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.

Scientist I

Company: Flagship Biosciences, Inc.

Location: Greater Denver Area

Posted Dec 01, 2023

This is a position where development of scientific design, client facing interactions, internal teamwork skills, and workflow process understanding are fundamental. The individual in this role will possess a wide range of skills including experimental planning and study design, IHC and related assay development experience, image analysis, data interpretation, and scientific communication and reporting. Position Summary The Scientist I, under moderate supervision, supports investigational studies that utilize tissue-based assays and computational analysis tools. Job Classification - Full-time, exempt Essential Job Functions Work with interdisciplinary teams to develop intricate knowledge of tissue assay design, image analysis, and clinical trial studies Develop tissue-based assays and image analysis solutions to support exploratory studies under Flagship's Discovery Quality System Identify, interpret, and provide data and information in support of client projects Interact with appropriate internal departments to achieve goals Contribute to patents, white papers, publications, posters, and other scientific communications as requested Stay current on literature reports and technological developments relevant to the field Work closely with senior members of the team to communicate problems that may be of moderate complexity and provide recommendations for solutions Participate and organize topics for group meetings as needed Present data or prepare data for others to present Write clear and concise reports for internal dissemination and to prepare and present oral discussions of relevant experimental results and conclusions Work with immediate supervisor to set priorities Establish own work schedule and work to achieve personal, departmental, and organizational goals Self-manage time to ensure assignments remain on schedule Travel to client sites and scientific meetings on a limited basis ( Other duties, projects as assigned Basic Qualifications Ph.D in Biological Science degree 1-3 years of post-doctoral or relevant industry experience Experience developing IHC or multiplex immunofluorescence assays Experience in Oncology, Immunology or Muscle Biology Ability to effectively communicate experimental design and results to team members and management Ability to clearly articulate, discuss and debate issues critical to ensuring technical progress Capable of making technical presentations to clients and internal teams Demonstrated ability to interact/communicate effectively with team members across all departments and levels of the organization Proficient in Microsoft Office Suite Must be able to use a computer for extended periods of time High attention to detail and accuracy Ability to work effectively in a fast-paced, changing environment, both independently and as part of a team Fluent in English, both verbal and written Ability to travel to client sites and scientific meetings on a limited basis ( Preferred Qualifications Experience with Aperio, Definiens, Matlab, ImageJ or other tissue-based image analysis software preferred Experience with multiomic or spatial biology technologies such as Nanostring, 10X or other related technologies 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 The Scientist I will work closely with laboratory operations, image analysis, and data sciences to apply spatial biology approaches to address critical drug development issues and improve precision medicine and biomarker development within oncology, immunology or neuromuscular disease. Respect: Open communication, refer to the expert but respect equal say at the table. The Scientist I will have demonstrated experience in quantitative image analysis techniques. We must collaborate to win. Find a Way: We find solutions for any problem. Get the Right Stuff Done: The right strategy and execution to positively impact patients' lives.

Risk Specialist

Company: Federal Reserve Bank of Boston

Location: Boston, MA

Posted Dec 02, 2023

capital markets, liquidity, credit, information technology and/or cybersecurity risk) and familiarity with audit and internal controls. The Federal Reserve Bank is committed to a diverse, equitable and inclusive workplace and to provide equal employment opportunities to all persons without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, age, genetic information, disability, or military service.This position requires access to confidential supervisory information and/or FOMC information, which is limited to "Protected Individuals" as defined in the U.S. federal immigration law. Desirable Knowledge and Skills:Advanced knowledge of risk management programs, measurement tools, models, control frameworks, and risk indicators used to make decisions relating to your specialty area. Identify emerging institutional, regional, economic, and industry issues and their potential impact. Protected Individuals include, but are not limited to, U.S. citizens, U.S. nationals, and U.S. permanent residents who either are not yet eligible to apply for naturalization or who have applied for naturalization within the requisite timeframe. Contribute to the understanding of latest risk, risk management practices and changes in policies, procedures, tools or guidance on a System basis. Maintain current awareness of relevant regulations, laws, issues, trends and ongoing developments in risk specialty areas and in the broader financial services industry. Be a team and System resource by leading or participating on high-level projects, workgroups, and strategic projects. Our total rewards program offers benefits that are the best fit for you at every stage of your career:Comprehensive healthcare options (Medical, Dental, and Vision) 401K match, and a fully funded pension plan Paid vacation and holidays; flexible work environment, healthy workflow Generously subsidized public transportation Annual tuition reimbursement Professional development programs, training and conferences And more... Lead or participate in targeted reviews, examinations, and or/special projects.

