Retirement Plan Jobs in Greater Boston area

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

Senior Sales Engineer

Company: Fastly

Location: Greater Denver Area

Posted Mar 10, 2024

Fastly is seeking a Senior Sales Engineer for its Denver office. The role involves understanding customer needs, developing technical sales strategies, performing product demonstrations, providing pre-sales support, and assisting in responding to RFPs. The ideal candidate should have 5+ years of experience, knowledge in cloud and web technologies, and customer-facing experience. Fastly offers a comprehensive benefits package and a positive work environment. The company values diversity, passion, and distributed teams.

Director, Risk Management

Company: Strive Health

Location: Greater Denver Area

Posted Mar 10, 2024

<div> <p><span><strong>What We Strive For<strong><span><p> <p><span>Strive Health is built for purpose to transform a broken kidney care system We are fundamentally changing the lives of people with kidney disease through early identification engagement and comprehensive coordinated care Strives model is driven by a hightouch care team that integrates with local providers and spans the entire care journey from chronic kidney disease through endstage kidney disease leveraging comparative and predictive data and analytics to identify atrisk patients Strive Healths interventions significantly reduce the rate of emergent dialysis crash cut inpatient utilization and significantly improve patient outcomes and experience Come join our journey as we create THE destination for top talent in the healthcare community and set a new standard for how kidney care should be done<span><p> <p><span><strong>Why Were Worth the Application<strong><span><p> <ul><li><span>We Strive for excellence and <span dataccpchar=>Strive<span><span dataccpchar=> has been<span><span dataccpchar=> recognized with six Best Place to Work awards including Forbes Americas Best Startup Employers 2023 and 2022 Built In Colorados Best Places to Work 2022 and 2024 Comparablys Best Places to Work in Denver 2022 and The Tech Tribunes Best Startups in Denver 2022 Additionally Strives CEO Chris Riopelle has been recognized as one of Denver Business Journals Most Admired CEOs<span><span><li> <li><span>We derive innovation and ideas from through authentic diversity intentionally building a team that represents the populations we serve in partnership with our Employee Resource Groups<span> <ul><li><span>Strive Forward LGBTQ<span><li> <li><span>Underrepresented Minorities<span><li> <li><span>Women and Allies<span><li> <ul><li> <li><span>We care and support our Strivers within and beyond work to feel fully charged and empowered through our generous wellbeing offerings including<span> <ul><li><span>Flexible time off<span><li> <li><span>Companywide wellbeing days<span><li> <li><span>Volunteer time off<span><li> <li><span>Leave packages including a sabbatical parental leave and eight weeks paid for living donor<span><li> <li><span>Professional development<span><li> <li><span>A dedicated certified financial planner<span><li> <li><span>Headspace Carrot Fertility and Gympass for all Strivers<span><li> <ul><li> <li><span>We like to have fun by celebrating our successes as a team through team building company gatherings trivia wellbeing raffles pajama days a companywide book club and more<span><li> <li><span>We value tenacity to help us overcome obstacles with grit and determination to deliver compassionate kidney care<span><li> <ul><div> <p><span><strong>Director Risk Management<strong><span><p> <p><span>The Director Risk Management has primary responsibility for ensuring adequate insurance coverage for Strive Healths organizational exposures as well as development and implementation of Strive Healths risk management program The Director Risk Management supervises and coordinates risk management activities including risk identification and assessment risk prevention and claims management <span><p> <p><span><strong>Essential Functions<strong><span><p> <ul><li><span>Identifies and analyzes existing and emerging risks to Strive Health<span><li> <li><span>Conducts risks assessments collecting and analyzing documentation statistics reports and market