Retirement Plan Jobs in Tucson, AZ

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

Partner Marketing Specialist (Phoenix, AZ based)

Company: Trainual

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Dec 08, 2023

TL;DR - Work when, where, and how you work best. We know you want to. We want everyone to have a community, trusted relationships, easy collaboration, and a clear path for growth while maintaining autonomy, ownership, and flexibility. Hybrid Work at Trainual At Trainual, we believe everyone has a key, literally. Listen to others, and relate to them. At Trainual, be helpful everywhere possible." Check, check, check. This value means you are an owner of your experience, productivity, and growth. If you don’t tick every box, please don’t rule yourself out just yet. We trust you, or we wouldn't have hired you.

Client Service Associate *

Company: Morgan Stanley

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Dec 06, 2023

DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile Confirm authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors Prepare financial plans, client reports, and other materials for client meetings Review and take appropriate action on client account alerts OTHER Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors Qualifications: EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred High School Diploma/Equivalency College degree preferred Knowledge/Skills Strong industry, product, and branch procedures knowledge Exceptional writing, interpersonal and client service skills Detail oriented with superior organizational skills and ability to prioritize tasks Strong computer skills and knowledge of Microsoft Office products Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated and results driven Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Reports To: Business Service Officer Morgan Stanley EOE committed to diversifying its workforce. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. M/F/D/V POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm.

Distinguished Engineer - Zelle

Company: Early Warning

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Dec 08, 2023

Early Warning Services, LLC ("Early Warning") considers for employment, hires, retains and promotes qualified candidates on the basis of ability, potential, and valid qualifications without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote equal employment opportunity and affirmative action, in accordance with all applicable federal, state, and municipal laws. Work may require occasional standing, walking, kneeling, and reaching. • 12 weeks of Paid Parental Leave • Maven Family Planning - provides support through your Parenting journey including egg freezing, fertility, adoption, surrogacy, pregnancy, postpartum, early pediatrics, and returning to work. Additionally, candidates are eligible for a discretionary bonus, and benefits. Excellent interpersonal, oral, and written communication skills. Must convey responsiveness and competence when dealing with internal customers, staff, peers, senior management, and vendors. Demonstrated experience with state- of- the- art technology, architecture and design concepts, open-source operating systems, database systems, computer networking, and security. Early Warning Services takes into consideration a variety of factors when determining a competitive salary offer, including, but not limited to, the job scope, market rates and geographic location of a position, candidate's education, experience, training, and specialized skills or certification(s) in relation to the job requirements and compared with internal equity (peers). Work experience that demonstrates a strong sense of ownership, urgency, and drive. The business actively supports and reviews wage equity to ensure that pay decisions are not based on gender, race, national origin, or any other protected classes.

Sr On-Site Service Specialist

Company: Ricoh USA, Inc.

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Dec 06, 2023

Uses shrink-wrap machine, paper cutter, hole driller, bindery equipment, jogger, tape machine, stackers, electric stapler and scales in completion of various jobs contracted. Uses all copier equipment, calculator, fax machine, postage meter and some PC. May perform light maintenance, and cleaning duties as assigned. Performs filing duties, which may include 'purging' and archiving old documents. Job Description ContinuedQUALIFICATIONS (Education, Experience, and Certifications)Requires high school diploma or GED and 1-2 years of related work experience. Some related copy job experience is preferred. May occasionally perform shipping, receiving and dock work in a mailroom type environment May require periodic overtime on nights and weekends, including off-hour emergency response. May perform building occupant moves within assigned facilities. Understanding of Ricoh Services Portfolio Technology Ensures data for Ricoh MOR, SPG and job logs are captured Performs other duties as assigned. May travel between customer's buildings.

Senior Product Manager (Phoenix, AZ based)

Company: Trainual

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Dec 08, 2023

TL;DR - Work when, where, and how you work best. We want everyone to have a community, trusted relationships, easy collaboration, and a clear path for growth while maintaining autonomy, ownership, and flexibility. Hybrid Work at Trainual At Trainual, we believe everyone has a key, literally. We know you want to. Listen to others, and relate to them. At Trainual, be helpful everywhere possible." This value means you are an owner of your experience, productivity, and growth. In order to build trust, understand the real picture, and help create change, we need to build real relationships. We trust you, or we wouldn't have hired you. 12 paid holidays.

