Retirement Plan Jobs in Philadelphia, Pennsylvania

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

Sales Coordinator

Company: Clark Capital Management Group

Location: Philadelphia, PA

Posted Mar 04, 2024

Clark Capital is looking for a motivated individual to support their sales team in multiple regions. The candidate should be a self-starter with strong organizational and sales skills. Duties include handling inbound requests, coordinating events, and ensuring compliance with industry regulations. The successful candidate will receive excellent compensation and benefits, including health insurance, a 401(k) plan, and career development assistance.

PPC Tech

Company: SMB Team

Location: Philadelphia, PA

Posted Mar 03, 2024

The SMB Team, a rapidly-growing digital marketing and coaching business for attorneys, is seeking a PPC and SEM Strategist. The role offers a competitive salary, performance-based bonuses, unlimited vacation, comprehensive benefits, education budget, company activities, and a flexible work style. Key responsibilities include creating and implementing campaign strategies, building successful PPC and LSA campaigns, and demonstrating excellent writing, organizational, and communication skills. The ideal candidate has 2+ years of paid search experience, SEO and Facebook Ads experience is a plus. Legal Marketing experience is strongly preferred.

Client Analytics Support & Operations

Company: AmerisourceBergen

Location: Philadelphia, PA

Posted Mar 03, 2024

Cencora is seeking a Senior Analytics Data Analyst with extensive pharmaceutical/healthcare experience to join their Analytics Center of Excellence. The role involves transforming data into actionable insights, leading complex analysis, and mentoring junior team members. The ideal candidate should have a Bachelor's degree, strong SQL skills, and proficiency in reporting packages like Power BI, SSRS, Tableau, or Qlik View/Qlik Sense. Cencora offers competitive compensation, benefits, and resources to support wellness and professional growth.

Product Owner

Company: TherapyNotes, LLC

Location: Philadelphia, PA

Posted Mar 03, 2024

TherapyNotes is a leading provider of behavioral health Practice Management and Electronic Health Records (EHR) software. The company is known for its innovative SaaS solution that integrates patient scheduling, medical records, billing, and electronic claims. TherapyNotes values collaboration, innovation, and continuous learning, fostering an environment where employees can grow and make a difference in mental health care. The company is currently seeking a Product Owner with 3+ years of experience in product management, strong analytical skills, and proficiency in collaboration software. The role involves managing the product lifecycle, creating detailed requirements, and leading Agile ceremonies. Benefits include a competitive salary, flexible work hours, comprehensive insurance, retirement plan, and personal development budget.

Senior Enterprise Sales Manager

Company: eMoney Advisor

Location: Philadelphia, PA

Posted Mar 03, 2024

The Senior Enterprise Sales Manager is a key role responsible for leading sales efforts for financial institutions, achieving ARR targets, and fostering a culture of professional development. The position requires a SaaS technology background, established relationships with high-level decision-makers, and strong knowledge of financial services. The ideal candidate should have superior communication skills, strategic thinking, and the ability to manage complex negotiations. The salary range is $109,000 - $149,000, with additional benefits. eMoney Advisor values diversity and inclusion, offering equal employment opportunities.

Customer Success Representative

Company: TherapyNotes, LLC

Location: Philadelphia, PA

Posted Mar 03, 2024

TherapyNotes is seeking a Customer Success Representative to join their team. The role involves training customers on TherapyNotes software, providing inbound call and email support, maintaining customer support documentation, and ensuring high standards of accuracy. The position offers a competitive salary of $45,000 per year, along with benefits such as retirement plan with company matching, full health, life, disability, and dental insurance, personal development/training budget, and a collaborative work environment. The ideal candidate should have customer service experience, be tech-savvy, and have excellent communication skills.

