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.