trends<span><li> <li><span>Develops goals and objectives for risk management in keeping with Strive Health policy and mission<span><li> <li><span>Develops and maintains Strive Healths risk management program<span><li> <li><span>Evaluates insurance coverage and determines appropriate limits and retention and oversees renewal of insurance policies and programs<span><li> <li><span>Working with Strive Healths legal team directs and oversees management of claims against Strive Health for insured risks<span><li> <li><span>Manages insurance claims filings on all insurance policies<span><li> <li><span>Engages and manages key insurance industry relationships including brokers underwriters consultants etc<span><li> <li><span>Drafts insurance requirements for various contractual engagements maintains database of insurance requirements templates oversees Certificate of Insurance program and requests certificates from vendors and independent contractors as needed<span><li> <li><span>Communicates risk management objectives and results to all levels of Strive Health<span><li> <li><span>Leads organization in Enterprise Risk Management assessments and analysis<span><li> <li><span>Works with risk owners on deep dives including subrisks mitigation and metrics<span><li> <li><span>Works with clinical quality compliance legal and others to coordinate efforts<span><li> <ul><p><span><strong>Minimum Qualifications<strong><span><p> <ul><li><span>Bachelors degree Masters degree or Legal degree preferred<span><li> <li><span>8+ years experience in risk management preferably in a healthcare setting<span><li> <li><span>5+ years experience as an insurance Manager propertycasualty analyst or underwriter insurance broker or other related position in the propertycasualty industry<span><li> <li><span>Associate in Risk Management ARM Certified Professional in Healthcare Risk Management CPHRM or related professional designations<span><li> <ul><p><span><strong>Preferred Qualifications<strong><span><p> <ul><li><span>Expertise with managing insurance brokers<span><li> <li><span>Development and maintenance of various size types and structures of insurance programs Claims expertise technical skills of various claims management techniques<span><li> <li><span>Ability to write and review insurance language for various types of contracts<span><li> <li><span>Experience with Performance Improvement methodologies<span><li> <li><span>Demonstrates a clear working knowledge of healthcare regulatory compliance<span><li> <li><span>Ability to develop critical insights and make strategic recommendations based on relevant metrics<span><li> <li><span>Keen financial acumen and analytical problemsolving skills<span><li> <li><span>Orientation towards pragmatic creative solutions and problem solving<span><li> <li><span>Superior judgment and highlevel analytic communication judgment and interpersonal skills<span><li> <li><span>Ability to work under pressure prioritize responsibilities and meet deadlines<span><li> <ul><p><span><strong>Annual Salary Range <strong>$13000000$16300000<span><p> <div> <p><span>Strive Health offers competitive compensation and benefits including Health insurance Dental insurance Vision insurance 401k Retirement Plan with Employer Match Life and Accidental Death amp Dismemberment insurance Disability insurance Health Savings Account Flexible Spending Account paid company holidays in addition to Vacation Time Off An annual performance bonus determined by company and individual performance is available for many roles as aligned to Strive Health guidelines<span><p> <p><span>Strive Health is an equal opportunity employer and drug free workplace At this time Strive Health is unable to provide work visa sponsorship All qualified applicants will receive consideration for employment without regard to race color religion sex national origin disability status protected veteran status or any other characteristic protected by law Please apply even if you feel you do not meet all qualifications If you require reasonable accommodation in completing this application interviewing completing any preemployment testing or otherwise participating in the employee selection process please direct your inquiries to talentacquisitionstrivehealthcom<span><p> <div>

