Retirement Plan Jobs in Raleigh-Durham, NC

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Looking for Retirement Plan jobs in Raleigh-Durham, NC? Browse our curated listings with transparent salary information to find the perfect Retirement Plan position in the Raleigh-Durham, NC area.

Operations Associate

Company: Palmetto Technology Group, Inc.

Location: Charlotte, NC

Posted Feb 28, 2024

<p><strong>General Overview <strong><p> <p>PTG an IT Managed Service Provider MSP is seeking an Operations Associate to support the various operations initiatives of the Company As the Operations Associate you will provide analyticalbased findings to the executive team to better guide value creation initiatives such as revenue profitability and overall company maturity growth Reporting directly to the COO you will be responsible for delivering analyticalbased findings to help prioritize key initiatives and explain underlying trends in the business supporting operating diligence for new investment opportunities and preparing the quarterly board presentation for our investor group This role will have direct line of sight into the strategy and operations execution of a fastgrowing Private Equitybacked company If you are a highly motivated team player looking for a way to break into the Private Equity Operations industry this position is a great opportunity for you<p> <p><strong>Responsibilities<strong><p> <p><u>Operational Analytics<u> Conduct complex data analyses from multiple sources to identify underlying profitability trends to support operating initiatives Examples include product level profitability tracking customer growth analyses new product launch modeling employee retention etc Courser has significant opportunity to grow its revenue and profitability the Operations Associate will be essential in helping plan and execute these plans by providing datadriven discipline<p> <p><u>Strategy Development<u> Assist the executive team in maintaining and tracking its quarterly annual and multiyear strategic plan Courser has developed a discipline in tracking and executing goals that cover the Company valuecreation needs the Operations Associate will guide this strategy and ensure the Company stays on track<p> <p><u>Operations Planning<u> Support and build initiative plans that define key stakeholders and team members deliverables milestones action plans and success Courser believes that every initiative requires a rocksolid plan the Operations Associate will partner with the COO to develop these plans<p> <p><u>Strategy Deliverables and Reporting<u> Work with the executive team members across OperationsIntegration MampA Sales HR and Finance to prepare deliverables for key meetings and summits such as the quarterly board meeting biannual company checkin meetings company allhands meetings etc The Courser executive team is highly collaborative and delivers content to our key stakeholders to move the Company forward the Operations Associate will play a lead role in preparing these presentations<p> <p>Other duties as assigned<p> <p><strong>Qualifications<strong><p> <p>2+ years of experience working in an analyst role experience in<p> <p>Investment Banking or Management Consulting is a plus<p> <p>Strong analytical capabilities in excel experience in PowerBI is a plus<p> <p>Strong technical understanding of financial modeling<p> <p>Excellent analytical and problemsolving skills with the ability to synthesize complex<p> <p>information and make datadriven decisions<p> <p>Ability to work effectively in crossfunctional teams and collaborate with diverse<p> <p>stakeholders including Sales MampA OperationsIntegration HR and Finance<p> <p>Strong communication and presentation skills with the ability to convey complex<p> <p>ideas through concise presentations and memos<p> <p>Proactive and selfdriven with a desire to gain greater experience in Operations<p> <p>If youre ready to take your career to the next level we would love to hear from you This role is perfect for analysts working in a larger advisory organization Investment Banking or Management Consulting seeking an operations role with a company We are looking to turn your analytical financial modeling expertise into a career in operations<p> <p>PTG is an equal opportunity employer Applications are considered for positions without regard to veteran status uniformed service member status race creed color religion gender gender identity sex sexual orientation citizenship status national origin marital status age physical or mental disability genetic information caregiver status or any other category protected by applicable federal state or local laws<p>

Customer Success Associate

Company: Infovisa, Inc.

Location: Charlotte, NC

Posted Feb 28, 2024

The Customer Success Associate role at Infovisa involves providing first-level support to clients, resolving operational issues, and conducting training. The position requires a 4-year degree, 3 years of experience, and proficiency in Microsoft Office. Infovisa is a leading provider of financial technology solutions, empowering trust, wealth management, and retirement professionals.

