Retirement Plan Jobs in Portland, OR

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

Talent Coordinator

Company: Baker Newman Noyes

Location: Portland, ME

Posted Sep 25, 2023

All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity and expression, national origin, age, disability, genetic information, veteran status, marital status, or any other protected characteristic under applicable law. We support this through a variety of benefits, including: 20 days paid time off, 5 sick days, 11 paid holidays 6-week paid parental leave Health, Dental, Pet, Vision, Disability and Life Insurances 401(k) Plan with company match Profit Sharing Plan Business-casual office environment Baker Newman Noyes is an Equal Employment Opportunity employer. BNN's culture champions career advancement, mentorship, community involvement, and exceptionally responsive client service. This position offers an opportunity to collaborate with HR professionals, employees, and management to ensure the smooth execution of processes and procedures. With offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. Competencies and Position Requirements Assists in the recruitment process by maintaining our employer profiles and posting job listings on various job boards Assists in sourcing candidates for key, hard-to-fill roles Assists in organizing and attending job fairs, networking events, and other recruitment activities to promote the organization and its opportunities Assists with various projects within Zoom Info and LinkedIn to create pipeline Responsible for ongoing communication to upcoming new hires with extended start dates Submits referral bonus requests to payroll Assists with the new hire onboarding process, including coordinating training schedules, launching background checks, deploying communications to new hires, & distributing and collecting new hire forms Supports People Operations Generalist with offboarding administration Administers user access for the Learning Management System for Continuing Professional Education (CPE) Provides and processes the Certified Public Accountant (CPA) Exam Study Material Agreement for new hires and submits CPA bonus requests to payroll Assists with planning, participating in, and executing a variety of HR special events which may include meal coordination, logistics, scheduling, and communication Supports learning and development with research of topics, creating presentations, scheduling, and various transactional tasks Provides general administrative support for the team, firm-wide internal initiatives, and any other responsibilities as assigned Education and Experience 1-3 years of prior experience in an administrative or HR support role Effective organizational skills and attention to detail Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Effective communication skills, both written and verbal Ability to handle sensitive and confidential information with discretion and professionalism Strong interpersonal skills and the ability to work collaboratively within a team Flexibility to adapt to changing priorities in a fast-paced environment Work Environment Some travel required Ability to work a flexible schedule based on business needs Hybrid work option Supportive and collaborative culture BNN strongly believes in maintaining a healthy balance between work and personal life. About the Position If you're looking for a rewarding opportunity in a professional atmosphere with immense positivity, incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. BNN was founded to create opportunity for our employees, clients, and communities. The Talent Coordinator will play a crucial role in supporting talent acquisition operations and other areas of human resources. We provide expert accounting and advisory services across several industries.

Regulatory Compliance Analyst I

Company: MEMIC

Location: Portland, ME

Posted Oct 09, 2023

The Regulatory Compliance Analyst I ensures that accurate rate, rule and form filings are submitted to the applicable states within the timeframes established in order to ensure the success of the Underwriting Team’s production goals.Researches, interprets and communicates new and existing regulatory requirements to business partners in a timely and efficient manner.Prepares and submits rate, rule and form filings to regulatory agencies for approvals.Responds to state objections and involves actuarial assistance as necessary.Monitors all assigned states for changes in rates, rules and forms and takes appropriate action to satisfy filing requirements.Maintains timely and accurate documentation of compliance issues across all business areas.Coordinates rate, rule and form changes with all functional areas to ensure the integrity of the company policy administration system(s) and tests the policy administration systems for accuracy.Maintains a database for all filing activity in assigned states.Fosters business relationships with Underwriters and other staff regarding the status of filing activity and changes to the policy administration system. Leads special projects when assigned. Requirements: Bachelor's Degree in Business Administration or related field or equivalent work experience.Experience in insurance fields, specifically workers’ compensation insurance rules and concepts is desired.Sense of urgency and the ability to prioritize conflicting responsibilities.Accuracy and attention to detail a must.Ability to analyze regulatory changes, develop appropriate action plan and make independent decisions.Must have excellent analytical, reading, comprehension and writing skills.Proficient in Microsoft Office, including Excel and Word, is a must.Prior experience with SERFF preferred.Effectively communicates using written, verbal and listening skills.Excellent information gathering skills and the ability to convert and summarize research data for others a must.Our comprehensive benefits package includes all traditional offerings such as:Health Insurance options, Dental Insurance options and Vision InsuranceEmployee Life Insurance/AD&D and Dependent Life Insurance optionsShort-term & Long-term DisabilityHealth Savings Account with potential employer matchFlexible Medical and Dependent Care AccountAccident InsuranceCritical Illness InsuranceEmployee Assistance ProgramLegal/Identify Theft Insurance optionsLong Term Care InsurancePet Insurance401 (k) Retirement Plan with match up to 5%, plus profit sharing & discretionary contributions (subject to vesting)4 weeks of Paid Time Off (PTO)7 paid holidaysWe also offer other benefits to help foster a healthy, balance lifestyle such as:Flextime schedulesPaid Parental LeaveStudent loan paydown and refinancing assistanceEducational assistance for job related courses, seminars, certifications or degreesOne paid day every year to volunteer for your non-profit of choiceOn-site fitness center (Maine & Virginia) or fitness reimbursementSubsidized parkingSit-Stand desks & daily stretch breaksMEMIC is committed to a policy of nondiscrimination and equal opportunity for all employees and qualified applicants without regard to race, color, religious creed, national origin, ancestry, age, disability, genetics, gender identity, veteran's status, sexual orientation, or any other characteristic protected by law. At MEMIC our values are to be conscientious, to be an expert, to be a partner, to be curious and to be transparent.The Regulatory Compliance Analyst I’s primary responsibilities include drafting filings, communicating with internal business partners, corresponding with state regulators as part of the filing process and testing the policy administration system for accuracy. MEMIC is an equal opportunity employer encouraging diversity in the workplace. IND2022 The Mission of The MEMIC Group is to make workers' comp work better with compassion, trusted partnerships, and relentless commitment to workforce safety. The secret to the success and longevity of great organizations is their shared vision and strong values.

