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.

Customer Support Specialist

Company: Procare Solutions

Location: Greater Denver Area

Posted Dec 05, 2023

Customer Support Specialists commit to excellence and provide the best customer experience. The person in this position must be engaging, service-oriented, and technically minded. Excellent comprehensive benefits packages including: medical, dental, & vision plans- choose the plan best for you HSA option with employer contributions of $50/month Vacation time, holidays, sick days, volunteer & personal days Paid Parental Leave 401K Plan with employer match and immediate vesting Medical, Dependent Care, and Transportation FSA Plans Company paid Short and Long-Term disability and Life Insurance RTD EcoPass for all Denver employees Tuition Reimbursement up to $2,000/year and continued Professional Development Free access to our Employee Assistance Program with 24/7 live support Casual workplace environment Some meals provided Voluntary Pet Insurance Prime downtown location close to restaurants and entertainment Promote from within- excellent career paths Salary $19-$23/hour DOE Location This position is based in our Denver office. What You Will Do… Deliver excellent customer service and support to end-users via remote connection over the telephone for up to 80% of the workday, while using and operating automated call distribution phone software and Salesforce Service Cloud Maintain a positive, empathetic, and professional attitude toward customers at all times Interact with customers to provide and process information in response to inquiries, concerns, and requests about product usage and services Interact with customers and utilize available resources to identify customer needs and find resolutions Follow standard processes and procedures with the ability to improvise solutions as needed Redirect, identify, or escalate customer cases to appropriate resources per Company guidelines Offer alternative solutions where appropriate with the objective of retaining customer’s business Follow up and make scheduled call backs to customers where necessary Stay current with software changes/updates and participate in training as required Punctual, regular, and consistent attendance The phone lines are open from 6 am-9 pm EST (4 am-7 pm MST) and employees will be scheduled a shift within that time frame. Requirements Our Ideal Candidate Will Have… Intermediate knowledge of the Windows 10 operating system and networking Proficiency with Microsoft Office applications Professional phone etiquette Excellent communication skills, both verbal and written (typing/email) Ability to communicate technical information to non-technical audience Knowledge of customer service principles and practices Active listening skills Multi-tasking capabilities Experience with Accounting principles is preferred Previous experience with software support, networking and troubleshooting hardware is also preferred Understand the scope of support to be provided to the customer and ability to recognize when an issue needs to be escalated to Tier 2 support Establish proper courses of action to ensure that work product is completed efficiently and on time/within proper time limits Make customer’s needs a primary focus of one’s actions, developing and sustaining productive customer relationships 1+ years of customer service experience CompTIA A+ certification Benefits Why Procare? Candidates must be willing and able to work from our Denver office a few days a week. We are currently in a flexible hybrid in-office/remote working model based on business needs. A little about the role… The Customer Support Specialist provides support and step-by-step solutions for end-user (customer) software-related questions. Support is provided by clearly communicating solutions in a user-friendly and professional manner. We make childcare management run smoothly, so that our customers can spend more time focusing on the kiddos, not back office administrative duties.

