ZipRecruiter

Log In

1

Retirement Plan Account Manager Jobs (NOW HIRING)

IMA Financial Group

Retirement Plan Manager

Wichita, KS · On-site

$15 - $18.50/hr

The Retirement Plan Manager serves as a trusted advisor to employer-sponsored retirement plan ... Account management skills #LI-AG1 Compensation & Benefits Being a part of IMA has its benefits.

OneDigital

Retirement Plan Consultant

Farmington, CT · On-site

Retirement Plan Sales and Business Development • Develop and manage a robust sales pipeline ... account-related questions. • Design complex retirement plan structures tailored to meet ...

United Bank

Retirement Plan Manager

Charleston, WV · On-site

$111K - $195K/yr

The Retirement Plan Manager's primary role is to serve as the relationship manager for a diverse ... Account management Relationship building Industry knowledge & Expertise Presentation skills ...

Definiti

Retirement Plan Consultant

Erie, PA · On-site +1

The RPC will manage the day-to-day operations of an assigned portfolio of client plans, focusing ... Broad knowledge of the retirement plan industry, willingness to obtain ASPPA QKA designation or ...

United Bank

Retirement Plan Manager

Washington, DC · On-site

$111K - $195K/yr

The Retirement Plan Manager's primary role is to serve as the relationship manager for a diverse ... Account management Relationship building Industry knowledge & Expertise Presentation skills ...

next page

Showing results 1-20

People also search for

All JobsRetirement Plan Account JobsRetirement Plan Account Manager Jobs

Retirement Plan Account Manager information

See salary details

$29.5K

$65.8K

$106K

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

As of Jun 11, 2026, the average yearly pay for retirement plan account manager in the United States is $65,816.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $78,500.00 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 some 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 the key skills and qualifications needed to thrive as a Retirement Plan Account Manager, and why are they important?

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.
More about Retirement Plan Account Manager jobs
What cities are hiring for Retirement Plan Account Manager jobs? Cities with the most Retirement Plan Account Manager job openings:
What states have the most Retirement Plan Account Manager jobs? States with the most job openings for Retirement Plan Account Manager jobs include:
What job categories do people searching Retirement Plan Account Manager jobs look for? The top searched job categories for Retirement Plan Account Manager jobs are:
Retirement Plan Account Manager jobs near you
Infographic showing various Retirement Plan Account Manager job openings in the United States as of June 2026, with employment types broken down into 80% Full Time, and 20% Part Time. Highlights an 60% In-person, 20% Hybrid, and 20% Remote job distribution, with an average salary of $65,816 per year, or $31.6 per hour.
Retirement Plan Educational Specialist

Retirement Plan Educational Specialist

M3 Placement

Utica, NY • On-site

Full-time

Medical, Retirement, PTO

Posted 27 days ago

Job description

POSITION: Retirement Plan Educational Specialist

TYPE: Full time, Salary

LOCATION: Utica, NY

SUMMARY: Are you passionate about helping people achieve their financial goals? Do you enjoy working with people who share your commitment to quality, excellence, and professional growth? Our client, Strategic Financial Services, is looking for motivated professionals who can supports existing client relationships and serves as a trusted resource for plan participants. Responsibilities include delivering financial education programs (both in-person and virtual), helping shape participant engagement strategies, and communicating Strategics’ wealth management services and solutions. The company was recently named the #1 Place to Work for Financial Advisers by InvestmentNews!

FIRM VALUES:

• Serve | Grow | Live


CORE RESPONSIBILITIES:

•Support day-to-day management of existing client relationships and help shape the overall client service experience.

•Schedule, prepare for, and attend client and participant meetings; maintain meeting schedules and document follow-up actions.

•Coordinate plan administration tasks with external partners (TPAs, CPAs, recordkeepers) and assist with onboarding, conversions, and general administration.

•Provide participant education and enrollment materials for individuals and groups.

•Serve as a subject matter expert on recordkeeper systems and escalate participant or sponsor issues to Senior/Lead Advisors as needed.

•Identify clients or participants who may benefit from additional investment services or financial planning, and serve as a referral source to Wealth Management.

•Develop relationship-management skills and progress toward a Lead Advisor role by gradually taking on new and existing client responsibilities.


TECHNICAL SKILLS:
•Energetic self-starter committed to continuous learning and professional growth.

•Highly organized with attention to detail, follow-through, and ability to manage multiple deadlines.

•Strong written, verbal, and presentation skills; able to listen, ask questions, identify opportunities, resolve conflicts, educate, and coach clients.

•Proficient in Microsoft 365 (Outlook, Word, Excel, Teams) and quick to learn tools like SharePoint and social scheduling platforms.

•Operational knowledge of financial planning technology, client-facing systems, performance reporting, and CRM platforms.

•Basic understanding of investments, securities markets, global economics, portfolio construction, and market trends.

•Foundational knowledge of retirement plans, recordkeeping, participant education, and financial planning principles.


REQUIREMENTS:
•Bachelor’s degree required; industry-specific or other technical training is a plus.

•FINRA Series 65: required within the first 12 months.

•Industry credential required within 18 months (e.g., CPFA, ABFP, WMS, or similar approvedcertification).

•1–3+ years of professional experience in financial services, investments, retirement planadministration, insurance, payroll, or employee benefits preferred.

•1–3+ years of retail or marketing experience helpful.

•1–3+ years of retirement plan-related experience desirable.


In addition to working with a team of highly competent professionals in a growing firm, benefits include:
•Opportunity to make an impact on client’s lifelong financial goals.
•Supportive leadership team dedicated to our culture of learning and professional development.
•Career mapping and mentorship
•Opportunity to grow personally and professionally
•Competitive salary and health benefits
•401K
•Paid time off


BASE SALARY RANGE: $62,000-$82,500 plus performance-based compensation

Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.