Senior QA Tester

Company: Customers Bank

Location: Philadelphia, PA

Posted Mar 03, 2024

Customers Bank, a super-community bank founded in 2009 with over $22 billion in assets, is seeking an experienced Senior Tester. The role involves planning, designing, executing, and managing comprehensive testing activities, with a focus on API testing and various testing applications. The ideal candidate should have a Bachelor's degree in Computer Science, Finance, or a related field, at least 5 years of experience in software testing, and expertise in automation testing using tools such as Selenium, Appium, or equivalent. Knowledge of financial industry regulations and compliance requirements, as well as strong analytical and problem-solving skills, are also required. Customers Bank is an equal opportunity employer committed to diversity, equity, and inclusion.

Senior Digital Marketing Client Success Specialist

Company: SMB Team

Location: Philadelphia, PA

Posted Mar 03, 2024

The SMB Team, a rapidly-growing digital marketing and coaching business for attorneys, is seeking a Senior Client Experience Specialist. The role offers a competitive salary, comprehensive benefits, and opportunities for bonuses and unlimited vacation. Key responsibilities include managing VIP accounts, strategizing with clients, and over-communicating results. Requirements include 5-7 years of digital marketing agency experience, law firm client experience, and strong interpersonal skills. The SMB Team is an Equal Opportunity Employer.

System Integration Analyst

Company: FreedomPay

Location: Philadelphia, PA

Posted Mar 03, 2024

<p>The FreedomPay Commerce Platform is the technology of choice for many of the largest companies across the globe in retail hospitality lodging gaming sports and entertainment foodservice education healthcare and financial services FreedomPays technology has been purposely built to deliver rock solid performance in the highly complex environment of global commerce The company maintains a worldclass security environment and was first to earn the coveted validation by the PCI Security Standards Council against PointtoPoint Encryption with EMV standard in North America FreedomPays robust solutions across payments security identity and data analytics are available instore online and onmobile and are supported by rapid API adoption The award winning FreedomPay Commerce Platform operates on a single unified technology stack across multiple continents allowing enterprises to deliver a consistent repeatable experience on a global scale FreedomPay is a fast paced high growth company with a great culture with competitive benefits and compensation with a business casual atmosphere<p> <p><br ><p> <p>We are currently seeking a Systems Integration Analyst who is up to the task of working in a fast paced high demand environment This is a full time salaried position You will join a team of analysts responsible for testing and delivering innovative products to market that covers everything from hardware system integrations to web based user interfaces You will have opportunities to learn many different technologies and business industries You will be rewarded for working effectively diligent selfsufficient and by inspiring innovation This is a customer facing position Primary Job Responsibilities will be <p> <p><br ><p> <p><b>Aptitude Expertise Team Work<b><p> <p><span> Learn and adapt to the ever changing hardware and software environments of payment systems and processing<span><p> <p><span> Work with various payment hardware devices and POS systems within the lab environment<span><p> <p><span> Read and understand business requirements and technical design documentation<span><p> <p><span> Provide assistance or suggestions to influence product design<span><p> <p><span> Work closely with a team to meet deadlines sharing in responsibilities and providing assistance<span><p> <p><span> Train production support staff and technicians on new products and features system setup and configuration<span><p> <p><span> Provide detailed technical and support documentation<span><p> <p><span> Grow to become a product and implementation SME<span><p> <p><br ><p> <p><b>Integration Certification QA Support<b><p> <p><b> <b><span> Conduct integration certifications with 3rd party software integrators understand implementation tailor test suite accordingly analyze test data provide feedback<span><p> <p><span> Work closely with QA team providing testing support integration details technical support<span><p> <p><span> Assist on occasion with creating and executing thorough test plans including positive and negative testing functional testing and regression tests<span><p> <p><span> Test efficiently with innovative tools and automation<span><p> <p><span> Work with QA team identifying testing gaps proper coverage and testing approach relative to complex integrations and system use cases<span><p> <p><span> Work with engineers on troubleshooting and identifying root causes of dev issues and production issues alike<span><p> <p><br ><p> <p><b>System Integration and Partner Support<b><p> <p><b> <b><span>Work with software integrators to certify integrations to our platforms<span><p> <p><span> Provide strong customer service communication to integrators and end users<span><p> <p><span> Respond to technical questions in person via email or over the phone<span><p> <p><span> Work with Engineers gathering details and conveying the technical information back to integrators<span><p> <p><span> Work closely with resellers and implementers with knowledge transfer documentation installation procedures troubleshooting level 3 technical support<span><p> <p><span> Provide oversight and guidance in the device ordering process per integration details<span><p> <p><span> Publish training manuals test cases specifications and other technical documentation<span><p> <p><span> Help enforce version control and proper documentation<span><p> <p><span> Notify customers of product availability<span><p> <p><b>Preferred Skills and Experience<b> <p><ul><li><b>Bachelors Degree in computer science management information systems or a related degree from an accredited college or university<b><li> <li><b>Demonstrate a strong technical aptitudeexperience in software development a plus<b><li> <li>Experience working with <li> <li> Windows CE XP 7 8 10<li> <li> Office 2007 2013<li> <li> Software Testing Essentials<li> <ul><p><b>Desired Skills and experiences<b> <p><ul><li>Administration of systems such as Jira Confluence Zephyr<li> <li>PCI policies and best practices<li> <li>Knowledge of the payment industry including EMV eCommerce sites industry best practices<li> <li>Java<li> <li>Net<li> <li>Lua<li> <li>iOS<li> <li>Android<li> <li>POS systemshardware experience a plus Micros Point of Sale Ingenico VeriFone in various industries retail hotel ecommerce restaurant<li> <ul><p> <p><p>As the fastest growing commerce company in the industry we offer the opportunity for tremendous upward mobility within the company as well as development and professional growth opportunities FreedomPay provides exceptional benefits including medical prescription dental and vision coverage Life Insurance Retirement Plans with company match commission sharing plan flexible hybrid working environment and great parental and other leave programs All positions must be able to successfully pass a background check as well as a credit check<p> <p><p>

