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Remote Pension Consulting Jobs (NOW HIRING)

Mettle

Laravel Engineer (Remote)

San Francisco, CA · On-site +1

In addition to 4 of our own SaaS products, we also offer Laravel consulting services to a variety ... For full time employees, we include equipment of your choice, matched company pension contributions ...

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Remote Pension Consulting information

See salary details

$49K

$52.5K

$55K

How much do remote pension consulting jobs pay per year?

As of Aug 18, 2026, the average yearly pay for remote pension consulting in the United States is $52,499.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,000.00 and $54,000.00 per year, depending on experience, location, and employer.

What is remote pension consulting?

Remote pension consulting is a professional service where experts provide advice and support on pension plans and retirement benefits to clients, but do so virtually rather than meeting in person. These consultants help individuals or organizations design, manage, and optimize pension schemes, ensure regulatory compliance, and address retirement planning needs. By working remotely, they utilize digital communication tools such as video calls, emails, and cloud platforms to deliver their services efficiently from any location.

What are some common challenges faced by remote pension consultants, and how can they be effectively managed?

Remote pension consultants often face challenges such as maintaining effective communication with clients and colleagues, managing complex regulatory requirements across different regions, and staying organized without the structure of a traditional office environment. These challenges can be managed by leveraging secure collaboration tools, setting clear expectations for client updates, and regularly participating in virtual team meetings. Additionally, keeping up-to-date with changes in pension legislation and best practices through ongoing learning is crucial for success in this role.

What are the key skills and qualifications needed to thrive as a remote pension consultant, and why are they important?

To thrive as a Remote Pension Consultant, you need a solid understanding of pension plan regulations, actuarial principles, and employee benefits, often supported by a degree in finance, mathematics, or a related field. Familiarity with pension administration software, data analysis tools, and relevant certifications such as ASA or EA is typically required. Strong communication, problem-solving, and client relationship management skills set top consultants apart. These capabilities ensure you can effectively advise clients, maintain compliance, and deliver tailored pension solutions from a remote setting.

What is the difference between Remote Pension Consulting vs Remote Pension Analyst?

AspectRemote Pension ConsultingRemote Pension Analyst
Required CredentialsCertifications like CEBS, actuarial credentials often preferredSimilar certifications, often entry-level or mid-level
Work EnvironmentConsulting firms, client sites, remote optionsFinancial institutions, pension plan providers, remote options
Employer & Industry UsageConsulting firms, insurance companies, pension plan administratorsInsurance companies, pension funds, financial services
Search & Comparison IntentFocus on consulting services, strategic adviceFocus on data analysis, plan management

Remote Pension Consulting involves providing strategic advice and consulting services to clients on pension plans, often requiring specialized certifications. Remote Pension Analysts focus on analyzing pension data, managing plan details, and supporting pension administration. While both roles may require similar credentials and work in related industries, consulting emphasizes client advisory services, whereas analyst roles are more data-driven and operational.

More about Remote Pension Consulting jobs

What cities are hiring for Remote Pension Consulting jobs?

Cities with the most Remote Pension Consulting job openings:

What are the most commonly searched types of Pension Consulting jobs?

The most popular types of Pension Consulting jobs are:

What states have the most Remote Pension Consulting jobs?

States with the most job openings for Remote Pension Consulting jobs include:

What job categories do people searching Remote Pension Consulting jobs look for?

The top searched job categories for Remote Pension Consulting jobs are:

Remote Pension Consulting jobs near you
Infographic showing various Remote Pension Consulting job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 84% Full Time, 9% Part Time, and 6% Contract. Highlights an 83% Physical, 6% Hybrid, and 11% Remote job distribution, with an average salary of $52,499 per year, or $25.2 per hour.

