through
• Comfortable managing multiple moving pieces at once
• Friendly, professional, and proactive
• Experience with events, client service, outreach, or office coordination is a plus
What you’ll get:
• $40,000 - $50,000 annual salary based on experience
• Healthcare subscription program
• 401(k) with employer match
• PTO + paid holidays
• Long-term and short-term disability
• Ongoing professional development and training
• A collaborative, supportive team with room to grow
This is a great fit for someone who enjoys creating polished experiences, building relationships, and helping a growing firm stay organized and visible.
If you want a role where your work directly supports growth, client experience, and community presence, let’s talk.