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Retirement Plan Service Operation Manager Jobs (NOW HIRING)

NFP Corp

Retirement Plan Advisor

Plymouth, MN · On-site

$70K - $115K/yr

... managing and nurturing established client relationships, primarily focusing on service delivery ... Proficiency with retirement plan design and compliance requirements * Familiarity with core ...

CBIZ

Retirement Plan Sales Consultant

Minneapolis, MN · Hybrid

CBZ) is a leading professional services advisor to middle-market businesses nationwide. With ... Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent ...

OneDigital

Retirement Plan Administrator

Phoenix, AZ · On-site

From the services we offer to the way we show up for each other each day, we are fueling dreams ... Support 401k Manager, as needed, to provide support for Resourcing Edge 401k plan administration

Sentry Insurance

Retirement Plan Analyst

Madison, WI · Hybrid

What You'll Do As a Retirement Plan Analyst, you'll play a key role in assisting our sales ... Act as one of the primary contacts for our team of sales producers and management to ask questions ...

Empower

Strategic Retirement Plan Advisor

$87K - $123K/yr

... management, household financial planning, and general financial wellness * Utilize proprietary ... Achieve measurable outcomes by meeting or exceeding service level agreements (SLAs), client ...

PacifiCorp

Sr. Retirement Plan Adviser

Portland, OR

... service excellence, environmental sustainability, inclusion & belonging. General Purpose Manage and ... Manage 401(k) plan administrator and retirement plan actuaries * Develop analysis and ...

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Retirement Plan Service Operation Manager information

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$35.5K

$78.6K

$131K

How much do retirement plan service operation manager jobs pay per year?

As of Sep 12, 2026, the average yearly pay for retirement plan service operation manager in the United States is $78,645.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $95,500.00 per year, depending on experience, location, and employer.

What does a retirement plan service operation manager do?

A Retirement Plan Service Operation Manager oversees the daily operations of retirement plan services within an organization or financial institution. Their responsibilities include managing teams that administer retirement plans (such as 401(k) or pension plans), ensuring regulatory compliance, improving operational efficiency, and resolving complex client and participant issues. They also coordinate with other departments, implement new technology or process improvements, and provide training to staff. The role requires a deep understanding of retirement plan regulations and strong leadership skills.

What are the typical challenges faced by a retirement plan service operation manager when overseeing plan administration teams?

Retirement Plan Service Operation Managers often face challenges such as ensuring compliance with complex regulatory requirements, managing peak workloads during plan year-ends, and maintaining high levels of client satisfaction. They must coordinate between multiple departments—including compliance, client services, and IT—to resolve issues efficiently and implement process improvements. Effective communication and strong organizational skills are essential to navigate shifting priorities and lead teams through operational changes.

What are the key skills and qualifications needed to thrive as a retirement plan service operation manager, and why are they important?

To thrive as a Retirement Plan Service Operation Manager, you need deep knowledge of retirement plan administration, compliance regulations (such as ERISA), and experience in operations management, often supported by a bachelor’s degree in finance or a related field. Familiarity with recordkeeping platforms, plan management systems, and certifications like QKA or CEBS are typically required. Exceptional leadership, problem-solving, and communication skills help drive team performance and client satisfaction. These skills and qualifications are crucial to ensure regulatory compliance, efficient plan operations, and high-quality service delivery to clients.

What are popular job titles related to Retirement Plan Service Operation Manager jobs?

For Retirement Plan Service Operation Manager jobs, the most frequently searched job titles are:

Infographic showing various Retirement Plan Service Operation Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $78,645 per year, or $37.8 per hour.

Retirement Plan Advisor

Plymouth, MN • On-site

NFP Corp
Personal Services • 5 - 10K employees
Learn more about NFP Corpexternal

$70K - $115K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 18 days ago

Job description

Posting Description
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary:
We are seeking a qualified professional for the position of Retirement Plan Advisor. This role involves independently managing and nurturing established client relationships, primarily focusing on service delivery rather than business development. Advisors assume responsibility for clients following the completion of the sales process or upon transition from another consultant. This salaried position includes a revenue-based retention bonus. Advisors are encouraged to pursue new business opportunities and may earn commissions, provided the appropriate licenses are held.
Key Responsibilities:
  • Ongoing relationship management with assigned clients
  • Leading quarterly investment reviews with plan sponsor clients
  • Addressing client inquiries related to compliance and plan design while delivering proactive support
  • Serving as the primary contact between clients and their service providers, such as recordkeepers, TPAs, and auditors
  • Working collaboratively with recordkeepers to create effective participant communication strategies
  • The typical caseload for this role is 30-50 client relationships.

Required Experience/Characteristics:
  • Minimum of 5 years' experience in the retirement plan industry
  • Proficiency with retirement plan design and compliance requirements
  • Familiarity with core investment concepts, reporting, asset allocation, and a general understanding of the securities market
  • Exceptional presentation and communication skills
  • Strong commitment to client service, responsiveness, and team collaboration
  • Proficiency with Microsoft Office Suite, CRM systems, and conducting meetings via MS Teams/Zoom

Required Licenses:
  • Series 65 license required
  • Life & Health insurance licenses are recommended but not mandatory

What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $70,000 to $115,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
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