Retirement Plan Jobs in South Bay

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

Billing Specialist

Company: Smart Choice Communications

Location: Tampa Bay, FL

Posted Jan 26, 2025

SmartChoice, a leading provider of business cloud communications, is seeking a Billing Specialist. The role involves managing the Billing Distribution Inbox, creating and monitoring tickets, performing data entry, and assisting with the monthly bill run. The ideal candidate should have a Bachelor's Degree in Finance, Accounting, or Business Management, 2+ years of accounting or billing experience, and proficiency in MS Office, MS Teams, and Excel. The company offers a competitive salary, benefits, and a positive work environment.

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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