ZipRecruiter

Log In

1

Retirement Plan Service Operation Manager Jobs (NOW HIRING)

Empower

Retirement Plan Advisor- North Carolina

Raleigh, NC · On-site

$72K - $101K/yr

Work collaboratively across internal service and management teams to improve effectiveness What you ... Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial ...

McKesson

Operation Manager

Clear Brook, VA · On-site

$81K - $135K/yr

In this role, you will be responsible for driving outbound performance, service excellence, cost ... Manage, coach, and develop managers, supervisors, and frontline teams to achieve operational and ...

previous page

Showing results 41-60

All JobsFinance And Insurance JobsFinancial Services JobsFinancial Planner JobsRetirement Plan Service Operation Manager Jobs

Retirement Plan Service Operation Manager information

See salary details

$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.

Account Manager | Retirement Plan Administrator

North Canton, OH

Myers and Stauffer
Accounting Services • 501 - 1,000 employees
Learn more about Myers and Staufferexternal

$17.75 - $24/hr

Full-time

Retirement

Re-posted 22 days ago

Job description

#LI-JSS #LI-Hyrbid

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Minimum Qualifications

  • High School Diploma or GED  
  • At least three years of professional, retirement plan administration, and compliance experience
  • Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
  • Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards
  • Proficient use of applicable technology
  • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
  • Experience performing work that requires initiative and leadership skills
  • Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) 
  • Ability to anticipate and elicit customer needs
  • Ability to self-learn and develop business and technical knowledge quickly 
  • Motivated team player with demonstrated interpersonal skills
  • Comfortable working with quick turnaround times and deadlines
  • Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
  • Ability to travel as necessary

Essential Functions and Primary Duties

  • Primary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned business
  • Perform all required Compliance Testing and related items
  • Reconciles assets, prepares Form 5500 and all schedules
  • Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
  • Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines
  • Respond to Plan sponsors in a professional and timely manner concerning issues or questions
  • Promote client retention and identify opportunities to build existing relationships through timely service quality
  • Provide value-add solutions to increase operational efficiencies
  • Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues
  • Resolve complex situations or requests
  • Attend client meetings and prepare materials for meetings
  • Achieve service goals established by department
  • Additional responsibilities as assigned

Preferred Qualifications

  • Bachelor's degree
  • Familiarity with FT William software used for 5500 and compliance

Apply