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Contractual Strategic Retirement Partners Jobs (NOW HIRING)

LPL Financial

Retirement Consultant

Fort Mill, SC · Remote

The Retirement Consultant serves as a strategic retirement plan specialist and key driver of Advisor engagement within LPL Financials Retirement Partners organization. This role blends deep ERISA and ...

LPL Financial

Sr Analyst, Retirement Partners

Boston, MA · On-site +1

$61K - $103K/yr

This role plays a critical part in executing strategy, platform oversight, and ongoing enhancements ... Responsible for executing Retirement Partners' plan platform oversight and implementation while ...

New

LPL Financial

Sr Analyst, Retirement Partners

Fort Mill, SC · On-site +1

$61K - $103K/yr

This role plays a critical part in executing strategy, platform oversight, and ongoing enhancements ... Responsible for executing Retirement Partners' plan platform oversight and implementation while ...

New

Velera Health

Strategic Partnerships Relationship Manager

$84K - $85K/yr

... and contractual relationships with Velera's largest card issuer processing vendors and payment network partners. Candidate will develop, influence and direct vendor-partner strategy to align with ...

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Contractual Strategic Retirement Partners information

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$46.5K

$107.1K

$172K

How much do contractual strategic retirement partners jobs pay per year?

As of Jul 31, 2026, the average yearly pay for contractual strategic retirement partners in the United States is $107,148.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,000.00 and $131,500.00 per year, depending on experience, location, and employer.

How does a Contractual Strategic Retirement Partner typically collaborate with clients and internal teams to develop tailored retirement solutions?

As a Contractual Strategic Retirement Partner, you will regularly work with both clients and internal stakeholders to assess retirement plan needs, compliance requirements, and long-term financial goals. Collaboration often involves consulting with plan sponsors, HR teams, and financial advisors to design, implement, and review retirement strategies. You’ll also coordinate with legal, compliance, and investment specialists to ensure that solutions are both effective and compliant with regulations. This cross-functional teamwork is essential to delivering personalized and sustainable retirement plans that meet each client’s unique objectives.

What are the key skills and qualifications needed to thrive as a Strategic Retirement Partner, and why are they important?

To thrive as a Strategic Retirement Partner, you need expertise in retirement plan design, financial analysis, compliance regulations, and typically a background in finance or related fields. Familiarity with tools like retirement plan administration software, CRM systems, and relevant certifications such as CFP or ASPPA credentials is important. Strong relationship management, negotiation, and effective communication skills help build trust with clients and stakeholders. These abilities ensure tailored retirement solutions, regulatory compliance, and successful long-term client outcomes.

What is the difference between Contractual Strategic Retirement Partners vs Financial Advisors?

AspectContractual Strategic Retirement PartnersFinancial Advisors
CredentialsCertifications like CFP, ChFC often preferredCFP, CFA, or similar certifications common
Work EnvironmentConsulting firms, client offices, or remoteBanking institutions, independent practice, or firms
Industry UsageSpecialized in retirement planning strategiesBroader financial planning and investment advice

Contractual Strategic Retirement Partners typically focus on providing specialized retirement planning services through contractual arrangements, often working within consulting firms or independently. Financial Advisors offer comprehensive financial planning, including investments, estate planning, and retirement strategies, often working within banks or advisory firms. While both roles require similar certifications and serve clients in the financial industry, their scope and work environment differ significantly.

What cities are hiring for Contractual Strategic Retirement Partners jobs? Cities with the most Contractual Strategic Retirement Partners job openings:
What are the most commonly searched types of Strategic Retirement Partners jobs? The most popular types of Strategic Retirement Partners jobs are:
What states have the most Contractual Strategic Retirement Partners jobs? States with the most job openings for Contractual Strategic Retirement Partners jobs include:
Contractual Strategic Retirement Partners jobs near you
Infographic showing various Contractual Strategic Retirement Partners job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $107,148 per year, or $51.5 per hour.

