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Remote Retirement Plan Manager Jobs in Raleigh, NC

ABB

Senior Analyst Retirement

Cary, NC · Remote

$65K - $104K/yr

... Remote). Main Accountabilities: * Manage relationships and monitor performance against service ... ERISA, Benefit Plan Reporting/Filing Requirements * Must be proficient in use of Microsoft Office ...

Regal Rexnord

Channel Sales Manager (Remote)

Raleigh, NC · Remote

$110K - $135K/yr

We're hiring a Channel Sales Manager to grow strategic markets, drive sales excellence and ... Paid Time Off and Holidays * 401k Retirement Plan with Matching Employer Contributions * Life and ...

Retired.com

Software Engineer Manager

Durham, NC · Remote

... fully remote team building the financial infrastructure for the next generation of retirement ... Comprehensive medical, dental, and vision coverage * 401(k) plan to help you save for the future ...

Retired.com

Software Engineer Manager

Chapel Hill, NC · On-site +1

... fully remote team building the financial infrastructure for the next generation of retirement ... Comprehensive medical, dental, and vision coverage * 401(k) plan to help you save for the future ...

Retired.com

Software Engineer Manager

Chapel Hill, NC · Remote

... fully remote team building the financial infrastructure for the next generation of retirement ... Comprehensive medical, dental, and vision coverage * 401(k) plan to help you save for the future ...

Retired.com

Software Engineer Manager

Raleigh, NC · Remote

... fully remote team building the financial infrastructure for the next generation of retirement ... Comprehensive medical, dental, and vision coverage * 401(k) plan to help you save for the future ...

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All JobsRemote Retirement Plan Manager JobsRemote Retirement Plan Manager Jobs in Raleigh, NC

Remote Retirement Plan Manager information

What is the difference between Remote Retirement Plan Manager vs Remote Pension Administrator?

AspectRemote Retirement Plan ManagerRemote Pension Administrator
CredentialsCertifications like CEBS, ERPA often preferredSimilar certifications, often the same industry standards
Work EnvironmentRemote, client-focused, financial services firmsRemote, pension plan providers, financial institutions
Industry UsageUsed in retirement plan management, financial advisoryCommon in pension plan administration, benefits management
Job FocusOversees retirement plan operations, compliance, client relationsProcesses pension data, manages participant records, compliance

Both roles involve working remotely within the financial services industry, focusing on retirement and pension plans. While the Retirement Plan Manager emphasizes overseeing plan operations and client management, the Pension Administrator concentrates on processing pension data and maintaining participant records. They share similar credentials and work environments, making them closely related roles in the retirement benefits sector.

What is a Remote Retirement Plan Manager?

A Remote Retirement Plan Manager is a professional responsible for overseeing and administering employer-sponsored retirement plans, such as 401(k) or pension plans, while working from a remote location. Their duties often include ensuring compliance with regulations, managing plan operations, supporting clients with questions, and coordinating with financial advisors or service providers. They utilize technology to manage plan documents, process transactions, and communicate with plan participants and employers. This role requires strong organizational, communication, and analytical skills, as well as knowledge of retirement plan laws and regulations.

What are some common challenges faced by a Remote Retirement Plan Manager and how can they be addressed?

A common challenge for Remote Retirement Plan Managers is ensuring effective communication and collaboration with both clients and internal teams across different time zones. Managing compliance with evolving regulations and keeping up-to-date with industry best practices can also be demanding. To address these challenges, it's important to leverage digital collaboration tools, maintain organized documentation, and engage in ongoing professional development. Regular virtual meetings and clear communication protocols can help build strong relationships and ensure smooth plan administration despite the remote setting.

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

To thrive as a Remote Retirement Plan Manager, you need expertise in retirement plan administration, compliance regulations (such as ERISA), and a solid background in finance or related fields, often supported by credentials like the QKA or ASPPA certifications. Proficiency with retirement plan recordkeeping software, payroll systems, and data analysis tools is typically required. Strong communication, attention to detail, and problem-solving skills help you effectively manage client relationships and complex plan issues. These skills and qualities ensure accurate plan management, regulatory compliance, and high client satisfaction in a remote work environment.
What are popular job titles related to Remote Retirement Plan Manager jobs in Raleigh, NC? For Remote Retirement Plan Manager jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Remote Retirement Plan Manager jobs in Raleigh, NC look for? The top searched job categories for Remote Retirement Plan Manager jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Remote Retirement Plan Manager jobs? Cities near Raleigh, NC with the most Remote Retirement Plan Manager job openings:
Remote Retirement Plan Manager jobs near you
Infographic showing various Remote Retirement Plan Manager job openings in Raleigh, NC as of June 2026, with employment types broken down into 1% As Needed, 87% Full Time, 11% Part Time, and 1% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.