Senior Accountant

Company: Procare Solutions

Location: Greater Denver Area

Posted Dec 05, 2023

- Ensure GAAP compliance. What You’ll Do - Assist in more advanced projects, reporting, audits, etc. - Build and maintain spreadsheets as necessary to standardize the processes and functions of the department - Responding to information requests, reviewing financial statements, and assisting with audits - Collaborate with cross-functional teams, including finance, operations, and sales, to gather relevant information and support business initiatives. - Mentor and train junior accounting staff. as necessary. The Senior Staff Accountant will support the accounting team in a variety of duties such as maintaining the general ledger, assist with month end close, revenue, ensure compliance, review financial statements, prepare financial reports, assist with audits and budgeting processes, reconcile accounts and maintain accounts payable. - Maintain financial reports, records, and general ledger accounts - Post transactions and categorize records in the general ledger - Review and approve sales orders - Make necessary corrections to incorrect sales orders - Balance Sheet reconciliations - Manage Concur Update/ add users as needed Tracking down missing receipts and miscoded transactions Expense reimbursements - Assist with the month-end closing process, conducting research and making correction journal entries for account discrepancies, prepares closing journal entries, posts accrual entries, and prepares financial statements. Excellent comprehensive benefits packages including: medical, dental, & vision plans- choose the plan best for you HSA option with employer contributions of $50/month Vacation time, holidays, sick days, volunteer & personal days Paid Parental Leave 401K Plan with employer match and immediate vesting Medical, Dependent Care, and Transportation FSA Plans Company paid Short and Long-Term disability and Life Insurance RTD EcoPass for all Denver employees Tuition Reimbursement up to $2,000/year and continued Professional Development Free access to our Employee Assistance Program with 24/7 live support Casual workplace environment Some meals provided Voluntary Pet Insurance Prime downtown location close to restaurants and entertainment Promote from within- excellent career pathing Salary $85K-90K DOE Location This position is based in our Denver, CO office. - Accommodating and analytical, while producing highly precise and accurate work - Performs other duties as assigned Requirements Our Ideal Candidate will have… Ability to handle multiple projects and complete assigned task Strong technical accounting knowledge, including an understanding of GAAP, and general auditing procedures Diligent and precise accounting practices Understand and follow all applicable rules and regulations Approachable with a preference for detailed, skill-based work Excellent verbal and written communication skills Excellent organizational skills and attention to detail Strong analytical and problem-solving skills Proficient with Microsoft Office Suite or related software Bachelor’s Degree in Accounting, Finance, or related field 3+ years’ experience in accounting or related field Prior experience with Salesforce a plus Benefits Why Procare? This role will be responsible for overseeing various aspects of the accounting function, ensuring accuracy, compliance, and timely reporting.

Dispensary Assistant General Manager

Company: Golden Meds

Location: Greater Denver Area

Posted Dec 04, 2023

Monitor flower levels. Assist Budtender with POS overrides, adjustments, discounts, etc. Discuss sales metrics, Profit & Loss performance, financial goals, and other KPIs, on a daily, weekly, and monthly basis with the GM. Customer Experience: Provide the highest level of customer service to vendors, customers, and caregivers. Immediately report conflicts and resolutions to the General Manager and/or Operations Manager. Maintain all Company merchandising design standards and eye-catching display presentations Pay: Based on experience. Assist GM with reconciling floor stock compared to backstock to eliminate OOS inventory situations. Other duties as assigned by management. Oversee all cash payouts with approval, POS entry, and receipt attachment to EOD cash sales report. Strive to deliver a distinctive and delightful customer experience, including interpersonal habits and Company’s service traits.

Technical Writer I

Company: Flagship Biosciences, Inc.

Location: Greater Denver Area

Posted Dec 04, 2023

Knowledge of medical terminology and medical writing conventions, including the use of abbreviations, citations, etc. Support a cross-functional team including Pathology, Science, Operations, and Quality/Regulatory. Demonstrated proficiency with computer systems and tools including word processing, spreadsheets, presentations, and desktop publishing applications. Excellent writing, editing, and information design skills, as well as attention to detail with demonstrated ability to translate complex information into clear, persuasive, and actionable materials. Edit and proofread to ensure technical accuracy, readability, usability, and persuasiveness. 1-3 years of experience in medical, scientific or technical writing, including writing for both general public/patients and technical/business audiences. May prepare scientific manuscripts, abstracts, and posters. Write, analyze, integrate, organize, and edit materials based on large amounts of disparate data from multiple sources. Assist in the development of formats, templates, review sheets, style guides and guidelines for clinical and other documentation. Company Benefits Health (100% company-paid for employee only on the lowest base & HSA plan) Dental (100% company-paid for employee only) Vision (100% company-paid for employee only) Medical and dependent care FSA Company-paid STD & LTD Company-paid Basic Life & AD&D Voluntary life, AD&D, and accident insurance Generous PTO/Sick Leave & Flex PTO 8 company-paid holidays Paid-time off for bereavement, jury duty, voting 401k (match up to 4%) Employee assistance program Legal Shield & ID Shield Education assistance Professional development program 4 days in the office, 1 day remote

Principal Software Engineer, Investments Technology (Private Credit)