New Business Consultant

Transition Finance Strategies LLC

Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Job description

Job Type
Full-time
Description
New Business Consultant
REMOTE • 401(k) and Pension
Where Technical Expertise Meets Purpose-Driven Impact
Use your retirement plan knowledge to help employees across the country build financial independence.
At Blue Ridge Associates, we don't just administer retirement plans - we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We're proud to be one of the top retirement administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people.
Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees.
That's Where You Come in as a New Business Consultant
As a New Business Consultant, you'll be an ambassador of Blue Ridge Associates to welcome and onboard new clients. You will work closely with client partners and trusted advisors to successfully coordinate the onboarding process, partner with the Sales team to build strong relationships with our partners and ensure exceptional and timely service every step of the way.
Job Overview:
A New Business Consultant is primarily responsible for supporting the sales department and onboarding new clients. This position reports to our Director. Excellent customer service, an ability to complete workload in a timely manner, sales and marketing skills, and a commitment to professional development are critical aspects to success in this position.
Your Responsibilities Include:
Client Onboarding & Plan Conversions
  • Coordinate onboarding for new 401(k), profit sharing, and defined contribution clients as assigned.
  • Gather required data and set up new clients in internal systems.
  • Ensure a smooth handoff from Sales to Onboarding to Plan Administration team.
  • Partner with advisors, CPAs, recordkeepers, and investment companies to execute onboarding tasks.
  • Monitor onboarding timelines, proactively addressing delays, risks, or missing information.
  • Coordinate investment company conversions for existing clients.
  • Serve as a resource to internal teams on sold business and onboarding requirements.

Document Preparation & Compliance
  • Prepare, review, and deliver plan documents, amendments, and restatements.
  • Ensure compliance with IRS, DOL, ERISA, and SECURE/SECURE 2.0 requirements.
  • Collaborate with internal technical experts on regulatory updates and document changes.
  • Monitor status of document work and proactively address delays or risks.
  • Review complex or customized plan provisions with accuracy and clarity.

Sales Support & Relationship Development
  • Welcome new clients and referral sources, reinforcing Blue Ridge's value and service model.
  • Prepare service agreements for prospective clients and partners.
  • Support the Sales team by maintaining strong relationships with advisors, CPAs, wholesalers, and other referral partners.
  • Assist in developing new referral sources and representing Blue Ridge well in all interactions.
  • Participate in client and advisor discussions to support onboarding and document needs.

Process Execution & Continuous Improvement
  • Follow established workflows to ensure consistency, quality, and compliance.
  • Identify opportunities to improve processes, tools, and client experience.
  • Participate in working groups to enhance internal systems and service delivery.
  • Utilize PensionPro, FT William (FTW), and other internal platforms to manage onboarding and document tasks.
  • Contribute to company-wide initiatives that strengthen Blue Ridge's work product and operational efficiency.

Client Service & Consulting
  • Provide timely, professional communication to clients, advisors, and internal partners.
  • Stay current on retirement plan rules, regulations, and industry trends through research, training, and continuing education.
  • Maintain a high standard of customer service, accuracy, and responsiveness.

Perform other tasks as assigned
Requirements
What We're Looking for in a New Business Consultant
We're seeking professionals who bring technical knowledge, strong client service skills, and a commitment to continuous learning. You take pride in the details because you know your work has a lasting impact on people's financial well-being.
Requirements:
  • 3-5+ years of experience in retirement plan administration (TPA experience required)
  • Strong knowledge of 401(k) plan design and compliance requirements
  • Experience reviewing a variety of documents, including complex and customized plan documents
  • Knowledge of onboarding processes
  • Strong organizational and time management skills
  • High attention to detail and accuracy
  • Must be able to provide and maintain a distraction-free work environment, a professional workspace, and reliable high-speed internet connection.

Preferred
  • QKA, QKC, or other ASPPA credentials (or progress toward certification)
  • Experience with FT William document software
  • Experience working with various recordkeeping platforms

Why You'll Love Working Here as a New Business Consultant
You'll join a company that values hard work, supports each other, and believes in doing work that matters.
We offer:
  • Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
  • 401(k) with company match + HSA with company contribution
  • Generous PTO for parental leave, vacation, and holiday time
  • Support for certifications, association dues, and professional development
  • A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities

Join Us as We Build Wealth for Generations
Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.
We live by our values every day:
  • Precision - Accurate records, timely and error-free service
  • Efficacy - Ensuring compliance and guiding clients toward retirement readiness
  • Advocacy - Supporting regulatory changes that benefit employers and employees
  • Collaboration - Trusted partners to clients, advisors, and teammates
  • Excellence - Proactive, personalized, high-touch service in all we do

This is more than a job. It's your opportunity to build a meaningful career while helping others build financial security for life.
Compensation
Blue Ridge is committed to equal pay and pay transparency. The anticipated hiring range for this position is $60,000 - $80,000 annually. Compensation may vary based on geographic location, relevant experience, education and training, key skills, internal equity, and business needs.
Apply now and make a career out of making a difference!
Equal Opportunity Employer
Must be authorized to work in the US

Apply