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Retirement Plan Account Manager Jobs (NOW HIRING)

Sowell Management

Retirement Plan Advisor

Rogers, AR · On-site

When you join our service-driven team managing retirement plans for small/mid-sized employers, you'll: * Serve as the primary advisor to plan sponsors, partnering with recordkeepers and TPAs to ...

Cetera

Manager, Retirement Plan Solutions

Dallas, TX · Hybrid

The Manager, Retirement Plan Solutions, is responsible for leading day-to-day service delivery and ... Monitor team workload and workflows; assign accounts and priorities, remove obstacles, and ensure ...

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Retirement Plan Account Manager information

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$29.5K

$65.8K

$106K

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

As of Jun 16, 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 & Wealth Management Advisor

Retirement Plan & Wealth Management Advisor

HUB International Limited

Scottsdale, AZ • On-site

Full-time

Medical, Life, Retirement

Posted 2 days ago

HUB International rating

8.6

Company rating: 8.6 out of 10

Based on 53 frontline employees who took The Breakroom Quiz

73rd of 261 rated insurance

Job description

As a Retirement Plan & Wealth Management Advisor you will spend your day talking to retirement plan participants & individual wealth management clients about their retirement savings needs, financial objectives, investment risk tolerance and recommend an appropriate strategy. You will be appointed as a wealth management advisor to an existing book of individual clients and manage their ongoing needs. You will be responsible for conducting annual portfolio reviews with existing clients to ensure alignment with their financial goals. Additionally, you will manage day-to-day transactional needs, providing timely and accurate support to maintain client satisfaction. You will also work with a team of retirement plan advisors to create retirement plan education strategies for plan sponsors which will include webinars, 1 on 1 participant meetings, and newsletters. To excel in this role, you should already have the appropriate licenses and knowledge of all the latest financial products on the market. A successful advisor is organized, responsive, proactive, and dedicated to excellence.
Duties and Responsibilities
  • Provide education support to retirement plan participants through 1 on 1 meetings.
  • Create retirement plan education strategies for plan sponsors which include webinars and newsletters.
  • Provide guidance to participants regarding their retirement plan accounts (general guidance, instructions for updating investments/contributions, discussing options for rollovers, distributions, etc.)
  • Build and maintain an existing book of business.
  • Prepare and interpret financial document summaries, investment performance reports, and income projections for clients.
  • Participate in day-to-day communication with clients and participants proactively.
  • Analyze client financial data received from clients to develop strategies for meeting clients' financial goals.
  • Talking to clients to determine a comprehensive financial picture (may include expenses, income, financial objectives, tax status, risk tolerance) or other information needed to develop a financial plan.
  • Manage and update client portfolios.
  • Place trades for clients (at various custodians).
  • Ensure the highest level of customer service and satisfaction.
  • Contribute to various team meetings.
  • Contribute to a positive workplace environment.
  • Perform other related duties as requested by clients or managers.

Preferred Knowledge and Skills
  • Bachelor's degree
  • FINRA Series 65 or 66 license
  • 3+ years of relevant financial services industry experience
  • Comprehensive retirement industry and investment knowledge
  • Excellent communication skills, both oral and written
  • Detail orientated and superior organizational skills
  • Deadline driven
  • Team player with the ability to collaborate with others
  • Mastery of various financial planning and investment software products (Orion, MoneyGuide Pro etc.)

The above is not an all-inclusive list of duties and can be altered and adjusted as needed, including other duties as assigned. Duties are subject to change at any time by HUB Management.
About Us
When you join the team at HUB International, you become part of one of the largest global insurance brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment, retirement and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 600 offices across North America. You will be able to actively contribute to our track record of year-over-year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB's entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent!
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Up to 25%
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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