Retirement Plan Jobs in Orange County

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

Senior Salesforce Developer (Remote)

Company: Weedmaps

Location: Orange County

Posted Aug 18, 2023

Weedmaps is seeking a Senior Salesforce Developer to design and maintain their CRM and Salesforce solutions. The role involves collaborating with business partners, implementing complex business process automation, and configuring Sales & Service Cloud. The ideal candidate should have Salesforce Platform Developer I and/or Salesforce Administrator Certifications, along with 8+ years of Salesforce experience. The company offers a competitive salary, comprehensive benefits, and a casual work environment. Weedmaps is committed to fostering a transparent and inclusive global cannabis economy.

Data Engineering Manager (Data Operations)

Company: Capital Group

Location: Orange County

Posted Aug 25, 2023

The text expresses a strong desire and confidence in the applicant's ability to succeed as a Manager of Data Operations at Capital Group. The role involves leading a data operations support team, driving efficiency, and collaborating with various teams to ensure a world-class data supply chain. The applicant highlights their technical skills, experience in running production operations, and their ability to foster an environment of agile thinkers. They also mention their eligibility for a competitive compensation package, including a base salary, performance bonus, and retirement plan. The applicant identifies themselves as the ideal candidate for the position.

Sr. Supplier Development Engineer

Company: Supernal

Location: Orange County

Posted Aug 23, 2023

We do not discriminate on the basis of race, religion, color, national origin, citizenship, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, disability status or any other category or class protected under applicable federal, state or local law. Identify gaps, root cause and drive supplier corrective actions for improvementsSupport organizational change process on build to print projectsIdentify/assess Risks & Opportunities throughout the duration of the programAbility to find effective solutions; a “make it happen” demeanor is a mustWhat you can contribute:Bachelor's Degree or equivalent experience in engineering or related field and 5 years or more of directly related work experience preferably in aerospace, automotive or both industriesStrong program/project management experience, ideally with PMP certificationExperience with QMS systems (ISO9001/AS9100/IATF16949/NADCAP)Disciplined approach to problem solving (8D, A3, 3x5 Whys and Red X)Proven expertise in quality core tools (APQP, PPAP, MSA, Control Plan, FMEA and SPC)Manufacturing Process Experience: PCBA assembly, Electronic assembly, Wiring harness, Electro-mechanical Assembly, Casting, Forging, CNC Machining, Composite fabrication, Metal Stamping/forming, Welding and System level assemblyCommodity Experience: Body structures, Wiring harness, Electronics assembly, High Voltage control units, HV batteries, E-motor/rotorsExperience with GT&T and Tolerance analysisExcellent verbal and written communication skills both internally & externally and ability to understand sophisticated technical applicationsExcellent organizational skills and attention to detailCreative problem-solving abilities in ambiguous environmentStrong Data analytical skills, familiar with Statistical tools and software (Minitab, JMP, R, etc)Proficient with MS Offices suites, PLM, Jira, Confluence. If an export authorization from an applicable US regulatory agency is required in connection with your employment, your employment is contingent upon Supernal’s receipt of such regulatory authorization(s) and your continued compliance with all conditions and limitations pursuant to such authorization(s).Base pay offered may vary depending on skills, experience, job-related knowledge and location. Individuals with disabilities may request a reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. The ideal candidate will be encouraging supplier partnerships while improving supplier performance to meet Supernal's expectations for quality, delivery, and cost goals.This position will be required to work on-site 5 days a week.What you can do:Lead supplier evaluation process by assessing supplier’s manufacturing technology, process capability, quality management system and HSE riskParticipate in Long Term Supplier Agreements to provide technical support, supplier knowledge, negotiation input and alignment of business awards to support procurement strategiesDrive supplier advanced product quality planning process (APQP) to meet quality and timing expectation for production part approval (PPAP)Function as technical liaison between suppliers and internal technology development team to ensure design and process requirements are correctly interpreted and properly driven in supplier’s manufacturing processesStrong Technical project management skills, facilitate design for manufacturing communication between design engineering and supplier to improve producibility of the product designReview supplier manufacturing processes, collaborate with suppliers on process improvement and value enhancement opportunities (VA/VE)Promote use of process focused continuous improvement tools such as Lean, Six Sigma, Mistake proofing(Poka-Yoke) , Measurement system analysis (MSA) and Failure mode and effect analysis (FMEA)Perform supplier production readiness review audit to ensure supplier’s manufacturing process is capable of meeting quality and capacity for volume productionEvaluates and monitors overall supplier performance metrics trends vs. contracted scope including supplier quality, reliability, and schedule. Etc.Experience with 3D CADMust have the ability to independently prioritize and accomplish work within time constraintsSelf-motivated and growth-oriented personalityAbility to lead and successfully prioritize multiple workstreams simultaneouslyGood understanding of supply chain networks, linkage, and flowAble to travel 50% or more on a short noticeYou may also be able to contribute:Experience with MRP or ERP system, SAP experience is a plusOrganizational change experienceExperience in new product development is a plusExperience in a start-up environment is a plusProfessional Certification: CQE, CSSGB, CSSBB and PMP is a plusAny offer of employment is conditioned upon the successful completion of a background check. This position is also eligible for a bonus as part of total compensation.The pay range for this position is:$159,881—$223,602 USDClick HERE or visit: https://jobs.supernal.aero/benefits to view our benefits! We fuse research in autonomy, robotics, aviation and services to define a new category of mobility for the world’s communities. We believe in creative thinking and collaboration to help build a better mobility experience for everyone, improving people’s ability to move – whether for work or play.What we do: Working with the Manager of Supplier Development, this role will be responsible for leading supplier quality and development activities from supplier assessment and evaluation to production approval throughout the product life cycle. Please contact us to request accommodation at: [email protected] position may include access to certain technology and/or software source code subject to U.S. export controls laws and regulations.

