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 Accountant

Company: SOPHiA GENETICS

Location: Boston, MA

Posted Mar 09, 2024

<p><strong>We believe that there is a smarter more datadriven way to make decisions in healthcare<strong> SOPHiA GENETICS NASDAQ SOPHcombines genomics radiomics clinical and other data modalities through our propriety SOPHiA DDM platform to help healthcare professionals and patients across the world in the fight against cancer and rare and inherited diseases To help us achieve our ambitious mission we are now searching for a <strong>Senior Accountant <strong>to join our accounting team and sit in our Boston office<br >As <strong>Senior Accountant<strong> you will ensure accurate and compliant revenue recognition for SOPHiAs DDM software revenue physical goods revenue and various other revenue streams You will collaborate closely with members of the sales accounting and FPampA teams to draft and review contracts ensure proper revenue recognition and articulate financial implications The ideal candidate will show an eagerness to learn will be comfortable operating in a dynamic environment and will develop the ability to clearly communicate accounting matters to audiences both within and outside of finance This role will support the Head of Revenue Accounting with the responsibilities outlined below<br ><strong>Responsibilities<strong><br ><p><ul><li>Prepare monthly and quarterly revenue accounting schedules reconciliations and journal entries<li> <li>Work with legal and various sales teams to draft and review revenuegenerating customer contracts for accounting considerations<li> <li>Contribute to development rollout and continuous improvement of procedures processes accounting memos and internal control documentation<li> <li>Manage deliverables for annual audit and quarterly reviews with external auditors<li> <li>Test and implement new revenue recognition software<li> <li>Support integration of new revenue streams into existing processes<li> <li>Support ad hoc projects as necessary<li> <ul><p><br ><strong>Requirements<strong><br ><p><ul><li>Bachelors degree in Accounting<li> <li>24 years of experience in public accounting serving publicly traded clients or a mix of public accounting and public company work experience<li> <li>CPA or CPA candidate preferred but not required<li> <li>Revenue recognition experience IFRS15 or ASC606 preferred but not required<li> <li>Technology SAAS or healthcare experience preferred but not required<li> <li>Experience with SOX 404 and internal controls over financial reporting<li> <li>Project management including consistently establishing and meeting timelines<li> <li>Ability to learn and understand financial accounting systemssoftware<li> <li>Capable of working crossfunctionally and managing multiple priorities<li> <ul><p><br ><strong>Benefits<strong><br ><strong>You will be joining an organization with the patient at the heart of every decision and action driven by purpose as we drive exponential growth to our new business unit<strong> <br ><strong>Business recognition and accolades include<strong><br ><p><ul><li>Awarded Best Place to Work in 2024 by Built In Boston<li> <li>A fastgrowing company with plenty of opportunity for personal growth and development<li> <li>Outstanding Medical with Telemedicine Dental and Vision Plan with 90 employer contributions<li> <li>A flexible friendly and international working environment with a collaborative atmosphere<li> <li>An exciting company mission that brings together science and technology to directly impact the lives of patients with lifethreatening illness<li> <ul><p><br ><strong>The Process<strong><br >Apply now with your resume and any supporting information Suitably qualified candidates will be invited through an interview and screening process where you will speak with members of our Talent Acquisition Team the hiring leader alongside key colleagues and stakeholders from across the business<br ><strong>Start Date ASAP<strong><br ><strong>Location Hybrid 3 days in office Boston MA <strong><br ><strong>Contract FullTime Permanent<strong><p>

Conflicts Counsel

Company: Holland & Hart LLP

Location: Greater Denver Area

Posted Mar 09, 2024

The job posting is for a Conflicts Counsel position at Holland & Hart LLP. The job involves reviewing client data for potential conflicts of interest, drafting conflict waivers, and staying apprised of conflict of interest rules. The job offers a hybrid schedule, flexible work hours, and a competitive salary range of $94,384.38 - $125,000.00/year.