Company: Liberty Mutual Insurance

Location: Boston, MA

Posted Dec 04, 2023

We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.USD $122500.00 - $211900.00 We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. That's why we provide an environment focused on openness, inclusion, trust and respect. About the job The Lead Engineer for the Private Credit Agile Squad will: Lead a team of software engineers to design and build technology solutions for LMI's Private Credit product suite Partner with key business and tech stakeholders to identify and deliver data and analytics automated solutions that meet business needs and align with technology guardrails & strategy Act as hands-on advisor and technical lead and collaborate with scrum masters, product owners, and engineering team to iteratively create technical solutions that meet business and technical requirements Research, recommend, design, and develop systems and application architecture with a specific focus on software quality, security, and compliance Deliver artifacts, technical alternatives and architectural designs that meet business requirements Collaborate with development teams and architects building Innovative, API first, cloud native solutions using AWS platform, Snowflake, Informatica/Glue, Power-BI/Dash, Python, Rest API, Django, React, etc Continually enhance full delivery pipeline through automation, expanded yet increasingly efficient test coverage, ultimately optimizing time-to-market and quality Mentor engineers/individual contributors in the team; conduct design and code reviews and champion engineering excellence/best practices Collaborate with architecture team and across LMI Tech/Corporate tech team Drive innovation in the team through continuous learning and building Prototyping complex, cross platform business solution QualificationsExperience Eight or more years of software engineering experience in an agile environment Investments domain knowledge (private credit a plus) Strong background in business operations and strategies, including global technology and financial services trends Hands-on involvement with layered systems architectures, designs and shared software concepts Familiarity with functional and system integration testing Experience working in an agile environment Skills Python, AWS (S3, Lambda, Fargate, step functions) Rest API, Snowflake, Informatica/Glue, Power-BI/Dash, Django, React, Data Ingestion Excellent negotiation, facilitation and consensus-building capabilities Openness and adaptability to respond to fast-moving circumstances Proficiency in multiple object-oriented programming languages and tools Excellent oral and written communication skills Aptitude for working in teams Knowledge In-depth knowledge of diverse and emerging technologies, architectural concepts and principles A deep understanding of layered solutions and designs Awareness of policies regarding security and privacy Understanding of backlog tracking, burndown metrics and incremental delivery Education A Bachelor's or Master's degree in a technical or business discipline, or equivalent experience About UsAt Liberty Mutual, our purpose is to help people embrace today and confidently pursue tomorrow. To learn more about our commitment to diversity and inclusion please visit: https://jobs.libertymutualgroup.com/diversity-inclusion We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. For many years running, we have been named by Forbes as one of America's Best Employers for Women and one of America's Best Employers for New Graduates as well as one of America's Best Employers for Diversity. Our investment professionals are critical to our ability to keep our promises to policyholders, claimants, and their families. Here, you'll discover our expansive range of roles, and a workplace where we aim to help turn your passion into a rewarding profession.Liberty Mutual has proudly been recognized as a "Great Place to Work" by Great Place to Work® US for the past several years. To learn more about our benefit offerings please visit: https://LMI.co/Benefits Liberty Mutual is an equal opportunity employer. We were also selected as one of the "100 Best Places to Work in IT" on IDG's Insider Pro and Computerworld's 2020 list.

Engagement Manager

Company: Trace3

Location: Greater Denver Area

Posted Dec 05, 2023

Actual salary will be based on a variety of factors, including location, experience, skill set, performance, licensure and certification, and business needs. Demonstrated ability to plan, develop, and manage multiple projects. Build and foster client relationships through extracurricular activities: lunches, happy hours, dinners, conferences, special events, etc. Guide collaboration among sales, project teams, delivery teams, vendor partners, and customers. Excellent interpersonal and organizational skills, ability to handle diverse situations, multiple projects and rapidly changing priorities. Provide weekly project status reports. Certain positions may also be eligible for variable incentive compensation, such as bonuses or commissions, that is not included in the base salary. Excellent conflict resolution and/or mediation skills. Maintain Services Sales Forecasting: Communicate with BU Leaders, CSMs, and Technical Leaders trends and needs in resource and technology requests. Collaborate with Client sourcing/procurement teams to provide data, understand internal processes, develop documentation, and drive Trace3 value within the organization.

