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 Software QA Engineer

Company: TTC

Location: Boston, MA

Posted Dec 08, 2023

Ability to document defects and track them to resolution using defect management tools: JIRA, Quality Center, TFS, etc. Diversity brings about creativity and new perspectives, which is why we beckon everyone to apply. Hands-on technical expertise in programming, development tools and methodologies and system protocols Understanding of database concepts and good knowledge of SQL Familiarity with API testing (SOAP and/or REST) Experience in business requirements analysis and test case design using Test Case management tools: ALM, TFS, JIRA plug-ins, etc. Qualifications Bachelor's degree in Computer science, Engineering, or related field preferred Minimum of 5 years’ experience in Software Development and/or Quality Assurance If your experience or qualifications is similar to our ideal of a successful candidate, please consider applying. Experience comes in many ways; skills may be transferred, but passion for your career can't be substituted. At TTC, we understand the importance of diversity and how much value it brings to the table. A key part of this role is managing relationships with business owners, software vendors, auditors, and other internal IT teams. Responsibilities for this position also include mentoring QA junior personnel assigned to the teams on methods, strategies, frameworks, and other technical aspects. Responsibilities Assess and develop good understanding of customer’s manual and automated testing needs Maintain a hands-on involvement in test execution, test automation and risk coverage analysis Review functional and non-functional requirements and specifications Produce test Artifacts such as test Strategy, test Plan, test Cases and test Metrics reports Build and support automated testing frameworks based on various technologies Deliver good quality work internally and at a customer site and meeting project deadlines Maintain excellent relationships with key customer stakeholders and managing their expectations Actively participate in project team meetings to offer insight on application issues discovered and present solutions to resolve, meet requirements and ensure desired quality Ability to travel moderately Additional duties as may be assigned by management Role Requirements Capable of executing and completing assigned projects within the time, scope, and budget negotiated with the client Skilled at evaluating existing processes and procedures and making recommendations for improvement; designing prototypes and proof of concepts that best fit client needs Hands-on experience with test automation tools and frameworks; TOSCA preferred Excellent communication and customer-facing skills Strong decision-making and problem-solving skills from both a business and systems perspective Highly self-motivated and directed leader Capable of effectively prioritizing and executing tasks in a high-pressure environment Able to facilitate open discussion and construct debate Experience working in Agile and traditional development environments Technical Skills Experience in automated testing with one or more test automation tools and frameworks: Selenium, UFT, TOSCA, Rational Robot, etc. The Senior Software QA Engineer may also assist in general application support of production applications and systems.

Customer Success Specialist

Company: Workhuman

Location: Boston, MA

Posted Dec 09, 2023

Our core values are Respect, Determination, Innovation and Imagination. Employment decisions at Workhuman are based on solely on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social, or ethnic origin, sex (including pregnancy), age, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, or any other status protected by the laws or regulations in the locations where we operate. Workhuman believes that diversity and inclusion among our teammates is critical to our success as a global company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool. We proudly provide a work environment free of discrimination and harassment. We were also recognised as a Best Workplace for Women and a Best Workplace in Technology in 2020, 2021 and 2022. We were also recognised as 2 Best Large Places to Work in Boston by Built In for 2023 as well as a Best Place to Work in Boston, U.S. Best Large Places to Work and U.S. Best Places to Work. In 2021 we were named as 2 Best Workplace in Europe in the medium sized workplace category. The Workhuman Cloud empowers employees to thank, talk and celebrate each other, creating an environment that sparks gratitude and human connection while increasing employee engagement and productivity. Workhuman is an Equal Opportunity Employer and is committed to the principle of equal employment opportunity for all employees. There are currently over 7.5 million users on the Workhuman® cloud across 180 countries.

Manager, Voice Of The Customer

Company: Klaviyo

Location: Boston, MA

Posted Dec 09, 2023

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. Self-motivated, results-oriented, and highly collaborative. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls. We will never ask for payment, bank details, or personal financial information as part of the application process. Experience with Klaviyo, Salesforce, and/or Gainsight is a plus. This role is eligible for benefits, including: medical, dental and vision coverage, health savings accounts, flexible spending accounts, 401(k), flexible paid time off and company-paid holidays and a culture of learning that includes a learning allowance and access to a professional coaching service for all employees. You can find our Job Applicant Privacy Notice here . Experience with qualitative research methods (focus groups, interviews). Passionate about customer's experience in eCommerce. If you're ready to do the best work of your career, where you'll be welcomed as your whole self from day one and supported with generous benefits, we hope you'll join us.

