Retirement Plan Jobs in Lake Oswego, OR

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Looking for Retirement Plan jobs in Lake Oswego, OR? Browse our curated listings with transparent salary information to find the perfect Retirement Plan position in the Lake Oswego, OR area.

Manager of Product Management

Company: Ascend Software

Location: Portland, OR

Posted Dec 06, 2023

Remote-first culture. To get them, we’ve built our hiring process around three Ts: through, transparent and thoughtful. Strong understanding of OCR, Machine Learning, AI, and data workflows a plus Demonstrated success in leading cross-functional product teams. We give you great tools and tech to do your best work: Hardware, software, and home office setups. Perform pricing, cost, product market fit, ant willingness to pay analysis to validate product ideas. No matter where you are, you’ll feel connected to the team. You’ll receive an annual Lifelong Learning Allowance to use towards learning opportunities of your choice (cooking lessons, dance lessons, language lessons, etc.) The goal of this process is to identify, as objectively as possible, people who will raise the level of play within our company. Our interview process is an honest evaluation of what you’ve done, what you’re good at, and what you’re working on improving. Excellent communication and interpersonal skills.

Facilities Assistant – Employee Services

Company: LAIKA, LLC

Location: Portland, OR

Posted Dec 08, 2023

Vision abilities include close vision, distance vision, and the ability to adjust focus. Please review our EMPLOYMENT DISCLAIMER and MATERIALS SUBMISSION AGREEMENT. The noise level is usually quiet or moderate. Oregon Food Handler’s Card, or ability to obtain one. The employee must lift and/or move up to 50 pounds. Work environment: While performing the duties of this job, the employee works under typical office conditions and is exposed to variable indoor temperatures. LocationOn-site in Hillsboro, OR Salary$20.00/hour set rate, non-negotiable DisclaimerThe above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Must be able to legally purchase alcoholic beverages. Strong Microsoft Excel skills and proficiency in Microsoft Office.

Customer Service Representative

Company: Galileo Financial Technologies

Location: Salt Lake City, UT

Posted Dec 06, 2023

Galileo Financial Technologies provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.New York applicants: Notice of Employee RightsGalileo is committed to embracing diversity. A Galileo Customer Service Representative will be responsible for providing best in class service by responding to Inbound inquiries concerning debit card transactions, products, services, disputes, fees, billing errors, payments, or any other requests related to the Galileo products; and act as a rapid response unit for special projects as assigned. As part of this commitment, Galileo offers reasonable accommodations to candidates with physical or mental disabilities. Galileo leads its industry with superior fraud detection, security, decision-making analytics, and regulatory compliance functionality combined with customized, responsive, and flexible programs to accelerate the success of all payments companies and solve tomorrow's payments challenges today. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected] to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. This position is Mon-Fri 8:00am-4:30pm. Thorough and accurate in all you do so the customer and agent have the correct information Must be able to pass a criminal background check Bilingual in Spanish preferred Nice to have: Bilingual Candidates that are fluent in Spanish and English Compensation: $16.00-$18.50/hr Compensation differential for Bilingual speakers (English and Spanish) LI-MT1 Why you’ll love working here: Competitive salary packages and bonuses Comprehensive medical, dental, vision and life insurance benefits Generous vacation and holidays Paid parental leave for eligible employees 401(k) and education on retirement planning Retirement plans and planning Tuition reimbursement on approved programs Monthly contribution up to $200 to help you pay off your student loans Great health & well-being benefits including: telehealth parental support, subsidized gym program Fully stocked kitchen (snacks and drinks) To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Who we are: Welcoming, collaborative, and having the opportunity to make an impact - is how our employees describe working here. The role: The CSR 1 role within the Customer Service organization is a dynamic role that provides consistent customer experience and complex problem solving opportunities. The role serves as a value add to our clients and their customers.

