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Retirement Manager Jobs in Oregon (NOW HIRING)

As a Retirement Education Specialist, you will support Voya's Retirement Services goals by engaging ... This role partners closely with Voya's relationship management, product, and sales teams, as well ...

$115K - $135K/yr

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core ... Will manage a team of Relationship Managers as they enhance existing retirement business ...

About the role Human Interest is seeking a high-performing Retirement Sales Activation Manager to lead a dynamic team responsible for driving efficiency, velocity, and customer satisfaction ...

$75K - $90K/yr

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core ... Effectively manage, analyze, and retain a portfolio of business clients to provide knowledgeable ...

$65K - $72K/yr

Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping ... Effectively manage, analyze, and retain a portfolio of business clients to provide knowledgeable ...

$50K - $85K/yr

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core ... Account Managers (AMs) are responsible for providing day-to-day client support, ensuring seamless ...

Responsibilities include relationship management for these plan accounts and financial advisors ... Minimum of 7 years' experience in retirement services industry or related field is preferred

OR

$34K - $40K/yr

Drive processes forward, managing internal and external stakeholders to keep our customers engaged ... Possess knowledge and experience with retirement plan design, particularly in 401(k) plans * 3+ ...

$55K - $65K/yr

Most administrators operate within a queued work environment, utilizing Salesforce to manage and ... retirement plan administration and compliance. * While this is primarily a back-office position ...

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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 are Retirement Managers?

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.

How much does a retirement manager make?

A retirement manager's average salary varies by experience and location but typically ranges from $70,000 to $120,000 annually. Senior retirement managers or those in large firms can earn over $150,000, often supplemented with bonuses and benefits. Strong knowledge of retirement plans, financial regulations, and client management skills are essential in this role.

What are the key skills and qualifications needed to thrive as a Retirement Manager, and why are they important?

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 is the $1000 a month rule for retirement?

The $1,000 a month rule is a guideline suggesting that saving or withdrawing around $1,000 monthly can help individuals build or sustain their retirement savings. Retirement managers often advise consistent contributions and careful planning to ensure sufficient income during retirement, considering factors like investment growth and inflation.

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.

Can I retire at 62 with 400,000 in 401k?

A Retirement Manager would assess that retiring at 62 with a $400,000 401(k) depends on factors like expected expenses, lifestyle, and other income sources. Generally, $400,000 may provide a modest retirement income, but additional savings or income streams could be necessary to sustain a comfortable retirement at that age.

What is the best career to start at 60?

A retirement manager role involves overseeing retirement plans and financial strategies, which can be suitable for individuals with experience in finance, human resources, or counseling. Starting a career at 60 may require relevant certifications, strong interpersonal skills, and a willingness to learn industry regulations. Experience and knowledge can be valuable assets in this field, making it a viable option for late-career transitions.
What are the most commonly searched types of Retirement jobs in Oregon? The most popular types of Retirement jobs in Oregon are:
What are popular job titles related to Retirement Manager jobs in Oregon? For Retirement Manager jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Retirement Manager jobs in Oregon look for? The top searched job categories for Retirement Manager jobs in Oregon are:
Infographic showing various Retirement Manager job openings in Oregon as of July 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 100% In-person job distribution.

Retirement Education Specialist

FAVARH

Portland, OR

$70K - $88K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago


Job description

Together we fight for everyone's opportunity for a better financial future.

We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now

Get to Know the Opportunity:

As a Retirement Education Specialist, you will support Voya's Retirement Services goals by engaging individuals to save and invest for retirement. You will work directly with external clients and internal partners to deliver strategies that drive improved retirement outcomes-whether enrolling in their plan, increasing contributions, or optimizing product and service utilization. This role partners closely with Voya's relationship management, product, and sales teams, as well as directly with clients.

Please note: Candidates must be located in Portland, OR or Seattle, WA.

The Contributions You'll Make:

  • Provide onsite education and motivational seminars on a wide range of financial topics to retirement plan participants and prospective participants.
  • Customize PowerPoint presentations to reflect specific plan design and plan features.
  • Maintain industry knowledge through continuing education programs required by FINRA licenses to deliver compliant onsite presentations.
  • Maintain an onsite training measurement system to track program effectiveness for plan sponsors and internal Voya groups.
  • Ensure presentation topics and speaking points remain compliant with industry standards and approved sales/advertising practices.
  • Book travel through corporateapproved vendors and perform other duties as assigned.
  • Travel within the region up to 90% of the time.

Minimum Knowledge & Experience:

  • Bachelor's degree or equivalent.
  • 4-6 years of financial industry experience.
  • FINRA licensed (Series 6 or 7 & 63 required).
  • Excellent written and oral communication skills.
  • Excellent public speaking skills.

Preferred Knowledge & Experience:

  • Familiarity with 401(k), 403(b), and 457 plans.
  • Life license preferred or ability to obtain within 60 days.
  • Bilingual Spanish preferred.

#LI-DD

Compensation Pay Disclosure:

Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$70,530 - $88,160 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

  • Health, dental, vision and life insurance plans
  • 401(k) Savings plan - with generous company matching contributions (up to 6%)
  • Voya Retirement Plan - employer paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250/year
  • Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
  • Paid volunteer time - 40 hours per calendar year

Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

Misuse of Voya's name in fraud schemes