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Retirement Manager Jobs in Raleigh, NC (NOW HIRING)

ADP

Retirement Services District Manager

Raleigh, NC · On-site

ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your ... Positive Self-Starter You have an upbeat, persistent style and the ability to cold call, manage ...

ADP

Retirement Services District Manager

Raleigh, NC · On-site

ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your ... You have an upbeat, persistent style and the ability to cold call, manage your time well, and can ...

New York Life

Retirement Planner

Raleigh, NC

$115K/yr

... ) and communication, and providing you with a development team and sales support to guide your ... New York Life's Retirement Planning Practice Model¹ training program is designed to develop your ...

Empower

Retirement Plan Counselor

Raleigh, NC · On-site +1

$59K - $84K/yr

Manage meeting schedule, including travel booking * Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying ...

Empower

Retirement Plan Counselor

Raleigh, NC · On-site +1

$59K - $84K/yr

Manage meeting schedule, including travel booking * Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying ...

ABB

Senior Retirement Analyst - 401k Administration

Cary, NC · Hybrid

$70K - $92K/yr

Manager, Retirement __ The Senior Retirement Analyst - 401k Administration is responsible for delivery of U.S. and Puerto Rico retirement operations, vendor management, and retirement program ...

ABB

Senior Retirement Analyst - 401k Administration

Cary, NC · On-site

$66K - $87K/yr

Manager, Retirement The Senior Retirement Analyst - 401k Administration is responsible for delivery of U.S. and Puerto Rico retirement operations, vendor management, and retirement program delivery ...

Empower

Retirement Plan Advisor- North Carolina

Durham, NC · On-site +1

$72K - $101K/yr

Manage meeting schedule, including travel booking * Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants * Document interactions in ...

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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 Raleigh, NC?

The most popular types of Retirement jobs in Raleigh, NC are:

What job categories do people searching Retirement Manager jobs in Raleigh, NC look for?

The top searched job categories for Retirement Manager jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Retirement Manager jobs?

Cities near Raleigh, NC with the most Retirement Manager job openings:

Retirement Manager jobs near you

Retirement Services District Manager

ADP

Raleigh, NC • On-site

Full-time

Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

ADP is hiring a Sales Representative for Retirement Services.
  • Are you ready to control your financial future with unlimited upside earnings potential?
  • Are you looking for continuous learning and the opportunity to invest in yourself?
  • Do you want to join a dynamic, inclusive team environment with a culture of collaboration and belonging?

If so, this may be the opportunity for you. Don't just take our word for it... read on and see for yourself!
In this role, you will sell ADP's Retirement Services 401(k) solutions. With a little help from our top-notch sales training, you'll connect with both new and existing clients to sell products that put millions of employees on the road to retirement readiness.
If you prefer doing things the same all the time -- rinse and repeat -- then you may not be a perfect fit for this role. In selling Retirement Solutions, you will find that every sales process is different. You won't sell one product with a standardized price list to the same type of buyer again and again. However, if it excites you to think that each sales process, each client/prospect interaction, and each day will be different, then you'll reap the rewards with industry-leading compensation, benefits, luxurious incentive trips, and awards as you make a name for yourself at ADP. (Hey, you love learning new things and patience is your middle name.) As you strive to grow your career, leaders will back your desire to pursue advancement and provide continual sales training.
Ready to #MakeYourMark? Apply now!
To learn more about Sales at ADP, watch here: http://adp.careers/Sales_Videos
What you'll do: Responsibilities
  • Grow Our Business While Growing Yours. You will work independently and collaboratively as part of various teams within your assigned geography to close sales, win business, and reach sales goals.
  • Turn Prospects into Loyal Clients and Raving Fans. You will implement a sales strategy targeted to decision-makers and business owners to build a network and capture new business.
  • Deepen Relationships Across the ADP Family. In addition to selling Retirement Services solutions, you will strategically cultivate additional business within existing accounts. But it's not all business; you will make life-long friendships here.
  • Collaborate Daily. You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards.

TO SUCCEED IN THIS ROLE: Required Qualifications
  • Proven Winner You have an impressive track record (2+ years) of outside business-to-business sales experience including prospecting and territory management.
  • Positive Self-Starter You have an upbeat, persistent style and the ability to cold call, manage your time well, and can present your ideas in a clear professional manner on paper, in-person, and over the phone.
  • Team PlayerYou can work independently, as well as collaborate with other ADP Sales Associates.
  • Trusted Advisor You build relationships, live integrity, and deliver on promises...every time.

A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience could include:
  • Two+ years of quota-carrying, outside business-to-business sales experience
  • Military experience --We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact.

Bonus points for these: Preferred Qualifications
  • Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licensing is a plus; candidates with great sales acumen will be considered pending appropriate licensing within the first 45 days of employment.

YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:
  • Be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.
  • Belong by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences.
  • Grow your career in an agile, fast-paced environment with plenty of opportunities to progress.
  • Continuously learn. Ongoing training, development, and mentorship opportunities for even the most insatiable learner.
  • Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones.
  • Balance work and life. Resources and flexibility to more easily integrate your work and your life.
  • Focus on your mental health and well-being. We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
  • Join a company committed to giving back and generating a lasting, positive impactupon the communities in which we work and live.
  • Get paid to pay it forward. Company-paid time off for volunteering for causes you care about.

What are you waiting for? Apply today!
ADP logo

About ADP

Sourced by ZipRecruiter

We're designing a better way to work, so you can achieve what you're working for. Consistently named one of the 'Most Admired Companies' by FORTUNE® Magazine, and recognized by DiversityInc® as one of the 'Top 50 Companies for Diversity,' ADP works with more than 740,000 organizations across the globe to help their people work smarter, embrace new challenges, and unleash their talent. "Always Designing for People" means we're creating platforms that will transform how great work gets done, so together we can unlock a world of opportunity.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

Roseland, NJ, US

Year founded

1949

Social media

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