Implementation Manager

Company: Scythe Robotics

Location: Greater Boulder Area

Posted Dec 01, 2023

All qualified applicants will receive consideration for employment without regard to race, color, religion, age, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or any other factor protected by applicable local, state or federal laws. The actual pay may be higher depending on your skills, qualifications, and experience. Scythe carefully considers a wide range of compensation factors, including education, years of experience, competencies and other relevant business considerations. Knowledge of and interest in diverse technical topics, including software, hardware, and robotics. General knowledge of WiFi, networking, and the ability to troubleshoot. Enjoy the bounties of nature and open spaces close to home with mountain biking, hiking, skiing, and more. However, only the minimum salary amounts are listed here. Possess knowledge of WiFi, networking, and troubleshooting abilities. Satellite offices in Austin, TX, and Vero Beach, FL Flexible paid time-off and remote work to let you do your best work where and when you want Highly collaborative learning culture where personal freedom, growth, and responsibility are valued An opportunity to have an incredible positive impact on the world Closing Scythe is a total compensation company, which provides employees a comprehensive salary, equity, and benefit package. Have a huge impact alongside an awesome team of experts shipping something the world has never before seen Competitive salary and equity compensation Fully-sponsored medical, vision, and dental insurance, including 75% funded dependent coverage 401(k) retirement plan (non-matching today) Headquarters near beautiful Boulder, CO.

Software Engineer (Ruby/Rails)

Company: Procare Solutions

Location: Greater Denver Area

Posted Dec 02, 2023

Clean code, principles over dogma, and balancing the pull between practical vs perfect solutions round out the qualities we seek and value. We value self-starters with the ability to communicate ideas effectively and contribute to our culture of respect, dedication, and fun. What You Will Do Collaborate with stakeholders across Design, Product Management, and Engineering Architect, design, develop, and deploy features across the tech stack Write performant, maintainable code while iterating and shipping rapidly Ensure appropriate automated test coverage for optimal product reliability and release velocity Refactor existing Ruby or JavaScript code to improve code maintainability and efficiency Develop and document REST APIs Improve the performance of existing systems Configure monitoring and alerting systems Contribute to improving and enforcing development, Agile, and CI delivery best practices Present new ideas and respectfully debate those ideas with the team Requirements Our Ideal Candidate Will Have 8+ years of experience building web and SaaS based applications Expertise with Ruby on Rails (RoR) and excitement about dabbling in other frameworks and technologies A keen eye for good RESTful API design, scalability, and/or microservice architecture Strong experience with JavaScript frameworks (React specifically a plus) Strong AWS experience a plus and experience with cloud-native software delivery (including containerization) Strong knowledge of Git and branching models in a collaborative coding environment Experience with CI/CD and build pipelines across multiple environments Communication and interpersonal skills and demonstrated track record of working successfully across engineering, design and product Experience with Agile processes in a structured setting (Scrum and/or Kanban) Experience using data for decision-making related to team and system performance, relying heavily on telemetry and monitoring Strong analytical and problem-solving skills BS in Computer Science or related experience Benefits Why Procare? 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 401K Plan with employer match and immediate vesting Medical, Dependent Care, and Transportation FSA Plans Paid Parental Leave 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 $120k-$155k Location This position can be based in any of our offices or fully remote. Our fast-paced, agile environment uses modern technologies where you will help optimize our code and cloud infrastructure for stability and performance. This includes features to enable communication with teachers, parents and leads; tracking and recording daily activities for children, staff schedules and payroll as well as customer billing to name a few. We have built a solution which enables childcare organizations to efficiently and intuitively manage their business, so they can focus on the children. We make childcare management run smoothly, so that our customers can spend more time focusing on the kiddos, not back office administrative duties. You’ll be a key member of our growing engineering team while we expand on existing features and deliver new functionality. For over 30 years, childcare professionals have looked to Procare to provide real-time information for making critical decisions, maintaining compliance with local and state regulations, and adhering to business best practices.

Data Analyst - Product

Company: Aura

Location: Boston, MA

Posted Nov 30, 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. Pay range for this position is $110,000 - $155,000, but may vary depending on job-related knowledge, skills, experience and location. 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. File versioning software — Git. If you need accessibility assistance and/or a reasonable accommodation due to a disability, please let your Talent Acquisition Partner know. Aura is proud to be an equal employment workplace. Business intelligence and data analysis software — Tableau. 3 years of experience in each of the following: Database user interface and query software Structured query language SQL, PySpark, pandas, and NumPy. Important privacy information for California job applicants can be found here.