Power Electronics Design Engineer

Company: Vast

Location: Greater LA Area

Posted Mar 09, 2024

Vast is a company aiming to build artificial gravity space stations for long-term human habitation in space. They are seeking a Power Electronics Design Engineer to work on the Avionics and Power systems for their human-rated space stations. The role involves end-to-end ownership of power distribution electronics, design of circuits for various functions, development of power system harnessing, and failure modes and effects analyses. The company offers competitive compensation, benefits, and the opportunity to work on cutting-edge space technology.

Specialist, Payroll

Company: Frontier Airlines

Location: Greater Denver Area

Posted Mar 09, 2024

Frontier Airlines offers a range of benefits to its employees, including flight benefits, buddy passes, travel industry discounts, flexible work schedules, and a comprehensive Total Rewards program. The company is committed to 'Low Fares Done Right', providing affordable and friendly travel experiences. The job description is for a Payroll Specialist role, responsible for processing bi-weekly and semi-monthly payrolls for approximately 4,000 employees, maintaining accurate records, and providing excellent customer service. The role requires at least 3 years of payroll experience, preferably with UltiPro and Kronos systems, and knowledge of federal, state, and local tax and payroll practices.

Part Time Night Inserter

Company: MediaNews Group

Location: Greater Boulder Area

Posted Mar 09, 2024

<p><b>Summary<b><br >Our Prairie Mountain Media facility is in need of motivated and dependable individuals to join our mailroom staff and be a part of a team responsible for inserting and mailing community newspapers across the CO area You get to work in an innovative creative and friendly work environment<br ><b>What you will do<b><br ><p><ul><li>Hand inserting free standing inserts into the inserting machine<li> <li>Use the shrink wrap machine to wrap pallets<li> <li>Use pallet jacks to move materials with the mailroom and warehouse<li> <li>Supply an inserting station pocket with approximately 100 inserts at a time<li> <li>Proper usage of a jogging table aligning all inserts perfectly prior to loading a pocket<li> <li>Work on the bindery machine to load signatures<li> <li>Loading mail pieces into the mail machine and gathering address pieces off of the conveyor<li> <li>Responsible for daily cleanup of the mailroom<li> <ul><p><br ><b>What you will bring<b><br ><p><ul><li>Must be a teamplayer provide timely support and take directions from your supervisor<li> <li>Strong interpersonal skills<li> <li>Positive energetic personality<li> <li>High school diploma or equivalent preferred<li> <li>Ability to work 2025 hours per week between 700 PM 200 AM days may vary<li> <ul><p><br ><b>Who we are<b><br >Prairie Mountain Media a subsidiary of MediaNews Group is a publishing company with a multimedia portfolio of print niche and digital products We house an extensive integrated network of trusted local brands that deliver exclusive local news and attract local audiences throughout the state of Colorado including the Akron Boulder Broomfield Brush Cañon CityRoyal Gorge Region Colorado Springs Erie Estes Park Fort Morgan Greeley Julesburg Lafayette Lamar Longmont Louisville Loveland Pueblo Sterling and Superior markets<br >Our 15 newspaper brands have served their respective communities for more than 100 years They deliver more than 126 million print and 14 million digital impressions every month and proven results for advertisers large and small We can extend your reach near and far with our sizable network of websites and partnerships with national powerhouses Yahoo MediaNews Group and Adtaxi Our full range of digital advertising solutions also includes social email search engine marketing and search engine optimization along with geo and behavioral targeting and retargeting platforms Prairie Mountain Media delivers the best of Colorado serving highvalue audiences and connecting advertisers to them Our awardwinning coverage and numerous content delivery options endear us to an evergrowing number of readers Our indemand multimedia products and personalized marketing services form a powerful communications tool for our clients<br >We are an equal opportunity employer All applicants will be considered for employment without attention to race color religion sex sexual orientation gender identity national origin veteran or disability status<br >The hourly wage is $1452 Pay is based on several factors including but not limited to education work experience time in role certifications etc In addition to your salary MediaNews Group offers a comprehensive benefits package incentive and recognition program and 401K plan all benefits are based on eligibility<br ><b>Built In Best Places to Work 2023 amp 2024 Winner<b><br >LIDS1 LIONSITE<p>

