ZipRecruiter

Log In

1

Retirement Manager Jobs in Washington (NOW HIRING)

United Bank

Retirement Plan Manager

Washington, DC · On-site

$111K - $195K/yr

The Retirement Plan Manager's primary role is to serve as the relationship manager for a diverse group of clients. This position requires a broad and deep understanding of sophisticated investment ...

United Bank

Retirement Plan Manager

Washington, DC · On-site

$111K - $195K/yr

The Retirement Plan Manager's primary role is to serve as the relationship manager for a diverse group of clients. This position requires a broad and deep understanding of sophisticated investment ...

United Bank

Retirement Plan Manager

Washington, DC · On-site

$111K - $195K/yr

The Retirement Plan Manager's primary role is to serve as the relationship manager for a diverse group of clients. This position requires a broad and deep understanding of sophisticated investment ...

next page

Showing results 1-20

All JobsRetirement JobsRetirement Manager JobsRetirement Manager Jobs in Washington

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 Washington?

The most popular types of Retirement jobs in Washington are:

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

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

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

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

What cities in Washington are hiring for Retirement Manager jobs?

Cities in Washington with the most Retirement Manager job openings:

Retirement Manager jobs near you
Infographic showing various Retirement Manager job openings in Washington as of August 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution.

Retirement Administrator

Clark Construction Group, LLC

Bethesda, MD • On-site

Full-time

Retirement

Re-posted 6 days ago

Job description

There is a reason that Clark is a leader in the construction industry. Simply put, it's our people. From highways to hotels and hospitals to stadiums, we rely on the leadership, talents, and drive of our employees to bring great projects to light. Are you interested in becoming a part of our team? If so, take the next step and start building your career with us today.
We are seeking an energetic, analytical, and results-oriented Business Analyst - Retiement (internally, the title of this role is Business Analyst (Retirement) to join our Total Rewards team. This key role plays a critical part in maintaining the integrity of our retirement programs, driving data accuracy, and ensuring audit compliance. If you thrive in a detail-oriented environment, excel at quantitative problem-solving, and deliver exceptional service, this is a fantastic opportunity to own high-visibility work within Clark's HR organization.
Primary Job Duties & Responsibilities
  • Audit & Compliance Support
    • Prepare and format non-discrimination compliance testing data according to recordkeeper specifications; perform iterative data scrubbing until finalized.
    • Review and audit the recordkeeper's annual Match True-up calculations for accuracy.
    • Participate in the data preparation and assembly of extensive reporting for the annual external retirement plan audit.
    • Research discrepancies and prepare formal responses throughout the audit lifecycle.
  • Quantitative & Financial Analysis
    • Apply Plan rules to the applicable data, perform iterative data scrubbing process, and participate in finalizing the annual Company Contribution calculations.
    • Conduct ad hoc retirement-related payroll transaction reviews and reconciliations with the recordkeeper to ensure calculation and transmission accuracy.
    • Perform routine data reconciliations at pre-determined cadence between HRIS and recordkeeper systems.
  • Plan Administration & Operations
    • Serve as primary point of contact for participant inquiries.
    • Audit and maintain retirement plan data quality and system configurations in the HRIS to ensure alignment with recordkeeper requirements.
    • Coordinate in-person participant education sessions across regional offices and jobsites in partnership with the recordkeeper.

Required Qualifications
  • Experience: 3+ years of quantitative or analytical experience in finance, accounting, compensation/benefits, mathematics, or a related field.
  • Technical & Analytical Aptitude: Demonstrated strength in data reconciliation, mathematical problem-solving, and advanced spreadsheet skills (Excel/Google Sheets).
  • Communication: Strong interpersonal skills with a proven track record of cross-functional collaboration and clear communication across organizational levels.

Preferred Qualifications
  • Education: Bachelor's degree in finance, accounting, mathematics, business analytics, or a related discipline.
  • General Knowledge: Direct experience with 401(k) or defined contribution plan administration, general investment concepts, and familiarity with ERISA/IRS regulatory guidelines.
  • Systems: Experience with HRIS and Payroll platforms (Workday and/or EC Payroll strongly preferred) and recordkeeper platforms.
  • Certifications: Professional certifications such as CEBS, QKA, CPSP, SHRM-CP/SCP, and/or S/PHR.
  • Languages: Proficiency or working knowledge of Spanish is beneficial.

Core Competencies
  • Operational Excellence: Exceptional attention to detail and data integrity, with a rigorous focus on audit accuracy and error-free processing.
  • Strategic Problem-Solving: A self-starter capable of taking ownership of complex processes from end-to-end.
  • Prioritization & Workload Management: Ability to work independently and collaboratively while managing competing seasonal deadlines (e.g., audit, year-end reconciliation, testing).
  • Discretion & Integrity: Capable of handling sensitive information with high confidentiality.

Why This is a Great Move
Clark is a premier organization with outstanding people. We have a 100+ year history of success and a reputation for both high quality work and people. Here you'll be part of a team and culture that values people. You'll work in a HR team with senior leaders that have a reputation for building team members' careers, driving team engagement, and having an impact on the business. We are expanding our team and our influence. You can be yourself and be passionate about your work. And you'll have a clear impact on the success of the business and the talent in your client groups. Come join our winning team!
HR Team Values: Create positive experiences, partner with integrity and trust, drive for results, be your best self to do your best work, common purpose, diverse contributions.
Compensation
Clark is committed to competitive compensation that typically has key components including base salary, bonus incentive compensation based on personal and company performance.
Search Firm and Employment Agency Disclaimer
Clark HR is the sole authorized representative of Clark Construction to execute any agreements with search firms, employment agencies or any employment vendor ("Vendor"). As a condition precedent to any entitlement for payment, a Vendor shall have both (1) Clark Construction Placement Agreement, and (2) an Engagement Job Order executed by an authorized Clark HR representative. Absent the properly executed documents, Clark HR shall have no obligation to make payment to the Vendor. Verbal or written communications from any employee of Clark Construction business units shall not be considered binding obligations. All resumes whether unsolicited or solicited shall be considered property of Clark HR.
Drug Free Workplace/EOE
www.clarkconstruction.com

Apply