Digital Marketing Client Success Specialist

Company: SMB Team

Location: Philadelphia, PA

Posted Mar 03, 2024

The SMB Team, a rapidly-growing digital marketing and coaching business for attorneys, is seeking a Client Experience Specialist. The role offers a competitive salary, comprehensive benefits, and opportunities for bonuses and career growth. Key responsibilities include managing client accounts, strategizing with internal teams, and communicating effectively with clients. Requirements include 3-5 years of digital marketing agency experience, strong interpersonal skills, and a deep understanding of digital marketing services. The SMB Team is an Equal Opportunity Employer.

Project Controls Engineer

Company: Project Farma

Location: Philadelphia, PA

Posted Mar 06, 2024

Project Farma, a leading advanced therapy technical operations consulting company, is seeking a Project Controls Engineer. The role involves working collaboratively with clients, vendors, and contractors to support biomanufacturing projects. Key responsibilities include creating alignment with cross-functional client departments, providing hands-on support for cutting-edge equipment and manufacturing processes, and producing key project controls deliverables. The ideal candidate should have a Bachelor's degree in Life Science, Engineering, or related discipline, at least 1 year of consulting and/or project controls experience, and proficiency in Smartsheet's, Microsoft Projects, and/or Primavera. The company offers a competitive salary, aggressive bonus structure, and comprehensive benefits package.

Quality Analyst

Company: Bainbridge Health

Location: Philadelphia, PA

Posted Mar 03, 2024

Bainbridge Health, a spin-out company of the Children's Hospital of Philadelphia, is seeking a Quality Analyst to join their Engineering Team. The role involves overseeing product and data quality, participating in the software development lifecycle, and ensuring compliance with industry standards. The ideal candidate should have prior experience in quality and compliance controls, excellent communication skills, and a strong belief in teamwork and collaboration. The company offers competitive compensation, comprehensive health benefits, flexible vacation, and a remote working 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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