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.

Education Operations Manager

Company: AAPC

Location: Salt Lake City, UT

Posted Jan 29, 2025

AAPC is seeking a Department Manager for the Education Department. The role involves managing administrative tasks, supporting departmental and customer needs, and improving efficiency. Responsibilities include coordinating AAPC student financing, managing intranet reports, assisting with course issues, promoting departmental offerings, and supporting sales teams. The ideal candidate should have proficiency in Microsoft Office 365, experience with LMS platforms, and 1-2 years of management experience. AAPC offers competitive compensation, comprehensive benefits, and remote work options.

Senior Associate - Mergers & Acquisitions

Company: Solen Software Group

Location: Salt Lake City, UT

Posted Jan 29, 2025

Solen Software Group is seeking an experienced M&A professional to join their team as a critical member. The role involves managing the mission-critical aspect of the business, from thesis development to post-close support of operating companies. The ideal candidate will be involved in all aspects of the deal lifecycle, with specific responsibility for transaction underwriting and closing. They will be the key point of contact for business owners, brokers, and third parties, managing all aspects of the underwriting, due diligence, deal negotiations, and deal execution. The role reports directly to the CEO and involves working closely with the leadership team. The candidate should have a high curiosity, be scrappy, a leader, self-motivated, and have excellent interpersonal, written, and verbal communication skills. They should be a multifaceted generalist with a specialization in M&A, understand software and love b2b SaaS, and have extensive experience investing in profitable software businesses.

Territory Development Representative - Salt Lake City, UT

Company: PROCEPT BioRobotics

Location: Salt Lake City, UT

Posted Jan 28, 2025

PROCEPT BioRobotics is a company dedicated to revolutionizing BPH treatment through surgical robotics. They are seeking a Territory Development Representative to drive growth by identifying potential customers, generating leads, and nurturing relationships with key stakeholders. The role involves prospecting, lead generation, qualifying and engaging leads, and supporting the sales process. The ideal candidate should have a Bachelor's degree in a relevant field, 12 years of sales experience, strong technical aptitude, and excellent organizational skills. The company offers competitive compensation, comprehensive benefits, and a supportive work environment.

Quality Specialist I

Company: Penumbra

Location: Salt Lake City, UT

Posted Jan 29, 2025

The job posting is for a Quality Specialist role at Penumbra Inc, a global healthcare company. The role involves overseeing quality systems, ensuring compliance with regulations, analyzing data, and communicating with internal departments, customers, and suppliers. The ideal candidate should have a high school diploma, quality systems experience, strong attention to detail, and proficiency in Microsoft Suite. The role offers a collaborative work environment, competitive benefits, and the opportunity to contribute to innovative therapies. The base pay range is $2000 to $2800 per hour.

RevOps Technical Specialist (HubSpot) (Remote)

Company: FMG Suite

Location: Salt Lake City, UT

Posted Jan 29, 2025

FMG is a marketing software company that serves small businesses, primarily financial advisors and insurance agents. They offer tools for building websites and sending out content, aiming to help these businesses build better relationships with clients with less hands-on effort. FMG has a fast-paced, results-oriented culture with a focus on work-life balance, collaboration, and open communication. They value diversity, equity, and inclusion, and strive to foster an environment where everyone can contribute uniquely. FMG offers competitive benefits, including a generous paid holiday schedule, comprehensive paid time off, robust insurance plans, and a matching 401k. They are seeking an experienced RevOps Systems Admin to support and optimize internal systems, focusing on HubSpot, ClickUp, and Chargebee Billing. The ideal candidate will have proven experience with HubSpot, strong troubleshooting skills, and the ability to manage multiple tasks effectively.

Territory Development Representative - Portland, OR

Company: PROCEPT BioRobotics

Location: Portland, OR

Posted Jan 29, 2025

PROCEPT BioRobotics is a company dedicated to revolutionizing BPH treatment through surgical robotics. They are seeking a Territory Development Representative to drive growth by prospecting, qualifying leads, and nurturing relationships with key stakeholders. The role involves conducting in-person sales presentations, product demonstrations, and assisting in closing deals. The company offers competitive compensation, comprehensive benefits, and a supportive work environment. They value diversity, inclusion, and employee wellbeing.

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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