Embedded Software Engineer

Company: Tendeg, LLC

Location: Greater Boulder Area

Posted Mar 09, 2024

Tendeg LLC, a leading spacecraft deployables company, is seeking an Embedded Software Engineer for their Louisville, CO location. The role involves designing, implementing, and testing embedded software components for various programs including INCUS, 2-axis Gimbal Antennas, and Perimeter Truss Reflectors. The ideal candidate should have a Bachelor's degree in Computer Science, Aerospace engineering, Electrical Engineering, or a related field, and 2-5 years of experience in embedded software development. Tendeg offers competitive salaries, benefits, and a dog-friendly work environment.

Account Executive

Company: MediaNews Group

Location: Greater Boulder Area

Posted Mar 09, 2024

Prairie Mountain Media is a publishing company with a multimedia portfolio of print, niche and digital products. They are looking for Account Executives to sell their advertising solutions, with a focus on print and digital initiatives. The job requires strong sales and customer service skills, as well as the ability to work independently and meet deadlines.

Staff UI Engineer (US)

Company: Lightmatter

Location: Boston, MA

Posted Mar 09, 2024

Lightmatter is seeking a Staff UI Engineer to design and develop the user experience for their photonic computing appliances. The ideal candidate will have a Bachelor's degree and at least 8 years of industry experience, with expertise in API-first approach, GUI frameworks, and UX design research activities. The role involves generating workflows, creating storyboards, wireframes, and models, and working with various teams to deliver a consistent brand experience. The company offers competitive compensation, comprehensive benefits, and a flexible workplace model.

Customer Success Manager (Strategic Accounts)