Director, People Business Partner

Company: Uplight

Location: Greater Boulder Area

Posted Dec 09, 2023

Focused on providing cross-functional work, collaboration, and development. Uplight provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type without regard to race (including hair texture and hairstyles), color, religion (including head coverings), age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Committed to the environment, our employees, and our communities. Partner with Finance, Legal, IT, etc. The actual offer, reflecting the total compensation package and benefits, will be determined by a number of factors including the applicant's experience, knowledge, skills, and abilities, as well as internal equity among our team. Ability to acquire a thorough understanding of the organization's hierarchy, jobs, qualifications, compensation practices, and the administrative practices related to those factors. Conduct effective, thorough, and objective investigations when needed. What you bring to Uplight: 8+ years of People Business Partner experience in high growth and fast-paced tech environments Experience partnering with C Suite leaders Experience leading distributed teams Working knowledge of multiple human resource disciplines, including compensation practices, organizational diagnosis, employee relations, diversity, performance management, and federal and state respective employment laws Experience with change management and organizational design principles and approaches Excellent verbal and written communication skills Excellent interpersonal and customer service skills Excellent organizational skills and attention to detail Excellent facilitation skills Ability to comprehend, interpret, and apply the appropriate sections of applicable laws, guidelines, regulations, ordinances, and policies. Drive organizational development initiatives, including change management, culture transformation, and organizational design. Partner with Talent Acquisition, People Operations, and other COEs to deliver talent solutions to your business units.

Operations Billing Specialist

Company: VORTO

Location: Greater Denver Area

Posted Dec 09, 2023

Other duties, responsibilities and activities may change or be assigned. We offer a competitive benefits package as well as numerous additional perks, including: ● Competitive compensation package ● Paid Time Off and Holidays ● Health, Dental and Vision Insurance ● 401(k) retirement plan with company match ● Flex and Health Savings Plans ● Company-paid life and short-term disability insurance ● Company-paid parking or RTD pass ● Voluntary income protection benefits including Life, AD&D, Critical Illness, Hospital Indemnity, and Accident Protection Insurance ● Tuition Assistance ● Employee Assistance Program (EAP) ● Free or discounted legal program ● Product & Services Discount Program ● Modern office space in downtown Denver with daily coffee, tea, drinks & snacks ● We supply the industry's best hardware and productivity software Vorto is an Equal Opportunity Employer. Disclaimer: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. To support our mission, the successful candidate will be comfortable overseeing and analyzing operation financials, owning the entire account payable and accounts receivable processes. We are backed by Golden Gate Capital, a Tier 1 private equity firm based in San Francisco, CA. We will also expect you to contribute problem solving ideas to support the overall company growth strategy. We are a culture-first organization and work relentlessly to maintain the culture that we’ve built. Responsibilities Responsible for full-cycle billing reconciliation process Direct interaction with our customers and vendors Ownership of our current policies and procedures for operations billing process Weekly and ad hoc reporting request by management Continuously identify opportunities for process improvement Other duties and special projects as assigned Requirements 2+ years’ experience with high volume billing in AP Quick adapter to software platform Strong communication and organizational skills required Experience with logistics or oil and gas industry is a plus Compensation: $60-65k Benefits At Vorto we are committed to developing our employees and providing them exciting opportunities to grow and prosper in their careers. Golden Gate has a diverse portfolio of companies with over $19 billion in committed capital. About the Role We are looking for an Operations Billing Specialist to help us bring AI to supply chains in the world’s largest companies.

Senior Manager, Sales Operations

Company: 3Play Media

Location: Boston, MA

Posted Dec 08, 2023

Our team is hard-working, laid-back, and fun. The work we do is fun, interesting, and gratifying. We provide premium captioning, transcription, audio description, and translation solutions to over 5,000 higher ed, enterprise, media, and government customers. Experience with HubSpot, Vidyard, and Gong is a plus. Experience creating reports, working with Excel/pivot tables, optimizing processes, training new hires, managing dashboards, and more. We aim to simplify the workflow through flexible APIs, a secure online account system, and integrations with many players, platforms, and lecture capture systems. Perks Professional growth and development opportunities Competitive compensation Medical, Dental, and Vision benefits 401K matching program Paid vacation, birthday, volunteer days, and sick leave Disability and life insurance Charitable contribution matching program Transportation subsidy Company-sponsored social events Snacks and beverages provided Agile, self-starter who can work independently and collaboratively. 3+ years of experience in sales operations and/or business systems, preferably in software/technology. Position Requirements Demonstrated success in sales operations, business operations, or similar roles.