Senior Designer, Bottoms and Outerwear

Company: Sundance Holdings Group, LLC

Location: Salt Lake City, UT

Posted Dec 06, 2023

We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, childbirth and related medical conditions, lactation, genetic information, gender, sexual orientation, gender identity or expression, military service, veteran status, or any other category protected under federal, state, or local law. We offer a competitive wage and excellent benefits package including medical, dental, vision, life, disability, 401(k), paid time off, and great merchandise discounts. Exceptional presentation skills, both visual and oral. Detail Oriented. Excellent communication skills, both verbal and written. This position is located in Salt Lake City, Utah, remote work is not offered for this role. All applicants have rights under Federal Employment Laws, including Family and Medical Leave Act (FMLA), Equal Employment Opportunity (EEO) and Employee Polygraph Protection Act (EPPA). Strong understanding of upscale fabrics. For more information about our culture and brand at Sundance, please visit https://careers.smartrecruiters.com/SundanceHoldingsGroupLLC For the Sundance Story, visit: https://www.sundancecatalog.com/category/customer+service/about+us.do Sundance is an equal opportunity employer. Identify and present a clear point of view on key silhouettes, fabrics, prints, pattern, embroidery, and details appropriate for the Sundance brand.

Render and Data Wrangling Supervisor

Company: LAIKA, LLC

Location: Portland, OR

Posted Dec 09, 2023

Strong LINUX/UNIX, Windows and Mac skills. Vision abilities include close vision, distance vision, and the ability to adjust focus. Preferred skills include scripting/programming in Python, as well as basic familiarity with one or more key production software programs such as Maya, RenderMan, Nuke, Katana, or Houdini, ShotGrid, RV, and/or Hiero. Ability to learn new software quickly, and learn on the job, if necessary. Location On-site in Hillsboro, OR / and also eligible for hybrid work Salary Salary is commensurate with skills and experience. The noise level is usually quiet or moderate. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Work environment: While performing the duties of this job, the employee works under typical office conditions and is exposed to variable indoor temperatures. The employee must lift and/or move up to 15 pounds. Ability to work independently and as part of a team, open to direction, and responsive to changing production needs with calm professionalism.

Senior Business Operations & Strategy Manager

Company: Momentive.ai

Location: Portland, OR

Posted Dec 09, 2023

We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. At SurveyMonkey, we weave employee feedback into everything we do to create forward-looking benefits policies, employee programs, and an award-winning culture, including best workplace for parents, our annual holiday refresh, our annual week of service, and our C.H.O.I.C.E Fund. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. In addition, we’ve reimagined the way we work to allow employees to choose what works best for them -- working in-person, fully remote, or a hybrid model that combines the two through our Choice Model. Actual base pay is based on a number of factors including market location, job-related knowledge, education or training, skills, and experience.Bonuses and commissions may also be offered as part of the total compensation package, in addition to a competitive benefits package including medical, dental, vision, life, and disability insurance; 401(k) retirement plan; flexible spending & health savings account; paid holidays; paid time off; employee assistance program; and other company benefits. Manager, you will collaborate with SurveyMonkey cross-functional leaders and external partners to drive strategic, data-driven, and customer-centric decision-making for the company. Accommodations are available for applicants with disabilities. What you’ll be working on Lead the development and execution of the company's strategic priorities in alignment with organizational goals Conduct thorough analysis, providing insights and recommendations to drive decision-making and business growth Be responsible for long-term partnerships and integration strategy and execution, acting as primary liaison with external partners and exploring collaboration opportunities Streamline processes to improve efficiency of internal operations as well as relationships with SurveyMonkey partners Partner with R&D, Go-to-Market, and other internal cross-functional teams on key strategic priorities We’d love to hear from people with 6+ years of work experience; 3+ years at a top-tier Management Consulting, Investment Banking, or Private Equity firm, or experience working in a similar BizOps role at a technology company Strong verbal and written communication skills, with ability to thoughtfully structure content, effectively presenting to company leaders and external partners Exceptional analytical skills and ability to translate data into actionable insight Self-starter comfortable establishing structure and managing multiple priorities in a fast-paced environment Demonstrated ability to cultivate strong, trust-based relationships with internal cross-functional teams, external partners, clients, and stakeholders at all levels Proven track record of leading cross-functional teams and driving successful business operations and strategic initiatives Passion for learning about SaaS and online business models; experience with surveys is a plus Proficiency in Excel and PowerPoint, or Google equivalents The base pay provided for this position ranges from $149,200 / year - $171,580 / year depending on the geographic market and assuming a full-time schedule. As a Business Operations & Strategy Manager / Sr. Our commitment to an inclusive workplace SurveyMonkey is an equal opportunity employer committed to providing a workplace free from harassment and discrimination.