Scrum Master II

Company: ManTech

Location: Greater Denver Area

Posted Mar 10, 2024

ManTech is seeking a Scrum Master II in Denver, CO. The role involves assisting an Agile team to meet delivery goals, execute team events/processes, and participate in Agile Release Train events/processes. The ideal candidate should have 5+ years of related experience, a Master's or PhD degree may be considered for experience credit, and hold a DoD 8570.01-m IAT Level II Certification. The position requires a current TS/SCI with FSP clearance. The projected compensation range is $87,600-$145,200. ManTech is an equal opportunity employer.

Case Manager - Southampton Shelter

Company: Boston Health Care for the Homeless Program

Location: Boston, MA

Posted Mar 10, 2024

BHCHP, since 1985, provides comprehensive health care services to homeless individuals in Boston. They offer a wide range of services including preventative dental care, cancer treatment, and social services. They are committed to breaking down systemic barriers and are inclusive of diverse communities. They are currently seeking a Case Manager with 1-2 years of experience working with homeless individuals, excellent communication skills, and bilingual proficiency in Spanish/English is preferred. The compensation starts at $22.07 per hour with benefits including health insurance, retirement savings plan, and more.

Senior Lead, GTM Incentive Compensation Analytics

Company: Klaviyo

Location: Boston, MA

Posted Mar 09, 2024

Klaviyo is seeking an experienced Compensation Analytics Manager to join their GTM Strategy and Operations organization. The role involves designing and implementing compensation analytics solutions, managing incentive compensation reporting, and serving as a data and business process SME. The ideal candidate will have 8-10+ years of experience in BI reporting, Sales Ops, Sales Compensation, Finance, or related fields, with expertise in SQL development, data engineering, and programming. A Bachelor's degree in Data Science, Computer Science, Statistics, Finance, or a related field is required. The role offers a competitive pay range of $160,000-$240,000 USD, along with comprehensive benefits and a culture of learning.

PCB Layout Engineer

Company: Lightmatter

Location: Boston, MA

Posted Mar 10, 2024

Lightmatter is seeking a PCB Layout Engineer with 5+ years of experience, preferably with a Bachelor's degree. The role involves designing high-speed, high-density multi-layer printed circuit boards, creating constraint-driven routing methodologies, and maintaining a corporate library of component footprints. The engineer will work closely with hardware teams to design and build state-of-the-art machine learning/artificial intelligence platforms. The company offers competitive compensation, comprehensive health care, 401k matching, and a flexible, hybrid workplace model.

Senior Director of Product Management

Company: Pax8

Location: Greater Denver Area

Posted Mar 10, 2024

Pax8 is a leading cloud-based technology marketplace that simplifies the cloud journey for partners. The company is a fast-growing startup with a dynamic culture, emphasizing passion, creativity, and humor. Pax8 values diversity and inclusivity, encouraging applications even if candidates don't meet all requirements. The Sr. Director of Product Management position is available, requiring at least 10 years of product management experience, a deep understanding of APIs and cloud services, and excellent communication skills. The role involves crafting product strategy, managing relationships across the business, and driving product vision. Compensation begins at $175,000 or more, with a comprehensive benefits package including non-commissioned bonus plans, 401(k) with employer match, medical, dental, and vision insurance, and more.

Senior Structural Analyst

Company: Rocket Lab

Location: Greater LA Area

Posted Mar 10, 2024

Rocket Lab, a global leader in launch and space systems, is seeking a Senior Structural Analyst for its Neutron program. The role involves creating analytical models, performing multiphysics structural analyses, collaborating with the design team, and supporting stage, engine, and sub-system testing. The ideal candidate will have a Bachelor's degree in mechanical or aerospace engineering, 5+ years of experience in aerospace hardware analysis, and a strong foundation in thermal, structural, vibration, and life assessment analysis best practices.

WES Administrator

Company: 1-800-FLOWERS.COM, INC.

Location: Greater NYC Area

Posted Mar 10, 2024

The job description is for a Warehouse Execution System (WES) Administrator who will oversee internal projects, ensure uptime and availability of WES systems, and collaborate with IT infrastructure teams.

