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Retirement Plan Account Manager Jobs in Rochester, NY

Account Executive

Rochester, NY · On-site

$50K - $80K/yr

Utilize CRM, research, and sales tools to manage pipeline activity and client relationships ... Retirement Plan, paid parental leave, dental, vision, Teladoc, behavioral health services ...

Manage customer accounts to identify service opportunities and facilitate collections of past-due ... plan, paid time off and up to 12 paid holidays - which total about 4 weeks for new full-time ...

Account Executive

Rochester, NY · On-site

$50K - $80K/yr

Utilize CRM, research, and sales tools to manage pipeline activity and client relationships ... Retirement Plan, paid parental leave, dental, vision, Teladoc, behavioral health services ...

Showing results 41-60

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 23, 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 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 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 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 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 57% In-person, and 43% Remote job distribution, with an average salary of $64,939 per year, or $31.2 per hour.

Account Manager, Endovascular in Rochester, NY

Abbott

Rochester, NY • On-site

$61K - $122K/yr

Full-time

Re-posted yesterday


Abbott rating

7.8

Company rating: 7.8 out of 10

Based on 138 frontline employees who took The Breakroom Quiz

175th of 544 rated manufacturers


Job description

Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 115,000 colleagues serve people in more than 160 countries.
JOB DESCRIPTION:
This is a field-based position, supporting Abbott's Vascular division. Abbott Vascular provides innovative, minimally invasive and cost-effective products for treatment of vascular disease. Our extensive portfolio includes drug-eluting stents, bare metal stents, guide wires, balloon dilatation catheters, imaging catheters and software, vessel closure devices, peripheral stents, thrombectomy catheters and atherectomy devices.
We currently have an opportunity available for an Account Manager, Endovascular in Buffalo/Rochester, NY. This role will be responsible for ensuring that the assigned territory meets or exceeds sales objectives and delivers profitable growth/market share expectations aligned with the Annual Plan. The Account Manager will work with, and report to, the Regional Sales Director to identify/evaluate market opportunities, business potential, and to achieve annual sales objectives in assigned territory. This individual will coordinate activities with Clinical Specialists, negotiate contracts with hospital customers, and keep the company informed of market dynamics & competitive activity.
What You'll Work On
  • Primary responsibility is to lead all commercial selling activity for the assigned territory by focusing on Vascular Surgeons, Interventional Cardiologists, and Interventional Radiologists to promote the full Endovascular portfolio including atherectomy, thrombectomy, base peripheral, vessel closure and future product releases. This includes influencing stakeholders within the hospital, driving product utilization, support on contracting, relationship development, relationship management, market development and serving as the primary owner for sales target achievement of the designated territory.
  • Secondary responsibility is to support clinical selling activity and some procedure case service. This includes selling on clinical differentiation in the procedure, value proposition, product launch, physician onboarding, early case coverage and training.
  • Influence stakeholders within the hospital setting.
  • Drive product utilization in key growth categories and driving sales/placement of capital to support product utilization.
  • Support contracting efforts to gain favorable positions in accounts within the territory.
  • Drive market development in new product segments and new product launches.
  • Meet with current and potential customers to fulfill revenue and unit growth objectives assigned by company on a monthly / quarterly /annual basis.
  • Develop and implement sales strategies by determining the relevant factors (e.g., product, competition, and pricing needs) of existing and potential accounts to effectively promote the company's products to appropriate hospital personnel and physicians.
  • Develop action plans (i.e., weekly, quarterly, monthly) by analyzing quarterly and monthly sales figures and reports identifying the needs of accounts and discussing issues with the Regional Sales Director to help the organization achieve its sales goals.
  • Develop relationships with hospital personnel and identify key purchasing decision makers in order to facilitate sales growth.
  • Strengthen customer relationships by performing sales support activities (e.g., product training, therapy awareness., education events).
  • Build networks of contacts to stimulate interest in the company's products by attending and participating in trade shows, educational conferences, and seminars.
  • Maintain clinical and technical expertise by attending company product training sessions.
  • Prepare and submit reports to sales management by analyzing and compiling data, projections, and other relevant information.

Required Qualifications
  • Bachelor's degree or equivalent combination of education and experience
  • 3-5+ years of related work experience
  • Ability to travel 50% within assigned region

Preferred Qualifications
  • Preferred background includes prior experience selling in the medical device industry

The base pay for this position is
$61,300.00 - $122,700.00
In specific locations, the pay range may vary from the range posted.
JOB FAMILY:
Sales Force
DIVISION:
AVD Vascular
LOCATION:
United States of America : Remote
ADDITIONAL LOCATIONS:
WORK SHIFT:
Standard
TRAVEL:
Yes, 50 % of the Time
MEDICAL SURVEILLANCE:
Not Applicable
SIGNIFICANT WORK ACTIVITIES:
Continuous sitting for prolonged periods (more than 2 consecutive hours in an 8 hour day), Continuous standing for prolonged periods (more than 2 consecutive hours in an 8 hour day), Continuous walking for prolonged periods (more than 2 hours at a time in an 8 hour day), Driving a personal auto or company car or truck, or a powered piece of material handling equipment, Keyboard use (greater or equal to 50% of the workday)
Abbott is an Equal Opportunity Employer of Minorities/Women/Individuals with Disabilities/Protected Veterans.
EEO is the Law link - English: http://webstorage.abbott.com/common/External/EEO_English.pdf
EEO is the Law link - Espanol: http://webstorage.abbott.com/common/External/EEO_Spanish.pdf

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