Senior Product Manager

Company: Energetiq Technology

Location: Wilmington, NC

Posted Feb 26, 2024

The Senior Product Manager for Laser Driven Light Sources is responsible for setting the company's direction for new product development. This role involves identifying potential customers and applications, conducting market research, generating product requirements, and determining specifications, production timetables, pricing, and gross margin targets. The Senior Product Manager also serves as the key interface to an extended sales team and key OEM and end-user customers. Key responsibilities include defining and executing product strategy, identifying market share growth opportunities, owning product positioning, pricing, profitability, and life cycle management, and acting as a product evangelist with the global Hamamatsu and Distributor sales organizations. The ideal candidate should have a Bachelor's degree in a Science or Engineering discipline, 10+ years of solid and relevant experience with customer-facing roles and a highly technical product in product management, sales, or product marketing, and Original Equipment Maker (OEM) experience. Semiconductor Capital Equipment experience is strongly preferred. The candidate should have a proven track record converting prospects into revenue-generating accounts, proficiency with MS Word, MS Excel, PowerPoint, and working knowledge of Access databases, impeccable attention to detail, excellent organizational skills, good presentation skills, and the ability to lead and work collaboratively in a team. The role requires a willingness to thrive in a fast-paced environment, work extra hours to meet customer needs and company objectives, and excellent English communication skills. The candidate should be comfortable interacting with staff at all levels within the customer organization and willing to travel in and outside the USA, with 15-20% travel anticipated.

Senior Workday HRIS Analyst

Company: Pretium

Location: Charlotte, NC

Posted Feb 28, 2024

All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, genetic information, marital status, sexual orientation, national origin, disability, age, veteran status, or any other characteristic protected by federal, state, or local law. Workday certification (e.g., Workday HCM Core, Reporting, Integrations) preferred. Excellent communication, interpersonal, and problem-solving skills. Experience with Workday integrations using PICOF, EIBs, and Web Services. Proficiency in Workday Report Writer, Advanced Reporting, and Workday Prism Analytics. Requirements Bachelor’s degree in information systems, human resources, business administration, or related field. Integrations: Design, configure, and maintain integrations between Workday and other systems, ensuring data accuracy and integrity. Transactional Support: Provide day-to-day support for HRIS-related inquiries, issue resolution, and transactional activities. Vaccination against Covid-19 is required, except where prohibited pursuant to state or local law. Troubleshoot integration issues, perform testing, and implement solutions to address any issues or gaps.

MPG Operations Manager

Company: TAT Technologies Ltd

Location: Greensboro, NC

Posted Feb 27, 2024

TAT Piedmont is experiencing rapid growth, with revenues expected to increase by more than 40% in 2023, 2024, and 2025. The MPG Operations Manager for the Machining, Plating, and Grinding (MPG) Business at Piedmont will have the opportunity to significantly impact the company's future by developing and enhancing processes and procedures. The role requires a dynamic leader who can drive capacity development, maintain quality, and reduce costs to increase profitability. The MPG Operations Manager will be responsible for creating and executing the overall business strategy, assessing organizational performance, and implementing processes to improve effectiveness and build a sustainable competitive advantage. The ideal candidate will have a Bachelor's degree in business administration, engineering, manufacturing operations, or related field, or 5+ years of senior leadership experience in a complex MRO manufacturing environment, preferably in the aviation/aerospace MRO industry.

Manager of Sales, Target, Men&apos;s Underwear and Socks

Company: Hanesbrands Inc.

Location: Greensboro, NC

Posted Feb 24, 2024

We are transparent. Everyone is respected and included. This position requires full COVID-19 vaccination. When we fail, learn from it. Our behavior aligns with our values. Do What's Right - We behave ethically. Create Opportunity for All - With success comes opportunity. Our products make the world a better place. Act Like Owners - We take action. We provide opportunities for all associates to reach their Full Potential.

Auction Cataloger

Company: The Downsizers

Location: Raleigh-Durham, NC

Posted Feb 28, 2024

The Consignors, a division of The Downsizers, is seeking a detail-oriented individual with a passion for antiques, art, and collectibles. The role involves researching and accurately describing items for auction catalogs, assessing item value, and determining appropriate sales venues. The candidate should be proficient in Microsoft applications, have strong research skills, and be comfortable working in a fast-paced, team-focused environment. The position offers a competitive hourly rate, flexible scheduling, paid training, and benefits including a 401(k) plan and health insurance.

Network Systems Engineer

Company: Comporium

Location: Charlotte, NC

Posted Feb 26, 2024

Comporium is a diversified communications company offering a range of services including voice, video, data, wireless, and security. The company is uniquely positioned to provide one-stop-shopping for all communications needs. The job description involves designing, developing, and managing server hardware and software, providing leadership on critical projects, and ensuring optimal system uptime and performance. Responsibilities include planning and leading maintenance of software and hardware systems, designing and supporting server systems, working with various groups to manage large system projects, and developing and implementing common security practices. The ideal candidate should have a Bachelor's Degree or equivalent experience, extensive experience with Linux/Unix systems, strong knowledge of scripting languages, and expert level experience in DevOps/Security practices. Excellent problem-solving skills, technical aptitude, and relevant certifications are required. The role also involves providing advanced on-call technical support and training junior engineers.