Senior Business Systems Analyst, 3rd Party Data

Company: Square

Location: Greater Denver Area

Posted Mar 09, 2024

<p><b>Company Description<b><br >Since we opened our doors in 2009 the world of commerce has evolved immensely and so has Square After enabling anyone to take payments and never miss a sale we saw sellers stymied by disparate outmoded products and tools that wouldnt work together<br >So we expanded into software and started building integrated omnichannel solutions to help sellers sell online manage inventory offer buy now pay later functionality through Afterpay book appointments engage loyal buyers and hire and pay staff Across it all weve embedded financial services tools at the point of sale so merchants can access a business loan and manage their cash flow in one place Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth enabling sellers to capture the next generation shopper increase order sizes and compete at a larger scale<br >Today we are a partner to sellers of all sizes large enterprisescale businesses with complex operations sellers just starting as well as merchants who began selling with Square and have grown larger over time As our sellers grow so do our solutions There is a massive opportunity in front of us Were building a significant meaningful and lasting business and we are helping sellers worldwide do the same<br ><b>Job Description<b><br >Squares GoToMarket Intelligence organization builds scalable solutions that empower multiple GTM channels like Marketing Sales and Account Management to drive customer acquisition growth and retention As a Business Systems Analyst on the Data Enrichment team you will report to the Senior Lead Third Party Data Governance amp Strategy and work crossfunctionally to build a cohesive thirdparty data acquisition and evaluation program to improve the global Sales organizations understanding of prospective and existing Square customers High quality data is the important for scaling our Outbound Sales program while ensuring we are targeting our Ideal Customer Profile and increasing market penetration This work will lay the foundation for sophisticated data science and machine learning capabilities in the acquisition space By improving the data that feeds our decisionmaking processes we can help our Sales team reach the right customers at the right time and provide them with the exceptional service they need to grow their business Your work will have a direct business impact on hundreds of sales stakeholders and boost sales effectiveness<br ><strong>You Will<strong><br ><p><ul><li>Develop a deep understanding of how our internal data systems interact with each other and how third party datasets fit into our ecosystem<li> <li>Perform quantitative analyses to assess the current state of our third party data products to identify inefficiencies in our data acquisition strategy streamline future vendor contracts and maximize the value we get from all available datasets<li> <li>Act as the liaison between internal stakeholders partner technical teams and external vendors to design a reliable cost effective and measurable third party data program to serve our Sales team<li> <li>Consult with stakeholders to understand data needs and gather requirements for each regional and international Sales team<li> <li>Interface directly with our existing and prospective data partners to ensure ongoing accountability and alignment<li> <li>Apply a rigorous vetting process to evaluate the reach technical capabilities and product offerings of current and prospective third party data vendors<li> <li>Create a framework to measure the ROI of third party data within our Sales program<li> <li>Be a thought leader for best practices around data usage and governance across teams<li> <li>Monitor the performance utilization and cost of third party data sources in our analytics and modeling pipelines<li> <li>Collaborate with our Procurement team to design cost effective contracts<li> <li>Work in close partnership with Sales Data Engineering to support scalable ingestion of incoming data<li> <ul><p><br ><b>Qualifications<b><br ><strong>You Have<strong><br ><p><ul><li>5+ years of experience in business analytics business operations systems analytics project management or related field<li> <li>Proven track record of independently driving and delivering technologyfocused projects endtoend<li> <li>High level of comfort with managing ambiguity and designing business solutions from the ground up<li> <li>High proficiency with SQL<li> <li>Proficiency with data visualization technologies we use Looker<li> <li>Proven track record of spearheading technical programs that require crossteam collaboration<li> <li>Experience