Product Manager

Company: Bluon

Location: Orange County

Posted Aug 25, 2023

Bluon, Inc. is seeking a Product Manager with 2+ years of experience to join their team in Irvine, CA. The role involves collaborating with cross-functional teams, managing partnerships, and integrating offerings with external platforms. Key responsibilities include defining marketplace strategy, creating and owning the product roadmap, and working with partner product teams for seamless integrations. The ideal candidate should have experience with Jira and Figma, a strong understanding of APIs, and excellent communication skills. Benefits include an annual salary, equity, comprehensive health benefits, unlimited personal time off, and company meals.

Sr. Project Manager

Company: Bank of Montreal

Location: Orange County

Posted Aug 21, 2023

All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. To request accommodation, please contact your recruiter. Any unsolicited resumes sent to BMO Harris Bank, directly or indirectly, will be considered BMO Harris Bank property. BMO Harris Bank N.A. BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. It calls on us to create lasting, positive change for our customers, our communities and our people.

Product Manager

Company: Bluon

Location: Orange County

Posted Aug 25, 2023

Bluon, Inc. is seeking a dynamic Product Manager to own partner relationships and integrations with their platform. The role involves collaborating with cross-functional teams, managing and coordinating multiple teams of developers, and serving as a subject matter expert. The ideal candidate should have 2+ years of experience as a Product Manager, prior experience with Jira and Figma, and a strong understanding of marketplaces and integrations.

Customer Service Specialist

Company: iHerb

Location: Orange County

Posted Aug 21, 2023

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. For the comprehensive benefits list, visit www.iHerbBenefits.com. For our international team members, you may be eligible for benefits depending on the country where you are employed. The Talent Acquisition Partner/local HR representative will go over the benefits you are eligible for.  iHerb is an Equal Opportunity employer. Built on a strong foundation, our programs provide options and upgrades with flexibility, protection, and security in mind. Our 5 Shared Values unite our global team:Focus on the Customer · Empower Our People · Be Entrepreneurial & Pivot Quickly · Embrace Diversity & Inclusion · Strive for Simplicity iHerb BenefitsAt iHerb, we are dedicated to offering programs designed to help our employees and their families stay healthy, live well, and plan for their financial future. We offer Earth’s best-curated selection of health and wellness products, at the best possible value, delivered with the most convenient experience.We’re the world’s largest eCommerce platform dedicated to vitamins, minerals, and supplements, and other health and wellness products. For more than 25 years, we’ve been making it simple for people all over the world to purchase the highest quality products. From supplements to skincare to grocery items, we ship over 30,000 products, from over 1,200 brands direct to our customers in 185+ countries.Our vision is to become the 1 destination for health and wellness across the world.With a passion for wellness and a mind for innovative solutions, iHerb team members share a vision for a healthier world that drives them each day. iHerb provides equal employment opportunities to all applicants for employment and prohibits discrimination and harassment. If requested to work on a role, any Agency candidates would be presented through the internal recruiting organization. Do not contact iHerb employees directly.