FNIS Associate

Company: Zayo

Location: Greater Boulder Area

Posted Dec 01, 2023

Base pay range: $27.60-$34.60/hour, commensurate with experience.Benefits, Rewards & WellnessExcellent Health, Dental & Vision Insurance Retirement 401(k) Savings Plan Fitness membership discounts Generous paid time off policy including paid parental leave Zayo 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, provincial 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. Degree or background in engineering a plus; Civil Engineering, Mechanical Engineering, GIS, Telecom, and/or related major. Prior experience with GE Smallworld or other fiber inventory system preferred. Possesses strong organizational and communicative skills, both oral and written. GIS and Google Earth experience a plus. Manages Zayo network inventory through database tracking of fiber optic cable, conduit, building data, and more. Interest in telecommunications and fiber optics. Proven teamwork success abilities are preferred. Supports company objectives and takes initiative to accomplish goals. Proficiency in MS Office and Adobe; in particular MS Visio and MS Excel.

Staff Engineer

Company: Magnite

Location: Boston, MA

Posted Dec 02, 2023

We also understand you have appointments, families, hobbies, and other commitments. Our offices provide catered lunches, beverages, snacks, training and development, and office events to support your work week. Anchored in bustling New York City, sunny Los Angeles, mile high Denver, historic London, and down under in Sydney, Magnite has offices across North America, EMEA, LATAM, and APAC.In New York, the base salary range for this position is: $160,000 - $180,000 in addition to an annual variable bonus based on performance and company equity (NASDAQ: MGNI).Magnite is an Equal Opportunity Employer and does not discriminate against applicants due to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation or any other federal, state or local protected class.Our DEI Commitment: To establish Magnite as a thought leader by diversifying voices within Magnite, cultivating a culture in which employees feel safe as their authentic selves, and by investing in strategies to support Magnite's local communities.Want to learn more about us? Magnite's hybrid schedule includes two days worked remotely (Monday and Friday) and three days on-site (Tuesday, Wednesday and Thursday). Check out our blog for Magnite announcements and Ad Tech industry news! Magnite strives to maintain a healthy work/life integration for all employees so you can bring your best every day - both at work and at home.Community Service and Volunteer Events Company-Matched Charitable Contributions Wellness Coach and Mental Health Support Magnite Invests in You:Career Development Initiatives and a Career Growth Framework Culture and Inclusion Programs Bonusly Peer-to-Peer Recognition Program About UsThe world's leading agencies and brands trust our platform to access brand-safe, high-quality ad inventory and execute billions of advertising transactions each month. Publishers use our technology to monetize their content across all screens and formats including CTV / streaming, online video, display, and audio. Our ad server executes a real time auction that brings in all of the possible advertising demand, in order to achieve the greatest possible revenue per second in an ad break. Overall, the individual in this role needs to well-versed in producing insightful analysis that can educate our business stakeholders and inform design decisions Inspire teammates through engineering excellence and mentoring while being able to communicate problems and solutions to non-technical stakeholders Exhibit excellent communication skills to keep the team and stakeholders informed of progress and challenges We're looking for someone with: An individual with 5+ years coding in Go with expert level competency in the Go language Previous experience in building pipelines that handle billions of events in a combination of streaming and batch modes Data pipeline architecture and design experience through from sourcing event data to making this available to operational systems at a usable level through aggregation and/or modelling API design experience to a level where another team member can build based on a design you have defined Proven experience working on high concurrency, clustered, distributed systems Proven experience working with probabilistic structures and distributed database concepts SQL experience through traditional systems or Spark SQL to perform data analysis Total Rewards IncludeComprehensive Perks and Benefits:Comprehensive Healthcare Coverage for You and Your Family from Day One Generous Time Off Holiday Breaks and Quarterly Wellness Days Equity and Employee Stock Purchase Plan Family-Focused Benefits and Parental Leave 401k Retirement Savings Plan with Employer Match Disability and Life Insurance Cell Phone Subsidy Fitness and Wellness Reimbursement Company Culture: We believe collaboration is essential to success. Our tech fuels billions of transactions per day!Magnite's video ad server is utilized by some of the biggest CTV publishers, TV manufacturers and platforms around the world.