integrating third party tools with internal systems<li> <li>Excellent communication skills with strong business intuition and ability to quickly adapt to shifting business priorities or strategies<li> <li>Experience with Salesforce or comparable CRM system<li> <li>Experience working with third party data service providers<li> <ul><p><br ><b>Additional Information<b><br >Block takes a marketbased approach to pay and pay may vary depending on your location US locations are categorized into one of four zones based on a cost of labor index for that geographic area The successful candidates starting pay will be determined based on jobrelated skills experience qualifications work location and market conditions These ranges may be modified in the future<br >Zone A USD $125600 USD $153600<br >Zone B USD $119300 USD $145900<br >Zone C USD $113000 USD $138200<br >Zone D USD $106800 USD $130600<br >To find a locations zone designation please refer to this resource If a location of interest is not listed please speak with a recruiter for additional information <br >Fulltime employee benefits include the following<br ><p><ul><li>Healthcare coverage Medical Vision and Dental insurance<li> <li>Health Savings Account and Flexible Spending Account<li> <li>Retirement Plans including company match <li> <li>Employee Stock Purchase Program<li> <li>Wellness programs including access to mental health 11 financial planners and a monthly wellness allowance <li> <li>Paid parental and caregiving leave<li> <li>Paid time off including 12 paid holidays<li> <li>Paid sick leave 1 hour per 26 hours worked max 80 hours per calendar year to the extent legally permissible for nonexempt employees and covered by our Flexible Time Off policy for exempt employees <li> <li>Learning and Development resources<li> <li>Paid Life insurance ADampD and disability benefits <li> <ul><p><br >These benefits are further detailed in Blocks policies This role is also eligible to participate in Blocks equity plan subject to the terms of the applicable plans and policies and may be eligible for a signon bonus Sales roles may be eligible to participate in a commission plan subject to the terms of the applicable plans and policies Pay and benefits are subject to change at any time consistent with the terms of any applicable compensation or benefit plans<br ><strong>US and Canada EEOC Statement<strong><br >Were working to build a more inclusive economy where our customers have equal access to opportunity and we strive to live by these same values in building our workplace Block is a proud equal opportunity employer We work hard to evaluate all employees and job applicants consistently without regard to race color religion gender national origin age disability pregnancy gender expression or identity sexual orientation citizenship or any other legally protected class <br >We believe in being fair and are committed to an inclusive interview experience including providing reasonable accommodations to disabled applicants throughout the recruitment process We encourage applicants to share any needed accommodations with their recruiter who will treat these requests as confidentially as possible <strong> Want to learn more about what were doing to build a workplace that is fair and square Check out our <strong> <strong> I+D page <strong> <strong> <strong><br >Additionally we consider qualified applicants with criminal histories for employment on our team and always assess candidates on an individualized basis<br >Weve noticed a rise in recruiting impersonations across the industry where individuals are sending fake job offer emails Contact from any of our recruiters or employees will always come from an email address ending with blockxyz squareupcom tidalcom or afterpaycom clearpaycouk <br >Block Inc NYSE SQ is a global technology company with a focus on financial services Made up of Square Cash App Spiral TIDAL and TBD we build tools to help more people access the economy Square helps sellers run and grow their businesses with its integrated ecosystem of commerce solutions business software and banking services With Cash App anyone can easily send spend or invest their money in stocks or Bitcoin Spiral formerly Square Crypto builds and funds free opensource Bitcoin projects Artists use TIDAL to help them succeed as entrepreneurs and connect more deeply with fans TBD is building an open developer platform to make it easier to access Bitcoin and other blockchain technologies without having to go through an institution <br >While there is no specific deadline to apply for this role on average US open roles are posted for 70 days before being filled by a successful candidate<p>

