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Retirement Plan Account Manager Jobs in Rochester, NY

Account Manager

Rochester, NY · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • PTO

The Account Manager, PCS Division is responsible for developing, managing, and expanding ... office plan • Hygienic environment • Employee satisfaction • Staff loyalty • Employee ...

Account Manager

Rochester, NY · On-site

$90K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Develop and manage a sales pipeline of commercial and industrial HVAC projects. * Conduct site ... Health Savings and Flexible Spending Accounts * 401(k) Savings Plan * Employee Assistance Program

Account Manager

Rochester, NY · On-site

$90K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Develop and manage a sales pipeline of commercial and industrial HVAC projects. * Conduct site ... Health Savings and Flexible Spending Accounts * 401(k) Savings Plan * Employee Assistance Program

Staff Accountant - EPIC

Rochester, NY · On-site

$21.01 - $29.41/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Accounts Receivable and general accounting. Education and Experience: * Bachelor's Degree in ... Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a ...

Staff Accountant - EPIC

Rochester, NY · On-site

$21.01 - $29.41/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Accounts Receivable and general accounting. Education and Experience: * Bachelor's Degree in ... Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a ...

EB Account Manager

Rochester, NY · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The EB Senior Account Manager is responsible for managing our largest and most complex employee ... Expert understanding of employee benefits plan design, funding arrangements, and compliance ...

Industrial Account Manager

Rochester, NY · Hybrid

$87K - $95K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manages existing revenues and develops revenue opportunities within an established geographical ... Develops comprehensive sales plan for assigned territory in conjunction with division sales plan ...

Sales Account Manager

Rochester, NY · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... plan with employer match. If you're motivated, hands-on, and ready to grow with a stable company ... Position Description The Sales Account Manager is responsible for maintaining the existing customer ...

PIA Major Account Manager

Rochester, NY · Remote

$65K - $103K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Overview A Major Account Manager is paramount in maintaining and expanding relationships with ... Proactively understand client benefit offerings and make recommendations through creative plan ...

Operations Specialist

Rochester, NY · On-site

$21.01 - $29.41/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Pay Range: $21.01 - $29.41 Manage and process the completion of system-related daily tasks with ... Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a ...

Client Service Specialist

Rochester, NY · On-site

$16.75 - $22.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Flexible Spending Accounts : For healthcare and dependent care expenses. * Employer-Paid Disability ... Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a ...

National Account Manager - Food Service

Rochester, NY · On-site

$105K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Retirement savings plan with employer contribution * Paid Vacation and Paid Holidays * Employee ... National Account Manager will be responsible for the management, negotiation, and development of ...

Client Service Specialist

Rochester, NY

$16.75 - $22.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Flexible Spending Accounts : For healthcare and dependent care expenses. * Employer-Paid Disability ... Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a ...

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Showing results 1-20

Retirement Plan Account Manager information

See Rochester, NY salary details

$29.1K

$64.9K

$104.6K

How much do retirement plan account manager jobs pay per year?

As of Aug 16, 2026, the average yearly pay for retirement plan account manager in Rochester, NY is $64,939.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $77,500.00 per year, depending on experience, location, and employer.

What does a retirement plan account manager do?

A Retirement Plan Account Manager is responsible for overseeing and administering employer-sponsored retirement plans, such as 401(k)s or pension plans. They work with clients to ensure compliance with regulations, manage plan operations, and assist employees with their retirement accounts. Their duties often include providing education, resolving participant issues, coordinating with plan providers, and helping with plan design or changes to meet client needs.

What are common challenges retirement plan account managers face when managing multiple client accounts?

Retirement Plan Account Managers often juggle multiple client portfolios, each with unique plan requirements and regulatory compliance needs. One common challenge is staying current with frequent changes in retirement plan regulations, which requires continuous learning and adaptability. Additionally, balancing proactive client communication with prompt issue resolution can be demanding, especially during peak reporting periods. Strong organizational skills and effective time management are essential to ensure all client needs are met while maintaining high service standards.

What is the difference between Retirement Plan Account Manager vs Retirement Plan Specialist?

AspectRetirement Plan Account ManagerRetirement Plan Specialist
CredentialsCertifications like CFP, CPFA often preferredSimilar certifications, often the same as Account Managers
Work EnvironmentClient-facing, financial advisory settingAdvisory and administrative roles within financial firms
Employer & IndustryFinancial services firms, retirement plan providersRetirement plan providers, financial advisory firms
Search & Comparison IntentUnderstanding roles, responsibilities, and qualificationsSimilar roles, focusing on retirement plan expertise

The Retirement Plan Account Manager and Retirement Plan Specialist roles share many similarities, including required certifications and work environments. Both work within financial services firms focusing on retirement plans. The main difference lies in the scope: Account Managers often handle client relationships and account oversight, while Specialists may focus more on technical plan details and compliance. Understanding these distinctions helps job seekers identify the right role for their skills and career goals.