Human Resources Manager

Company: Alston & Bird

Location: Charlotte, NC

Posted Feb 25, 2024

Alston & Bird, an international law firm, is seeking a Human Resources Manager for their Charlotte office. The role involves managing HR operations, including candidate interviews, onboarding, performance management, and employee relations. The successful candidate will manage Legal Administrative Assistants, coordinate payroll and benefits, and ensure compliance with labor laws. The ideal candidate should have 5+ years of HR experience, preferably in a law firm or professional services setting, and possess excellent communication, organizational, and interpersonal skills. A Bachelor's degree and relevant certifications are required. Alston & Bird is an Equal Opportunity Employer.

Process Engineer

Company: Shapeways

Location: Charlotte, NC

Posted Feb 26, 2024

One Team, Innovate, Think Critically, Drive Results, Be Passionate. Join us at Shapeways and become part of a team that values collaboration, innovation, critical thinking, results, and passion. Wellness - We care about your well-being. At Shapeways, we believe in living our core values every day, which are the driving force behind our success. Benefits and perks include: Healthcare that fits your needs - We offer excellent medical, dental, and vision plan options that provide coverage to employees and dependents. Minimum 5 years of experience in a medium-volume injection molding manufacturing environment Comprehensive knowledge and proficiency in injection molding processes, engineering-grade materials, machines, robotics, and auxiliary equipment Creative thinking, strong analytical skills, and excellent interpersonal, verbal, and written communication skills Experience with 3D CAD and MoldEx simulation software Proficiency in DOE and statistical data analysis Comprehensive knowledge of the Scientific Injection Molding process and studies (Gate Seal, Flow, Cooling Time, etc.). This balance may be used in conjunction with the 20% employee discount toward purchasing items from our marketplace Quarterly Employee Engagement Events - We will meet virtually, work in small teams, and compete for a prize! Ownership - Every Shapeways employee will be granted equity in the company 401(k) with Employer Match - Join the team and we will immediately invest in your future Parental Leave - Robust paid time off for new parents; both primary and secondary leave Generous Paid Time Off - Accrued PTO starting on day 1, plus additional days off when you’re not feeling well, to observe holidays, or just to destress. Conduct process improvement initiatives focused on cycle time reduction, material conversion, and statistical capability enhancements. From Commuter Benefits to FSAs to a platform to promote financial well-being to gym reimbursement to standing desks to a partnership with One Medical...we’ve got you covered Learning &amp; Development - Through continued education/mentorship on the job and our investment in LinkedIn Learning, we’re focused on your growth as a working professional Credit and Discount - Each quarter, employees will earn a $100 credit in their Shapeways account - that’s $400 a year!

Development Director - JusticeMatters

Company: Armstrong McGuire

Location: Raleigh-Durham, NC

Posted Feb 25, 2024

JusticeMatters, a nonprofit law firm founded in 2009, is seeking a Development Director to lead fundraising efforts. The ideal candidate will have at least 5 years of experience in comprehensive resource development, a proven track record of securing major gifts, and a passion for the organization's mission. The role involves creating and implementing a fundraising plan, managing donor relationships, and driving grant applications. The position offers a salary in the $80K range, benefits, and a 4-day work week.