Hexagon BIM Manager

Company: Access Sciences

Location: Portland, OR

Posted Oct 01, 2023

Required Skills, Experience, and Knowledge Bachelor's degree in the building industry 5+ years of experience as a BIM Manager5-10 years of Hexagon Intergraph S3D (SmartPlant 3D), SPID (SmartPlant P&ID), SPEL (SmartPlant Electrical).Working knowledge of Microsoft Office Suite. This includes drafting a BIM protocol and/or BIM implementation plan. Job Duties Participate in workgroup to help refine Intel BIM standards, and guidelines.Define and communicate project goals and milestones.Establish documented processes, procedures, and workflows.Manage interoperability of BIM and design engineering and construction tools.Ensure project adherence to BIM requirements.Refine and monitor quality control programs.Lead and facilitate project kick-off meetings and follow-up activities.Seek out improvements to efficiency and productivity in the organization's processes.Research, test and document new technology and processes. Nice to have Experience with Autodesk Revit and AutoCADExperience with coding (dynamo, C or python)Experience with ISO 19650 If this sounds like just the kind of flexible opportunity you are looking for, then please fill out our short initial application. For this role you will work with the Senior BIM Manager on site. The BIM manager has an administrative role in which you are responsible for setting goals, demands, and requirements. You guide and monitor the BIM processes during the project organization and throughout the entire construction chain. You will operate on a strategic, tactical, and operational level to bring different parties together and encourage them to collaborate during the entire project. Furthermore, you oversee all contractual obligations associated with BIM and working arrangements with all parties concerned in the construction process. Good luck!

