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Retirement Manager Jobs in Michigan (NOW HIRING)

Signal Advisors

Retirement Specialist

Detroit, MI · On-site

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a ... Manage ongoing premium-payment notices so firms have clear expectations on every future payment ...

ADP

Retirement Services Sales Representative

Troy, MI · On-site

ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your ... Positive Self-Starter You have an upbeat, persistent style and the ability to cold call, manage ...

Retirement living management

Kitchen Manager

Honor, MI · On-site

$18/hr

In celebration of an upcoming retirement, we are now accepting applications for our kitchen manager position at Nottingham Place in Midland. Planning, shopping, and executing batch cooking for 20 ...

State of Michigan

IT Resource Manager

Lansing, MI · On-site

$37.62 - $54.99/hr

These systems play a critical role in administering retirement programs for Michigan's state ... Information Technology Manager 14 Position Location: This position is located in Lansing, MI.

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Retirement Manager information

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 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 are the most commonly searched types of Retirement jobs in Michigan? The most popular types of Retirement jobs in Michigan are:
What are popular job titles related to Retirement Manager jobs in Michigan? For Retirement Manager jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Retirement Manager jobs in Michigan look for? The top searched job categories for Retirement Manager jobs in Michigan are:
What cities in Michigan are hiring for Retirement Manager jobs? Cities in Michigan with the most Retirement Manager job openings:
Retirement Manager jobs near you
Infographic showing various Retirement Manager job openings in Michigan as of July 2026, with employment types broken down into 100% Full Time. Highlights an 94% In-person, and 6% Remote job distribution.

Retirement Specialist

Signal Advisors

Detroit, MI • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 8 days ago

Job description

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan. Our team is reimagining a 60-year-old industry-bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we've grown from a small Detroit-based team in 2020 to over 130+ team members dispersed across the country.
We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions.
Our team is a blend of industry experts and technologists building a better business, together. We're in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company's vision? Join us at Signal!
THE JOB
Signal Advisors is seeking a Retirement Specialist to join Signal Plus, our inside sales and client engagement team. In this role, you'll partner with financial advisors to identify life insurance, long-term care, and annuity opportunities for their clients-supporting producers by generating opportunities, coordinating the client experience from initial outreach through policy placement, and helping move cases efficiently to completion.
This is a role for someone who enjoys building relationships, thrives in a fast-paced environment, and wants to grow within the organization, including the potential to manage their own book of business over time. Signal Plus is one of Signal's fastest-growing initiatives, backed by a technology-forward IMO doing over $2B in annual annuity business on a platform built by more than 40 engineers-this role offers the opportunity to make an immediate impact while developing toward a producing position with long-term career growth.
WHAT YOU'LL GET TO DO
  • Partner with advisors and producers to identify opportunities and generate leads, including sending client name lists to partner firms for right-of-refusal approval.
  • Create leads in Salesforce for cleared clients, mining each client's records for opportunities and updating lead notes before the first meeting.
  • Set appointments for producers and maintain a strong pipeline, managing rescheduling and reminders for upcoming meetings.
  • Engage with clients throughout the sales process, providing a seamless and professional experience.
  • Coordinate insurance and annuity cases from application through underwriting, delivery, and funding.
  • Drive client outreach on outstanding underwriting requirements-scheduling and completing exams, ordering medical records, and verifying information for the underwriter.
  • Help clients through policy delivery-locating the delivery email and signing-and set clear expectations on funding and next steps.
  • Coordinate with the firm and advisor to request funds on approved cases.
  • Partner with clients, advisors, carriers, and internal teams to keep cases moving efficiently and resolve outstanding requirements.
  • Support ongoing client needs, including policy servicing and communication with partner firms.
  • Process Agent of Record (AOR) changes when applicable.
  • Manage ongoing premium-payment notices so firms have clear expectations on every future payment-client name, carrier, product name, policy number, effective date, premium amount, premium mode, premium due date, premium duration, auto-pay or manual payment, and instructions for future payments.
  • Maintain accurate records and activity tracking in Salesforce, including appointments set, show rate, cases advanced, and deals funded.
  • Work qualified inside sales opportunities as capacity allows, developing the skills to grow within Signal Plus-including the potential to manage a personal book of business over time.

WHAT WE'RE LOOKING FOR IN TEAM MEMBERS
  • Executer: We're currently building out many new initiatives and programs. You'll need to quickly ramp up and start executing. We talk a lot about strategy and high-level ideas, and you should be able to independently translate ideas into action, dig into the details, and make progress toward our team's goals.
  • Customer Centric: You're obsessed with creating an unparalleled customer experience. You lead with compassion, anticipate customer needs and wants, and bring ease and calm to all interactions-knowing every customer interaction is an opportunity to amaze.
  • Problem Solver: Working at a startup is rife with challenges. These challenges invigorate you! When you come up against friction or roadblocks, you demonstrate excellent problem solving skills-exploring creative solutions and taking ownership to keep moving forward.

WHAT YOU HAVE
  • Active Life & Health insurance license (or ability to obtain one within 15 days of hire).
  • Strong phone presence and experience with client outreach or appointment setting.
  • A consultative, advisor-first communication style.
  • Excellent organization and follow-through across underwriting, delivery, funding, and servicing tasks.
  • Familiarity with insurance new-business and in-force workflows, including underwriting requirements, policy delivery, and AOR changes.
  • Comfort working in Salesforce and adapting within a growing, evolving program.

WHAT WE VALUE @ SIGNAL
These are the values that drive how we operate and make decisions.
We're obsessed with finding a better way. Never settle for less.
We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.
We raise our level of awareness. Everything starts with awareness. We're curious and alert to what is happening around us.
We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act.
We do the right thing. Sticking to the highest standard of integrity is not optional.
We have strong opinions, loosely held. It's not about WHO is right, it's about WHAT is right.
Simplicity is Genius. Simplicity doesn't just clarify; it makes things better for everyone. It's that simple.
Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone.
We are the "they". There is no "they". We are empowered to fix things, to be proactive, to find a solution.
We launch big ideas and then obsess over feedback to learn how we can make it even better.
COMPENSATION & BENEFITS
The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.
In addition to salary, our team members benefits include:
  • Medical, vision, and dental coverage
  • FSA or HSA-eligible health plans
  • 3% 401k company contribution with no vesting period
  • Paid parental leave for all parents
  • Learning & Development stipend
  • Wellness Programs
  • Flexible vacation policy
  • Dedicated sick days
  • 10 company-wide holidays
  • $500 for your home office setup
  • Flexible, hybrid working environment
  • Annual all-company retreat
  • Competitive equity package based on on role and level

Our company is committed to building a team that represents people from many different backgrounds and professional, educational, and life experiences. We strongly encourage you to apply, if you have interest in the role. So think of our job postings as just the start of the conversation. Take the leap - you might just be the perfect person for one of our open roles, even if you don't fully match every requirement on the job description.

Apply