CCB- Data Domain Architect - Associate

Company: JPMorgan Chase

Location: Wilmington, NC

Posted Feb 26, 2024

<p><b>Job Description<b> The Finance Data amp Insights Team is an agile product team responsible for the development production and transformation of Financial data and reporting across CCB Our vision is to improve the lives of our people and increase value to the firm by leveraging the power of our data and the best tools to analyze data generate insights save time improve processes amp control and lead the organization in developing skills of the future Our overall product objectives include 1 constructing a data environment that enables crossbusiness customercentric decision making and reporting needs across CCB in a consistent framework 2 creating an ecosystem of dashboards sourced from authoritative data sources to replace all manual management reporting and to allow our employees to focus on generating actionable insights 3 eliminating user tools saving time and increasing ability to generate insights through data dashboards and developing new capabilities <br ><strong> Job Description <strong> <br >Data Analysis and Business Management This position will assist in the development management and maintenance of the Consumer Analytic Reporting Infrastructure CARI for the Chase Consumer and Business Banking lines of business The role requires a strong technical and analytical background with a focus on reconciliation and analysis between multiple data sources Interaction between Finance Information Technology and other groups are required to ensure modifications to the infrastructure fully meet business requirements <br ><strong> Role and Responsibilities <strong> <br ><p><ul><li> Perform financial data analysis between the general ledger and data warehouse <li> <li> Work closely with the business usersanalysts to understand requirements and functional needs <li> <li> Ability to create and translate business requirements into prototype solutions for newenhancement requests with appropriate standards <li> <li> Work closely with endusersIT during the UAT phase of the project and perform testing to ensure new functionality meets end user requirements <li> <li> Work with IT to migrate to production the developed solutions <li> <li> Validate that production results comply with business requirements and expected results <li> <li> Ensure reconciliation of existing financial systems including general ledger and account based applications leveraging Essbase Tableau and SQL <li> <li> Ability to leverage Essbase providing analysis and reporting across all levels of management including cross line of business <li> <li> Provide a high level of responsiveness to adhoc requests whatif scenario data analytics and regulatory inquiries <li> <ul><p> <br ><strong> Skills Competencies NeededEducation Qualifications <strong> <br ><p><ul><li> 3+ years of total experience within MIS Business Intelligence andor Analytics roles <li> <li> Must be proficient in SQL query writing Demonstrated knowledge of data warehousing concepts and exposure to one or more Business Intelligence toolsets and database platforms OracleSQL ServerTeradata CognosBO SASR <li> <li> Must be proficient with analysis in Excel including but not limited to Pivot Vlookup trend analysis etc <li> <li> Must be proficient in one or more data amp business intelligence concepts including ETL Data Modeling Reporting Automation andor Dashboarding <li> <li> Selfstarter team player good communication skills be proactive in asking help when needed <li> <li> Ability to take cuesguidance and solve problems independently <li> <li> Big DataTableau experience a plus <li> <ul><p> <br >LIHYBRID<br ><b>About Us<b> Chase is a leading financial services firm helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products Our mission is to create engaged lifelong relationships and put our customers at the heart of everything we do We also help small businesses nonprofits and cities grow delivering solutions to solve all their financial needs <br >We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success We are an equal opportunity employer and place a high value on diversity and inclusion at our company We do not discriminate on the basis of any protected attribute including race religion color national origin gender sexual orientation gender identity gender expression age marital or veteran status pregnancy or disability or any other basis protected under applicable law In accordance with applicable law we make reasonable accommodations for applicants and employees religious practices and beliefs as well as any mental health or physical disability needs<br >The health and safety of our colleagues candidates clients and communities has been a top priority in light of the COVID19 pandemic JPMorgan Chase was awarded the WELL HealthSafety Rating for all of our 6200 locations globally based on our operational policies maintenance protocols stakeholder engagement and emergency plans to address a postCOVID19 environment<br >As a part of our commitment to health and safety we have implemented various COVIDrelated health and safety requirements for our workforce Employees are expected to follow the Firms current COVID19 or other infectious disease health and safety requirements including local requirements Requirements include sharing information including your vaccine card in the firms vaccine record tool and may include mask wearing Requirements may change in the future with the evolving public health landscape JPMorgan Chase will consider accommodation requests as required by applicable law<br >We offer a competitive total rewards package including base salary determined based on the role experience skill set and location For those in eligible roles discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions We also offer a range of benefits and programs to meet employee needs based on eligibility These benefits include comprehensive health care coverage onsite health and wellness centers a retirement savings plan backup childcare tuition reimbursement mental health support financial coaching and more Additional details about total compensation and benefits will be provided during the hiring process<br >Equal Opportunity EmployerDisabilityVeterans<br ><b>About the Team<b> Our Consumer amp Community Banking division serves our Chase customers through a range of financial services including personal banking credit cards mortgages auto financing investment advice small business loans and payment processing Were proud to lead the US in credit card sales and deposit growth and have the mostused digital solutions all while ranking first in customer satisfaction<br >The CCB Data amp Analytics team responsibly leverages data across Chase to build competitive advantages for the businesses while providing value and protection for customers The team encompasses a variety of disciplines from data governance and strategy to reporting data science and machine learning We have a strong partnership with Technology which provides cutting edge data and analytics infrastructure The team powers Chase with insights to create the best customer and business outcomes<p>

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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