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Retirement Manager Jobs in California (NOW HIRING)

Our Operations team is seeking to hire a Retirement Services Coordinator. This position will ... task and manage multiple projects and competing priorities without sacrificing accuracy or ...

Retirement Sales Associate

Newport Beach, CA · On-site

$15 - $20.50/hr

The Retirement Sales team focuses primarily on the Defined Contribution (401(k), 457, 403(b) ... You excel in managing multiple projects with your outstanding organizational and project management ...

Showing results 21-40

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:

Infographic showing various Retirement Manager job openings in California as of August 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution.

Senior Retirement Income Product Manager

Pacific Life Insurance Company

Newport Beach, CA

$135K - $179K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago


Pacific Life rating

7.8

Company rating: 7.8 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

196th of 315 rated insurance


Job description

Job Description:

Pacific Life is investing in bright, agile, and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Senior Retirement Income Product Manager to join the Institutional Division in Newport Beach, CA, Omaha, NE, or Charlotte, NC.

As a Senior Retirement Income Product Manager, you'll play a key role in Pacific Life's growth and long-term success by leading efforts to drive Defined Contribution Lifetime Income (DCLI) and other Institutional Retirement Income strategies, connect market needs to retirement product roadmaps and collaborate with internal stakeholders and external partners to define and communicate the product vision, goals and roadmap based on market research and company objectives.

How you will make an impact:

Lead efforts in defining institutional lifetime income product features and necessary documentation to facilitate knowledge transfer and development of requirements across project teams. Products can include annuity and retirement solutions proprietary to Pacific Life, or in collaboration with strategic partnerships.

Collaborate with and influence various stakeholders including risk, pricing, legal, finance, sales, and operations.

Ensure effective communication and alignment on retirement product initiatives and goals in preparation for any internal approval processes.

Be viewed as the retirement product "expert" for all stakeholders across the division.

In partnership with the project management function, drive the end-to-end product implementation process, including idea generation, requirements gathering, and product design to ensure seamless implementation.

Coordinate with marketing and sales teams to plan and execute successful product launches, which includes effective product positioning, training materials and optimal sales support via product collateral and presentation deck updates. Be able to lead and/or support product training across various stakeholders.

Conduct market research to identify customer needs, market trends. Gather insights to guide product development strategies.

Monitor DCLI and retirement income competitive landscape broadly and create positioning and differentiators against competitors. Contribute to competitive intelligence updates.

Identify retirement market needs by leveraging insights from the sales / relationship management / strategic partnership teams.

Apply industry knowledge to drive product development strategies and identify market opportunities.

Track product performance metrics, client feedback, and market response. Continuously evaluate product success and identify opportunities for improvement and enhancement. Report out on progress to senior leadership as needed.

Partner with our Consumer Markets Division (CMD) to understand enterprise retirement product initiatives and determine areas of cross collaboration and information sharing, with the goal of creating economies of scale in the product development process.

Represent Pacific Life's Institutional Division at industry events and conferences.

The experience you will bring:

Bachelor's degree in marketing, business, economics, or a similar field.

Extensive knowledge of retirement solutions and annuities in the financial services industry, with a strong preference for Defined Contribution experience.

Demonstrated 10-12 years of experience in product development and/or product management in the retirement/insurance/annuity industry.

Ability to influence, partner and collaborate with divisional stakeholders.

Strong desire for collaboration and a demonstrated ability to think creatively.

What will make you stand out:

In depth knowledge of Defined Contribution plans, lifetime income product types and competitor landscape.

Desire to stay up-to-date with retirement income trends, emerging technologies and regulatory changes that impact the insurance landscape.

Experience with retirement plan advisors, plan sponsors and plan administrators.

Finance, Actuarial, and/or Quantitative background, with an ability to create proof of concepts, business cases, and understand pricing and profitability.

An agile mindset and the ability to demonstrate results in a start-up environment.

Compelling presentation skills.

Strong interpersonal skills and the ability to operate in ambiguity.

Advanced degree, certifications and/or industry licensing (MBA, CFA, ASA/FSA, or other relevant education/designation/licensing).

#LI-TB1

Base Pay Range:

The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

$152,010.00 - $185,790.00

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.

  • Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents

  • Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off

  • Paid Parental Leave as well as an Adoption Assistance Program

  • Competitive 401k savings plan with company match and an additional contribution regardless of participation

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.


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About Pacific Life

Sourced by ZipRecruiter

When you purchase life insurance and retirement solutions, you're buying a promise. A promise that today, tomorrow or ten years from now, we'll be there. For more than 150 years, our clients have trusted Pacific Life to protect what matters most to them - their families, their businesses, their futures.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Newport Beach, CA, US

Year founded

1868

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