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.

Systems Engineer - Room Experience

Company: Compunet

Location: Portland, OR

Posted Nov 27, 2023

Strong understanding of: Audio conferencing, Video Conferencing, Audio DSP's (Biamp, QSC, BSS and others), Room Combination Logic, Networking concept. Demonstrated understanding of: Interpretation of Audio, Video, and Control drawings, Graphic Design principles. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. This team takes ownership for the entire project lifecycle, from discovery and design through deployment, training, and handoff. Networking/Firewall experience. HTML5, C experience Who we are CompuNet, Inc. is an engineering-led Information Technology solution provider that offers consulting, design, and implementation services. Each customer works with a dedicated team who understands their business, their infrastructure, and their goals. Cisco CUCM experience. Extensive knowledge with demonstrated experience engineering conference rooms, Webcasting, Internet Protocol Television (IPTV) and Streaming Video systems. Unified communications video system experience.

Entry Level Sales Executive

Company: Genesis Biotechnology Group

Location: Salt Lake City, UT

Posted Nov 22, 2023

Energy, motivation, enthusiasm, and integrity. Computer proficiency in MS Office, Excel, e-mail and internet functions. 1 to 3 years experience is preferred, but not required. Well developed multi-tasking, organizational skills, and detail orientation are key to success. We Offer: Competitive Salary & Commission Plan Company Car Medical, Dental & Vision Insurance Short and Long Term Disability Life Insurance Dependent Care Flex Spending Account Legal Plan & Identity Theft Protection 401(k) Plan Paid Sick, Vacation & Holiday Visit us at www.mdlab.com Medical Diagnostic Laboratories, LLC is an equal opportunity employer. Requirements: A bachelor's degree, or two years sales experience, or any similar combination of education and experience is preferred, but not required. Excellent written and verbal communication skills. Must demonstrate sound judgment and decision making ability. Must be able to travel within the coverage area and occasionally nationwide. Provide timely and accurate reporting of pipeline, account plans and territory management activities as required.

Director of Marketing

Company: Andrews Cooper

Location: Portland, OR

Posted Nov 29, 2023

Supportive, fun, and collaborative environment. Comprehensive medical, dental, and life insurance. Exact compensation may vary based on skills, experience, and location. Long-term relationships and enduring partnerships. Andrews Cooper is an equal-opportunity employer. Base Salary: $90,000.00 - $150,000.00. Background checks are required. This is a full-time position with top-tier compensation, benefits, and work positives, including: Competitive wages with incentive compensation. Recruit, train, and mentor a high-performing marketing team. Plan, coordinate, and execute both virtual and in-person events, including conferences, webinars, and trade shows.

Risk Management Analyst - UT (Hybrid Schedule)

Company: Zions Bancorporation

Location: Salt Lake City, UT

Posted Nov 27, 2023

• Strong project management skills. • 2+ years of audit, risk management, compliance, financial services or other directly related experience. • Advanced interpersonal, problem resolution, analytical and process mapping skills with IBM Blue Works Livea plus. • Knowledge of risk and control assessment techniques and concepts, and accounting principles. • Makes recommendations, develops, and implements other operational risk management initiatives. Qualifications: • Bachelor's in Accounting, Finance, Business Administration, Economics or a related field. • Knowledge of process improvement and process automation techniques. • Must have excellent presentation and communication skills, both verbal and written. • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts • Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience • Mental health benefits including coaching and therapy sessions • Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire • Employee Ambassador preferred banking products Benefits: • Medical, Dental and Vision Insurance - START DAY ONE!