Technical Engineering Manager (Python)

Company: Ascend Analytics

Location: Greater Boulder Area

Posted Dec 05, 2023

We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information or other applicable legally protected characteristics. Knowledge of data science, statistics, and machine learning. Familiarity with data processing libraries (e.g., Pandas, Numpy, Scikit-Learn). Exposure to cloud computing platforms (e.g., Azure, AWS) and containerization (e.g., Docker). BS or MS in Engineering, Computer Science, Data/Information Science, or related fields. Compensation: $160,000 - $220,000 We offer flexible work hours in a relaxed environment with opportunities for advancement and excellent benefits, including medical, dental, vision, short- and long-term disability, parental leave, dependent care spending account, and a 401k plan. Drive performance, stability, and scalability through code refactoring. Architect systems for collecting, storing, and processing large-scale data. Ascend Analytics is proud to be an Equal Employment Opportunity employer. If you need assistance or an accommodation due to a disability, please contact us at [email protected]

Technical Product Line Manager, General Protection

Company: Aura

Location: Boston, MA

Posted Dec 05, 2023

All qualified applicants will be considered for employment without regard to, and will not be discriminated against based on race, color, ancestry, national origin, religion, age, sex, gender, marital status, sexual orientation, gender identity, disability status, veteran status, or any protected category. Our packages offer competitive pay, generous health and wellness benefits, retirement savings plans, parental leave and much more! Beyond equal employment opportunity, Aura is committed to being an inclusive community where all feel welcome. Pay range for this position is $155,000 - $210,000 but may vary depending on job-related knowledge, skills, experience and location. If you need accessibility assistance and/or a reasonable accommodation due to a disability, please let your Talent Acquisition Partner know. Collect whatever data is necessary to inform product direction, whether in the form of competitive intel, user behavior, or other business metrics. This is a broad portfolio of Antivirus, Shield/VPN, to intelligence products like Financial Transaction monitoring, Scam detection, Call Protection, and many others. Work closely with the business stakeholders to identify new market opportunities Make tradeoff decisions based on technical, business insights, and experimentation Monitor and measure launched products and feed insights back into the product development process to drive growth Clearly communicate product plans, benefits, and results, as appropriate, to a spectrum of audiences, from internal stakeholders to Aura executives, employees, and users Hire and Manage direct report(s) that work on specific product areas What you bring to the table: 5+ years of Product Management experience managing complex products. At least 2-3 years of experience on mobile apps or consumer products Background in CyberSecurity, Consumer Financial Products, or Credit and Risk Products is a bonus Customer-centric approach to building, experimenting, and iterating products Experience working across multiple teams and managing a complex network of stakeholders Strong ability to prioritize and delegate. Aura is proud to be an equal employment workplace.

Field Services Specialist

Company: Chadwick Martin Bailey Inc.

Location: Boston, MA

Posted Dec 05, 2023

CMB is an Affirmative Action and Equal Opportunity Employer and encourages applications from all qualified individuals without regard to race, color, national origin, religion, sex, gender identity, sexual orientation, age, disability, or protected veteran status, or to other non-work-related factors. The base salary is dependent on a variety of factors including (but not limited to) experience, skills, and location. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Kate Milligan: 617-986-7463, or [email protected] The annual base salary range for this position is $54,700 -$60,000 plus bonus, benefits, and an employee stock ownership plan (ESOP). This position reports to the Sr. Director, Field Services at CMB. If this position aligns with your experience and interests, please apply! As part of our commitment to inclusivity, CMB will ensure that persons with disabilities are provided reasonable accommodations. The Field Services Specialist will own the vendor evaluation, onboarding, and bidding/proposal process, in addition to providing guidance to project staff on more complex fielding engagements. This position may be hybrid if based in Boston, or remote within the USA. Here’s what you’ll be doing and the qualifications we are looking for: Responsibilities Client Services Team Adhere to CMB’s defined approaches, processes, and best practices Take advantage of training and development opportunities Contributes to a team and/or committee for ongoing CMB initiatives Follow CMB- and Client-specific Information Security Policies Ensure end-to-end client/project delivery in alignment with Sales & Account Management leading to high client satisfaction with project deliverables Essential Duties Facilitate the vendor bid process for CMB’s business during the proposal process, and mid-stream course corrections as necessary Obtain data collection costs from outside partners, both quantitative and qualitative, in a timely manner Routinely assess the vendor bid procedure for potential process improvements Investigate multiple vendors and/or methodologies to maximize feasibility for difficult projects Make recommendations to the project teams on which outside partners to use on a project basis to meet unique project requirements Continuously evaluate and onboard new data collection vendors to meet CMB ongoing needs Assist in the onboarding new vendors, including working across departments to obtain the proper accounting and compliance documents Consult with project team members on sample panel partners and their various capabilities Identify and evaluate best-in-class and new/innovative data collection vendors and approaches In addition to quantitative vendor support, assist CMB’s qualitative team by obtaining vendor bids and identifying/onboarding new qualitative partners Assist on complex fielding projects by mentoring and training project staff where in-depth vendor knowledge and expertise is needed Qualifications Bachelor’s degree or higher Market research internship or experience strongly preferred Microsoft Word, Excel, PowerPoint, and Outlook Demonstrated success working with vendors or similar experience preferred Proven ability to prioritize, coordinate, and maintain a high level of accuracy and organization Vendor engagement skills and ability to understand and effectively address needs Highly effective problem-solving skills Highly effective collaboration, prioritization, and influencing skills Ability to work well in a team environment Resourceful, persistent, and proactive Sense of humor and self-aware Travel None to minimal travel * No agency assistance required ** No visa sponsorship available* CMB strongly encourages candidates from diverse backgrounds and experiences to apply. You will be working collaboratively and you will be passionate about sharing your ideas to add value to the organization, make processes more efficient, and help support your team with the continuing development of field services capabilities.

