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Retirement Manager Jobs in Kentucky (NOW HIRING)

H. T. PROF Group

$65 - $95/hr

... managing administrative processes, and delivering excellent service to clients and participants ... Acting as liaison for retirement plan partners, including M Financial and TPAs * Assisting with ...

New

Corebridge Financial, Inc.

$70 - $110/hr

Company-provided technology, including equipment, helpdesk assistance, client management and ... Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our ...

New

Corebridge Financial, Inc.

$70 - $100/hr

... Manager and/or District Vice President with targeted education campaigns to increase participation ... Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our ...

New

Corebridge Financial, Inc.

$70 - $100/hr

Company-provided technology, including equipment, helpdesk assistance, client management and ... Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our ...

New

Retirement Resource Center, LLC.

$72 - $88/hr

Your job is to do the work you actually trained for: build exceptional retirement plans. You'll ... You'll manage multiple plans in progress with associate support. * Alignment with a flat-fee ...

New

Corebridge Financial, Inc.

$65 - $95/hr

Company-provided technology, including equipment, helpdesk assistance, client management and ... Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our ...

New

1P284 THE CARLYLE GROUP EMPLOYEE CO., LLC

$200 - $220/hr

Develop messaging, talking points, and press materials; manage inbound inquiries and interview opportunities Messaging & Positioning * Own and evolve the Global Wealth & Retirement messaging ...

New

National Black MBA Association

$108 - $200/hr

Join our Retirement Solutions Financial Reporting team and help shape how we measure and manage results across a diverse block of retirement products. Key Responsibilities * Support quarterly GAAP ...

New

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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 Kentucky?

The most popular types of Retirement jobs in Kentucky are:

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

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

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

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

What cities in Kentucky are hiring for Retirement Manager jobs?

Cities in Kentucky with the most Retirement Manager job openings:

Retirement Manager jobs near you
Infographic showing various Retirement Manager job openings in Kentucky as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution.

Retirement Plan Consultant

H. T. PROF Group

On-site

$65 - $95/hr

Other

Retirement

Posted yesterday

New

Job description

Our client is seeking a detail-oriented and client-focused Retirement Plan Consultant to support their growing retirement plan practice. This role is ideal for an organized professional who enjoys working in a collaborative environment, managing administrative processes, and delivering excellent service to clients and participants.

Job Duties:
  • Assisting with administrative work, such as entering new opportunities and establishing new account records into CRM, and tracking service delivery for book of business (ensuring we are touching base with each client at least once/quarter, scheduling APRs and employee education meetings, entering notes and other custom data such as payroll provider/ER disc match/TPA/etc. into CRM)
  • Gathering reports and other materials to help with client meeting prep
  • Responding to participant and plan sponsor inquiries
  • Acting as liaison for retirement plan partners, including M Financial and TPAs
  • Assisting with participant education program
  • Recognizing potential leads for retirement plans and other ancillary products; passing lead to appropriate internal advisor partner and documenting its progress
  • Supporting special projects as requested
  • Adapt to changing priorities by assuming new tasks and responsibilities as required
Skills:
  • A basic understanding of ERISA, IRS, & DOL regulations (for example Form 5500s, Non-Discrimination Compliance Testing, Plan Design, etc.)
  • Warm customer service skills, making each client feel valued
  • Strong work ethic and critical thinking skills mandatory
  • Ability to work in a fast-paced environment and be efficient
  • Adaptable to change and growth oriented
  • Proficiency with technology and learning new systems
  • Must be organized and detail oriented - accuracy is of upmost importance
Required Credentials & Experience:
  • Minimum 3 years’ experience with Retirement Plans (primarily 401(k) plans)
  • Prior experience working with Record-keepers, TPAs, and financial advisors
  • Proficiency in basic software such as Microsoft Office applications, Adobe, Zoom, etc.
  • Ability to work independently in a remote environment while consistently meeting and exceeding expectations
Preferred Credentials & Experience
  • Experience with 3(21) and 3(38) fiduciary service and quarterly deliverables
  • Securities License (series 6 & 63)
  • Basic investment knowledge

Our client prides themselves on fostering a friendly, supportive, and team-oriented work environment where employees are valued and encouraged to grow. Our client is committed to delivering thoughtful, client-centered financial guidance, and we believe that starts with empowering their team members.

Employees enjoy:
  • A collaborative culture that emphasizes teamwork and mutual respect
  • Opportunities for professional development and growth
  • A strong commitment to client service excellence
  • Leadership that values integrity, relationships, and long-term success

This role offers the opportunity to be part of a dynamic and service-driven team where adaptability, initiative, and attention to detail are key to success. Our client maintain a positive workplace culture that supports both individual achievement and team collaboration.

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