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Retirement Manager Jobs in Minnesota (NOW HIRING)

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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 Minnesota?

The most popular types of Retirement jobs in Minnesota are:

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

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

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

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

What cities in Minnesota are hiring for Retirement Manager jobs?

Cities in Minnesota with the most Retirement Manager job openings:

Retirement Manager jobs near you
Infographic showing various Retirement Manager job openings in Minnesota as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 2% Contract, and 1% Nights. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution.

MN-Maple Grove Retirement Planner

AMERICAN SENIOR BENEFITS LLC

Maple Grove, MN • On-site

$80K - $100K/yr

Full-time

Medical, Life, Retirement

Re-posted 25 days ago

Job description

Overview

About American Senior Benefits:  

ASB is a premier leader in the insurance industry, specializing in providing clients with tailor-made retirement solutions. We are a subsidiary of Integrity Marketing Group, a powerhouse in the industry that serves over 12 million clients and supports over 500,000 agents and brokers nationwide. At ASB, we pride ourselves on delivering unparalleled service, and our team members are central to that commitment. If you have a passion for helping individuals navigate the intricacies of retirement planning and wish to be a part of an esteemed organization, we want to hear from you.

Responsibilities

Client Consultation: Engage with clients to understand their retirement goals, needs, and concerns, ensuring a thorough understanding of their financial landscape. Medicare Planning: Assist clients in understanding Medicare options and benefits. Compare Medicare drug plans annually, utilizing professional software to ensure optimal plan selection for each client.Insurance Assessment: Evaluate client needs against available insurance products (excluding specific financial products) to determine the best fit. This includes but is not limited to life, health, and long-term care insurance. 

Scope of Appointment Compliance: Ensure all necessary paperwork, including the Scope of Appointment form, is completed 48 hours prior to Medicare appointments, adhering to Medicare's rules and regulations.Application Process: Handle all aspects of the insurance application process, from initial completion to final submission. Continuous Learning: Stay updated with the latest industry regulations, product offerings, and best practices to provide the most accurate and up-to-date advice to clients. Record Keeping: Maintain meticulous records of client interactions, recommendations, and implemented strategies.Client Relationship Management: Foster and maintain strong relationships with clients, ensuring they feel valued and understood, and address any concerns or questions promptly. Team Collaboration: Work closely with the internal team, and National support teams.

Qualifications

Requirements:- Proven experience in retirement planning or a related field. - Strong understanding of Medicare and its associated products.- Exceptional interpersonal and communication skills.- Ability to analyze complex data and translate it into actionable strategies.- Proficient in using professional software for comparing Medicare plans.- Strong commitment to ethical practices and compliance with industry regulations.- Ability to work independently and as part of a team.

CompensationUSD $80,000.00 - USD $100,000.00 /Yr.Employment Type: FULL_TIME

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