Retirement Consultant

LPL Financial

Fort Mill, SC • Remote

Full-time

Medical, Retirement, PTO

Re-posted 6 days ago

LPL Financial rating

7.5

Company rating: 7.5 out of 10

Based on 69 frontline employees who took The Breakroom Quiz

115th of 149 rated financial services

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Retirement Consultant serves as a strategic retirement plan specialist and key driver of Advisor engagement within LPL Financials Retirement Partners organization. This role blends deep ERISA and NonERISA expertise with strong consultative sales capabilities to accelerate advisor adoption of retirement partners solutions, drive departmental NNA growth, and advance enterprise AUA objectives.

Responsibilities:

Acting as a trusted advisor, the Retirement Consultantproactively deliversdifferentiated practicemanagement support that enhances advisor capability, improves plan sponsor and participant outcomes, and strengthens client loyalty. This individual will influence advisor behavior, champion platform utilization, and help scale retirement practices across LPL's independent advisor ecosystem.

Consultative Sales & RP Program Adoption

  • Proactive execution of targeted outreach strategies designed to deliver personalized communication and deepen Advisor influence and engagement across designated territory

  • Drive the adoption of Retirement Partners' scalable solutions that create Advisor efficiencies, as well as meet and exceed departmental NNA and AUA growth goals

  • Maintain high responsiveness, solution-oriented support through shared inboxes and direct Advisor collaboration, positioning RP as a highvalue enterprise resource.

Advisor Engagement & Practice Management

  • Daily proactive deliveryofconsultative guidance to help Advisors build, scale, andoptimizetheir retirement plan business models driving measurable business growth.

  • Development and execution oftargeted campaigns to identify acquisition opportunities and increase Advisor competitiveness in the qualified plan marketplace.

  • Manage Advisor relationships and pipeline activities with accuracy and discipline through Salesforce CRM, ensuring transparency and alignment with leadership expectations.

  • Provide strategic insights to Advisors around pricing, fiduciary roles, plan benchmarking, service models, and bestinclass participant outcomes.

Client Loyalty, Retention & Satisfaction

  • Align Retirement Partners' capabilities with Advisor service models to enhance client satisfaction, expand wallet share, and strengthen retention outcomes.

  • Promote scalable strategies that improve participant experiences, reinforce plan sponsor confidence, and increase Advisor Net Promoter performance.

  • Anticipate Advisor needs by monitoring engagement trends, identifying service gaps, and delivering proactive, hightouch support.

Advisor Training & Education

  • Partner with internal stakeholders and strategic providers to deliver compelling educational experiences that elevate Advisor competency and drive platform utilization.

  • Represent Retirement Partners at flagship enterprise events, including LPL Focus, regional workshops, and retirement industry conferences.

  • Act as an internal liaison across Product, Compliance, and Service teams to resolve Advisor challenges and ensure seamless delivery of solutions.

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidatespursue greatness,act with integrity, and aredriven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where wewin togetherandcreate and share joyin our work.

Requirements:

  • Highly collaborative with proven success record of consultative sales and deep understanding of fiduciary responsibilities and retirement plan governance
  • Minimum 5 years of retirement industry experience, 3 years within a B/D, RIA, TPA, or record-keeping environment
  • High proficiency with use of A.I., PowerPoint design and presentation skills
  • Strong familiarity with plan design consulting, investment due diligence, industry knowledge and best practices
  • Bachelor's degree: retirement designations preferred (AIF, CPFA, CRPS, QKA)

Core Competencies:

  • Deep technical knowledge of ERISA, fiduciary standards, and qualified plan structures 401k, 403b, 457b, Cash balance/ Defined benefit plans, etc.

  • Ability to manage competing priorities in a fastpaced environment

  • Highly disciplined, solution oriented, organized, and selfdirected in achieving required NNA, Advisor and department growth goals

  • Collaborative with leadershipcaliber communication skills

  • Expertise with Microsoft Office Suite, Salesforce CRM, and virtual engagement platforms (WebEx, Teams, Zoom).


Pay Range:

77,700.00 - 129,500.00
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.


At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.


For further information about LPL, please visit www.lpl.com.


Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.


Information on Interviews:

LPL will only communicate with a job applicant directly from an@lplfinancial.comemail address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at(855) 575-6947.


EAC 5.19.26

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