Director, Advanced TV

Company: Comcast Advertising

Location: Orange County

Posted Aug 25, 2023

Additionally, Comcast provides best-in-class Benefits. We will consider all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or any other basis protected by applicable law. That’s why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality – to help support you physically, financially and emotionally through the big milestones and in your everyday life. Most sales positions are eligible for a Commission under the terms of an applicable plan, while most non-sales positions are eligible for a Bonus. We believe that benefits should connect you to the support you need when it matters most, and should help you care for those who matter most. Comcast will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law, including the Los Angeles Fair Chance Initiative for Hiring Ordinance and the San Francisco Fair Chance Ordinance.EducationBachelor's DegreeWhile possessing the stated degree is preferred, Comcast also may consider applicants who hold some combination of coursework and experience, or who have extensive related professional experience.Relevant Work Experience5-7 YearsSalary:Pay Range: $101,200.00 - $171,028.00Additional Range: This job can be performed in Ca, Co, Wa with a Pay Range of $96,800 USD -$185,900 USDComcast intends to offer the selected candidate base pay within this range, dependent on job-related, non-discriminatory factors such as experience.Targeted Commission: $117,000Our sales compensation programs offer the potential for significant upside above targeted earnings for those who overachieve their sales targets.Base pay is one part of the Total Rewards that Comcast provides to compensate and recognize employees for their work. Devises marketing strategies, implement tactics and analyze trends results to grow market share of Advance Media products. Please visit the compensation and benefits summary on our careers site for more details. Strategically use resources and other corporate support groups.Consistent exercise of independent judgment and discretion in matters of significance.Regular, consistent and punctual attendance. Must be able to work nights and weekends, variable schedule(s) and overtime as necessary.Other duties and responsibilities as assigned.Employees at all levels are expected to:Understand our Operating Principles; make them the guidelines for how you do your job.Own the customer experience - think and act in ways that put our customers first, give them seamless digital options at every touchpoint, and make them promoters of our products and services.Know your stuff - be enthusiastic learners, users and advocates of our game-changing technology, products and services, especially our digital tools and experiences.Win as a team - make big things happen by working together and being open to new ideas.Be an active part of the Net Promoter System - a way of working that brings more employee and customer feedback into the company - by joining huddles, making call backs and helping us elevate opportunities to do better for our customers.Drive results and growth.Respect and promote inclusion & diversity.Do what's right for each other, our customers, investors and our communities.Disclaimer:This information has been designed to indicate the general nature and level of work performed by employees in this role.