Marketing Manager-Audigy

Company: Audigy

Location: Portland, OR

Posted Sep 23, 2023

We do not discriminate on the basis of race, color, national origin, religion, age, gender identity, sexual orientation, marital status, disability, genetic information, veteran status, or any other basis prohibited by federal, state, or local law. Women, minorities, veterans, LGBTQIA+ individuals, and persons with disabilities are encouraged to apply. Be the primary point of contact for marketing strategy with the member while driving execution of the strategy with the Marketing Shared Services teams; may include digital marketing, direct mail, traditional advertising (newspaper/outdoor/television/radio), telemarketing, grassroots, and special events.Provide marketing direction and expertise to assigned cross-functional teams (which may include an Operations Manager and a Finance Manager, among others) in the concepts of marketing plan creation, execution, and monitoring.Be responsible for the strategic recommendation of holistic marketing plans, reporting on those results, and translating those results into actions to improve overall marketing performance.Integrate yourself within the members' practices through coaching, training, and regular contact with key staff to ensure the marketing plan is moving forward.Travel to member practices and training events to complete on-site audits, training, and presentations. EDUCATION & EXPERIENCE: Bachelor's degree in appropriate field of study or equivalent work experience5+ years of experience in marketing account management, marketing consulting, marketing strategy, or other relevant experienceExperience building marketing budgets and calendars, compiling and presenting marketing reports and analytics, creation of brand style guides, and/or management of other marketing briefs and presentationsBackground in leading digital marketing strategy, including website builds, content calendars, social media and blog strategy, and paid digital media plans; understanding of and familiarity with current digital marketing trends and certification in search and/or digital paid media a plus WORKING ENVIRONMENT: Hybrid work environment (work in-office minimum two days per week required)Travel required - up to 25% PHYSICAL DEMANDS: This position will spend long hours sitting and using office equipment and computers, which can cause muscle strain. You are responsible for helping a portfolio of clients (members) generate patient flow through traditional, grassroots, and digital marketing solutions. You do this by liaising between members, their staff, and Audigy's internal teams to build an effective strategy and execute that strategy consistently. Salary range is $70,000-$80,000 annually (DOE), with a variable commission structure, a $75/month cell phone allowance, and the following benefits: Medical/dental/vision401(K) w/company matchParental/family leave w/transition back to workHybrid work environmentGenerous PTO and paid holidaysFree gym membershipDaycare flexible spending accountEducation reimbursementHearing instrument benefit ESSENTIAL FUNCTIONS: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. POSITION OVERVIEW: As a Marketing Manager, your role is similar to that of an account manager with a focus on marketing. Audigy is an Equal Opportunity Employer that values a diverse and inclusive workforce. Marketing Consulting (Marketing Manager) This is a great role for a business professional with experience in supporting accounts with a focus on marketing.

Scientist II

Company: Ensign-Bickford Industries, Inc.

Location: Portland, ME

Posted Sep 29, 2023

EnviroLogix is seeking a Scientist II to join their team. The role involves developing, optimizing, and validating rare reagents or assays for detecting and measuring proteins, chemicals, and DNA targets. Responsibilities include assay design, project management, method validation, and collaboration with operations and quality. The ideal candidate should be a motivated team player with strong organizational skills, analytical abilities, and proficiency in independently developing assays. A Bachelor's degree in a related scientific field with at least 5 years of laboratory experience, or a Master's with 3 years of experience, is required. The position is exempt and reports to a Department Supervisor or Manager.

Project Manager IV

Company: Unum

Location: Portland, ME

Posted Sep 24, 2023

Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide. $75,500.00-$135,900.00 Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience. Company: Unum Design Thinking, Six Sigma, ADKAR).Extensive knowledge of logical data model/management.Extensive knowledge of Unum's products and businesses preferred.Effectively uses technical project management toolsExceptional ability to work effectively in a dynamic, rapidly changing business and technical environment.Exceptional initiative and ability to set stretch goals. Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. General understanding of business requirement management and quality management in order to meet expected business solutions.Manages project quality through activities such as conducting appropriate reviews, obtaining approvals, and taking corrective action when necessary, with mentoring by a more experienced project manager, if applicable.Ensures that project documentation is complete, current and Knowledge Managed (KM) appropriately.Articulates project management best practices with peer group and others within Unum, as applicable.Contribute to adjustments to the corporate system development methodology.Proactively identifies barriers and resolves issues, determining contingency plans (executing as needed), while mitigating risk. Ensures that project member's time and experience is well utilized. This position is responsible for applying appropriate knowledge, skills, tools, and techniques to project activities to meet large, complex, cross-functional project requirements involving business applications, either automated or non-automated.

