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Retirement Manager Jobs in California (NOW HIRING)

Jobtailor

Retirement Consultant

Irvine, CA · On-site

$120 - $170/hr

* Assist in managing strategic planning, consulting, guidance, marketing, investment analysis, and servicing for the assigned retirement business * Build the retirement consultant book of business

Teichert

Retirement Plan Specialist

Sacramento, CA · On-site

Coordinate and manage the annual plans' audits, financial statement preparation, 5500 review and ... Research and interpret retirement plan documents as needed. * Prepare and mail annual required ...

ProAmpac

Retirement & Pension Plan Manager

Ontario, CA · On-site +1

$115 - $130/hr

Integrity • Intensity • Innovation • Involvement • Impact We are looking for a full-time Manager, Retirement & Pension Plan who oversees retirement plan administration, vendor partnerships ...

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Retirement Manager information

What is a retirement manager?

Retirement Managers are professionals who help individuals and organizations plan, manage, and oversee retirement plans and savings. They provide guidance on retirement strategy, investment options, and regulatory compliance to ensure clients achieve their financial goals for retirement. Retirement Managers may work for financial institutions, corporations, or as independent advisors, and they often assist with pension plans, 401(k)s, IRAs, and other retirement accounts. Their expertise helps clients maximize their retirement income and navigate complex retirement regulations.

What are the key skills and qualifications needed to thrive as a retirement manager?

To thrive as a Retirement Manager, you need expertise in retirement planning, financial analysis, and regulatory compliance, typically supported by a degree in finance or business and relevant experience. Familiarity with retirement plan administration software, compliance systems, and certifications such as CRPS or CEBS is highly valued. Exceptional interpersonal skills, attention to detail, and the ability to communicate complex concepts clearly help Retirement Managers build strong client relationships and trust. These skills ensure effective plan management, regulatory adherence, and positive financial outcomes for clients.

What are some common challenges faced by a retirement manager, and how can they be addressed?

Retirement Managers often encounter challenges such as navigating complex and ever-changing regulations, managing diverse retirement plan offerings, and effectively communicating plan options to employees. Staying current with compliance requirements and collaborating closely with legal and HR teams is crucial. Additionally, developing clear communication materials and hosting informational sessions can help address participant questions and ensure employees make informed decisions about their retirement benefits.

What is the difference between Retirement Manager vs Retirement Advisor?

AspectRetirement ManagerRetirement Advisor
CredentialsCertifications like CFP, CFA, or CFP®CFP, ChFC, or similar financial planning certifications
Work EnvironmentFinancial institutions, retirement plan providersFinancial advisory firms, independent practices
Employer & IndustryEmployers managing retirement plans or fundsClients seeking retirement planning advice

While both roles focus on retirement planning, Retirement Managers typically oversee retirement funds and plan operations within organizations, ensuring compliance and fund management. Retirement Advisors primarily work directly with clients, providing personalized retirement planning and investment advice. Understanding these differences helps individuals choose the right professional for their retirement needs.

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

The most popular types of Retirement jobs in California are:

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

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

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

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

What cities in California are hiring for Retirement Manager jobs?

Cities in California with the most Retirement Manager job openings:

Retirement Manager jobs near you
Infographic showing various Retirement Manager job openings in California as of August 2026, with employment types broken down into 90% Full Time, 9% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution.

Retirement Consultant

Jobtailor

Irvine, CA • On-site

$120 - $170/hr

Other

Posted 4 days ago

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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