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Retirement Manager Jobs in Raleigh, NC (NOW HIRING)

Retirement- 401K plan, company matches 6% plus annual retirement contribution, 100% funded by ... Supporting Store Manager with store operations REQUIREMENTS: * This is an entry-level role into ...

Retirement- 401K plan, company matches 6% plus annual retirement contribution, 100% funded by ... Supporting Store Manager with store operations REQUIREMENTS: * This is an entry-level role into ...

Project Manager

Raleigh, NC · On-site

$50 - $60/hr

Project Manager Location: Raleigh, NC, Austin TX and Cupertino, CA Duration: 6+ months Work Model ... 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability ...

This includes health insurance, retirement plans, leaves, and other employee perks. The Benefits Manager should have a strong background in benefits administration, excellent communication skills ...

Office Manager / Bookkeeper

Durham, NC · On-site

$50K - $60K/yr

Manage records and information * Plan and maintain work facilities * Provide administrative ... retirement benefits * Perform other office tasks (replenish office supplies, distribute mail ...

Office Manager / Bookkeeper

Durham, NC · On-site

$50K - $60K/yr

Manage records and information * Plan and maintain work facilities * Provide administrative ... retirement benefits * Perform other office tasks (replenish office supplies, distribute mail ...

We sit at the intersection of fintech innovation and retirement planning, helping clients invest in ... About the Role Our Software Engineering Manager leads a team of engineers building the platform ...

Showing results 21-40

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 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 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:

Purchasing Specialist (Relief)

Carol Woods Retirement Community

Chapel Hill, NC • On-site

Other

Re-posted 26 days ago


Job description

Job Purpose:
- The Purchasing Specialist (Relief) at THE CHAPEL HILL RESIDENTIAL RETIREMENT COMMUNITY is responsible for efficiently managing the procurement of essential supplies and equipment, ensuring compliance with regulatory standards, and maintaining accurate inventory control to support the community's operations.
Key Responsibilities:
- Manages the purchase of medical supplies and equipment, housekeeping goods, and office supplies to ensure the community is adequately stocked with necessary materials.
- Maintains the medical supply room according to regulatory requirements, ensuring all items are stored safely and appropriately.
- Maintains the inventory control system, ensuring accurate tracking and reporting of stock levels to prevent shortages and overstock situations.
- Collaborates with vendors and suppliers to negotiate contracts and secure favorable pricing and terms.
- Monitors and evaluates supplier performance to ensure quality and reliability in the delivery of goods.
- Works closely with other departments to understand their supply needs and provide timely support.
- Ensures compliance with all purchasing policies and procedures, maintaining records and documentation for audit purposes.
- Provides relief support to purchasing team members as needed, demonstrating flexibility and adaptability in a dynamic environment.

Required Education:
- High school diploma or equivalent.
Required Experience:
- Minimum of 2 years purchasing and inventory control experience, with a preference for experience in the medical field.
Required Skills and Abilities:
- Strong communication skills to effectively liaise with suppliers and internal teams.
- Proficiency in computer skills, including inventory management software and Microsoft Office Suite.
- Excellent organizational abilities to manage multiple purchasing tasks and maintain accurate records.