Data Engineer

Company: Momentive.ai

Location: Portland, OR

Posted Dec 09, 2023

We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. At SurveyMonkey, we weave employee feedback into everything we do to create forward-looking benefits policies, employee programs, and an award-winning culture, including best workplace for parents, our annual holiday refresh, our annual week of service, and our C.H.O.I.C.E Fund. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. Experience in orchestrating, automating, and deploying production data pipelines using Airflow/Luigi, etc Experience with DevOPS: Git, Github actions, CI/CD pipelines, Terraform, etc Experience building Data infrastructure or Data Platform Framework Preferred Experience with tools such as DBT or other similar technologies Experience with transforming, and developing data structures, metadata, dependency, and data workflows to support an Analytics function In-depth knowledge of Data lakes, EDW concepts, and data modeling (Star, Snowflake, and Galaxy schemas) The base pay provided for this position ranges from $106,880 / year - $160,320 / year depending on the geographic market and assuming a full-time schedule. In addition, we’ve reimagined the way we work to allow employees to choose what works best for them -- working in-person, fully remote, or a hybrid model that combines the two through our Choice Model. Actual base pay is based on a number of factors including market location, job-related knowledge, education or training, skills, and experience.Bonuses and commissions may also be offered as part of the total compensation package, in addition to a competitive benefits package including medical, dental, vision, life, and disability insurance; 401(k) retirement plan; flexible spending & health savings account; paid holidays; paid time off; employee assistance program; and other company benefits. Write complex data engineering Snowflake - SQL jobs that perform sophisticated queries on the entirety of our datasets Collaborate closely with stakeholders, upstream and downstream partners Document our systems for internal and external stakeholders Monitor and debug data pipelines running on Airflow Participate in code reviews We’d love to hear from people with 4+ years experience in data engineering and Data warehousing technologies 2+ years experience in Snowflake/ETL or similar technologies like Redshift Experience with AWS cloud services: S3, EC2, RDS, Spark, EMR etc Experience with object-oriented/object function scripting languages: Python (preferred), Java, Scala, etc. Write performant/idempotent transformations in Snowflake Build data pipeline using Python scripting (in a modular/loop context) Write well-tested, production-ready code in Python and Snowflake SQL Hands-on experience implementing ETL (or ELT) best practices Translate business requirements, to technical specifications, form project scope, and deliver deployable code. Accommodations are available for applicants with disabilities. This is a role in the central data organization at SurveyMonkey that provides actionable insights into all key business functions of the organization As a Data Engineer, you will work on data engineering initiatives and build end-to-end analytical solutions that are highly available, scalable, stable, secure, and cost-effective.

Acquisition Financial Advisor - VCS - Sandy, UT

Company: Morgan Stanley

Location: Salt Lake City, UT

Posted Dec 08, 2023

Keywords: Series 7, Series 66, sales, team, enterprise, collaborating, Financial, FA, Financial Advisor, sales goals Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. This role is located in our Sandy, UT office location. Job Responsibilities Be the voice of Morgan Stanley Virtual Advisor prospective clients who have requested information and advice Full-cycle sales role focused on Morgan Stanley wealth management for mass affluent individuals Robust lead flow via existing relationships with our E*Trade and stock plan clients Inbound hand off calls and appointments with pre-qualified clients Combination of inbound and outbound client engagement Review prospects' personal financial situations and provide solutions Educate prospective clients on the competitive landscape and how Morgan Stanley differs in products and services offered Execute on new account opening and funding Qualifications: Required Qualifications Required Active Licenses: Series 7 Series 66 (or 63 & 65) Minimum of 3 years' sales experience operating in a team oriented and highly collaborative environment with a proven successful track record achieving sales goals Proven history of success in developing, retaining and expanding client relationships Capable of quickly building rapport with clients, analyzing their needs and recommending compelling solutions that are appropriate for the client's need About Morgan Stanley: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Our Financial Advisors work with clients to develop goal-based solutions to support their overall wealth goals. The Acquisition Advisor is MSVA's premier destination advice role!

IT Support Specialist I

Company: Vacasa

Location: Portland, OR

Posted Dec 09, 2023

Other duties, as assigned. Provide iOS, macOS, and Windows device support. Veterans are encouraged. We do not discriminate against applicants based upon race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, or other classes protected by applicable law. Updating Inventory. Off-board Employees. Respond to tech support tickets, emails, and calls. Ensures timely completion, follow-up, and documentation of all support requests. Some local travel required to small office locations to provide printer, network, or hardware support. Possession, use, or being under the influence of alcohol or illegal drugs in the workplace is prohibited.