Director, Data Engineering - Investments Technology

Company: Liberty Mutual Insurance

Location: Boston, MA

Posted Dec 05, 2023

We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.USD $150000.00 - $262500.00 That's why we provide an environment focused on openness, inclusion, trust and respect. ** At Liberty Mutual, our purpose is to help people embrace today and confidently pursue tomorrow. Here, you'll discover our expansive range of roles, and a workplace where we aim to help turn your passion into a rewarding profession. For many years running, we have been named by Forbes as one of America's Best Employers for Women and one of America's Best Employers for New Graduates-as well as one of America's Best Employers for Diversity. To learn more about our benefit offerings please visit: https://LMI.co/Benefits Liberty Mutual is an equal opportunity employer. To learn more about our commitment to diversity and inclusion please visit: https://jobs.libertymutualgroup.com/diversity-equity-inclusion/ We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. ∙ Influence business and technology peers to achieve common goals ∙ Partner across external Business Units to learn, share, and bring back insights to LMI. You will also partner across external Business Units to learn, share, and bring back insights to LMI. Responsibilities: ∙ Manage a global workforce of data engineers.

Lead Software Architect

Company: SambaSafety

Location: Greater Denver Area

Posted Dec 06, 2023

challenges, including architecting as-a-service models. Experience working with distributed systems, orchestration, and data platforms. Develop best practices to ensure software functionality, usability, reliability, and availability. We are committed to create a space where all employees can show up as their authentic selves every day, and we work to advance employee equality, diversity and inclusion.SambaSafety provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, gender identity, and expression or genetics.Come join us to find out for yourself what all the excitement is about! Strong understanding of application security standards and best practices Demonstrated experience in test driven development, DevOps, and CI/CD software engineering practices. Ensure compliance with security, privacy, and regulatory requirements. Stay abreast of industry trends, emerging technologies, and best practices. Define and enforce architectural standards, guidelines, and best practices. Strong verbal and written communication skills, and the ability to influence and lead in ambiguous. Foster effective communication and collaboration with stakeholders, including development teams, product managers, executives, and clients.

Coordinator, Email

Company: Antylia Scientific

Location: Greater LA Area

Posted Dec 05, 2023

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status. Meticulous attention to detail, ensuring accuracy in all aspects of email content and campaigns. Familiarity with email marketing platforms and automation tools. Previous B2B experience specifically in Life Sciences, Pharmaceutical or Biotech a plus. Ensure all email campaigns comply with relevant regulations, including CAN-SPAM and GDPR. Performs other duties as assigned. Education: Bachelor's degree in Marketing or related field preferred, or equivalent work experience Experience: Proven experience in email marketing or a related role. Experience with Pardot and HTML a plus. Excellent communication skills, both written and verbal, to clearly and concisely communicate to all levels of the organization Thrives in a fast-paced, collaborative environment, efficiently works under pressure, within deadlines or other time essential constraints Strong work ethic and an ability to excel within a rapidly changing and growing organization This position has not been approved for Relocation Assistance. Stay informed about industry changes and updates related to email marketing compliance.

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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