Company: Klaviyo

Location: Greater Denver Area

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 ><strong> Looking for candidates in LA New York San Francisco Boston or Denver <strong> <br >As an Enterprise Customer Success Manager CSM you are a strategic thought leader in supporting our highest value customers through high touch proactive strategic consulting You serve as an advocate and partner to Klaviyos most strategic customers combining marketing strategic guidance technical aptitude and experienced business acumen to advise on core functionality features and use cases beyond the fundamentals to support a customers specific business results and help them to achieve maximum value with Klaviyo You have a deep understanding of the enterpriselevel customer expectations challenges and needs acting as a trusted advisor to your customers advocating for them internally while also challenging their current strategies utilizing data insights and industry knowledge to reinforce your recommendations You have a solid understanding of customer success principles excellent communication skills and a proven track record of managing complex customer relationships in an enterprise environment <br >As an Enterprise CSM you will manage a book of business of approximately 10 accounts and align closely with executives and key crossfunctional stakeholders on challenges and business goals to help set customers and the business up for longterm growth and successYou will partner with key stakeholders across the business including Product Solution Architects Onboarding Specialists and Support to drive customer outcomes growth and mitigate any risk In addition you will be expected to proactively share insights via internal executive business reviews on an ongoing basis to provide ongoing visibility to Klaviyo leadership around customer sentiment successes challenges and risk <br >As part of our customer successfocused resultsdriven organization you will be responsible for driving sustainable longterm customer value and measured on your teams Net Revenue Retention Net Upgrade Gross Churn and customer satisfaction <br ><strong> In this role you will <strong> <br ><p><ul><li> Manage a book of business of Klaviyos top customers <li> <li> Create prescriptive and customized customer success plans based on customers goals amp challenges holding customers accountable to driving action and reporting impact to all levels within the customers organization <li> <li> Analyze usage patterns to provide proactive insights and guidance and recommend specific solutions to help customers achieve desired outcomes <li> <li> Build strong relationships with customers and executives to drive executive stakeholder alignment on both the customer and Klaviyo side <li> <li> Lead and plan weekly meetings with Customers while developing onsite cadence with customers for strategic workshops QGRs and customer networking <li> <li> Conduct regular business reviews with key stakeholders to assess customer health identify areas for improvement and provide strategic recommendations <li> <li> Work closely with key crossfunctional teams including Onboarding Solution Architects Sales Renewal Management Partner Success and Professional Services to define develop and execute effective customer adoption strategies <li> <li> Partner with the Sales team to identify account expansion opportunities via brand and new product expansion with customized account plans <li> <li> Act as an internal advocate for customers working closely with crossfunctional teams to drive customer success and product enhancements <li> <li> Collaboratively involve leadership across the business to drive customer value and decrease churn <li> <li> Manage Executive Sponsor Programs and facilitates internal Executive Business Reviews EBRs in partnership with Sales <li> <li> Develop and maintain a deep understanding of our products or services staying uptodate with industry trends and best practices <li> <li> Contribute to the ongoing improvement of our customer success processes and methodologies <li> <ul><p> <br ><strong> Were looking for people who have <strong> <br ><p><ul><li> 10+ years working within an Enterprise Customer Success model <li> <li> Served as book of business owner or leader for 8+ years <li> <li> Demonstrated success in managing complex customer relationships achieving customer satisfaction and driving customer retention and expansion <li> <li> Strong business acumen experience diving into earnings reports project planning during change in leadership identifying macro business trends and upskilling your peers in these areas <li> <li> Experience driving a strategic motion including value propositions executive planning outcome based engagements <li> <li> Excellent communication skills both written and verbal with the ability to engage and influence stakeholders at all levels of an organization <li> <li> Strong problemsolving and analytical skills with the ability to navigate through ambiguity and provide effective solutions <li> <li> Ability to prioritize and manage multiple customer accounts simultaneously while maintaining a high level of attention to detail <li> <li> Experience working with CRM systems and customer success tools eg Salesforce Gainsight <li> <li> Experience with first level technical triage while knowing when to bring in the right stakeholders to dive deeper and drive solutions forward <li> <li> Ability to create assets from scratch including marketing sales and strategy solutions <li> <li> Experience working with global procurement leads to negotiate pricing and deal strategy <li> <li> Possess a passion for technology and a willingness to continuously learn and adapt in a fastpaced environment <li> <li> Operate as a team player with a collaborative mindset and the ability to work effectively with crossfunctional teams <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 >$144000$216000 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>