Client Success Manager II - Retirement Plans

Definiti

Cary, NC • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Job description

Job Type
Full-time
Description
Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.
Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what's next for their retirement plans.
PURPOSE OF POSITION
The Client Success Manager II is responsible for overseeing client success activities for complex plans and/or higher-revenue clients. This role is responsible for ensuring timely completion of plan tasks, monitoring project deadlines, and facilitating communication between clients and internal teams. Success in this role requires the ability to manage multiple complex projects, possess a proactive problem-solving mindset, and excel in written and verbal communication with both internal and external partners.
PRIMARY DUTIES AND RESPONSIBILITIES
  • Key point of contact for clients and advisors, ensuring client satisfaction and retention of their book of business.
  • Responsible for following up with clients on year-end data collection, 5500 filings, lost earnings, deposits for submission, Form 5330 filings, document and amendment signatures, service agreement signatures, and other outstanding annual requirements.
  • Monitor and report on project status, missed deadlines, and outstanding tasks using PensionPro and other reporting tools.
  • Ensure timely and professional responses to client communications, follow up on escalations and unresolved inquiries, assist clients in understanding fiduciary responsibility and keeping them informed of regulatory and legislative updates, and collaborate with Retirement Plan Consultants (RPCs) on plan amendments as needed.
  • Assist in the cross-selling of complimentary Definiti services.
  • Coordinate with RPCs to verify project launches and task handoffs, and maintain oversight of plan wrap-up activities.
  • Assist with implementation and conversion processes in partnership with New Business Implementation (NBI) by collaborating with NBI and other teams as needed.
  • Assist, as needed, with updating recordkeeping platforms and other tasks associated with client service.
  • Lead annual client reviews and meetings, providing proactive engagement and support for document-related issues.
  • Maintain accurate documentation and records for compliance and audit purposes.
  • Work in conjunction with all departments across Definiti to ensure client and advisor satisfaction and exceed retention goals.
  • Identify and engage with high-risk clients to mitigate any controllable client losses.
  • Contribute to the ongoing development and refinement of Client Success Manager processes and best practices.
  • Play an active role in POD effectiveness and client retention.
  • Mitigate risk and client issues by anticipating and identifying issues before escalation.

Requirements
COMPETENCIES REQUIRED
  • Strong organizational and project management skills
  • Excellent written and verbal communication and client service abilities
  • Proficiency with PensionPro or similar TPA management software
  • Ability to work collaboratively across teams and adapt to evolving processes
  • Demonstrates time management skills to meet deadlines and maintain project timelines
  • Demonstrates exceptional attention to detail and highly developed organizational skills
  • Possesses strong analytical skills to assess situations, provide effective solutions, and reconcile discrepancies
  • Demonstrates improved client retention and reduced escalations
  • Demonstrates status as a trusted advisor with clients
  • Strong peer and cross-functional influence

EDUCATION AND QUALIFICATIONS
  • High School Diploma or GED required
  • Bachelor's degree preferred
  • Minimum of 4 years of experience in the retirement plan administration industry
  • Broad knowledge of the retirement plan industry, with willingness to obtain ASPPA QKA/QKS designation or NIPA equivalent within 1 year of hire
  • Minimum of 4 years of experience in a client-facing customer support role

REMOTE WORKING REQUIREMENTS
As a remote-first company, we have compiled expectations for a successful remote work environment:
  • Ability to build rapport with others remotely while working productively with limited in-person interaction
  • Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
  • Designate a quiet, and well-lit space free of as many distractions as possible
  • Be online and available to work during designated business hours in local time zone
  • Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plus
  • Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

BENEFITS
Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:
  • A virtual-first work philosophy for most jobs
  • 401(k) with up to 4% match
  • Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn't accrue.
  • 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
  • Paid Parental Leave
  • A variety of medical, dental and vision plan options including Definiti subsidized premiums
  • Company-paid life insurance and short-term disability insurance
  • Bonus plan eligibility

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