Senior Manager, Brand Marketing

Company: Lazarus Naturals

Location: Portland, OR

Posted Nov 24, 2023

Brightfield, IRI, SPINs), Google suite, Office suite, Project Management platforms (e.g. Shopify, WordPress), CRM platform/s (e.g. Hubspot), Data and Business Intelligence (e.g. 7+ years experience of hands-on field marketing, event logistics experience, design work, and/or product development. Create a culture that promotes and rewards initiative, growth, open communication, accountability and excellence. The ideal candidate has an entrepreneurial spirit, is highly collaborative, data driven and rigorous, and has a passion for building a sustainable, meaningful organization and business. Excellent communicator, able to build trusted relationships and clearly articulate key value propositions, processes and performance. Asana, SmartSheet) Desired Software experience: Adobe Creative Cloud Benefits Five weeks PTO & three paid holidays Medical, Vision, and Dental Insurance Stocked Kitchen 401k plan This job is primarily an in-person role, working Mondays to Thursdays in the Portland office. Required Software experience: CMS platform/s (e.g. Experience at multiple sizes and maturities of companies, specifically at start-ups and mid-stage companies.

Outside Sales

Company: Kimball Equipment Company

Location: Salt Lake City, UT

Posted Nov 29, 2023

Use of keyboards, telephones, copiers, telefax, visits and movement through shops, and travel experiences. COMPENSATION Full benefits package offered (PTO, 401K, vision, dental, life, and health insurance) Pay ranges based on experience. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. Must be physically able to climb onto structures, stairs, ladders, scaffolds at jobsites, customer facilities, industrial plants and mines, inspect equipment for failure and process analysis and safely work in and around comminution equipment, i.e., crushers, screens & conveyors. The employee is occasionally required to stand, walk, and climb or balance. A high level of computer skills is essential – MS Excel, Word & Outlook A highly motivated, self-starting individual with the ability to plan, organize, work under stress, meet deadlines and work independently is required. As well as strong communication, co-operation, interpersonal and presentation skills to manage internal and external interfaces. Must be able to effectively communicate verbally. Must be capable of effectively and accurately working on several sales opportunities at one time, and organizing, prioritizing tasks and working in a fast-paced environment. Must have a valid driver’s license.

Winter Intern, Financial Reporting

Company: Recursion

Location: Salt Lake City, UT

Posted Dec 01, 2023

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, local, or provincial human rights legislation. Learn more at www.recursion.com, or connect on Twitter and LinkedIn. Recursion also has offices in Toronto, Montreal and the San Francisco Bay Area. Experience with Microsoft Dynamics, Workiva, XBRL, and other software a plus. Recursion is headquartered in Salt Lake City, where it is a founding member of BioHive, the Utah life sciences industry collective. Knowledge of Excel, Word and Powerpoint. We are One Recursion: We operate with a 'company first, team second' mentality. Recursion is an Equal Opportunity Employer that values diversity and inclusion. We also care about our work. LI-DB1 The Values That We Hope You Share: We Care: We care about our drug candidates, our Recursionauts, their families, each other, our communities, the patients we aim to serve and their loved ones.

Repossessions/Skip Trace Specialist

Company: Foursight Capital LLC

Location: Salt Lake City, UT

Posted Nov 22, 2023

Because of this philosophy, we offer standard benefits like life insurance, medical, dental, vision, and supplemental insurance plans. Excellent customer service skills. Previous collections experience. Excellent phone and negotiation skills. Strong understanding of skip tracing and systems Working knowledge of Microsoft Office Suite, including Excel and Word. Required Education & Training: High School diploma or equivalent Six (6) months office experience or equivalent education and training. Additionally, we offer a ridiculous amount of perks and benefits: Foursight Capital Perks and Benefits Keeping You Healthy Health Insurance MotivHealth Rx Discounts Free Telehealth ( with medical plan enrollment) Dental/Vision Insurance Lasik Discount Nationwide Pet Insurance BluNovus Mental Health/ Substance Abuse Wellness Program In-office Massages Onsite Gym Onsite Meditation Room Planning for your Future 401k with Match up to 4% with immediate access to financial advisors Life and Disability Insurance Financial Wellness Program HSA Company Contribution up to $3k Tuition Reimbursement Holiday Savings Account Work/Life Balance Minimum of 19 days PTO 6 Paid Holidays Paid Community Service with partnerships for food and blood drives Paid Maternity/Paternity Leave We’re Foodies Unlimited Coffee and Soda End of Month Pizza Monday Breakfast Monthly Catered Lunch Onsite Vending Market Lots of treats for holidays Our Specialties Casual Dress Side-by-Side Training Paid Company Swag Attainable Bonus/Commission Structure Work with the best people! Completes required applicable paperwork including sending all required Federal and State regulation letters. We believe that when and where an employer can help alleviate the stressors both within and outside of work, our culture thrives! Maintain and establish new repossession and transport vendor relationships.

