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Retirement Manager Jobs in Washington (NOW HIRING)

About the Role Reporting to the US Benefits Manager, the Senior Specialist, Retirement Plans supports the administration and delivery of retirement plans, primarily within the U.S., while aligned ...

About the Role Reporting to the US Benefits Manager, the Senior Specialist, Retirement Plans supports the administration and delivery of retirement plans, primarily within the U.S., while aligned ...

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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 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 cities in Washington are hiring for Retirement Manager jobs?

Cities in Washington with the most Retirement Manager job openings:

Infographic showing various Retirement Manager job openings in Washington as of August 2026, with employment types broken down into 84% Full Time, 9% Part Time, 2% Temporary, and 5% Contract. Highlights an 77% Physical, 2% Hybrid, and 21% Remote job distribution.

Retirement Actuarial Local Practice Leader

Aon Corporation

Washington, DC • Hybrid

$245K - $280K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago


Aon rating

8.1

Company rating: 8.1 out of 10

Based on 77 frontline employees who took The Breakroom Quiz

63rd of 151 rated financial services


Job description

Retirement Local Practice Leader

Locations: Washington DC or Baltimore MD

The Core Retirement Local Practice Leader (LPL) is viewed as the leader of the office for Core Retirement colleagues and in the local market. The LPL should display leadership and strong business judgment. The LPL reports directly to both the applicable Aon Market Leader and Regional Practice Leader (RPL) for Core Retirement through our helix reporting structure.

Market and revenue growth responsibilities include:

  • Profitably growing the Retirement business in the local market, including overseeing current client retention and growth
  • Overseeing acquisition of new clients and go-to-market activities in the local market, including deploying a broader retirement market plan (e.g., solutions, initiatives, targeting)
  • Increasing Aon, Wealth, and Retirement practice visibility and raising our profile in the local market
  • Connecting to other practices / solution lines in the local market, ensuring we present ourselves as one Aon

Business management and talent responsibilities include:

  • Overseeing the “running of the business” for the local market, including general operations, financial management, and delivering quality service and professional excellence
  • Overseeing management of colleagues, including career development, staffing clients and prospects aligned to the office, talent acquisition, and colleague engagement
  • Communicating the firm’s direction, vision, and values to the local team
  • Collaborating across Aon solution lines in the local market to maintain and grow office culture, as well as develop and engage colleagues
  • Ensuring compliance with Aon, Wealth, and Retirement policies and application of best practices
  • Responsbile for attaining specific target revenue growth, sales, productivity, and operational measures in the local market.

  • Serve as the Executive Sponsor and/or strategic lead for several clients and/or prospects.

  • Skills: Actuarial, Client Facing, People Management

Qualifications: 12-15 years of Retirement or Pension Experience 

Required: ASA OR FSA Credentials

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Pay Transparency Laws:

The salary range for this position (intended for U.S. applicants) is $245k-$280k annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data.  The salary may also be adjusted based on applicant’s geographic location.

This position is eligible to participate in one of Aon’s annual incentive plans to receive [an annual discretionary bonus] in addition to base salary.  The amount of any [bonus]  varies and is subject to the terms and conditions of the applicable incentive plan.

A summary of all the benefits offered for this position:

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions.  Eligibility for benefits is governed by the applicable plan documents and policies.

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2579839Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

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About Aon

Sourced by ZipRecruiter

Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

Industry

Business management consulting

Company size

10,000+ Employees

Headquarters location

Chicago, IL, US

Year founded

1992