Retirement Plan Jobs in Rochester, New York

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

Health Analytic Consultant - Remote in East Region

Company: UnitedHealth Group

Location: New York, NY

Posted Jan 23, 2025

UnitedHealthcare is offering a role for an Analytic Consultant to provide strategic consultative services, focusing on health plan performance analytics. The role involves creating client-specific insights, presenting engagements, and collaborating with internal teams. The successful candidate will have a Bachelor's degree, 3+ years in a customer-facing role, and strong Excel and PowerPoint skills. The position offers a salary range of $89,800 to $176,700 annually, along with comprehensive benefits and opportunities for growth. UnitedHealthcare is committed to diversity, equity, and environmental sustainability.

Branch Operations Lead - Brooklyn North, NY

Company: JPMorgan Chase

Location: New York, NY

Posted Jan 23, 2025

The job posting is for a Branch Operations Lead Trainee in Branch Banking. The role involves collaborating with the Branch Manager and employees to ensure accurate and efficient customer transactions, while maintaining a welcoming and friendly service. The successful candidate will help customers make the most of their money through education and advice, tailored to their financial needs. Key responsibilities include setting the branch environment for an exceptional customer experience, engaging with clients, managing cash devices, and supporting the Branch Manager in all aspects of branch operations. The ideal candidate should be detail-oriented, organized, and able to multi-task, with a dedication to following policies and procedures. Preferred qualifications include demonstrated ability to connect with customers, influence team members, and have some experience in branch banking or related fields. The company, Chase, is a leading financial services firm committed to creating engaged, lifelong relationships with customers and promoting diversity and inclusion.

Assistant Vice President; Sr Data Analyst

Company: Merrill

Location: New York, NY

Posted Jan 23, 2025

Bank of America is offering a job opportunity with a focus on responsible growth and being a great place to work. The role involves ensuring data products and services are valuable to users, analyzing complex financial datasets, and partnering with other departments to ensure data accuracy. The job requires a Master's degree and 2 years of experience in quantitative occupations. Benefits include competitive pay, discretionary incentives, and industry-leading benefits.

Store Associate

Company: CVS Health

Location: New York, NY

Posted Jan 23, 2025

Legal Writer

Company: Thomson Reuters

Location: New York, NY

Posted Jan 23, 2025

Securities Quantitative Analytics Associate (Req. #001504)

Company: Wells Fargo

Location: New York, NY

Posted Jan 23, 2025

Wells Fargo is seeking a Securities Quantitative Analytics Associate in New York, NY. The role involves implementing pricing and risk analytics in C++ or Java, testing and debugging code, collaborating with various teams, and using source code management tools. The ideal candidate should have a Master's degree in a quantitative field and relevant experience. The position offers a competitive salary range of $133,300 - $237,100, along with comprehensive benefits. Wells Fargo values diversity and inclusion, and the role requires adherence to risk and compliance programs.

(USA) Coach/Ops Mgr Trainee

Company: Walmart

Location: New Milford, CT

Posted Jan 23, 2025

The role involves leading and developing teams effectively through teaching, training, and active listening. This includes touring stores, providing feedback, and communicating with associates at all levels regarding store operations and business initiatives. The individual will model exceptional customer service, resolve customer issues, and drive financial performance. They will also provide supervision, development opportunities, and ensure compliance with company policies. Walmart offers competitive pay, performance-based incentives, and various benefits including health, financial, and paid time off benefits.

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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