Customer Care Resolution Associate

Company: 3 Day Blinds

Location: Orange County

Posted Aug 23, 2023

By applying to this position you are acknowledging that it is a viable commute to the location listed in this opening.Please note, all offers presented to candidates are carefully crafted to ensure market competitiveness, equity, and reflect the individual candidate’s education, experience, skills and potential LI-SF1 Our dream is to become the fastest growing, most loved, window covering company in the world. Above all, they remain empathetic and focused on a successful outcome – regardless of how challenging the situation is that they are in.What you'll doProvide high caliber support to our sales team of Design Consultants and Installers.Answer questions and resolve inquiries from our valued clients related to product, warranty, installation, parts & repairs.Provide valuable insight to improving overall client experience through constant feedback.Contribute to achieving key organizational success factors (call metrics and responsiveness on resolution of inquiries).Respond timely to client inquiries while keeping adherence to assigned schedule, phone time and resolution time.Delight the client by exceeding expectations with their window covering needsWho you areAble to identify and execute resolution on a variety of customer service issues in a prompt mannerProvide a superior client experience by projecting patience, empathy, caring, and sincerity in voice tone and wordsA self-starter who consistently meets established productivity, schedule, call monitoring and survey score standardsAdaptable to change, with an ability to learn new skills and retain informationTeam-oriented with a positive outlook and willingness to go above and beyondAn exceptional written and verbal communicatorDetail-oriented, flexible, and able to multitask in a fast paced environmentFocused on providing exceptional service to both internal and external customersComfortable with computers, with an ability to navigate multiple systems at onceHigh school diploma or equivalent work experienceAbility to work full-time, five days a week with one of those days on Saturday (mandatory)Experience in a Customer Service based roleStrong communication skillsProficient in Microsoft Office technologyExperience in a call center environment is preferredWhat's in it for you?Hourly rate range: $18 - $19.50 In addition to competitive pay, you'll receive benefits including medical, dental, vision, time off with pay and a 401(k) plan with a degree of employer matching.We provide short-term and long-term disability benefits at no cost to you! In addition, we offer company-paid life and accidental death and dismemberment insurance with opportunities to elect additional voluntary insurance plans as well.We offer eligible employees six weeks of paid parental leave to bond with a child following birth, adoption, or foster placement.Enjoy amazing discounts on our 3 Day Blinds products as well as access to various other exclusive discount.This role currently operates in a work-from-home setting, but will have the opportunity to occasionally meet in-person in the future for meetings and training sessions. We strive to create a culture of learning and opportunity, and most importantly, an environment where you can feel passionate and connected to your work every day.We are searching for candidates that are driven, intelligent, creative, and entrepreneurial.  By offering challenging and accelerated opportunities for growth, powered by a shared hunger for success, we create a space for your career to thrive. What's yours? Position Overview:As a Customer Care Resolution Associate, you will ensure both internal and external customers receive the superior experience that our company is committed to delivering by anticipating their needs and exceeding their expectations. In return for your expertise, we are committed to providing competitive and robust total compensation and benefit packages to ensure you feel valued. You will leverage your superior product and process knowledge to resolve incoming inquiries and requests quickly and efficiently. With more than 100 years of innovation, we’ve defined our industry with proprietary products that deliver revolutionary style and functionality and can be found in millions of homes and commercial buildings globally.As a member of the Hunter Douglas family of brands, 3 Day Blinds is a national retail and manufacture leader of quality, custom-made blinds, shades, draperies, and shutters. It takes a talented group of individuals to do what we do, and we do it together as One Team.

IT Support Technician

Company: Upgrade, Inc.

Location: Orange County

Posted Aug 23, 2023

We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. What You’ll Do: Provide configuration and troubleshooting support for Mac OS and Windows environments.Resolve any issues related to our infrastructure, both internally hosted and cloud-based such as email, printers, wired and wireless networks, video conferencing and VPN.Track and maintain IT assets in the Irvine, CA office.Provide support and set up for audio visual equipment and video conferencing.Perform technical on-boarding of employees. Provide end user support for G Suite.Support ongoing projects.Ability for on-call.What We Look For:Experience with client application installations, patching, security and update procedures – iOS, Windows, ChromeOS and MacOSExperience troubleshooting and resolving issues with hardware and OSExperience with device management, inventory systems and methods. Familiarity with ticketing standards, practices, and workflows (Genesys, Zendesk, Atlassian (Jira, Confluence, Opsgenie). Experience with OS installation and imaging. Experience resolving issues with Audio and Video conferencing equipment/software (Zoom, Google Meet, etc).Ability to lift up to 50 lbs.Nice to Have:Experience troubleshooting VPN issues (OpenVPN, L2TP). Experience resolving issues with other 3rd party vendors (Kisi, TalkDesk, Polycom, Chromebox, Meraki, Tableau, Confluence, Dell, Chrome Remote Desktop, Okta, Slack, Lexis Nexis, insurance webapp products like B2B etc).What We Offer You: Competitive salary and stock option plan100% paid coverage of medical, dental and vision insurance Flexible PTOOpportunities for professional growth and development  Paid parental leaveHealth & wellness initiativesWe are an equal opportunity employer and value diversity at our company. We've also received recognition for being a best company for Diversity, Women, Culture, and Veterans.We are looking for new team members who get excited about designing and delivering new and better products to join a team of 1500 talented and dedicated professionals. The company is backed by some of the most prominent technology investors and was recently valued at $6.3B.We have built an energizing, collaborative and inclusive culture where team members help each other, learn and innovate to move the company and its customers in the right direction, and own the outcome of their efforts.Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, “Top Companies to work for in Arizona” and one of the "Best Engineering Department" awarded annually by Comparably. Come join us if you like to tackle big problems and make a meaningful difference in people's lives. Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers. We have delivered over $21 billion in affordable and responsible credit over the last 5 years. We were the fastest growing company in the Americas last year according to the Financial Times and Upgrade Card was the fastest growing credit card in America.