Senior Director, Global Sales & Customer Success Enablement

Company: Udemy

Location: Greater Denver Area

Posted Mar 09, 2024

<div><b>About Us<b> <p>At Udemy were on a mission to improve lives through the power of learning Were a leading global learning company and one of the worlds largest education platforms with more than 67 million learners Our goal is to provide flexible effective skill development to empower organizations and individuals <p> <p>Talented people are everywhere and the right opportunity can be hard to come by Thats why were focused on revolutionizing learning using our skills and expertise to help others develop theirs and reach their full potential Individually we bring our unique perspective to reimagine the way we share knowledge Together we can improve lives by making learning more accessible for our learners our instructors and businesses around the world<p> <div> <p><em><strong>This hybrid position requires two days per week in our Denver office<strong><em><p> <p><b>About you <b><p> <p>Youre a collaborative datadriven and creative problemsolver who loves diving into the details You thrive in dynamic environments like ours where you can strategically build systems processes and tools to create bestinclass customer experiences You love influencing our companys growth journey and enabling our internal gotomarket teams to efficiently generate revenue and scale<p> <p><b>About this role <b><p> <p>Udemy Business is growing quickly and so are our global Sales and Customer Success teams We are looking for a Senior Director of Sales amp Customer Success Enablement who has experience building out Enablement organizations in fastgrowing B2B SaaS companies Youll own the global team strategy and execution for all gotomarket enablement programs <span>As a learning company we understand great learning and upskilling programs truly move the needle Youll make a huge impact on the business driving success metrics like revenue generation customer retention accurate forecasting pipeline conversion and velocity quota attainment time to newhire productivity and Sales amp Customer Success employee engagement<span><p> <p><b>What youll be doing<b><p> <ul><li>Hire manage and coach worldclass Sales amp Customer Success enablement teams including sales teams in all stages and segments from business development to emerging enterprise and strategic <li> <li>Design develop and implement a robust and scalable sales amp customer success enablement strategy for a global team of hundreds of reps Including but not limited to creating skills frameworks leading amp implementing our Sales Methodology developing a Sales amp Customer Success roadmap and developing ongoing enablement amp training programs to ensure team alignment with key messages and processes <li> <li>In partnership with your team lead all Training initiatives including theme development agenda creation timelines program management etc for programs such as new hire onboarding SME sessions remediation initiatives to skillup weak areas etc<li> <li>Develop deploy and manage the organizations sales amp customer success certification program and tracking system including needs analysis performance tracking manager appraisals and other feedback loop mechanisms<li> <li>Establish strong partnerships amp alignment with key stakeholders at all levels in the organization including product sales customer success and marketing to ensure ongoing effectiveness amp successful implementation of new programsproducts Leverage frontline sales amp customer success managers as agents of enablement<li> <li>Measure and evaluate the ROI of enablement programs ensuring that everything we do has a direct impact on key business metrics Partner with marketing sales customer success and sales operations on team alignment as well as midyear meetings and the enablement portion of Quarterly Business Reviews<li> <li>Spend time in the field with managers amp reps gathering insights Map the sales amp customer success process with our customers buying journey to understand and enhance the skills knowledge process and tools required by our teams to increase velocity and conversion rates at each stage in those processes<li> <li>Develop a strategy for managing the sales amp customer success enablement content repository and ensure that all information is easily and readily accessible at the point of need Create engaging learning activities amp exercises from start to finish in the designated elearning platform<li> <ul><p><b>What youll have<b><p> <ul><li>10+ years experience in B2B SaaS <li> <li>5+ years leading a team of sales and or customer success enablement professionals working at a fastgrowing SaaS company<li> <li>A strong understanding of the different Sales amp CS roles and enablement needs in B2B SaaS companies from design to execution and operation <li> <li>Past experience creating Sales amp Customer Success Enablement Strategies for teams in the 200500person range<li> <li>Proven ability to lead and inspire global crossfunctional teams adapt and bring innovative ideas to encourage team growth via strong communication skills<li> <li>Experience enabling firsttime sales amp customer success managers specifically on sales processes methodologies technology amp fundamentals including building frameworks that sales amp customer success managers can use with their teams<li> <li>Experience with creation facilitation and delivery of enablement content including but not limited to presentations decks amp videos <li> <li>Demonstrated ability to build trusted relationships across a diverse range of stakeholders<li> <ul><p>We understand that not everyone will match each of the above qualifications However we also realize that everyone has unique experiences that can add value to our company Even if you think your