Retirement Plan Jobs in Dallas, TX

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

Retirement Plan Advisor Sr

Company: PNC

Location: Houston, TX

Posted Jan 24, 2025

Compliance Associate

Company: Third Bridge Group Limited

Location: Dallas-Fort Worth, TX

Posted Jan 24, 2025

Third Bridge, a leading investment research firm, is seeking an Associate for its global Compliance team based in Dallas. The role involves evaluating research requests, monitoring projects, answering compliance queries, delivering training, and ensuring adherence to laws and client processes. The company offers a range of benefits including vacation days, career development opportunities, health insurance, mental wellness resources, social events, and retirement plans.

Food Service Sales Representative

Company: PepsiCo

Location: Lubbock, TX

Posted Jan 24, 2025

Manufacturing Engineer (Starlink)

Company: SpaceX

Location: Lockhart, TX

Posted Jan 24, 2025

Staff Software Engineer

Company: General Motors

Location: Austin, TX

Posted Jan 24, 2025

Associate, Consulting Clients - Dallas (2025 Start Dates)

Company: Third Bridge Group Limited

Location: Dallas-Fort Worth, TX

Posted Jan 24, 2025

Third Bridge, founded in 2007, is a global investment research firm with over 1300 employees. They offer expert research services to private equity funds, consulting firms, credit, and public equity funds. The company is committed to fostering growth, collaboration, and rewarding bold action. They are currently hiring for an Associate Consulting Clients role, which involves delivering outstanding client service, understanding client needs, problem-solving, building and maintaining relationships with experts, and managing commercial projects. The role offers competitive compensation, clear performance goals, and opportunities for career progression. Third Bridge values diversity and inclusivity, and is an equal opportunity employer.

Frequently Asked Questions

What are typical salary ranges by seniority for Retirement Plan roles?
Entry‑level plan administrators and compliance analysts earn $60k–$80k. Mid‑level consultants and portfolio managers range $90k–$120k. Senior analysts and senior managers command $130k–$170k, while directors and VP‑level executives earn $180k–$250k, depending on company size and geographic location.
Which skills and certifications are required in the Retirement Plan industry?
Key certifications include Certified Financial Planner (CFP), Certified Management Accountant (CMA), Retirement Plan Specialist (RPS), and Chartered Financial Analyst (CFA). Technical proficiency in plan software (Fidelity Plan Center, Vanguard Plan Services), data tools (Tableau, Power BI, SQL), and Excel modeling is mandatory. Knowledge of ERISA, IRS 401(k) rules, and fiduciary standards is essential.
Is remote work possible for Retirement Plan professionals?
Remote work is common for roles that focus on data analysis, compliance monitoring, and client advisory, such as Portfolio Managers and Compliance Analysts. Plan Administrators and Payroll Specialists often require on‑site access to sponsor records, but many firms offer hybrid arrangements with periodic in‑office meetings.
What career progression paths exist in the Retirement Plan field?
A typical trajectory moves from Analyst to Manager, then to Director of Retirement Services, and ultimately to VP or Chief Retirement Officer. Advanced roles include Plan Sponsor Advisor, consulting engagements for multiple firms, or leadership in fintech companies developing plan‑management platforms.
What industry trends are shaping Retirement Plan careers?
The sector is moving toward zero‑based budgeting, ESG‑aligned investment options, and AI‑driven analytics for plan health. Increased regulatory scrutiny, especially around fiduciary duty and data security, creates demand for compliance experts. The rise of defined‑contribution plans and employee ownership models expands opportunities for advisors skilled in investment strategy and participant education.

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