Retirement Plan Jobs in PORTLAND, Oregon

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

Benefit Specialist Trainee (Long Term Disability)- HYBRID

Company: Unum Group

Location: Portland, ME

Posted Nov 19, 2024

Unum, a Fortune 500 company, is seeking a Benefit Specialist Trainee for its Portland, Maine home office. The role involves learning essential skills to resolve claims, understand Unum products, policies, and procedures, and provide excellent customer service. The trainee will be mentored for 12 months, gaining knowledge in contractual, medical, vocational, disability, and return-to-work strategies. The position offers a competitive salary range of $40,000-$75,600, along with comprehensive benefits including healthcare, insurance, performance-based incentives, paid time off, and a 401(k) plan with employer match.

CDL Delivery Driver/Service Specialist - Wilsonville, OR

Company: BAXTER

Location: Portland, OR

Posted Nov 19, 2024

Baxter is creating a new company, Vantive, from its $5B Kidney Care segment. Vantive will leverage Baxter's 70-year legacy in acute therapies and dialysis to provide top-tier patient care. The company aims to revolutionize kidney care and offer meaningful work. The Service Specialist (CDL Delivery Driver) role involves delivering dialysis products to home patients and centers. Benefits include a sign-on bonus, paid time off, insurance, retirement savings, and more. The position requires a valid CDL, medical card, and ability to lift up to 50 pounds.

Management & Sales Training Program

Company: Lee Company

Location: Portland, OR

Posted Nov 19, 2024

The Sherwin-Williams Management & Sales Training Program is an 18-24 month entry-level position designed to prepare individuals for a Store Management role. The program includes 6-8 weeks of intensive training, followed by a typical 44-hour workweek. Participants will collaborate with store management, oversee a million-dollar business, and learn all aspects of operations, sales, and strategy. The training equips participants with skills for a successful career in management and professional sales, offering limitless career opportunities and leadership development. Sherwin-Williams values diversity and inclusivity, encouraging applications from all backgrounds.

Risk Management Advisor

Company: Intact (intactfc.com)

Location: Portland, OR

Posted Nov 19, 2024

The company is looking for a Risk amp Compliance Advisor to join their growing team. The role involves developing and executing a control validation framework, building key relationships, and working closely with the leadership team. The company offers a range of benefits, including a financial rewards program, employee share purchase plan, and flexible work arrangements.

Customer Service Coordinator

Company: Penske Motor Group

Location: Portland, OR

Posted Nov 19, 2024

The Penske Customer Service Coordinator role involves managing customer maintenance requests, coordinating repairs, and planning shop work. Key responsibilities include developing workforce plans, communicating with customers, ensuring unit readiness, vendor accountability, and maintaining shop productivity. Qualifications include 2 years of customer service experience, 1 year of mechanical experience, and preference for supervisory and service department administration experience. A high school diploma is required, with preference for higher degrees and ASE certification. The role involves physical demands such as frequent movement, lifting up to 50lbs, and working in various weather conditions.

Relationship Manager II- Portland, ME

Company: TD Bank

Location: Portland, ME

Posted Nov 19, 2024

TD Bank is seeking an Institutional Relationship Manager II (IRM) in Portland, Maine. The role involves increasing assets and revenue by providing investment solutions to entity clients such as corporations, NFP entities, and government entities. The IRM will serve as the central point of contact for these clients, partnering with various teams to maximize the overall TD Bank relationship. Key responsibilities include gathering institutional client assets, deepening wallet share, and meeting sales goals. The ideal candidate will have a 4-year degree, 10+ years of related experience, and relevant certifications like Series 7, 63 & 65, or Series 66. They should possess strong consultative sales experience, relationship management skills, and a proven track record in business development. The role offers competitive compensation, growth opportunities, and a supportive work environment.

Wealth Management Client Associate

Company: Bank of America

Location: Portland, OR

Posted Nov 19, 2024

Merrill Wealth Management offers comprehensive wealth management services, specializing in goals-based wealth management. The company values diversity and inclusion, fostering a culture-driven, resilient, and results-focused work environment. A job is available for client service support, responsible for assisting multiple Financial Advisors, ensuring client satisfaction, and promoting Bank of America's offerings.

Branch Office Administrator

Company: Edward Jones

Location: Oregon, OH

Posted Nov 19, 2024

Edward Jones is seeking a Branch Office Administrator (BOA) for a full-time position in Oregon, OH. The role involves working closely with Financial Advisors to help clients achieve their long-term financial goals. BOAs are valued members of the client team, with responsibilities including delivering exceptional service, participating in annual business planning, and identifying opportunities for additional services. The company offers comprehensive training, a supportive network, and competitive compensation. Benefits include medical, dental, vision coverage, disability insurance, a 401k plan, and paid holidays. The ideal candidate should have strong relationship-building skills, the ability to work independently, and proficiency in office technology.

Proposal Specialist

Company: IFS

Location: Portland, OR

Posted Nov 19, 2024

The company IFS is described as a billion-dollar revenue company with 6000+ employees, delivering award-winning enterprise software solutions. The job description for the Proposal Specialist role involves supporting sales efforts, developing RFx responses, and working closely with the IFS North America Regional Sales and Presales leadership.

Store Associate

Company: CVS Health

Location: South Portland, ME

Posted Nov 19, 2024

CVS Health is seeking Retail Store Associates to join their team, emphasizing a human-centric approach to healthcare. The role involves providing excellent customer service, maintaining the sales floor, supporting store activities, and assisting in the pharmacy. The company offers competitive pay, comprehensive benefits, and opportunities for career growth. No prior retail experience is required, but a high school diploma is preferred.

Management & Sales Training Program - Floorcovering

Company: Lee Company

Location: Portland, OR

Posted Nov 19, 2024

The Sherwin-Williams Floorcovering Management & Sales Training Program is an 18-24 month entry-level position designed to prepare individuals for roles in Facility Management or Sales Representative. The program offers opportunities for advancement into Operations Manager or Field Technician positions. Candidates will gain knowledge in facility operations, product knowledge, installation techniques, customer service, and client development. The training program provides leadership development, professional networking opportunities, and a clear career trajectory. The role involves partnering with facility leadership, sales, and regional management to oversee a multi-million-dollar business. Sherwin-Williams values diversity and offers comprehensive benefits.

Merrill Financial Solutions Advisor - Oregon & SW Washington Market

Company: Bank of America

Location: Portland, OR

Posted Nov 19, 2024

Merrill Wealth Management, a leading global provider of wealth management and investment services, is seeking a Financial Advisor. The role involves working with high-net-worth clients, identifying their needs, developing relationships, and preparing investment recommendations. Key responsibilities include leveraging technology for business growth, profiling clients to determine their investor profile, and building a sustainable book of business. The successful candidate will join the Advisor Development Program, receiving training and mentorship to become a successful independent financial advisor. Merrill values diversity and offers continuous training, professional development, and opportunities for growth. Required qualifications include Series 7 & 66 licenses, two years of financial service industry experience, and strong relationship-building skills.

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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