IT Network & Infrastructure Manager

Company: Cotopaxi

Location: Salt Lake City, UT

Posted Dec 09, 2023

We welcome, embrace and celebrate all people regardless of gender, age, race, disability, nationality, ethnicity, faith, or sexual orientation. Unlimited responsible PTO. Company paid volunteer time. Additional outdoor/adventure/lifestyle brand discounts. Preferably, experience working with Cloud Security. 60% off Cotopaxi products. Company paid mental health benefits. A fun, people-first company culture! Company paid short-term disability coverage. Company paid basic life insurance.

VFX Pipeline Supervisor

Company: LAIKA, LLC

Location: Portland, OR

Posted Dec 06, 2023

Experience with industry standard tooling, such as USD, OpenImageIO, OpenColorIO, OpenAssetIo, etc., preferred. Vision abilities include close vision, distance vision, and the ability to adjust focus. LocationOn-Site in Hillsboro, OR SalarySalary is commensurate with skills and experience. Proficiency in other industry standard software, a plus. Technical expertise in one or more DCCs, including Maya, Nuke, Houdini and/or Katana, required. Please review our EMPLOYMENT DISCLAIMER and MATERIALS SUBMISSION AGREEMENT. The noise level is usually quiet or moderate. Strong technical skills, including expertise in Python, industry standard APIs, and one or more DCC APIs. Ability to meet deadlines under pressure. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

VIE 12 months - Tools & Method Junior Project Manager - F/M/NB

Company: bioMérieux

Location: Salt Lake City, UT

Posted Dec 08, 2023

bioMerieux welcomes applications from all individuals, regardless of race, national origin, gender, age, physical characteristics, social origin, disability, union membership, religion, family status, pregnancy, sexual orientation, gender identity, gender expression or any unlawful criterion under applicable law. Provide appropriate support during and after the implementation phase, Ensure the day-to-day performance of end-to-end processes, and the resolution of incidents and urgent problems in response to business requests, Monitor and participate in solution testing activities (write test scenarios, plan test periods, coordinate testers, execute test scenarios), Contribute to adoption and change management (Communication, Training, Target organizational model, User support). Ideally, you also have a first experience in a purchasing department. You are recognized for your organizational skills, your ability to manage change and your ability to take initiative. With a Master's degree from a business or engineering school, you have successful experience as a project manager. You are a good communicator. Collect, qualify and prioritize enhancement requests and monitor their implementation with the various parties involved. Working in the Purchasing department, you will evolve as a junior project manager, advising, proposing, implementing and developing solutions (methods, processes, procedures and tools) and leading the community of users, with the aim of simplifying processes and providing innovative solutions. You will be responsible for : Gather user requirements to improve the process and solutions in place, in collaboration with the other areas: BPO, BPR and the Project team, Transcribe business requirements and write URS for the project and the Jaggaer application (in the dedicated Helix application). We are committed to treating all applicants fairly and avoiding discrimination.

Frequently Asked Questions

What are typical salary ranges by seniority for Retirement Plan roles?
Entry‑level Analyst: $55,000–$70,000; Mid‑level Manager: $80,000–$100,000; Senior Director: $120,000–$150,000; C-suite Executive: $180,000+ depending on firm size.
Which skills and certifications are essential in Retirement Plan careers?
Core skills: ERISA knowledge, fiduciary duty, data analysis, Excel, SQL, and plan software (e.g., Fidelity, Vanguard). Certifications: PTC (Plan and Trust Compliance), CFP (Certified Financial Planner), and Actuarial credentials (Associate or Fellow).
Is remote work available for Retirement Plan positions?
Yes—many firms offer hybrid or fully remote roles, especially for analysts and compliance staff, as plan data can be accessed securely via VPN and cloud platforms.
What career progression paths exist within Retirement Plan?
Typical trajectory: Analyst → Senior Analyst → Manager → Senior Manager → Director of Retirement Solutions → VP of Benefits. Each step adds fiduciary responsibility, client portfolio management, and strategic planning.
What industry trends are shaping Retirement Plan careers?
Key trends include fintech integration for automated plan management, ESG‑aligned investment options, increased regulatory scrutiny (e.g., SEC 2025 updates), and higher demand for data‑driven plan optimization.

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