Retirement Plan Jobs in Duarte, CA

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

National Customer Success Executive (Field Based- Central United States)

Company: BD

Location: San Diego, CA

Posted Jan 24, 2025

The Customer Success Executive (CSE) role at BD, a leading global medical technology company, is responsible for ensuring the success and value delivery of Medication Management Solutions (MMS) at the company's largest and most strategic customers. The CSE will orchestrate cross-functional programs, develop relationships with C-Suite executives, and serve as a trusted advisor to promote long-term adoption of MMS technologies. Key responsibilities include establishing strategic relationships with Pharmacy, Nursing, IT, and Procurement leadership, tracking utilization of contractual entitlements, supporting software upgrades, and increasing overall customer Net Promoter Scores (NPS). The ideal candidate will have a Bachelor's degree, 8-10 years of Customer Success experience, and proficiency in Office software and Salesforce. The position requires over 50% travel and a valid driver's license.

Private Client Operations Associate

Company: Capital Group

Location: Irvine, CA

Posted Jan 24, 2025

The text expresses a strong interest and confidence in securing a Private Client Operations Associate position at Capital Group. The applicant highlights their suitability for the role, citing 3+ years of experience, ability to prioritize tasks, flexibility, intellectual curiosity, and team collaboration skills. They also mention their capacity to remain calm under pressure and their eligibility for a competitive compensation package including a base salary, performance bonus, and retirement plan. The applicant identifies with Capital Group's commitment to equal opportunity employment.

Industrial Hygiene Field Engineer

Company: Apple

Location: San Jose, CA

Posted Jan 24, 2025

Legal Project Manager

Company: Apple

Location: Cupertino, CA

Posted Jan 24, 2025

Wireless RTL Design Engineer

Company: Apple

Location: Sunnyvale, CA

Posted Jan 24, 2025

Engineering Program Manager, CoreOS

Company: Apple

Location: Cupertino, CA

Posted Jan 24, 2025

Apple is seeking an experienced program manager to lead multi-functional technology efforts across Mac OS X and iOS. The role involves driving key software initiatives, integrating them with hardware roadmaps, and collaborating with various teams. The ideal candidate should have at least 5 years of program or product management in software development, strong communication skills, and a solid technical foundation. The position offers a competitive base pay range between $136,300 and $248,700, along with comprehensive benefits and opportunities for professional growth.

Display Driver Engineer

Company: Apple

Location: Cupertino, CA

Posted Jan 24, 2025

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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