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Senior Retirement Manager Jobs (NOW HIRING)

At C&N, we're seeking a Senior Retirement Plan Administrator to oversee the administration ... In this role, you'll manage client relationships, oversee plan administration, ensure regulatory ...

The Retirement Plan Senior Advisor Consultant serves as lead advisor for a book of retirement plan ... Proven track record managing complex, high-value plan relationships * Demonstrated business ...

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Senior Retirement Manager information

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$22.5K

$118.3K

$210K

How much do senior retirement manager jobs pay per year?

As of Sep 14, 2026, the average yearly pay for senior retirement manager in the United States is $118,258.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,500.00 and $145,000.00 per year, depending on experience, location, and employer.

What does a senior retirement manager do?

A Senior Retirement Manager oversees the administration and management of retirement plans for an organization or its clients. Their responsibilities include ensuring regulatory compliance, advising on benefits options, managing plan assets, and assisting employees with retirement planning. They work closely with HR, finance teams, and sometimes directly with employees to ensure retirement programs run smoothly and efficiently. Additionally, they stay updated on laws and industry trends to provide informed recommendations. This role typically requires strong analytical, communication, and leadership skills.

What types of teams and departments does a senior retirement manager typically collaborate with in their day-to-day work?

A Senior Retirement Manager frequently collaborates with HR, payroll, legal, and finance teams to ensure retirement plans are compliant, contributions are accurate, and participant communications are clear. They also partner with external vendors, such as plan administrators and investment advisors, to manage plan operations and resolve any participant issues. This cross-functional collaboration helps deliver seamless retirement benefits while ensuring adherence to regulatory requirements and supporting employees' financial well-being.

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

To thrive as a Senior Retirement Manager, you need in-depth knowledge of retirement plan administration, compliance regulations (such as ERISA), and financial planning, typically supported by a bachelor’s degree in finance or a related field. Familiarity with retirement plan management software, benefits administration platforms, and certifications like Certified Retirement Counselor (CRC) or Qualified 401(k) Administrator (QKA) is often required. Strong interpersonal skills, attention to detail, and effective problem-solving abilities help you build trust with clients and manage complex retirement portfolios. These competencies ensure clients receive compliant, tailored retirement solutions and foster long-term organizational and client success.

What is the difference between Senior Retirement Manager vs Retirement Planner?

AspectSenior Retirement ManagerRetirement Planner
CredentialsTypically requires advanced degrees and certifications like CFP or CFAUsually holds certifications like CFP or ChFC, but less advanced degrees often suffice
Work EnvironmentWorks within financial institutions, managing large portfolios and teamsWorks independently or for advisory firms, focusing on individual client plans
Employer & Industry UsageEmployed by banks, investment firms, or large corporationsEmployed by financial advisory firms or operates independently

While both roles focus on retirement planning, the Senior Retirement Manager typically manages larger portfolios and teams within financial institutions, requiring advanced credentials. Retirement Planners often work directly with individual clients, providing personalized advice. The Senior Retirement Manager's role is more strategic and managerial, whereas Retirement Planners focus on client-specific planning and guidance.

What cities are hiring for Senior Retirement Manager jobs?

Cities with the most Senior Retirement Manager job openings:

What states have the most Senior Retirement Manager jobs?

States with the most job openings for Senior Retirement Manager jobs include:

What are popular job titles related to Senior Retirement Manager jobs?

For Senior Retirement Manager jobs, the most frequently searched job titles are:

Senior Retirement Plan Consultant

Covington, KY β€’ On-site

Mutual of America Financial Group
Insurance ServicesΒ β€’Β 1 - 5K employees

$80K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 11 days ago


Job description

Mutual of America Financial Group
Job Title:Β Senior Retirement Plan ConsultantΒ 
Location:Β Remote - Indiana / Kentucky

Who We Are:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

The Senior Retirement Plan Consultant will represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory with an emphasis on soliciting new group takeover plans and cross selling other products. The Retirement Plan Specialist will report into the Regional Vice President and join a dedicated team of Retirement Plan Specialist who are full of energy, enthusiasm, and are highly driven to succeed.

Responsibilities:

  • Setting qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals.
  • Work within a geographic territory to cultivate new prospects, cross-sell solutions, reach and exceed goals by closing deals.
  • Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities.

Required Qualifications:

  • 5 plus years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
  • Knowledge of retirement products (401k and 403b plans)
  • Driven to make outbound cold calls into prospective clients
  • Demonstrated cold calling sales ability
  • Ability to effectively communicate
  • Strategic thinker who can work independently
  • Strong Relationship management building skills
  • Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment
  • Driving is an essential function of this position and a business necessity because the employee must regularly drive to client and prospective-client locations throughout the assigned sales territory to conduct in-person meetings, presentations, and site visits. A valid driver’s license is required.

Preferred Qualifications:

  • Bachelor’s degree

What we offer you:

  • Competitive base salary
  • Quarterly uncapped commission structure
  • Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
  • 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
  • Parental Leave: 8 weeks fully paid
  • Paid time off: 20 days plus two floating personal holidays

    The salary range below describes the minimum to maximum base salary range for this role.Β  The role is also eligible for quarterly commissions (uncapped), whereby total compensation may exceed this range depending on individual and / or company performance.

    Base Salary Range: $80,000 - $120,000

    VisitΒ www.mutualofamerica.com/careersΒ for additional details about life at Mutual of America. You can also follow us onΒ Twitter:Β @mutualofamerica |Β Facebook:Β @mutualofamerica

    Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.