SEM Specialist

Company: 3 Day Blinds

Location: Orange County

Posted Aug 22, 2023

This position is currently in a hybrid format reporting to our headquarters in Irvine every Tuesday and Wednesday of the week. What you'll do?Assist with managing day to day paid search optimization (Google, Bing)Creative/Copy optimization and testingWork with Google/Bing reps on tactical and strategic plansAnalyze and report on campaign performanceWork collaboratively within Marketing Department and cross functionally across the businessWho you are?2-3 years proven SEM experience and success creating, managing, & Optimizing PPC, CPV, CPA, & tCPA campaigns across Google and BingFamiliarity with Google tCPA bid tacticsExperience using Google Ads Editor and Microsoft Ads Editor a plusAbility to analyze and suggest strategic/tactical changes based on a data driven methodologyExperience driving up conversion in a Lead-Gen based environmentWell-versed in performance marketing, conversion, and online customer acquisitionGA4 knowledge a plusStrong analytical skills and experience generating SEM reportsFamiliarity with A/B and multivariate experimentsUnderstanding and familiarity with most recent Google updates and the implications upon PPC performanceBusiness or marketing-related degree or equivalent professional qualificationExperience in media buying and planning across multiple channels, negotiation, creative design and process managementWhat's in it for you?Join an award winning, fun, creative, hands on and data driven marketing teamAnnual base salary range of $73,000-$83,000: bonus plan 5% potentialGenerous benefits package including medical, dental, vision, life, disability, time off with pay, a 401(k) plan with a degree of employer matching, paid parental leave, wellness program, education tuition assistance, and product discountsPlease note, all offers presented to candidates are carefully crafted to ensure market competitiveness, equity, and reflect the individual candidate’s education, experience, skills and potential.LI-MH1 Our dream is to become the fastest growing, most loved, window covering company in the world. What's yours? Position Overview:Reporting to the Manager of Paid Search, the Search Engine Marketing (SEM) Specialist oversees Paid Search Marketing efforts for a fast growing, well established Window Treatment Company. Candidate must be able to coordinate across multiple vendors and resources, organizing many moving parts into a fine tuned and well planned strategy and timeline. This individual must be Google AdWords Certified and must thrive in fast paced, quickly evolving environments that require extreme attention to detail. We strive to create a culture of learning and opportunity, and most importantly, an environment where you can feel passionate and connected to your work every day.We are searching for candidates that are driven, intelligent, creative, and entrepreneurial.  By offering challenging and accelerated opportunities for growth, powered by a shared hunger for success, we create a space for your career to thrive. Ideal candidate is familiar with all Google/Bing advertising tactics. In return for your expertise, we are committed to providing competitive and robust total compensation and benefit packages to ensure you feel valued. With more than 100 years of innovation, we’ve defined our industry with proprietary products that deliver revolutionary style and functionality and can be found in millions of homes and commercial buildings globally.As a member of the Hunter Douglas family of brands, 3 Day Blinds is a national retail and manufacture leader of quality, custom-made blinds, shades, draperies, and shutters. It takes a talented group of individuals to do what we do, and we do it together as One Team.