Product Manager

Company: AdCellerant

Location: Greater Denver Area

Posted Mar 10, 2024

AdCellerant is an award-winning tech-enabled services company that empowers product teams to tackle complex challenges, addressing customer needs and business objectives. The company values collaboration, continuous innovation, and accountability. The role is preferred to be located near the Denver, CO office, with hybrid work from home flexibility. The total compensation range is $110,000 - $130,000 annually including salary and bonuses. AdCellerant offers full-time employee benefits such as paid vacation, health/dental/vision benefits, 401k retirement plan, generous paid parental leave, and work from home flexibility. The company is committed to being an equal opportunity workplace and has been recognized as a 'Best Workplace' by Denver Business Journal and Built In Colorado.

Vice President, Product Marketing

Company: Klaviyo

Location: Boston, MA

Posted Mar 09, 2024

<p>At Klaviyo we value the unique backgrounds experiences and perspectives each Klaviyo we call ourselves Klaviyos brings to our workplace each and every day We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements If youre a close but not exact match with the description we hope youll still consider applying Want to learn more about life at Klaviyo Visit careersklaviyocom to see how we empower creators to own their own destiny <br >As the Vice President Product Marketing you are a strategic thinker and compelling storyteller who is highly experienced in leading product marketing teams and passionate about collaborating with customers In this role you will drive strategy based on a deep understanding of our customer their needs and the marketplace You are an exceptional product champion and have extensive experience in enterprise B2B and SMB product marketing as well as proven success in enabling sales to communicate our unique value proposition You have experience developing strategic and innovative GTM programs for B2B and SMB software products and you have successfully launched high growth products in your career You deeply understand market dynamics customer needs the competitive landscape and product levers to drive overall messaging and value proposition for Klaviyos platform and products <br ><strong> How You will Make a Difference <strong> <br ><p><ul><li> <strong> Team Leader <strong> Design build and lead a worldclass Product Marketing organization that PMMs crave to be a part of to develop their skills and grow their careers <li> <li> <strong> Product Launches <strong> Plan the market launch of new products and manage the crossfunctional implementation of the plan to ensure new product releases are successful delivered to the market quickly and efficiently <li> <li> <strong> Market Requirements <strong> Develop and implement new marketing strategies that result in market share gain and provide direction and collateral for sales marketing and support teams worldwide Partner with Sales and Operations leaders to define and iterate on our GTM motions sales engagement process and pricing and packaging strategy <li> <li> <strong> Product Positioning <strong> Develop product positioning and messaging that differentiates our products in the market <li> <li> <strong> Lead Generation <strong> Produce product marketing collateral and work with other team members to ensure the best quality materials and information is presented to our customers and prospects <li> <li> <strong> Sales Enablement <strong> Communicate the products value proposition to the sales team and develop the sales tools that support the selling process of your productsCollaborate extensively with Sales Enablement on the creation and evolution of our sales content for every segment and function from initial meeting to final close deck <li> <li> <strong> Market and Competitive Analysis <strong> Evaluate industry trends competitors and standards and how they apply to Klaviyos overall product strategy <li> <li> <strong> Product Evangelist <strong> Act as key public spokesperson keeping the press and analysts informed of Klaviyos product strategy and progress Partner with Analyst Relations to evangelize our point of view on the market to the analyst community and to ensure we receive the highest possible ratings <li> <ul><p> <br ><strong> Who You Are <strong> <br ><p><ul><li> 10+ years Product Marketing experience with passion for customer experience and creating clear messaging and product positioning <li> <li> Solid ability to problemsolve and think strategically <li> <li> Ability to conduct research and shape the problem space in ambiguous settings <li> <li> Collaborative approach to work with crossfunctional teams <li> <li> Selfmotivated able to work independently while coordinating activities with crossdivisional teams in remote locations <li> <li> Team player able to communicate with technical and business experts at all levels of the organization <li> <li> Ability to motivate people <li> <li> Experience in customer engagements <li> <li> Confident personality and strong interpersonal skills with track record for influencing outside span of control <li> <li> Background with middleware products such as big data data integration cloud and application integration technologies <li> <li> Strong presentation skills and ability to deal with ambiguity is a must <li> <li> Ability to prioritize and meet deadlines <li> <ul><p> <br >The pay range for this role is listed below Sales roles are also eligible for variable compensation and hourly nonexempt roles are eligible for overtime in accordance with applicable law This role is eligible for benefits including medical dental and vision coverage health savings accounts flexible spending accounts 401k flexible paid time off and companypaid holidays and a culture of learning that includes a learning allowance and access to a professional coaching service for all employees <br >Base Pay Range For US Locations <br >$300000$400000 USD <br ><strong> Get to Know Klaviyo <strong> <br >Were Klaviyo pronounced clayveeoh We empower creators to own their destiny by making firstparty data accessible and actionable like never before We see limitless potential for the technology were developing to nurture personalized experiences in ecommerce and beyond To reach our goals we need our own crew of remarkable creatorsambitious and collaborative teammates who stay focused on our north star delighting our customers If youre ready to do the best work of your career where youll be welcomed as your whole self from day one and supported with generous benefits we hope youll join us <br >Klaviyo is committed to a policy of equal opportunity and nondiscrimination We do not discriminate on the basis of race ethnicity citizenship national origin color religion or religious creed age sex including pregnancy gender identity sexual orientation physical or mental disability veteran or active military status marital status criminal record genetics retaliation sexual harassment or any other characteristic protected by applicable law <br >IMPORTANT NOTICE Our company takes the security and privacy of job applicants very seriously We will never ask for payment bank details or personal financial information as part of the application process All our legitimate job postings can be found on our official career site Please be cautious of job offers that come from noncompany email addresses klaviyocom instant messaging platforms or unsolicited calls <br >You can find our Job Applicant Privacy Notice here <p>

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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