Account Executive - SMB

Company: Vasion

Location: Salt Lake City, UT

Posted Nov 22, 2023

We evaluate qualified applicants without regard to race, age, color, religion, sex, national origin, disability, veteran status, gender identity, sexual orientation, and other legally protected characteristics. Working knowledge of sales software, tools, and processes. Benefits Flexible work environment Vacation Bonus Flexible paid time off Paid parental leave Competitive pay A full suite of traditional benefits Training/Advancement opportunities 401k with company-match and immediate vesting Financial wellness education Company-contributed HSA Onsite perks include gym, pickleball, snacks & drinks, arcade, theater room, etc. Strong business acumen and understanding of complex sales processes. Maintain accurate sales forecast, verbal and written articulation of weekly, monthly, and quarterly pipeline forecasts. Ability to work independently and manage a sales pipeline effectively. Experience using Salesforce CRM software. Results-driven mindset, with a passion for exceeding goals and driving revenue growth. Excellent presentation skills, with the ability to effectively convey technical information to both technical and non-technical audiences. Exceptional interpersonal and communication skills, with the ability to clearly articulate value propositions and build relationships with decision-makers.

Content Marketing Strategist

Company: Paradigm Life

Location: Salt Lake City, UT

Posted Nov 24, 2023

Familiarity with software including Adobe Photoshop, Adobe Illustrator, Adobe Premiere Pro, Adobe Lightroom, Adobe InDesign, Adobe After Effects, Adobe XD, Sketch, and Principle. Understanding in graphic design, website design, illustration, UX, videography, and photography, enabling the creation of captivating content tailored to our target markets seeking financial solutions. Understanding of Agile and Scrum project management processes including associated software of Jira, Clickup or similar solutions Practical Knowledge and experience with digital marketing, including SEO, Content Marketing, Social Media Marketing, E-mail Marketing, PPC Marketing, and Customer Value Journey is vital Familiarity with SEO tools, including Google Adwords and Keyword Planner, Google Analytics, Google Webmaster Tools, Google Search Console, Semrush, and Buzzsumo The Content Marketing Strategist plays a pivotal role in driving our content efforts, fostering engagement, and achieving our business objectives. We are a nationally recognized FinTech firm, specializing in insurance, financial services, and online financial education using cutting edge communication and software technologies. Experience in marketing campaigns, project management, and public/media/influencer relations, incorporating the preferences and desires of our target audience seeking financial solutions. Benefits Paradigm Life is a vibrant, fast paced company. Excellent oral and written communication skills,. Ideal 3 year of experience in the financial services industry or related fields Minimum of 5 years of experience in creating and editing digital content across various multimedia and social platforms, including but not limited to Facebook, Instagram, Twitter, LinkedIn, YouTube, and other relevant channels. Proficiency in copywriting, content creation, and copy editing for diverse target audiences with a deep understanding of the Customer Value Journey for financial goal achievement. A professional portfolio of work showcasing expertise in content creation and strategy, aligned with the Customer Value Journey for financial goal attainment.