Assistant Manager, Global Business Decisions & Strategy: Denver, Colorado

Company: Western Union

Location: Greater Denver Area

Posted Dec 09, 2023

We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws. By connecting face-to-face, we are better able to learn from our peers, problem-solve together, and innovate. Actual salaries will vary based on candidates’ qualifications, skills, and competencies. We are passionate about diversity. BenefitsYou will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (https://careers.westernunion.com/global-benefits/). Build customer segments based on defined criteria, setting up, testing, and completing quality assurance for marketing campaigns. If you’re ready to help drive the future of financial services, it’s time for Western Union. Our Hybrid Work Model categorizes each role into one of three categories. Western Union has determined the category of this role to be Hybrid.

Marketing Associate

Company: Leyton

Location: Boston, MA

Posted Dec 09, 2023

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. This Is a highly collaborative role that will engage with all the marketing team and direct marketing manager.This is a hybrid role, requiring 2 days in person, Tuesdays and Wednesdays, in our Boston office weekly.What we offer you:Leyton offers:• 4 weeks vacation• Summer Fridays (half day)• Comprehensive benefits package:o including health, vision, dental, healthcare FSA, HRA, 401K, pre-tax transit and parking plans, PTO and observed holidays• Competitive salary of $75K - $80K depending on experienceWith a culture built on collaborative teamwork, respect and honesty, energy and can-do attitudes, dynamic innovation and excellence, Leyton fosters a supportive and empowering environment.Main Responsibilities Will Include:• Acquiring new customers through performance advertising, digital and offline marketing, cross-promotion, social, and additional test channels;• Digital Marketing: Help execute campaigns, including SEO optimization projects• Webinar execution & event support for client events• Customer Experience - Reaching out to clients to create testimonials on their experience and work closely with consultant team to create client case studies• Email Marketing (list segmentation and email content execution)• Helping identify marketing trends and key industry opportunities• Trade marketing: Creating multiple contents for sales and consulting team through different formats like articles, sales deck, social posts e.g• Assist with our Editorial plan, post content to our social media platforms• Website: optimization of content, improvement of our core services pages and publishing insights (articles, podcasts, videos, webinar..); Help execute digital Marketing campaigns, including SEO optimization projects; Reporting and monthly analysis of all marketing activitiesDesired Skills & Experience:• Bachelor's degree in Marketing or Business• 2-4 years of Project Marketing experience in a fast growth company, ideally in the financial, accounting, or consulting sectors• A passion for product marketing and content creation with a keen eye for design• Ability to create effective messaging and tell compelling stories about our innovation products to any audience; customers, internal team, or industry at large• Proficient with Microsoft Office tools: Excel, Outlook, Powerpoint, Word• Experience with the following tools: Canva, Wordpress, Stripo, Marketo or Templafy• Excellent presence, verbal skills, and written communications process• Ability to thrive working in a fast-paced, hands-on Startup environmentPhysical Requirements:• Prolonged periods of sitting at a desk and working on a computer• Must be able to lift 15 pounds at timesEqual Employment Opportunity PolicyLeyton provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. For the right candidate, the extensive growth plans for the US offer the opportunity to progress quickly.Function of the Role:The Marketing Associate will be responsible for developing, creating and supporting all projects regarding our core services. Having established our US presence in 2018 Leyton USA has the feel of a startup with the financial stability of a larger company.The US is Leyton's quickest growing market, we consult on seven different tax products including Research & Development Tax Credit, Employee Retention Credit, Energy Efficiency Incentives, Cost Segregation, State & Local Tax, Refund Reviews, Grants & Incentives. Our compensation package is competitive and you will be rewarded on the basis of your personal performance, as well as on the basis of the company's overall achievements. With diverse groups from sales to scientists, there is plenty to learn and collaborate on - ideal for those who are intellectually curious. Our sales and strategic staff, technical experts and tax specialists work across 70 different industries to determine which tax products will help their business grow sustainably.We offer real career opportunities in a fast-growing, friendly firm with a dynamic and ambitious team. Founded in 1997, we have grown to over 4,000 employees globally, with US offices in Boston and San Francisco. DescriptionLeyton is a global consultancy firm dedicated to helping companies of all sizes improve their business performance with innovation funding through underutilized tax strategies and incentives.

