Jimmy Schaeve
401(k) Relationship Manager | Retirement Plan Consultant | Accredited Investment Fiduciary (AIF®), CRPS® | Financial Strategist | Data-Driven Investment Analyst | Sales-Focused Growth Leader | Strategic Growth
- Role
- 401(K) Relationship Manager at Annex Wealth Management
- Location
- Germantown, WI, US
- LinkedIn followers
- 500 followers
About Jimmy Schaeve
Contact: J••••••••@gmail.comI am a sales-driven financial strategist and retirement plan consultant with a proven record of delivering strong ROI through fiduciary expertise, strategic plan design, and data-driven investment analysis. With a background spanning banking, financial services, and corporate development, I specialize in optimizing retirement plan performance, cultivating C-suite partnerships, and driving measurable revenue growth.As Vice President and Retirement Plan Consultant at Associated Bank, I’ve advised on $1M–$50M defined contribution plans and dedicated my career to helping businesses provide their employees a secure financial future. My expertise lies in bridging advanced financial analysis with relationship-driven strategies to achieve sustained client loyalty and long-term market growth.I bring an analytical yet client-focused approach—leveraging investment research, financial modeling, and competitive intelligence to deliver tailored solutions that enhance participant outcomes, mitigate risk, and exceed fiduciary standards.Core Skills & Expertise: Financial Modeling & Forecasting Investment Research & Due Diligence Financial Analysis & Reporting Retirement Plan Design & Fiduciary Oversight Deal Execution & Growth Strategies Financial Statement & KPI Analysis Quantitative & Qualitative Analysis Strategic Market Research & Competitive Intelligence Data-Driven Insights & Decision Support Executive & C-Suite Relationship Management Stakeholder Collaboration & Referral Network Development Pipeline Development & Revenue Growth Consultative Sales & Client Retention Strategies Problem Solving & Critical Thinking Advanced Excel & Presentation DevelopmentI am passionate about helping organizations achieve sustainable financial growth while guiding employees toward stronger retirement outcomes. Always eager to connect with like-minded professionals and organizations seeking to elevate their investment strategies.
Experience
401(K) Relationship Manager
Oct 2025 — Present · Brookfield, WI, US
Education
Marquette University
Bachelor of Business Administration - BBA
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.