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.

TD Epoch-Director/Senior Client Relationship Manager-NYC, NY

Company: TD Bank

Location: New York, NY

Posted Jan 22, 2025

TD is offering a Relationship Manager position in New York, NY with a salary range of $175,000 - $200,000 USD. The role involves managing client relationships, identifying cross-selling opportunities, and pursuing new business development. The successful candidate will have 10+ years of experience in relationship management and/or business development, preferably within the institutional and intermediary asset owner marketplace. Key responsibilities include developing and maintaining a relationship management strategy, understanding client needs, and leading a dedicated team of portfolio managers and client service managers. The role requires strong communication, leadership, and project management skills, as well as a high-energy level and intellectual curiosity.

Staff Pharmacist FT

Company: CVS Health

Location: New Berlin, WI

Posted Jan 22, 2025

Ad Operations Senior Manager - CVS Media Exchange

Company: CVS Health

Location: New York, NY

Posted Jan 22, 2025

CVS Health is seeking a Senior Ad Operations Manager for their CVS Media Exchange (CMX). The role involves leading a team in Bangladesh for CMX campaign activation, managing ticket systems, mentoring associates, and supporting internal teams. The ideal candidate should have 5+ years in Ad Operations, experience with various ad serving platforms, and strong communication skills. The position offers a competitive pay range and comprehensive benefits, including medical, dental, vision, 401(k), life insurance, disability benefits, well-being programs, and more.

Private Client Banker - Chase Plaza - New York, NY

Company: JPMorgan Chase

Location: New York, NY

Posted Jan 22, 2025

Chase is seeking a Private Client Banker for Branch Banking to manage relationships with affluent clients, providing tailored financial advice and services. The role involves actively acquiring new clients, partnering with specialists for specialized needs, and ensuring clients' convenience with self-service options. The ideal candidate should have 1+ year of Branch Banking experience, demonstrated success in client acquisition, and strong communication skills. A college degree or military equivalent is preferred. The position requires compliance with Dodd Frank/Truth in Lending Act and National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.

Senior Data Scientist - AI

Company: CVS Health

Location: New York, NY

Posted Jan 22, 2025

International Private Bank- Wealth Advisor- Executive Director

Company: JPMorgan Chase

Location: New York, NY

Posted Jan 22, 2025

J.P. Morgan's International Private Bank is seeking exceptionally talented, collaborative, and motivated individuals to provide first-class client experiences. The role involves serving as a wealth advisor, identifying and meeting clients' planning needs, and working alongside a diverse team. Required qualifications include five years of complex estate and wealth planning experience, professional designations, and sales expertise. The bank offers competitive total rewards, comprehensive benefits, and a diverse and inclusive work environment.

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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