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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 Indiana?

The most popular types of Retirement jobs in Indiana are:

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

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

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

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

What cities in Indiana are hiring for Retirement Manager jobs?

Cities in Indiana with the most Retirement Manager job openings:

Retirement Manager jobs near you
Infographic showing various Retirement Manager job openings in Indiana as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 79% Physical, 4% Hybrid, and 17% Remote job distribution.

Retirement Services Specialist

Charles Schwab

Indianapolis, IN • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 13 days ago

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career.  Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. 

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Charles Schwab’s CS&S T2 Hotline Support Team – Retirement Services is responsible for providing expertise on complex products and services for retail IRA accounts (Traditional, Roth, Inherited IRA, Education Savings Account) and small business retirement plans (SEP, SIMPLE, QRP/QKEA, Individual 401K). As an elite team of experts, we are committed to delivering efficient solutions that maximize trust while minimizing risk by owning every client interaction through clients’ eyes. 

As a Retirement Services Specialist, you will promote client loyalty by providing the highest quality support to our internal and external customers via inbound phone calls relating to IRA and Small Business accounts. Additionally, you will efficiently and accurately process client requests such as distributions, Roth conversions, and changes to tax withholding elections.

You will provide “best in class” service by:

  • Having a passion for client service, positive energy, and problem-solving skills to connect with our clients and colleagues via inbound and outbound calls.
  • Assisting our internal and external clients with questions regarding Schwab account transactions, account update requests, and client correspondence.
  • Actively listening, assessing client needs, researching information, and providing clients with innovative solutions related to their retirement accounts.
  • Proactively educating clients and internal partners on our products and services.
  • Helping clients navigate Schwab’s electronic channels, including online tools and services
  • Interacting and collaborating with leaders and team members to attain individual, team, and department objectives
  • Managing multiple tasks effectively and balancing high productivity with excellent service quality.
  • Cross training to obtain additional skills as business needs arise.

What You Have

  • Strong computer skills, including knowledge of Windows (XP), internet searching, email (Outlook), and Microsoft Teams.
  • Passion for service with strong client-focus and the desire to help people.
  • Strong communication and relating skills with the ability to navigate and explain complex subjects such as IRS rules and regulations to clients.
  • Positive attitude, enthusiasm, professionalism, adaptable mindset, and strong work ethic with high level of integrity and ethics.
  • Organizational, time management, prioritization, and analytical skills.
  • Desire to be crossed trained in the various Retirement Services functions.
  • The ability and desire to work cooperatively with team members.
  • Ability to set challenging goals and focus on achieving or exceeding them.
  • Demonstrated desire to lead as well as challenge yourself to learn and grow in Retirement Services.
What you have

Required-

  • 2 years of customer service experience.

Preferred -

  • Bachelor’s degree or equivalent work experience preferred.
  • Proactively educating clients and internal partners on our products and services.
  • Strong interpersonal, verbal, and written communication skills.
  • Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.
  • Experience in financial services and/or education in finance or a related industry.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

#Campus


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Apply