Small/Medium Business Solutions Engineer II

Company: Nextiva

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Dec 04, 2023

We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 🚀 To check out what’s going on at Nextiva, check us out on Instagram, Instagram (MX), YouTube, LinkedIn, and the Nextiva blog. Additional workplace awards include 2021 LinkedIn Talent Employee Engagement Champion, Comparably’s Best CEO 2021, Best Company Culture 2021 and 2018, Best Company Compensation 2022, 2021 and 2019, and Glassdoor’s 2020 Best Places to Work. In 2022, Nextiva has been recognized by Comparably as the ‘Best Place to Work’ in the following categories: Best Company Leadership, Best CEO for Women, Best Global Culture, and Best Places to Work in Phoenix. Strong oral, written, presentation, collaboration, and interpersonal communication skills Ability to work as part of a team to solve both technical and sales-related problems Compensation, Rewards & Benefits: Nextiva provides a comprehensive employee benefits package that includes medical (including supplemental plans for accident, hospitalization and critical illness), telemedicine, dental, vision, disability, life insurance, legal assistance, an Employee Assistance Plan, paid parental bonding leave, PTO for hourly employees and Flexible Time Off (FTO) for salaried employees, an employee long-term savings plan (401k) through Fidelity with Nextiva matching, comprehensive employee wellness programs and loads of learning and development opportunities which are coupled with career paths to last a lifetime. It is important to realize that a component of the responsibilities will include assisting the customer, account executive, and customer success teams with the discovery, analysis, and recommendation of strategic solutions for the customer. Nextiva is an equal opportunity employer. Take ambiguous and sophisticated client problems, define the opportunity, drive innovative ideas, and recommend practical next steps. Convey a deep understanding of both our solution and the customer's architecture Orchestrate and develop cross-functional solutions guides & templates to make process more repeatable and effective Ability to travel based on territory alignment and region Qualifications: 5-10 of experience in a presales role at a SaaS company Prior success in selling the value of customer care, service, cx, contact center, or related solutions Strong familiarity and technical knowledge of omni-channel engagement, conversational AI, social & reputation management, and other customer service software solutions Bachelor's degree in computer science, software engineering, MIS, or equivalent relevant experience required. For additional information about E-Verify visit USCIS.

Account Manager

Company: Republic Services

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Dec 04, 2023

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, relationship or association with a protected veteran (spouses or other family members), genetic information, or any other characteristic protected by applicable law. Partners with the operations team, when needed, to address customer services issues. (Required) Valid driver's license. EEO STATEMENT:Republic Services is an equal opportunity employer. Responsible for capturing customer emails, minimizing rate restrictions and customer credits. PREFERRED QUALIFICATIONS: Waste or transportation industry experience. Builds relationships and increases Company visibility through participation in Company-sponsored activities, trade shows, chamber of commerce events and other similar activities. Increases customer penetration by selling full suite of Republic Services products. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company. MINIMUM QUALIFICATIONS: Minimum of 1 year of relevant sales experience.

Senior Director, Ukraine/Poland and Senior Legal Director

Company: Nextiva

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Dec 06, 2023

We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Manager, Benefits and People Operations, [email protected], ref jobDK01. 🚀 To check out what’s going on at Nextiva, check us out on Instagram, Instagram (MX), YouTube, LinkedIn, and the Nextiva blog. EOE. Additional workplace awards include 2021 LinkedIn Talent Employee Engagement Champion, Comparably’s Best CEO 2021, Best Company Culture 2021 and 2018, Best Company Compensation 2022, 2021 and 2019, and Glassdoor’s 2020 Best Places to Work. Qualified applicants send cover letter and resumes to: Nextiva, Lisa Fitch, Sr. In 2022, Nextiva has been recognized by Comparably as the ‘Best Place to Work’ in the following categories: Best Company Leadership, Best CEO for Women, Best Global Culture, and Best Places to Work in Phoenix. Experience executing, managing, signing agreements, performing transactions, signing financial and banking documents as well as other legally binding documents such as contracts, powers of attorney, orders, instructions, and regulations for a European company. Compensation, Rewards & Benefits: Nextiva provides a comprehensive employee benefits package that includes medical (including supplemental plans for accident, hospitalization and critical illness), telemedicine, dental, vision, disability, life insurance, legal assistance, an Employee Assistance Plan, paid parental bonding leave, PTO for hourly employees and Flexible Time Off (FTO) for salaried employees, an employee long-term savings plan (401k) through Fidelity with Nextiva matching, comprehensive employee wellness programs and loads of learning and development opportunities which are coupled with career paths to last a lifetime. Experience Requirements: 24 months of experience in job offered, Director of Legal, Europe and Executive Director, Associate, or closely related.