Product Manager

Company: Bluon

Location: Orange County

Posted Aug 25, 2023

Understanding of APIs and be able to speak to the technical aspects of integrationsBachelor's degree in Computer Science, Engineering, or a related field preferred (but not required)Strong understanding of marketplaces and integrationsStrong communication and presentation skills, with the ability to effectively collaborate with cross-functional teams and external partners.Demonstrated ability to manage multiple projects simultaneously, prioritize effectively, and meet deadlines.Self-motivated, proactive, and detail-oriented mindset.Strong leadership and influencing skills. Skills, Knowledge and Expertise 2+ years of experience as a Product Manager, or similar roleMust have prior experience working with Jira and Figma. If you are a motivated, results-driven, leader that wants to be a part of a positive, dynamic, get it done, fun team then we want to speak with you. Key Responsibilities Collaborate with cross-functional teams to define and execute the marketplace strategy, including evaluating integration requirements and formulating go-to-market plans.Assist the Director of Product in creating and owning the product roadmap - write feature documentation + user stories, prioritize feature development, plan iterations, and keep developers and design teams unblocked.Work with partner's product teams to ensure seamless and thoughtful integrations with our partners - must have enough technical knowledge to technically discuss APIs Working directly with the Director of Product to manage and coordinate multiple teams of developers (both internal and external and across multiple time zones) Assist the Director of Product in creating and owning the product roadmap - write feature documentation + user stories, prioritize feature development, plan iterations, and keep developers and design teams unblocked.Serve as a subject matter expert, providing guidance and support to internal and external stakeholders regarding marketplace and partner integrations and partnership opportunities.Identify potential strategic partnerships with complementary businesses, technology providers, and industry stakeholders to enhance Bluon's product offerings and market presence.Regularly interacting with the senior management team, including the SVP of Software, CEO and COO, on strategy and product content Understand customer and partner user needs in-depth, including communicating and working directly with our team of inhouse HVAC technicians.Streamline product communication between Bluon management, internal teams, and our external development teams.Assist with organizing design and development sprints and consult product owners on how to prioritize their product roadmap. (Bluon does not sponsor)* Benefits Annual salary depending on experience level Equity via options vesting over 4 yearsComprehensive health, dental and vision benefitsUnlimited personal time off + sick time11 holidays per yearCompany paid meals (Monday-Friday) *Legally authorized to work in the United States on a full-time basis. As the Product Manager, you will play a crucial role in driving the development and success of our App. In this critical role, you will own partner relationships and integrations with our platform. Your expertise in managing partnerships and integrating our offerings with external platforms will be essential in expanding our reach and maximizing our impact in the HVAC industry. Product Manager Department: Software Development Employment Type: Full Time Location: Irvine, CA Description Bluon, Inc. is looking for a dynamic and motivated individual to join our team as a Product Manager.

Frequently Asked Questions

What are typical salary ranges by seniority for Retirement Plan roles?
Entry‑level Analyst: $55,000–$70,000; Mid‑level Manager: $80,000–$100,000; Senior Director: $120,000–$150,000; C-suite Executive: $180,000+ depending on firm size.
Which skills and certifications are essential in Retirement Plan careers?
Core skills: ERISA knowledge, fiduciary duty, data analysis, Excel, SQL, and plan software (e.g., Fidelity, Vanguard). Certifications: PTC (Plan and Trust Compliance), CFP (Certified Financial Planner), and Actuarial credentials (Associate or Fellow).
Is remote work available for Retirement Plan positions?
Yes—many firms offer hybrid or fully remote roles, especially for analysts and compliance staff, as plan data can be accessed securely via VPN and cloud platforms.
What career progression paths exist within Retirement Plan?
Typical trajectory: Analyst → Senior Analyst → Manager → Senior Manager → Director of Retirement Solutions → VP of Benefits. Each step adds fiduciary responsibility, client portfolio management, and strategic planning.
What industry trends are shaping Retirement Plan careers?
Key trends include fintech integration for automated plan management, ESG‑aligned investment options, increased regulatory scrutiny (e.g., SEC 2025 updates), and higher demand for data‑driven plan optimization.

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