Customer Success Manager

Company: Vanilla Ice Technologies

Location: Salt Lake City, UT

Posted Nov 28, 2023

You will own the overall relationship with the customer which includes managing on-boarding, implementation, training, increasing adoption, ensuring retention, and high levels of customer satisfaction. Ideally, experience is with a SAAS product in the financial services space. Collaborate with the Director of Customer Success and other CSMs to identify areas where operational efficiency can be improved, improving the team’s ability to function effectively at scale Qualifications 5+ years experience in customer success, account management, consulting, solutions engineering or related fields. Experience in promoting SAAS solutions for large enterprises in either a pre-sales or customer success role Ability to understand customer’s needs and provide thought leadership to influence and build trust at different levels Innovative and skilled at seizing opportunities and transforming strategy into results Ability to form relationships with colleagues, prospects and customers through strong interpersonal skills Ability to multi-task and manage competing priorities across multiple customers Demonstrate excellent organizational and people skills Self-starter able to thrive in a fast-paced, high-growth environment, with a high level of drive, accountability, and attention to detail A clear, confident, and persuasive communicator who can craft, summarize, and deliver messaging for various groups of users, influencers, and stakeholders Possess a strong executive presence and ability to positively present themselves and the Vanilla value proposition to customers, prospects, and internal leadership Experience with Salesforce and business analytics platforms a plus Please include your resume AND a brief cover letter of your most recent accomplishments. Escalate customer issues in a timely manner and take a proactive, results oriented approach to solving customer needs. Responsibilities include Operate as a trusted advisor focused on ensuring the customer gets access to the best knowledge of our solutions, technical detail, and delivery know how, that will ensure their success Own one or more assigned accounts where you will lead the development of a relevant and actionable customer success plan, and partner internally to ensure successful delivery of related services and support functions Own the account strategy for engagement, adoption, and success planning Demonstrate ability to understand the customers’ needs, develop and establish new business relationships and provide thought leadership to influence and build trust at different customer levels including senior/executive management, IT decision makers all leading to increased customer satisfaction & further expansion opportunities Inspire confidence and drive utilization of Vanilla software and services through education and strategy sessions to ensure the customer is successful in their adoption of Vanilla technology Accelerate new user adoption through functional and conceptual instruction and provide continuous education on new features Continuous engagement with the customer, ensuring any business churn risks are identified as early as possible and devise action plans to prevent and/or overcome Be the voice of the customer internally and build a strong working relationship with the Product team to provide feedback that enables continuous development and improvement of how we do business Conduct regular meetings with the customer and other stakeholders to review the product's impact on the business, status of support tickets, project timelines, operations, contractual commitments, escalations, and other inquiries Monitor and report on key metrics such as performance metrics, product usage, support history, business outcome, and keep customer up to date on the over value of the product Work in partnership with Account Management to secure renewals and identify new revenue opportunities to achieve annual renewal and growth targets Report regularly to internal stakeholders on various customer metrics. You'll be working with a group of diverse designers, developers, operations managers, and attorneys, all of whom share a passion for building beautifully designed products and making complex processes user friendly. Your key objective will be to serve as a trusted advisor, helping them overcome adoption challenges and driving incremental value through expansions. Job Description As an Enterprise Customer Success Manager (CSM), you will be serving as the main point of contact for one or more of Vanilla’s enterprise or strategic customers. We believe work is just one part of a happy, healthy life.

Locksmith - Salt Lake City, UT

Company: Cook Solutions Group

Location: Salt Lake City, UT

Posted Nov 22, 2023

That's why we've cultivated a casual, upbeat environment that enhances productivity, satisfaction, and retention. We will not discriminate against employees or applicants for employment on any legally recognized basis ["protected class"] including, but not limited to race; color; religion; genetic information; national origin; sex; pregnancy, childbirth, or related medical conditions; age; disability; citizenship status; uniform service member status; or any other protected class under federal, state, or local law. We hold multiple company events each year, including our annual Company Picnic and Annual Party. The employee is occasionally required to sit; climb or balance; stoop, kneel, crouch or crawl. We strive to provide the best, most equitable and cost-effective benefits for employees. Our employees are encouraged to take advantage of flexible scheduling, maintain a healthy work-life balance, and volunteer in their communities through our Cook Community Builders program. Equal Opportunity Cook Solutions Group is committed to equal employment opportunity. We offer employees opportunities to have fun and build camaraderie. Completes and turns in all required paperwork in a timely manner according to established procedures and deadlines, i.e., timesheets, expense reports, change orders, equipment transfers, etc. We know our employees are what make our business succeed.

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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