Data Analyst, Partner Analytics

Company: Strive Health

Location: Greater Denver Area

Posted Dec 02, 2023

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to [email protected] An annual performance bonus, determined by company and individual performance, is available for many roles as aligned to Strive Health guidelines. Minimum Qualifications Bachelor’s degree with strong academic achievement 1+ years’ experience; healthcare experience preferred Business travel Internet Connectivity - Min Speeds: 3.8Mbps/3.0Mbps (up/down): Latency Preferred Qualifications Working knowledge of analyzing medical claims, labs, EMR and clinical data Proficiency in Microsoft SQL, Excel & PowerPoint; AWS experience a plus Entrepreneurial spirit that enjoys collaboration Comfortable speaking and leading analytical discussions Annual Salary Range: $63,600.00-$74,800.00 Strive Health offers competitive compensation and benefits, including Health insurance, Dental insurance, Vision insurance, 401k Retirement Plan with Employer Match, Life and Accidental Death & Dismemberment insurance, Disability insurance, Health Savings Account, Flexible Spending Account, paid company holidays, in addition to Vacation Time Off. From documenting new data requirements to ensuring data integrity, you oversee the data lifecycle from start to finish. Essential Functions Research, hypothesize and develop analytical approaches for identifying, analyzing, and interpreting trends or patterns in complex data sets, particularly in healthcare claims & lab data Collaborate with team members from engineering, clinical, and operational functions to identify data driven opportunities to add value to existing and potential partners Perform ad-hoc analysis for internal and external stakeholders Utilize data visualization and storytelling techniques to clearly communicate outcomes and insights to executive and clinical leaders Identify, communicate, and lead the resolution of data gaps that impede the fulfilment of operational reporting and oversight Meet in person with internal and/or external stakeholders to facilitate team and business priorities/opportunities. At this time Strive Health is unable to provide work visa sponsorship. Strive Health is an equal opportunity employer and drug free workplace. Please apply even if you feel you do not meet all qualifications. Why We’re Worth the Application We Strive for excellence and were recognized as one of America’s Best Startup Employers for 2023 by Forbes, Circle of Excellence, American Society of Transplantation, 2023, Best Places to Work – Denver, Comparably.com, 2022, Best Places to Work – Denver, Built in Colorado, 2022 We derive innovation and ideas from through authentic diversity intentionally building a team that represents the populations we serve in partnership with our Employee Resource Groups: Strive Forward - LGBTQ Underrepresented Minorities Women and Allies We care and support our Strivers within and beyond work to feel fully charged and empowered through our generous wellbeing offerings including: Flexible time off Companywide wellbeing days Volunteer time off Leave packages including a sabbatical, parental leave and eight weeks paid for living donor Professional development A dedicated certified financial planner Headspace, Carrot Fertility and Gympass for all Strivers We like to have fun by celebrating our successes as a team through team building, company gatherings, trivia, wellbeing raffles, pajama days, a companywide book club and more.

Product Manager

Company: Engrain

Location: Greater Denver Area

Posted Dec 02, 2023

Excellent written, verbal, and interpersonal communication skills. Exceptional attention to detail, analytical, and critical thinking skills. Final offer amount is determined by factors including years and depth of candidate's experience, certifications, and skill set alignment to the job requirements Various health, dental, and vision insurance plans to choose from 2-10 weeks of paid parental leave + additional paid and unpaid leave options Up to 18 days annually of PTO & 10 holidays per year Dog-friendly office 401k match up to 4 percent Annual reimbursement for personal growth through our Grow450 program On-site amenities include a professional fitness center, flexible & modern workspace, coffee bar, happy hour taps & team member lounge All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status. Plan and lead agile ceremonies, including defining MVPs, driving pilot projects, demos, backlog grooming, managing asynchronous workflows, etc. Manage product expectations for internal (C-suite, organization) and external stakeholders (customers and vendor partners), communicating and advocating product initiatives, requirements, best practices, and releases. Demonstrated ability to manage multiple priorities while understanding and discussing technical concepts, managing trade-offs, and stakeholders' expectations. Collaborate with Product Ops, Marketing and other cross-functional teams to discover, design, prioritize, iterate, and communicate features within an agile workflow. RequirementsWhat you offer us...2+ years of experience in product management, development or applicable roles. Develop and maintain product features, success metrics, roadmap, using voice of the customer, observed behavioral data, perception of value, and split testing - among other data- and user-driven methods. Collaborate with Engineering, Experience Design, Leadership, and other stakeholders to deliver products that delight users and achieve business goals.

