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Manager Qka Jobs in California (NOW HIRING)

Jobtailor

Retirement Consultant

Irvine, CA · On-site

$120 - $170/hr

Bachelor's degree required * 3-5 years of demonstrated advisory, client management, and plan management experience preferred * CPFA, AIF, QKA, CFP, and/or CFA preferred * Broad background in ...

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Manager Qka information

What are the roles and responsibilities of a Manager QKA?

A Manager QKA, or Qualified 401(k) Administrator, is responsible for overseeing the administration and compliance of 401(k) retirement plans. Their duties include ensuring plans adhere to IRS and Department of Labor regulations, managing client relationships, handling plan testing and reporting, and supervising a team of administrators. They also provide guidance on plan design, resolve complex compliance issues, and help clients understand regulatory changes. Strong attention to detail, leadership skills, and deep knowledge of retirement plan rules are essential for this role.

What are some common challenges a Manager QKA faces when overseeing retirement plan administration teams?

One common challenge for a Manager QKA is ensuring that their team consistently adheres to complex regulatory requirements and deadlines associated with qualified retirement plans. Balancing workload distribution and managing client expectations, especially during peak periods such as annual compliance testing and filings, can also be demanding. Additionally, fostering clear communication between team members, clients, and other departments is essential to prevent errors and maintain high service quality. Staying current with evolving pension regulations and industry best practices is crucial for both team effectiveness and professional growth.

What are the key skills and qualifications needed to thrive as a Manager QKA, and why are they important?

To thrive as a Manager QKA (Qualified 401(k) Administrator), you need comprehensive knowledge of retirement plan administration, ERISA regulations, and a QKA credential from ASPPA or similar qualification. Familiarity with recordkeeping software, compliance testing tools, and payroll integration systems is commonly required. Strong leadership, attention to detail, and effective communication skills help manage teams and client relationships efficiently. These competencies ensure accurate plan management, regulatory compliance, and high client satisfaction in a complex financial environment.

What is the difference between Manager Qka vs Supervisor Qka?

AspectManager QkaSupervisor Qka
ResponsibilitiesOversees multiple teams, strategic planning, decision-makingSupervises daily operations, team management, task delegation
Required CredentialsTypically requires a bachelor's degree, leadership experienceOften requires relevant experience, sometimes certifications
Work EnvironmentOffice setting, managerial meetings, planning sessionsOn-site supervision, direct team interaction
Industry UsageCommon in corporate, manufacturing, and service sectorsCommon in retail, hospitality, and manufacturing sectors

While both roles involve team oversight, the Manager Qka focuses on strategic and high-level management, whereas the Supervisor Qka handles daily team operations and direct supervision. Understanding these differences helps in choosing the right career path or job search focus.

What are the most commonly searched types of Qka jobs in California?

The most popular types of Qka jobs in California are:

What are popular job titles related to Manager Qka jobs in California?

For Manager Qka jobs in California, the most frequently searched job titles are:

What job categories do people searching Manager Qka jobs in California look for?

The top searched job categories for Manager Qka jobs in California are:

Manager Qka jobs near you
Infographic showing various Manager Qka job openings in California as of August 2026, with employment types broken down into 100% Full Time. Highlights an 80% In-person, and 20% Remote job distribution.

Retirement Consultant

Jobtailor

Irvine, CA • On-site

$120 - $170/hr

Other

Posted 3 days ago

New

Job description

  • Assist in managing strategic planning, consulting, guidance, marketing, investment analysis, and servicing for the assigned retirement business
  • Build the retirement consultant book of business
  • Develop and maintain relationships with retirement plan sponsors
  • Deliver prompt and proactive client service
  • Produce and deliver plan review meetings in person or virtually
  • Deliver participant education and wellness seminars in person or virtually
  • Achieve service, growth, and retention goals for the assigned book of business
  • Lead a team and achieve goals
  • Ensure conformance with company guidelines and regulatory policies
  • Maintain and update the CRM for existing customers in real time
Requirements
  • Series 65 and state insurance license required; if not currently held, required within 90 days of employment
  • Bachelor’s degree required
  • 3–5 years of demonstrated advisory, client management, and plan management experience preferred
  • CPFA, AIF, QKA, CFP, and/or CFA preferred
  • Broad background in retirement products and general investment matters
  • Strong written and verbal communication skills
  • Strong quantitative and analytical skills
  • Advanced proficiency in Microsoft Office Suite: Word, Excel, PowerPoint, and Outlook
  • Experience with Microsoft Teams, RPAG, Redtail, and Salesforce
  • Ability to learn other appropriate programs or software systems
  • Ability to remain flexible and focused during stressful situations
  • Attention to detail and accuracy
  • Ability to express complex concepts clearly and concisely
  • Highly organized with the ability to prioritize multiple assignments and deliver high-quality results
Core Competencies

Demonstrates expertise in retirement business management, client relationship development, and regulatory compliance while achieving service and growth goals. Proficient in delivering client education and maintaining accurate records in CRM systems.

Highest-signal resume keywords
  • Series 65 License
  • Bachelor's Degree
  • Client Management Experience
  • Retirement Products Knowledge
  • Microsoft Office Suite Proficiency
ATS Optimization KeywordsHard Skills
  • Investment Analysis
  • Plan Management
  • Quantitative Skills
  • Analytical Skills
  • CRM Management
Soft Skills
  • Strong Communication Skills
  • Attention to Detail
  • Organizational Skills
  • Ability to Prioritize
  • Flexibility Under Stress
Certifications & Qualifications
  • Series 65
  • CPFA
  • AIF
  • QKA
  • CFP
  • CFA
Industry Keywords
  • Retirement Business
  • Client Service
  • Plan Sponsors
  • Wellness Seminars
  • Regulatory Policies
Tools & Technologies
  • Microsoft Teams
  • RPAG
  • Redtail
  • Salesforce
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