Channel Sales Associate

Company: Leyton

Location: Boston, MA

Posted Dec 09, 2023

Equal Employment Opportunity PolicyLeyton provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Ability to lead, develop, and motivate a senior team, leading them to surpassing of goals/targets Demonstrated ability to effectively translate customer needs (expressed and unexpressed) into a successful account plan that drives growth in share of market Demonstrate high proficiency in MS Word, PowerPoint, and MS Excel, which are necessary for the creation of visually and verbally engaging reports and presentations for key stakeholders Minimum Bachelor's degree preferred Physical Requirements:Prolonged periods of sitting at a desk and working on a computer. https://leyton.com/us/partnerships/What we offer you:Leyton offers 4 week vacation, summer Fridays (half day) and a comprehensive benefits package including health, vision, dental, healthcare FSA, HRA, 401K, pre-tax transit and parking plans, PTO, and observed holidays.Competitive base salary ranging from $60,000-$70,000 base and higher depending on your experience+ uncapped commission+ overachievement bonuses.With a culture built on collaborative teamwork, respect and honesty, energy and can-do attitudes, dynamic innovation and excellence, Leyton fosters a supportive and empowering environment.Main Responsibilities Will Include:Meet with potential partners and take them through the sales cycle up to and including partner Certification Evaluate new strategic business opportunities Structure potentially complex deal scenarios that may incorporate a sell-to or sell-with scenario involving multiple parties across an ecosystem Work effectively in a team environment and develop creative alternatives Generate holistic partnerships that are compelling business cases Build financial models to support complex deal negotiations Achieve sales, revenue and profit goals and strategies that advance the partnership performance Lead meetings on negotiating agreements and execute partnership plans Identify internal opportunities to improve sales effectiveness Coordinate cross-functionally to deliver process improvements, playbooks, toolkits, and skills development Desired Skills & Experience:Business Development/Channel Sales/Partnership experience - 1-2 years of professional experience High attention to detail and ability to work independently and efficiently on tasks, escalating when needed. An ideal candidate will have 1-2 years of early career experience and enjoy building relationships with strategic partners.In this role, you will build, close, and structure strategic selling opportunities, while negotiating agreements and managing the relationship. You will have the opportunity to work with an SDR, who will assist in booking CPA meetings, so that you can focus on closing and growing the business. Strong verbal and written communication and presentation skills; ability to speak to stakeholders at varying levels in an organization, tailoring your key message and being able to listen to the needs of their business. You will be operationally minded, a natural team player and solutions oriented.More information on our partnerships can be found at? Ability to lead negotiations and create and deliver high impact pitches. Must be able to lift 15 pounds at times. Having established our US presence in 2018 Leyton USA has the feel of a startup with the financial stability of a larger company.The US is Leyton's quickest growing market, we consult on seven different tax products including Research & Development Tax Credit, Employee Retention Credit, Energy Efficiency Incentives, Cost Segregation, State & Local Tax, Refund Reviews, Grants & Incentives.

Machine Learning Research Scientist NLP and LLMs

Company: Lendbuzz

Location: Boston, MA

Posted Dec 08, 2023

What you’ll do: - Working on next-generation conversational AI tools - Build machine learning models using text-based data - Design and collaborate with the engineering team to get machine learning models production-ready - Analyze machine learning models and data - Devise new research methods to solve bleeding-edge problems What you should have: - Ph.D. and research experience in NLP using machine learning tools - 3+ years of experience or knowledge equivalent with a strong CS and ML foundation - A firm grip on programming fundamentals - Intimate familiarity with Python and its data analysis tools such as pytorch, Pandas, and NumPy - Ability to think and lead projects independently, come up with new ideas, and research them - Experience with LLMs What we offer: - A culture that values product ownership, collaborative architectural planning, and building wins for your resume/portfolio as much as for the company - Smart, dynamic people with whom you can share the experience of building something unique - Competitive salary with opportunities for growth and advancement - Great benefits (medical, dental, vision, and more); parental leave; subsidized T-Pass - Retirement plan with 4% company match - Flexible vacation policy This position is based in our headquarters in Boston, MA. From our employees to our dealers, partners, and borrowers, we’ve built a company and a culture around a resolute belief in the promise and power of diversity. We value independent and critical thinking. We develop innovative technologies that provide underserved and overlooked borrowers with better access to credit. At Lendbuzz, we believe financial opportunity should be more personalized and fair.

