Retirement Plan Jobs in Columbus, Ohio

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Looking for Retirement Plan jobs in Columbus, Ohio? Browse our curated listings with transparent salary information to find the perfect Retirement Plan position in the Columbus, Ohio area.

Manager, Analytics

Company: Beam Dental

Location: Columbus, OH

Posted Jan 28, 2025

Beam Benefits, founded in 2012, is a digital employee benefits company offering dental, vision, life, disability, and supplemental health coverage. The company aims to modernize the $100+ billion ancillary benefits industry through its leading dental insurance product, diverse distribution channels, and next-generation benefits administration technology. Beam is seeking an Analytics Manager to lead a team of analysts, supporting strong business decision-making across Sales, Finance, Insurance, and other internal teams. The ideal candidate will have 5+ years of experience in data analytics, experience leading a team of analytics professionals, and strong communication skills. Beam offers a competitive base salary, performance-based bonuses, and a comprehensive benefits package.

Senior Data Analyst

Company: Beam Benefits

Location: Columbus, OH

Posted Jan 28, 2025

Beam Benefits, founded in 2012, is a digital employee benefits company offering dental, vision, life, disability, and supplemental health coverage. The company is seeking a Senior Data Analyst with a passion for data analysis and storytelling. The role involves working with business stakeholders, analyzing large data sets, and delivering actionable insights. The ideal candidate should have 3+ years of data analytics experience, strong SQL skills, and proficiency in Excel and BI tools like Looker. Beam offers competitive compensation, performance-based bonuses, and a comprehensive benefits package.

Asset Management - Model Portfolio Specialist Client Advisor- Associate

Company: JPMorganChase

Location: Columbus, OH

Posted Jan 27, 2025

JPMorgan Asset Management is seeking a Model Portfolio Specialist to support client advisors and promote sales of model portfolio offerings. The role involves managing a territory of advisors, developing relationships with financial advisors, and delivering compelling presentations on the benefits and performance of model portfolios. The ideal candidate should have a Bachelor's degree in Finance, Economics, Business, or a related field, Series 7 and 63 licenses, and at least 3 years of experience in investment management or a related field. Strong analytical, quantitative, and communication skills are required. The company offers a competitive total rewards package and values diversity and inclusion.

Frequently Asked Questions

What are typical salary ranges by seniority for Retirement Plan roles?
Entry‑level Analyst: $55,000–$70,000; Mid‑level Manager: $80,000–$100,000; Senior Director: $120,000–$150,000; C-suite Executive: $180,000+ depending on firm size.
Which skills and certifications are essential in Retirement Plan careers?
Core skills: ERISA knowledge, fiduciary duty, data analysis, Excel, SQL, and plan software (e.g., Fidelity, Vanguard). Certifications: PTC (Plan and Trust Compliance), CFP (Certified Financial Planner), and Actuarial credentials (Associate or Fellow).
Is remote work available for Retirement Plan positions?
Yes—many firms offer hybrid or fully remote roles, especially for analysts and compliance staff, as plan data can be accessed securely via VPN and cloud platforms.
What career progression paths exist within Retirement Plan?
Typical trajectory: Analyst → Senior Analyst → Manager → Senior Manager → Director of Retirement Solutions → VP of Benefits. Each step adds fiduciary responsibility, client portfolio management, and strategic planning.
What industry trends are shaping Retirement Plan careers?
Key trends include fintech integration for automated plan management, ESG‑aligned investment options, increased regulatory scrutiny (e.g., SEC 2025 updates), and higher demand for data‑driven plan optimization.

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