Digital Technology Specialist

Company: Cranial Technologies

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Dec 07, 2023

Please no phone calls regarding the position. If you are unable to submit your application, please email the recruiting department at [email protected] for assistance. *internal candidates are not eligible for a sign-on bonus. Once your application has been reviewed, you should receive an update on your status via email. Please keep an eye on your spam and junk mail. You will receive a confirmation email stating your application has been submitted. $1,000 sign on bonus* Manufacturing Facility Address: 6511 W Frye Rd, Suite 3 Chandler, AZ 85226 Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Requirements: Must possess strong visual skills and a crafts-person eye for detail Excellent computer skills and prior experience (personally or professionally) with 3D software Ability to work independently in a quiet, computer environment Analytical mindset with attention given to details Exceptional time management skills Strong communication and customer service skills in working with co-workers Ability to work a Monday - Friday schedule with some possible overtime during the week or on Saturday. This position is on site in our facility located in Chandler, AZ (202 and Kyrene) with the opportunity to become a hybrid role in the future. Each DOC Band is custom made using state-of-the-art equipment.

Product Management Director - Payments

Company: Early Warning

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Dec 05, 2023

Early Warning Services, LLC ("Early Warning") considers for employment, hires, retains and promotes qualified candidates on the basis of ability, potential, and valid qualifications without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote equal employment opportunity and affirmative action, in accordance with all applicable federal, state, and municipal laws. • 12 weeks of Paid Parental Leave • Maven Family Planning - provides support through your Parenting journey including egg freezing, fertility, adoption, surrogacy, pregnancy, postpartum, early pediatrics, and returning to work. Additionally, candidates are eligible for a discretionary bonus, and benefits. Work may require occasional standing, walking, kneeling and reaching. Early Warning Services takes into consideration a variety of factors when determining a competitive salary offer, including, but not limited to, the job scope, market rates and geographic location of a position, candidate's education, experience, training, and specialized skills or certification(s) in relation to the job requirements and compared with internal equity (peers). The business actively supports and reviews wage equity to ensure that pay decisions are not based on gender, race, national origin, or any other protected classes. San Francisco, CA in USD per year is: $180,000 - $220,000. Requires visual acuity and dexterity to view, prepare, and manipulate documents and office equipment including personal computers. • Paid Time Off - Unlimited Time Off for Exempt (salaried) employees, as well as generous PTO for Non-Exempt (hourly) employees, plus 11 paid company holidays and a paid volunteer day. As such, working conditions consist of a normal office environment.

Sr. Salesforce Developer

Company: Early Warning

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Dec 08, 2023

Early Warning Services, LLC ("Early Warning") considers for employment, hires, retains and promotes qualified candidates on the basis of ability, potential, and valid qualifications without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote equal employment opportunity and affirmative action, in accordance with all applicable federal, state, and municipal laws. • 12 weeks of Paid Parental Leave • Maven Family Planning - provides support through your Parenting journey including egg freezing, fertility, adoption, surrogacy, pregnancy, postpartum, early pediatrics, and returning to work. Additionally, candidates are eligible for a discretionary bonus, and benefits. Excellent communication, problem-solving, and analytical skills. Work may require occasional standing, walking, kneeling and reaching. Expert in Apex, Visualforce, Lightning Web Components, SOQL, and SOSL. Experience with Salesforce products and features, such as Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud, Einstein Analytics, etc. Experience with Salesforce engineering tools such as VS Code, SFDX, Git, and CI/CD, etc. Early Warning Services takes into consideration a variety of factors when determining a competitive salary offer, including, but not limited to, the job scope, market rates and geographic location of a position, candidate's education, experience, training, and specialized skills or certification(s) in relation to the job requirements and compared with internal equity (peers). Experience with Salesforce APIs, integration tools, and data migration.

Paid Media Specialist (Phoenix, AZ based)

Company: Trainual

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Dec 08, 2023

We want everyone to have a community, trusted relationships, easy collaboration, and a clear path for growth while maintaining autonomy, ownership, and flexibility. TL;DR - Work when, where, and how you work best. We know you want to. Hybrid Work at Trainual At Trainual, we believe everyone has a key, literally. Listen to others, and relate to them. At Trainual, be helpful everywhere possible." This value means you are an owner of your experience, productivity, and growth. If you don’t tick every box, please don’t rule yourself out just yet. In order to build trust, understand the real picture, and help create change, we need to build real relationships. We trust you, or we wouldn't have hired you.

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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