Channel Sales Executive

Company: Leyton

Location: Boston, MA

Posted Dec 09, 2023

Equal Employment Opportunity PolicyLeyton provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Ability to lead, develop, and motivate a senior team, leading them to surpassing of goals/targets Strong Financial acumen and P&L management experience Demonstrated ability to oversee partnership programs and deliver on the Leyton promise Demonstrated ability to effectively translate customer needs (expressed and unexpressed) into a successful account plan that drives growth in share of market Demonstrate high proficiency in MS Word, PowerPoint, and MS Excel, which are necessary for the creation of visually and verbally engaging reports and presentations for key stakeholders Minimum Bachelor's degree preferred CPA a strong asset Physical Requirements:Prolonged periods of sitting at a desk and working on a computer. Excellent commercial acumen. https://leyton.com/us/partnerships/What we offer you:Leyton offers 4 week vacation, summer Fridays (half day) and a comprehensive benefits package including health, vision, dental, healthcare FSA, HRA, 401K, pre-tax transit and parking plans, PTO, and observed holidays.A competitive salary starting at $100K base and higher depending on your experience+ uncapped commission+ overachievement bonuses.With a culture built on collaborative teamwork, respect and honesty, energy and can-do attitudes, dynamic innovation and excellence, Leyton fosters a supportive and empowering environment.Main Responsibilities Will Include:Meet with potential partners and take them through the sales cycle up to and including partner Certification Evaluate new strategic business opportunities Structure potentially complex deal scenarios that may incorporate a sell-to or sell-with scenario involving multiple parties across an ecosystem Work effectively in a team environment and develop creative alternatives Generate holistic partnerships that are compelling business cases Build financial models to support complex deal negotiations Achieve sales, revenue and profit goals and strategies that advance the partnership performance Lead meetings on negotiating agreements and execute partnership plans Identify internal opportunities to improve sales effectiveness Coordinate cross-functionally to deliver process improvements, playbooks, toolkits, and skills development Desired Skills & Experience:Business Development/Channel Sales/Partnership experience within the Accounting/Tax industry - minimum 5 years Proven and successful track record in establishing strong and long-term customer relationships, being able to retain existing business and develop new business. You will bring practical experience working in channel sales within the accounting services industry, in addition to demonstrated success in building a high value book of business.In this role, you will build, close, and structure strategic selling opportunities, while negotiating agreements and managing the relationship. Demonstrated ability to grow share in an Enterprise account High attention to detail and ability to work independently and efficiently on tasks, escalating when needed. Strong verbal and written communication and presentation skills; ability to speak to stakeholders at varying levels in an organization, tailoring your key message and being able to listen to the needs of their business. You will have the opportunity to work with an SDR, who will assist in booking CPA meetings, so that you can focus on closing and growing the business. Must be able to lift 15 pounds at times. Ability to lead negotiations and create and deliver high impact pitches.

Sr. Software Development Engineer in Test (Boston, Rochester or Remote)

Company: Casana

Location: Boston, MA

Posted Dec 09, 2023

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Casana provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. The Heart Seat captures key clinical values, including FDA cleared heart rate, blood oxygenation, and future clinical measurements in development such as blood pressure. Compensation [$130,000 - $160,000 annually] Exact compensation may vary based on skills, experience and location. The healthcare system has been searching for this actionable intelligence for decades, and it turns out, we were sitting on a great idea all along. Define, track and report on key quality metrics (ex: find rate, closure rate, decay rate, defect density) Implement UI automated tests using frameworks such as Selenium or Playrwright. What You’ll Bring: Bachelor’s degree in a related field or equivalent work experience Minimum of 7 years of hands-on experience writing and executing test cases, test plans, and maintaining regression test suites Minimum of 3 years of experience in writing and maintaining automated tests covering both APIs and UIs Familiarity with TestRail, Zephyr, or similar test management tools Previous experience using JIRA for issue tracking Previous experience in a regulated industry Proficiency in UI automated frameworks such as Selenium or Playwright Comfortable using Postman for API testing ASQ certification or similar is preferred but not required Excellent communications skills: written, verbal, and interpersonal Strong analytical and problem solving skills The ability to work in a fast paced, multi-functional team Place a high value on quality and attention to detail About Casana Casana is innovating healthcare delivery with a smart toilet seat that enables effortless, integrated, and consistent in-home health monitoring. Other responsibilities as needed. Work with JIRA to coordinate work with software engineers, track bugs, and plan and track test case execution. Utilize test management tools such as TestRail, Zephyr, Qase or similar for efficient test case management.

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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