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Retirement Manager Jobs in Virginia (NOW HIRING)

Retirement Manager

Roanoke, VA · On-site

$94K - $150K/yr

Description The City of Roanoke is seeking a Retirement System Manager to provides oversight of retirement programs and system. The successful candidate will be responsible for financial reporting ...

As we continue to expand, we are seeking motivated professionals to join us as Retirement Education ... Strong communication, organizational, and time-management skills * A self-starter mindset with the ...

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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 Virginia? The most popular types of Retirement jobs in Virginia are:
What are popular job titles related to Retirement Manager jobs in Virginia? For Retirement Manager jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Retirement Manager jobs in Virginia look for? The top searched job categories for Retirement Manager jobs in Virginia are:
Infographic showing various Retirement Manager job openings in Virginia as of July 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 98% In-person, and 2% Hybrid job distribution.

$94K - $150K/yr

Full-time

Posted 5 days ago


Job description

Description The City of Roanoke is seeking a Retirement System Manager to provides oversight of retirement programs and system. The successful candidate will be responsible for financial reporting and oversight of the external audit and selection and installation of systems for retirement and serve in an advisory capacity regarding investment of city funds. Bachelor's degree from four-year college or university with a major in accounting; Master's degree preferred; Ten years progressively responsible professional experience in governmental accounting; or equivalent combination of education and experience.

Certified Public Accountant preferred. The City of Roanoke is an Equal Employment Opportunity/AA/M/F/Disability Employer. To elevate the performance of the organization, we are committed to respecting, celebrating, and embracing the collective mixture of differences and similarities between our employees as a rich tapestry.

Our behaviors will demonstrate open communication, and we will seek opportunities to learn, recognizing and rewarding actions that promote acceptance while suspending judgment. By doing this, we will foster an inclusive, open work environment that delivers excellent service and creates a more vibrant and inviting community. This is an exempt position.

Examples of Duties SUMMARY Provides oversight of retirement programs and system. Responsible for financial reporting and oversight of the external audit and selection and installation of systems for retirement. Serves in an advisory capacity regarding investment of city funds.

Responsibilities entail accountability based on measurable cost effective results for the substance, efficiency, productivity and quality of activities performed within division. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Responsible for oversight of systems selection, implementation and maintenance pertaining to retirement Interprets federal and state laws, local ordinances and procedures to insure compliance of financial activities Oversees all technical financial operations of the retirement system Responsible for financial reporting and compliance with SEC requirements and to meet federal and state standards as applicable Provides oversight for reporting and compliance of payroll and vendor disbursements with the Internal Revenue Service Assists in the management of the city's pension and purchasing card systems including development of policies and procedures, selection of investment consultant and portfolio managers, systems development and coordination with actuaries and other professionals Assists in the preparation of the City's annual operating and capital budgets Assists with the planning and issuance of long-term financing for capital projects Participates in investment decisions of municipal funds for the City of Roanoke Participates as needed on the Budget Committee, and with all major capital financing initiatives Prepares and presents reports for the Director of Finance as required SUPERVISORY RESPONSIBILITIES Supervises an assigned staff in the Retirement Division. Is responsible for the overall direction, coordination, and evaluation of units. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.

Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Typical Qualifications QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Bachelor's degree from four-year college or university with a major in business administration or accounting; Master's degree preferred; Ten years progressively responsible professional experience in governmental accounting; or equivalent combination of education and experience. Certified Public Accountant preferred.

Supplemental Information LANGUAGE SKILLS Ability to read, analyze, and interpret complex documents. Ability to respond effectively to sensitive inquiries or complaints orally and in writing. Ability to make effective and persuasive presentations on controversial or complex topics to city council, management, public groups, and/or boards of directors.

Ability to negotiate and resolve conflicts. Ability to organize, direct and coordinate a complete range of administrative activities obtaining maximum efficiency. REASONING ABILITY Ability to apply principles of logical or scientific thinking to a wide range of problems.

Ability to deal with complex problems or issues. Ability to interpret an extensive variety of technical information and deal with several abstract and concrete variables. Ability to formulate a vision and develop practical courses of action to accomplish goals.

Ability to identify key stakeholders and create teams to solve complex issues. Ability to think strategically. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; sit; use hands to finger, handle, or feel; and reach with hands and arms.

The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include ability to adjust focus. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. This is a job description and not an individualized position description.

A job description defines the general character and scope of duties and responsibilities of all positions in a job classification, but it is not intended to describe and does not necessarily list the essential job functions for a given position in a classification.