background might not perfectly align wed love to hear from you<p> <p><b>Life at Udemy <b><p> <p>We aspire to be as vibrant and dynamic as the communities we serve as inquisitive as those who use our platform and as revolutionary as the future we strive to open for everyone Here are some of the things we love about life at Udemy<p> <ul><li> <p>Were invested in creating an inclusive environment that welcomes a diverse range of backgrounds and experiences From creating employee resource groups ensuring were a Fair Pay Workplace and building a flexible work culture our belonging equity diversity and inclusion BEDI initiatives always put our people first We want you to be able to bring your authentic self to work because when we all do were better for it<p> <li> <li> <p>Learning is what we do inside and out Our Learning amp Development team is second to none helping ensure your journey is one of continuous progression Youll also have unlimited access to Udemy courses monthly UDays meetingfree professional development days and a generous annual professional development stipend<p> <li> <li> <p>Our reason to exist is to revolutionize learning that calls for taking risks and learning from failures Whether its our hackathons a companywide effort to envision new possibilities for our product or sharing our prototypes we see experimentation as a crucial step on the path to success<p> <li> <li> <p>Were committed to creating worldclass employee experiences and are proud of the recognition of this by Great Place to Work<p> <li> <ul><p>Of course the best thing about being part of Udemy is knowing your work makes a difference for people and organizations around the world Youve got the skills why not use them to help others develop theirs<p> <p>At Udemy we value diversity and inclusion and consider qualified applicants without regard to race color religion sex national origin ancestry age genetic information sexual orientation gender identity marital or family status veteran status medical condition or disability We will consider for employment qualified applicants with arrest and conviction records<p> <p><b>Our Benefits Start With U<b><p> <p>Our benefits package at Udemy starts with U and is grounded in missiondriven benefits that intentionally align with our core values Heres a sneak peek at just a few highlighted benefits if youre a fulltime Udemate based in the United States<p> <ul><li> <p>Core Benefits Comprehensive medical dental vision lifeADampD and disability coverage<p> <li> <li> <p>HSAFSACommuter Pretax savingsspending plans including HSA employer contributions<p> <li> <li> <p>Transgender Benefits Expanded medical coverage for genderaffirming care<p> <li> <li> <p>Parental Benefits Financial assistance for fertility including eggfreezing adoption and surrogacy expenses twelve weeks of paid family bonding for birth surrogacy adoption and foster placement plus up to six to ten weeks of paid disability leave for birthing parents as well as a twoweek easeback program that enables parents to return parttime at full pay<p> <li> <li> <p>Whole U Fully paid memberships for meditationmindfulness therapycoaching visits financial planning fertility and family building maternity and newborn care parenting and pediatrics menopause care breastmilk shipping and caregiving support<p> <li> <li> <p>Learning Free access to Udemy and Udemy Business plus a yearly stipend to spend on professional development<p> <li> <li> <p>Retirement Pretax and Roth 401k plan with an employer contribution<p> <li> <li> <p>Charitable Giving Corporate charitable match for eligible nonprofits and charities<p> <li> <li> <p>Vacation Flexible vacation for salaried Udemates and fifteen days per year for hourly<p> <li> <li> <p>Holidays Twelve paid holidays throughout the year<p> <li> <ul><p><em><strong id=docsinternalguid90ccb5cb7fffc017e6cadc08534071fb>Information regarding data privacy is available within the Udemy Careers Privacy Notice<strong><em><p> <div> <div> <p><span>At Udemy we strive to be transparent around compensation Actual compensation for this role is based on several factors including but not limited to jobrelated skills qualifications experience and specific work location due to differences in the cost of labor In addition to a base salary this role is also eligible for benefits equity and a bonus <span><p> <p>Hiring Compensation Range<p> <p><span>$180000<span><span><span><span>$225000 USD<span><p> <div> <div>

Payroll Manager

Company: Vast

Location: Greater LA Area

Posted Mar 09, 2024

Vast is a company aiming to revolutionize space exploration by building artificial gravity space stations. They are currently hiring a Payroll Manager for their growing Finance team. The role involves managing global payroll procedures, ensuring compliance with regulations, and collaborating with HR and accounting teams. The ideal candidate should have a Bachelor's degree in accounting, business administration, or related field, and at least 3 years of payroll processing experience. Vast offers a competitive salary, comprehensive benefits, and the opportunity to work in an early-stage startup environment.

Regional Sales Representative

Company: Core Laboratories

Location: Greater Denver Area

Posted Mar 09, 2024

The Regional Sales Representative is responsible for developing, increasing, and maintaining sales in their assigned regional area. They assist the Region Sales Manager in managing the region's profitability, client relationships, and safety programs. The role requires strong communication skills, industry experience, and proficiency in Microsoft Office. The position involves extensive travel and offers a base salary of $100K plus commission, car allowance, and expenses.

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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