Director, Product Design

Company: SurveyMonkey

Location: Portland, OR

Posted Oct 11, 2023

We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. At SurveyMonkey, we weave employee feedback into everything we do to create forward-looking benefits policies, employee programs, and an award-winning culture, including best workplace for parents, our annual holiday refresh, our annual week of service, and our C.H.O.I.C.E Fund. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. Actual base pay is based on a number of factors including market location, job-related knowledge, education or training, skills, and experience.Bonuses and commissions may also be offered as part of the total compensation package, in addition to a competitive benefits package including medical, dental, vision, life, and disability insurance; 401(k) retirement plan; flexible spending & health savings account; paid holidays; paid time off; employee assistance program; and other company benefits.LI-remoteWhy SurveyMonkey? In addition, we’ve reimagined the way we work to allow employees to choose what works best for them -- working in-person, fully remote, or a hybrid model that combines the two through our Choice Model. Our commitment to an inclusive workplaceSurveyMonkey is an equal opportunity employer committed to providing a workplace free from harassment and discrimination. We’re glad you asked SurveyMonkey is a place where the curious come to grow. Reporting to the VP of Research and Design, your team will be responsible for a major redesign of our core survey authoring experience, our new Forms offering, and use-case-based Market Research Solutions. What you’ll be working onAttract, develop, and retain a diverse, world-class team with a strong sense of purpose and belonging; provide guidance, mentoring, and coaching to ensure the team is performing at its bestCreate, drive, and execute on a strategic vision to reimagine the core survey authoring experience, which can be executed in incremental phases that drive real customer value.Focus on the customer journey end-to-end, from survey creation through analysis, partnering with the teams responsible for other key flows to ensure a cohesive experience. Use experimentation, customer feedback, and data-driven insights to shape the experience strategy and deliver high-impact design work.  Provide strong representation for design and customer experience with Product and Engineering counterparts.We’d love to hear from people withExperience leading complex application product design efforts, both as a designer and managerA proven track record of hiring and growing designers at all levelsAbility to create products customers love and drive business outcomes incrementallyStrong leadership presence with the ability to build relationships, evangelize design, and influence at all levels of the organizationExperience bringing disparate experiences together into a unified platformStay up-to-date on design trends and best practices in the creation tools and product-led growth spaceThe base pay provided for this position ranges from $201,960 / year - $273,240 / year depending on the geographic market and assuming a full-time schedule. Accommodations are available for applicants with disabilities. We’re building an inclusive workplace where people of every background can excel no matter their time zone. Learn more at surveymonkey.com.What we’re looking forWe’re looking for a Product Design Director with experience modernizing complex experiences and a passion for design that drives business outcomes.

Back End Engineer

Company: ADT

Location: Portland, OR

Posted Sep 24, 2023

And as times change, so do we. Familiar with microservice architecture, development, and deployment. 5+ years of experience working with AWS, Docker, Kubernetes, etc. Familiarity with web authentication specifically with sessions, API tokens, and JWTs. Above all, our mission is clear: we help save lives for a living. Our continuous innovation, advanced technology and strategic partnerships deliver products and services that help protect life and valuables, whether at home, your business or on the go. We also offer 6 paid holidays. We offer employees access to healthcare benefits, a 401(k) plan and company match, short-term and long-term disability coverage, life insurance, wellbeing benefits and paid time off among others. WeAreADT Check out more about life at ADT here. As the 1 smart home security provider in the U.S., we help protect and connect families, businesses and larger commercial customer every day.

Team Lead, Embedded Systems Engineer

Company: Clario

Location: Portland, ME

Posted Oct 06, 2023

Behaviors: • We do the right thing; for our customers, patients, sites and each other. We take charge of events, delivering exceptional work for our customers, patients and each other. Behaviors: • We learn; embracing change, questioning how we work, finding a better way. And We're passionate about it.• We lift each other up; respectful of different views, we listen are inclusive, and support each other to succeed. Behaviors: • We prioritize; focusing on what matters, never compromising on quality.• We commit; delivering what we say we will, working with energy and intent, sharing what we learn with each other., People first, always We think of others before we think of ourselves. We have a deep understanding of our customers, and deep empathy for patients-and each other. And if it doesn't go to plan, we don't blame each other; instead, we own it and grow together• We partner' with each other, with customers, patients and sites, working with them to understand their goals and then deliver the best solutions, Deliver Exceptional We step forward because responsibility powers us; we don't leave others to do what we can do ourselves. We're united by our purpose-it's why we go above and beyond to support each other, emphatically. Other duties and responsibilities may be assigned, as required. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Marketing Coordinator

Company: Diversified Communications HQ

Location: Portland, ME

Posted Sep 30, 2023

Strong interpersonal communication and collaborative drive; strong project management, planning, and organizational skills. Strong ability to plan and take initiative; creative; a collaborative, team-focused; ability to recognize priorities while juggling multiple projects and tasks. Understand The Running Event strategy and goals set by the Director and Manager, assisting with marketing campaign deliverables and executionWrite, edit, and implement compelling, brand-appropriate copy for websites, landing pages, emails/ newsletters, press releases, social media, promotional buzz kits, etc.Maintain a detailed content calendar for social media sites, creating graphics, posting consistently, monitoring comments, and regularly engaging with online communitiesWork directly with the sales teams to develop and execute exhibitor emails and sales materialsHelp develop, execute, and measure performance of promotional materials for attendee and exhibitor marketing, including social media, emails, partner programs, and sponsorshipsWork with marketing manager to ensure brand attributes and messaging are consistent across all communications and channels (email, print, social media, websites, etc. )Implement strategies to grow and strengthen the attendee database.Serve as a liaison for coordinating and executing sponsored activities, including marketing emails, display ads, and more (coordinating schedule with Marketing Manager)Coordinate pre-event show ship and onsite logistics for internal product team, keeping an up-to-date inventory of all marketing promotional supplies, assisting with the mobile app, and executing onsite social media coverageWork with marketing manager on bartered promotional activities; develop and execute advertising activities with industry associations and media partnersAssist with creating registration set-up letter and testing registration sites before launchLiaise and collaborate across core internal teams, including Design, Inbound, Web, and Data Knowledge: 1-3 years of related work experience in marketing Skills: Experience with social media platforms and tools (Facebook, Instagram, Twitter, LinkedIn, Buffer), Canva, WordPress or similar CMS, Microsoft Office Suite, and email programs (Marketo) strongly preferred. Basic design capabilities and knowledge required. Abilities: Attention to detail; able to prioritize multiple projects and deadlines. Travel: Will be required Excellent copywriting and editing skills required. The marketing coordinator will help develop marketing content and copy, assist with digital projects, and track and analyze campaigns. Some knowledge of Google Analytics a plus.