Senior Director, Compliance and Risk

Company: Procare Solutions

Location: Greater Denver Area

Posted Dec 02, 2023

finance, accounting, economics) preferred. Client service mentality. Superior analytical abilities. Strong understanding of bureau information, score calculation, score attributes and validations. Other duties, projects, and tasks, as assigned on an ongoing basis. Merchant Services or Payment industry experience preferred. Knowledge of Visa/Master Card rules and regulations preferred. Degree in a quantitative discipline (i.e. Interact with sales associates, relationship managers, partners, and clients, providing first class service. Excellent written and verbal communication skills.

Enterprise Account Executive

Company: Red Canary

Location: Boston, MA

Posted Dec 01, 2023

For a full list of benefits, please review our Benefits Summary: https://resource.redcanary.com/rs/003-YRU-314/images/Benefit%20Summary%202023.pdf Individuals seeking employment at Red Canary are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. Our people are driven and committed to finding the best security outcomes, delivering real and actionable answers, and being transparent along the way. At Red Canary, we offer a very rich benefits program to our full-time team members so they can focus on their families and improving our customers’ security. What You'll Do Prospect into large fortune 1000 companies while running an efficient sales process Develop a deep comprehension of customer's business Negotiate pricing and business terms with large commercial enterprises by selling value and return on investment Handle existing customer expectations while expanding reach and depth into assigned territory Demonstrate resourcefulness when faced with challenges that defy an easy solution Have intuitive sense of vital steps to close business and gain customer validation Identify robust set of business drivers behind all opportunities Ensure high forecasting accuracy and consistency Drive sales bookings through the successful positioning and sale of Managed Security Services on an annual subscription basis Complete the business plan and make quick adjustments both tactically and strategically Ability to run and control the sales process at every stage through contract signing Attain quarterly results for sales bookings, revenue and gross margin Learn new and emerging technologies and remain current with information security news, techniques, and trends Demonstrate exceptional communications skills to lead business and technical presentations, demonstrations and conversations with C-level audiences across major accounts and partners Work closely with Marketing to design and implement promotions, campaigns and awareness What You'll Bring President’s Club, top rep, top percentile performer, consistent YoY overachievement Met/exceeded direct sales goals of 1M+ and operated with an average deal size of $250k+ Experienced in selling into large fortune 1000 companies with the ability to win new logos Able to demonstrate methodology to prospect and build pipeline on your own Strong at selling value versus price with confirmed experience in selling sophisticated solutions and large deals to senior executives Highly motivated and adept exceeding sales bookings targets versus plan and changing behavior as the need arises Excellent communication skills and ability to collaborate with partners, executives, and customers daily Bachelor’s degree or Master’s degree or equivalent experience, preferred Target Compensation Range: $250,000 - $300,000 OTE Territory: New England - CT, MA, ME, NH, RI, VT Why Red Canary? Red Canary is where people embody our mission to improve security outcomes for all. Whether you're looking to learn from the best or be the best, the sales team is dedicated to furthering personal development and team success. If our mission resonates with you, let’s talk. People work hard to maintain a culture that encourages authenticity in order to do your best work. As we continue to break into bigger deals, and formalize our support for the larger enterprise segment, you will blaze the path for the organization's growth. You will be focused on new accounts within a rich territory, as well as nurturing others underway with their move to the cloud.

Salesforce Data Analyst - Revenue Operations - United States

Company: JumpCloud

Location: Greater Denver Area

Posted Dec 02, 2023

All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. - Rajat Bhargava, CEO. One of JumpCloud's three core values is to “Build Connections.” To us that means creating " human connection with each other regardless of our backgrounds, orientations, geographies, religions, languages, gender, race, etc. JumpCloud is an equal opportunity employer. JumpCloud provides a comprehensive benefits package, with several medical plans to choose from including a high deductible HSA plan with employer contribution, two dental plans, vision insurance, flexible spending account (FSA), employee assistance program (EAP), short- and long-term disability, life insurance and a 401k savings plan with match. Our Headquarters is in the Denver/Boulder, CO area but as a remote company, you are able to work remotely anywhere in the U.S. Please note JumpCloud is not accepting third party resumes at this time. If you thrive working in a fast, SaaS-based environment and you are passionate about solving challenging technical problems, we look forward to hearing from you! We’re out of the box thinkers, so your unique ideas and approaches for conceiving a product and/or feature will be welcome. You’ll have a voice in the organization as you work with a seasoned executive team, a supportive board and in a proven market that our customers are excited about.

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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