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.

Business Development Manager

Company: Equinox

Location: New York, NY

Posted Jan 22, 2025

SoulCycle is seeking a results-driven business development professional to drive revenue from B2B partners. The role involves prospecting for new business, building and growing client relationships, and executing revenue growth strategies. The ideal candidate should have 3-5 years of experience in account management, business development, sales, or partnerships. They must be detail-oriented, personable, and comfortable with pitching prospective partners. The role requires managing a sales pipeline, onboarding new partners, and nurturing existing relationships to grow revenue. The candidate should have superior organizational skills, excellent communication abilities, and a positive, team-player attitude.

Employee Benefits Attorney

Company: Morgan Stanley

Location: New York, NY

Posted Jan 22, 2025

Enablement Program Manager, Sales

Company: Datadog

Location: New York, NY

Posted Jan 22, 2025

Datadog is seeking a Program Manager for its Sales Enablement team. The role involves developing and implementing change management strategies, collaborating with cross-functional teams, designing training programs, and measuring the impact of enablement initiatives. The ideal candidate should have 3-5 years of experience in sales enablement or program management, strong stakeholder management skills, and a proven track record in managing change initiatives. They should be a proactive change agent, excited about systems-level analysis, creative program design, and fostering a culture of continuous improvement.

Marketing & Publicity Assistant, Mobius and Laurence King Publishing

Company: Hachette Book Group

Location: New York, NY

Posted Jan 22, 2025

Hachette Book Group is seeking a Marketing & Publicity Assistant for the Mobius and Laurence King Publishing lists. The role involves assisting senior staff on campaigns, managing publicity campaigns, and handling administrative tasks. The position is based in NYC with a hybrid model of 3 days in-office and 2 days remote starting January 2025. Required skills include excellent communication, organization, time management, and proficiency in Microsoft Office Suite. Familiarity with design platforms and social media tools is a plus. Interest in book publishing is essential. HBG values diversity and equal employment opportunities.

Wealth Management Client Associate

Company: Merrill

Location: New York, NY

Posted Jan 22, 2025

Merrill Wealth Management, a leading global provider of wealth management and investment services, is seeking a client service support role. The position involves supporting multiple Financial Advisors, ensuring operational excellence, and customizing solutions based on clients' needs. Key responsibilities include providing excellent client service, managing client materials, aligning practices with bank policies, and deepening client relationships. The role requires strong account management, client management, customer focus, issue management, oral and written communication skills, business development, and administrative services. The position is eligible for a pay range of $25.00 - $37.00 hourly, discretionary incentive, and benefits.

Staff Software Development Engineer (Requiring AI and Python)

Company: CVS Health

Location: New York, NY

Posted Jan 22, 2025

CVS Health is seeking a Staff Data Engineer with extensive experience in big data, cloud architecture, and real-time streaming technology. The role involves working with vast healthcare data, building modern data pipelines, and contributing to the company's mission of delivering industry-best data products. The ideal candidate should have 7+ years of experience with SQL, NoSQL, Python, and ETL/ELT, along with a Master's Degree in a relevant field. The company offers competitive compensation, benefits, and a supportive work environment.

Senior Manager, Corporate Finance (SaaS Experience)

Company: Maven Clinic

Location: New York, NY

Posted Jan 22, 2025

Maven Clinic, a leading virtual healthcare provider for women and families, is seeking a Corporate Finance Senior Manager with strong SaaS experience. The role involves leading financial strategy and processes, managing the corporate P&L, and partnering with R&D and Growth Orgs. Key responsibilities include measuring ROI, developing business cases, and optimizing SaaS infrastructure. The ideal candidate should have 5+ years of financial experience, preferably in banking, consulting, or growth investment, with a focus on SaaS technology companies. Advanced Excel, SQL, and Looker skills are required, along with experience in Netsuite and Salesforce reporting. The base salary range is $165K-$185K per year.

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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