What skills and qualifications are needed to thrive as a retirement plan account manager?

To thrive as a Retirement Plan Account Manager, you need a solid understanding of retirement plan regulations, investment concepts, and account management, often supported by a degree in finance or business. Familiarity with recordkeeping platforms, compliance software, and industry certifications like the QKA or Series 6/63 is highly valuable. Exceptional client communication, problem-solving, and organizational skills help you build trust and proactively address client needs. These skills are crucial for ensuring regulatory compliance, strong client relationships, and effective administration of retirement plans.

What are popular job titles related to Retirement Plan Account Manager jobs in Rochester, NY?

For Retirement Plan Account Manager jobs in Rochester, NY, the most frequently searched job titles are:

What job categories do people searching Retirement Plan Account Manager jobs in Rochester, NY look for?

The top searched job categories for Retirement Plan Account Manager jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Retirement Plan Account Manager jobs?

Cities near Rochester, NY with the most Retirement Plan Account Manager job openings:

Infographic showing various Retirement Plan Account Manager job openings in Rochester, NY as of August 2026, with employment types broken down into 85% Full Time, and 15% Part Time. Highlights an 65% In-person, and 35% Remote job distribution, with an average salary of $64,939 per year, or $31.2 per hour.

$75K - $85K/yr

Full-time

Medical, Dental, PTO

Posted 18 days ago


Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

The Account Manager, PCS Division is responsible for developing, managing, and expanding relationships with referral sources to drive growth in the Personal Care Services (PCS) Division. This role focuses on maintaining strong partnerships with hospitals, CHHAs, MLTC plans, community organizations, and other referral sources while ensuring a consistent pipeline of qualified referrals. The Account Manager will work closely with Intake, Recruitment, and Operations to ensure successful case conversion, service initiation, and ongoing client satisfaction. This is a commission-driven role ideal for a results-oriented professional motivated by growth, relationship-building, and revenue generation.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Develop, manage, and grow relationships with referral sources including MLTC plans, hospitals, rehabilitation centers, CHHAs, and community partners.

Serve as the primary point of contact for assigned referral sources, ensuring consistent communication, responsiveness, and service excellence.

Proactively identify new business opportunities and referral partnerships to expand PCS service lines.

Conduct regular in-person and virtual visits with referral sources to strengthen relationships and promote agency services.

Track referral activity, conversion rates, and performance metrics to drive strategic growth initiatives.

Collaborate with Intake and Recruitment teams to ensure timely processing, staffing, and start of care for all referred cases.

Follow up on all referrals to ensure successful admission and address any barriers to service initiation.

Resolve service issues or concerns raised by referral sources, patients, or internal teams in a timely and professional manner.

Maintain a strong understanding of PCS eligibility, payor requirements, and service offerings to effectively position the organization.

Provide feedback to leadership on market trends, competitor activity, and opportunities for growth.

Participate in networking events, community outreach initiatives, and industry meetings to enhance brand presence. Maintain accurate documentation of referral activity, account interactions, and outcomes in the organization's systems.

Meet and exceed monthly and quarterly referral and revenue targets.

Performs other duties as required by the Account Manager role.

Qualifications/Education:

Graduate degree.

Prior experience in home care, healthcare marketing, intake, or account management strongly preferred.

Proven ability to build and maintain professional relationships within the healthcare community.

Demonstrated success in a commission-driven or performance-based role.

Understanding of Personal Care Services (PCS), MLTC plans, and home care operations.

Excellent interpersonal, communication, and presentation skills.

Highly motivated, results-driven, and comfortable working in a fast-paced, target-oriented environment.

Strong organizational and time management skills with the ability to manage multiple accounts. Proficient in Microsoft Office and CRM/database systems.

Requirements:

Ability to handle multiple tasks.

Ability to problem solve.

Computer literate in fiscal management and other database programs.

Demonstrate trustworthiness and discrete disposition in carrying out regulatory tasks.

Excellent written and oral communication skills.

Possess excellent interpersonal skills and ability to work well with others.

Compensation:

Base Salary: $75,000 - $85,000 annually

Transitions to Commission: Uncapped, based on referral volume, case conversions, and revenue growth

Work Environment:

Ergonomic workspace

Ambient interiors

Organized office plan

Hygienic environment

Employee satisfaction

Staff loyalty

Employee empowerment

Career growth

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off

Work Location: In person

Always Compassionate Health is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Always Compassionate Health are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, creed, national, social or ethnic origin, political viewpoint, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, protected veteran status, citizenship status when otherwise legally able to work, or any other status protected by the laws or regulations in the locations where we operate.


If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!