Retirement Plan Jobs in Garden City, NY

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

Lead Value Engineer - Banking / Capital Markets

Company: Celonis

Location: New York, NY

Posted Jan 23, 2025

Celonis, a global leader in Process Mining technology, is seeking a Value Engineer to drive data-driven business transformation with customers. The role involves identifying and framing value, realizing value through process enhancement, and scaling value by building a strategic expansion roadmap. The ideal candidate should have 8+ years of experience in management consulting or SaaS, advanced knowledge of Celonis value selling methodology, and expertise in process intelligence. The role offers a competitive compensation package, growth opportunities, and a supportive company culture.

Partner Engineer, Llama Enterprise

Company: Meta

Location: New York, NY

Posted Jan 23, 2025

Meta is seeking an experienced Partner Engineer to join their team, focusing on enabling strategic direct partners to succeed with their products and platforms. The role involves driving technical engagements, building strong relationships with partners, and identifying growth opportunities. Key responsibilities include understanding partner technical requirements, designing and implementing solutions, and ensuring seamless integration with Meta's products. The ideal candidate should have a Bachelor's degree in Computer Science or a related field, 10+ years of experience in software engineering or technical consulting, and expertise in machine learning, AI, or data analytics. Meta is committed to equal employment opportunities and offers competitive compensation, benefits, and the chance to shape the future of social technology.

Reporter, Private Credit

Company: PitchBook Data

Location: New York, NY

Posted Jan 23, 2025

Energy Sales Retail Associate

Company: Sunrun

Location: Long Island, NY

Posted Jan 23, 2025

Sunrun, a leading U.S. solar, storage, and energy services company, is hiring for a retail position. The role involves acting as the face of Sunrun in a designated partner retail store, building relationships, and educating potential customers on renewable energy and storage solutions. The successful candidate will have strong communication skills, technology skills, resilience, self-motivation, and passion for the mission. Sunrun offers a full benefits package, competitive sales commissions, and opportunities for career advancement. The top performers can earn up to $160,000/year.

Audit Manager II (US) - Audit IT- Corporate, Retail & Insurance

Company: TD Bank

Location: New York, NY

Posted Jan 23, 2025

TD Bank is offering an Audit Manager position in New York, NY with a salary range of $99,540 - $149,310 USD. The role involves overseeing the planning and execution of audits, managing a team, and ensuring adherence to established standards. The ideal candidate should have a Bachelor's degree, 8+ years of related experience, and advanced skills in risk-based decision making, problem-solving, and project management. TD Bank is committed to providing fair compensation, growth opportunities, and a supportive work environment.

Service Team Lead, Alternative Investments

Company: Fidelity Investments

Location: Jersey City, NJ

Posted Jan 23, 2025

The role of a Team Lead at Fidelity Investments involves leading a team of 10-13 associates, coaching and supporting them to achieve shared goals, and managing escalations and queue oversight. The position requires 1+ year of team lead experience, 2+ years of customer service experience, and a Series 99 license. The ideal candidate should possess strong problem-solving abilities, excellent communication skills, and time management skills. The base salary range is $52,000-$83,000 per year, with additional benefits including comprehensive health care, retirement plans, and paid time off. Fidelity values a culture of inclusion and offers a hybrid working model.

Branch Office Administrator

Company: Edward Jones

Location: Iowa City, IA

Posted Jan 23, 2025

Edward Jones is seeking a Branch Office Administrator (BOA) for a full-time position in Iowa City, IA. The role involves working closely with Financial Advisors to help clients achieve their long-term financial goals. BOAs are valued members of the client team, with responsibilities including delivering exceptional service, participating in annual business planning, and identifying opportunities for additional services. The company offers comprehensive training, a supportive network, and competitive benefits. Key skills required include relationship building, problem-solving, critical thinking, and proficiency in office technology.

Investment Banking - Business Services - Vice President

Company: JPMorgan Chase

Location: New York, NY

Posted Jan 23, 2025

JPMorgan Chase is seeking a highly skilled and experienced Investment Banking Vice President to join their Business Services group. The role involves working on high-profile transactions, developing strong client relationships, and leading deals across various banking products. Key responsibilities include acting as the primary client point of contact, reviewing and coordinating analytic work, refining marketing materials, overseeing financial projection models, managing risks, and leading client negotiations. Required qualifications include prior investment banking experience, excellent communication skills, strong quantitative and analytical skills, ability to work under pressure, adaptability, and professional client interaction skills. JPMorgan Chase offers a competitive total rewards package, comprehensive benefits, and a diverse and inclusive work environment.

Business Relationship Manager Senior Acquisition- Vice President

Company: JPMorgan Chase

Location: New York, NY

Posted Jan 23, 2025

The job posting is for a Business Relationship Manager Senior (BRM) Acquisition banker role in Business Banking. The role involves developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. Key responsibilities include business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. The ideal candidate should have a minimum of 5 years' experience in a Business Banking Relationship Management role, strong current business network, and excellent relationship-building and communication skills. The role requires a high-touch experience, focusing on client experience and risk management, while acquiring new relationships, retaining and deepening existing ones.

Fixed Income Portfolio Strategy Analyst (Municipals)

Company: Capital Group

Location: Culver City, CA

Posted Jan 23, 2025

The text expresses a strong interest and confidence in securing a role as a Fixed Income Portfolio Strategy Analyst at Capital Group. The individual highlights their relevant experience, skills, and qualifications, including a minimum of 4 years in investment management with a focus on fixed income, strong analytical skills, and the ability to collaborate effectively. They emphasize their proactive approach, intellectual curiosity, and project management mindset. The role involves implementing investment convictions, monitoring fixed income markets, managing portfolios' risk and return metrics, and partnering with various business groups. The individual also mentions the attractive compensation package, including a base salary, performance bonus, and retirement plan. The text concludes with a statement of being the ideal candidate for the position.

Solar Appointment Setter

Company: Sunrun

Location: Garden City, NY

Posted Jan 23, 2025

Sunrun, a leading U.S. solar, storage, and energy services company, is hiring for a retail position. The role involves acting as the face of Sunrun in a designated partner retail store, building relationships, and educating potential customers on renewable energy and storage solutions. The successful candidate will have strong communication skills, technology skills, resilience, self-motivation, and a passion for Sunrun's mission. The company offers a full benefits package, competitive sales commissions, and opportunities for career advancement. Sunrun is committed to diversity, inclusion, and belonging, and does not discriminate based on race, color, religion, ethnicity, citizenship, political activity, marital status, age, national origin, ancestry, disability, veteran status, sexual orientation, gender identity, gender expression, sex or gender, pregnancy, or any other basis protected by law.

Vice President Product Manager - Corporate & Investment Banking

Company: JPMorgan Chase

Location: Jersey City, NJ

Posted Jan 23, 2025

The job posting is for a Product Manager position in the Payments Product team within the Payments Technology organization at JPMorganChase. The role involves shaping product innovation, driving customer value, guiding successful product launches, and exceeding expectations. Key responsibilities include developing a product strategy, managing discovery efforts, leading product life cycle activities, and driving collaboration with internal teams and vendors. The ideal candidate should have 5+ years of product management experience, advanced knowledge of the product development life cycle, and strong digital skills. Preferred qualifications include payments industry knowledge, advanced Product Owner skills, and technical experience.

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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