Retirement Plan Jobs in Lebanon, New Hampshire

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Looking for Retirement Plan jobs in Lebanon, New Hampshire? Browse our curated listings with transparent salary information to find the perfect Retirement Plan position in the Lebanon, New Hampshire area.

U.S. Private Bank - Investment Specialist - Associate

Company: JPMorgan Chase

Location: New York, NY

Posted Jan 24, 2025

J.P. Morgan's U.S. Private Bank is seeking talented, collaborative, and motivated individuals to join as Investment Specialists. The role involves supporting clients in their daily business routines, helping Bankers win new clients, and strengthening existing relationships. Key responsibilities include conducting investment reviews, preparing product recommendations, and developing investment policy statements. Required qualifications include a Bachelor's degree, Series 7, 66, and Insurance licenses, and relevant experience. Preferred qualifications include coachability, adaptability, and proficiency with Microsoft Office Suite. J.P. Morgan offers competitive compensation, benefits, and a diverse, inclusive work environment.

Director, State and Local Government Sales - US Northeast Region

Company: ServiceNow

Location: New York, NY / Remote

Posted Jan 24, 2025

ServiceNow, a global market leader in AI-enhanced technology, is seeking a Sales Director to build a team and drive new business sales growth in a region. The role involves creating and executing a sales strategy, recruiting and coaching team members, managing forecasts and pipelines, and engaging with C-level executives. The ideal candidate has extensive sales experience, strong strategic thinking, and the ability to build long-term relationships. ServiceNow offers competitive compensation, benefits, and a flexible work environment.

CIB Treasury P&A Liquidity Reporting and Forecast - VP (New York)

Company: JPMorgan Chase

Location: New York, NY

Posted Jan 24, 2025

Join JPMorganChase's Commercial Investment Bank Treasury team to manage forecast and budget processes, aligning with Treasury strategies. This role involves optimizing performance, shaping the organization's future, and executing management reporting, forecasting, and budget processes. Key responsibilities include liquidity management reporting, coordinating with various teams, crafting senior-level overviews, and supporting the CIB's liquidity forecast. The ideal candidate should have a Bachelor's degree in Accounting, Finance, or related field, 5-10 years of relevant experience, and strong understanding of stress liquidity concepts.

Risk Management - Asset Management Alternatives Investment Risk - Vice President

Company: JPMorgan Chase

Location: New York, NY

Posted Jan 24, 2025

JPMorgan Chase is seeking a Risk Management - Asset Management Alternatives Investment Risk Vice President with 7+ years of experience in financial services. The role involves proactive management of investment, liquidity, and counterparty risk, focusing on Private Equity within the Alternatives business. Key responsibilities include measuring and monitoring risks, providing credible challenge, and collaborating with teams to implement risk frameworks for new products. Required qualifications include excellent analytical skills, strong communication, and knowledge of market risk methodologies. Preferred qualifications include buy-side and alternatives experience, post-graduate degrees, and familiarity with risk systems and data visualization tools.

People Systems Technology Lead

Company: Peloton

Location: New York, NY

Posted Jan 24, 2025

Finance & Strategy Senior Analyst

Company: Robinhood

Location: New York, NY / Remote

Posted Jan 24, 2025

Robinhood Markets, a leading fintech company, is seeking a Finance & Strategy Senior Analyst to join their Money product team. The role involves building a strong finance foundation for the product, enabling the launch of next-generation spending products. The ideal candidate should have 5+ years of professional finance experience, strong analytical skills, and proficiency in Excel and Google Suite. They will prepare financial reporting, forecasts, and partner with business partners to communicate performance. The role requires regular interaction with senior leadership and strong interpersonal skills. Robinhood offers competitive compensation, benefits, and a dynamic work environment.

Associate Platform Manager

Company: Yext

Location: New York, NY

Posted Jan 24, 2025

Financial Advisor- Marine Park, NY

Company: TD Bank

Location: New York, NY

Posted Jan 24, 2025

TD is offering a Transitional Financial Advisor role in Brooklyn, New York, with a salary of $100,000 - $100,000 USD. The role is a three-year program for financial advisors or planners, focusing on providing financial planning guidance and selling investment management solutions to the Mass Affluent segment. The advisor will serve as the primary point of contact for clients, ensuring they receive a comprehensive onboarding experience and regular Annual Client Review meetings. The role requires 2+ years of selling investments and providing financial planning, along with Series 65 or 66, Series 7, Life and Health insurance licenses. TD is committed to fair compensation, growth opportunities, and a positive work environment.

Anti-Money Laundering - Compliance Advisor Manager

Company: Capital One

Location: New York, NY

Posted Jan 24, 2025

The Anti-Money Laundering (AML) Fraud Compliance Advisor Manager plays a crucial role in ensuring corporate initiatives and business processes comply with AML laws and regulations. This role involves providing AML compliance advice, leading department training, and reviewing controls over regulatory AML requirements. The manager also identifies trends in data, advises on emerging risks, and supports lines of business through large initiatives. Basic qualifications include a Bachelor's Degree or military experience, at least 5 years of fraud or AML experience, and experience supporting internal business clients. Preferred qualifications include certifications like CFE, CRCM, CFCS, or ACAMS.

Solutions Architect

Company: Capital One

Location: New York, NY

Posted Jan 24, 2025

Senior Analyst Relations Manager

Company: Braze

Location: New York, NY

Posted Jan 24, 2025

Braze is seeking a Senior Analyst Relations Manager to join their Product Marketing team. The role involves building relationships with key industry analysts, driving positive coverage, and participating in major industry evaluations. The ideal candidate should have 5+ years of analyst relations experience, strong communication skills, and the ability to work with global, cross-functional teams. Braze offers competitive compensation, comprehensive benefits, and a collaborative, transparent culture.

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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