Implementation Project Manager

Company: Lazarus Naturals

Location: Portland, OR

Posted Sep 25, 2023

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Benefits Fully Stocked Kitchen, PTO, Medical, Dental and Vision Requirements Bachelor's degree in Business Administration, Project Management, or related field. Thanks, and we look forward to hearing from you. This is a full-time role based in Portland, OR. Documentation and Reporting: Create and maintain project documentation, including project plans, status reports, and documentation of system configurations. Veterans strongly encouraged to apply. Ensure data migration, integration, and testing are executed effectively. Strong communication and leadership skills. PMP certification is a plus.

Senior Product Manager - Machine Learning

Company: Momentive.ai

Location: Portland, OR

Posted Oct 13, 2023

We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. At SurveyMonkey, we weave employee feedback into everything we do to create forward-looking benefits policies, employee programs, and an award-winning culture, including best workplace for parents, our annual holiday refresh, our annual week of service, and our C.H.O.I.C.E Fund. You will play a vital role across our product organization, coordinating with other product line PMs and cross-functional stakeholders in Machine Learning, Product, Engineering, Design, Growth, Customer Support, Sales and Product Marketing. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. Actual base pay is based on a number of factors including market location, job-related knowledge, education or training, skills, and experience.Bonuses and commissions may also be offered as part of the total compensation package, in addition to a competitive benefits package including medical, dental, vision, life, and disability insurance; 401(k) retirement plan; flexible spending & health savings account; paid holidays; paid time off; employee assistance program; and other company benefits.LI-remoteWhy SurveyMonkey? In addition, we’ve reimagined the way we work to allow employees to choose what works best for them -- working in-person, fully remote, or a hybrid model that combines the two through our Choice Model. Our commitment to an inclusive workplaceSurveyMonkey is an equal opportunity employer committed to providing a workplace free from harassment and discrimination. We’re glad you asked SurveyMonkey is a place where the curious come to grow. We’re building an inclusive workplace where people of every background can excel no matter their time zone. Accommodations are available for applicants with disabilities. The Machine Learning charter will be pivotal to the future growth of SurveyMonkey and its position in the market vs other leading competitors.What you’ll be working onDrive ML product strategy and lead teams toward the vision of a ML-enabled productWork closely with other product managers to ship ML capabilities across the users’ survey journey. Develop ML product and ML platform roadmap and requirements working with cross functional teams to execute by planning and managing expectations with stakeholders across the companyDeliver key ML & Insights features and capabilities from concept-to-launchWork closely with our UX design and research teams to deeply understand our persona across various segments to drive common ML and Insights capabilities that can be leveraged by other product teams Analyze data and other feedback sources to refine product delivery iteratively Define a set of success metrics to measure customer satisfaction and business impact and utilize them in decision-makingLead us through change, evolution, and growth.We’d love to hear from people with7+ years of Product Management experience which includes 3+ years of delivering ML features that involve UI/UX for external customersKnowledge of technical infrastructure needed for training and deploying machine learning productsA knack for keeping an eye on competition and building a data driven business case and justification for your product roadmap Familiarity with machine learning strategies to solve customer problemsExperience working on an Insights product is a huge plusClear understanding of product led growth and how products can be leveraged as a sales, marketing, onboarding and retention strategy.Experience managing a complex set of products at different stages of their lifecycle and communicating the complexity simply and cleanlyDemonstrated ability to drive impact through cross-functional leadershipEffectively balance short-term goals and long-term visionStrong collaborator, you love helping product managers, engineers, designers, and other teams around you do their best workAbility to deal with ambiguity, change, and shifting prioritiesThe base pay provided for this position ranges from $130,560 / year - $176,640 / year depending on the geographic market and assuming a full-time schedule.

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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