Retirement Plan Jobs in New York, New York

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

Data Acquisition Advisor

Company: TransUnion

Location: New York, NY

Posted Jan 23, 2025

TransUnion is seeking an experienced professional to join their Insurance Division as a Data Acquisition Advisor. The role involves executing the division's data collection strategy, researching legal and regulatory issues, and presenting data sharing proposals to government officials. The ideal candidate should have a strong background in government and public policy, excellent communication skills, and the ability to work independently and in teams. TransUnion offers a competitive salary, comprehensive benefits, and a supportive work environment focused on professional development.

Sr. Business Director, Retail Bank Product Operations and Horizontal Support

Company: Capital One

Location: New York, NY

Posted Jan 23, 2025

The Sr. Business Director role at Capital One involves strategic leadership, product development, marketing, credit risk management, execution, partnership, and people leadership. The role requires a strong analytical and quantitative background, with experience in quantitative and qualitative analysis, people management, and project management. The ideal candidate will have a Master's degree, 5+ years of experience in relevant fields, and a proven track record in decision-making and problem-solving based on analytics. The role offers competitive compensation, benefits, and opportunities for growth in a dynamic, entrepreneurial environment.

Fixed Income Business Analyst & Project Manager

Company: Merrill

Location: New York, NY

Posted Jan 23, 2025

Bank of America is seeking a process engineering professional with 3-5 years of experience in financial services, preferably in fixed income and derivatives products. The role involves delivering on a dynamic portfolio of Fixed Income Operations change initiatives, including US Treasury Clearing Change, Securities Operations Simplification, and Regulatory Compliance. The successful candidate will gather requirements, manage stakeholders, map processes, analyze data, design solutions, and manage change. They should possess strong analytical skills, problem-solving abilities, project management skills, and excellent communication skills. The role offers a competitive salary range of $65,000.00 - $120,000.00 annualized, along with benefits and opportunities for growth.

Pharmacy Technician

Company: CVS Health

Location: New Milford, CT

Posted Jan 23, 2025

CVS Health emphasizes its commitment to human-centric health care, guided by the purpose of 'Bringing our heart to every moment of your health'. The company aims to deliver enhanced, personalized, convenient, and affordable health care solutions. Pharmacy Technicians play a crucial role in this mission, supporting pharmacy teams to ensure smooth operations, accurate prescription fulfillment, and exceptional patient service. They are expected to demonstrate empathy, genuine care, and a growth mindset, contributing to a safe, inclusive, and engaging team dynamic. The role involves completing basic inventory activities, delivering additional health care services, and adhering to all relevant laws and regulations.

Enterprise Account Executive (Financial Services)

Company: ServiceNow

Location: New York, NY / Remote

Posted Jan 23, 2025

ServiceNow, founded in 2004, is a global market leader in AI-enhanced technology, serving over 8,100 customers including 85% of the Fortune 500. The company aims to transform work processes through its intelligent cloud-based platform. The job posting seeks a sales professional with 7+ years of experience in software or solutions sales to produce new business revenue. The role involves developing relationships with C-suite personas, overseeing client relationship mapping, and acting as a trusted advisor to customers. Qualifications include experience in establishing trusted relationships, achieving sales targets, and understanding the 'bigger picture' of IT plans. The company offers competitive compensation, benefits, and a flexible work environment.

Direct Sales Agent (7083) - Direct Auto

Company: Allstate

Location: New Orleans, LA

Posted Jan 23, 2025

National General, a subsidiary of The Allstate Corporation, is seeking a Direct Sales Agent Specialist. The role involves driving new business sales, understanding customer needs, and building rapport and trust. Key responsibilities include closing sales of insurance and ancillary products, meeting sales goals, leveraging community contacts for a sales pipeline, and initiating outbound calls to target customers. The position offers competitive compensation and opportunities for growth within a supportive, inclusive environment. National General provides various insurance products and is known for its financial strength and commitment to diversity and inclusivity.

Pharmacy Technician

Company: CVS Health

Location: New Britain, CT

Posted Jan 23, 2025

CVS Health is inviting applications for Pharmacy Technicians, emphasizing their commitment to human-centric healthcare. The role involves delivering compassionate care, managing prescriptions, and ensuring regulatory compliance. The company offers a supportive environment, training, and opportunities for career growth. The ideal candidate should have attention to detail, customer service skills, and basic mathematical reasoning. Previous pharmacy or retail experience is preferred but not required.

Deal Analyst | Advertising

Company: TikTok

Location: New York, NY

Posted Jan 23, 2025

Pharmacy Technician

Company: CVS Health

Location: New Britain, CT

Posted Jan 23, 2025

CVS Health emphasizes its commitment to human-centric health care, guided by the purpose of 'Bringing our heart to every moment of your health'. The company aims to deliver enhanced, personalized, convenient, and affordable health care solutions. Pharmacy Technicians play a crucial role in this mission, supporting pharmacy teams to ensure smooth operations, accurate prescription fulfillment, and exceptional patient service. They are expected to demonstrate empathy, genuine care, and a growth mindset, contributing to a safe, inclusive, and engaging team dynamic. The role involves completing basic inventory activities, delivering additional health care services, and adhering to all relevant laws and regulations.

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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