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Senior Specialist Defined Contribution Jobs (NOW HIRING)

Defined Contribution Product Specialist

Plaza, ND

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Defined Contribution Product Specialist within PNC's Institutional Asset Management organization, you will be based in Pittsburgh, PA. Other PNC locations will also be considered. In this ...

Defined Contribution Product Specialist

Denver, CO

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Defined Contribution Product Specialist within PNC's Institutional Asset Management organization, you will be based in Pittsburgh, PA. Other PNC locations will also be considered. In this ...

Defined Contribution Product Specialist

Midtown, TN

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Defined Contribution Product Specialist within PNC's Institutional Asset Management organization, you will be based in Pittsburgh, PA. Other PNC locations will also be considered. In this ...

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Defined Contribution Product Specialist within PNC's Institutional Asset Management organization, you will be based in Pittsburgh, PA. Other PNC locations will also be considered. In this ...

Defined Contribution Product Specialist

Pittsburgh, PA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Defined Contribution Product Specialist within PNC's Institutional Asset Management organization, you will be based in Pittsburgh, PA. Other PNC locations will also be considered. In this ...

Defined Contribution Product Specialist

Dallas, TX

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Defined Contribution Product Specialist within PNC's Institutional Asset Management organization, you will be based in Pittsburgh, PA. Other PNC locations will also be considered. In this ...

Defined Contribution Solutions Partner

New York, NY · Hybrid

$200K - $280K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

What the day will look like The Defined Contribution (DC) Solutions Partner is a senior, market-facing leadership role dedicated to advancing Aon's position and growth in the participant-directed ...

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Showing results 1-20

Senior Specialist Defined Contribution information

See salary details

$29K

$93.6K

$140K

How much do senior specialist defined contribution jobs pay per year?

As of Aug 18, 2026, the average yearly pay for senior specialist defined contribution in the United States is $93,575.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,500.00 and $121,000.00 per year, depending on experience, location, and employer.

What is the difference between Senior Specialist Defined Contribution vs Investment Analyst?

AspectSenior Specialist Defined ContributionInvestment Analyst
CredentialsTypically requires a CFA, CFP, or similar certificationsOften requires CFA or related finance certifications
Work EnvironmentFinancial services firms, pension funds, or retirement plan providersAsset management firms, banks, or investment firms
Employer & Industry UsageUsed in retirement plan management and consultingUsed in investment research and portfolio analysis
Search & Comparison IntentCommonly compared for roles in retirement plan managementCompared for roles in investment research and analysis

The Senior Specialist Defined Contribution and Investment Analyst roles both require financial certifications like CFA. The main difference lies in their focus: the Senior Specialist manages defined contribution retirement plans, while the Investment Analyst conducts investment research and analysis. Both roles are found in financial services but serve different functions within the industry.

More about Senior Specialist Defined Contribution jobs

What cities are hiring for Senior Specialist Defined Contribution jobs?

Cities with the most Senior Specialist Defined Contribution job openings:

What states have the most Senior Specialist Defined Contribution jobs?

States with the most job openings for Senior Specialist Defined Contribution jobs include:

Infographic showing various Senior Specialist Defined Contribution job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 79% Physical, 2% Hybrid, and 19% Remote job distribution, with an average salary of $93,575 per year, or $45 per hour.

Defined Contribution Specialist

CAPTRUST

Raleigh, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago


Job description

Overview
WHO are we looking for?
CAPTRUST is seeking a Defined Contribution Specialist, who will work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill investment projects and deliverables for firm prospective and existing clients. The Defined Contribution Specialist will also manage investment projects and deadlines to accurately complete and/or review materials before ultimate delivery to clients. Additionally, the Specialist will identify ways to create and document process efficiencies to improve client deliverables and client experience.
Responsibilities
Work with our financial advisors, client services, and occasionally directly with firm clients to:
  • Scope/fulfill investment-related projects and deliverables for defined contribution prospects and clients
  • Manage projects and deadlines with the Defined Contribution team and review deliverables for completeness and accuracy before providing client services/advisors
  • Assist with defined contribution or firm-level strategic projects; collaborate intra- and interdepartmentally to drive completion
  • Manage investment change projects on behalf of clients where CAPTRUST serves in a discretionary capacity
  • Identify and focus on opportunities to enhance or improve the efficiency of team deliverables/operations
  • Assist with due diligence and coverage for defined contribution-related investments/programs
  • Assist with asset class, industry, and economic research related to defined contribution
  • May perform other duties as assigned

Qualifications
Minimum Qualifications:
  • Completion of a four-year college degree - Business Administration, Finance, Economics, or Accounting preferred or equivalent work experience
  • At least 6 years of relevant industry experience

Desired Qualifications/Skills:
  • Experience working with defined contribution plans, specifically 401(k) and 403(b) plans
  • Project management experience a plus
  • Working knowledge of ERISA guidelines and regulations
  • Experience working with clients in an ERISA 3(38) capacity a plus
  • Experience with Bloomberg, eVestment, Investment Metrics and Morningstar Direct a plus
  • Industry-related certifications and designations are a plus (examples: FINRA Series 6, 65,63,7, CRPS, AIF, QKA)
  • Significant experience with Microsoft products, especially Excel/PowerPoint

WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
  • Company discretionary bonus.
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
  • Paid time off (PTO) or Paid Sick Leave (PSL)

WHERE will you be working?
4208 Six Forks Rd #1700 | Raleigh, NC 27609
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
  • Ability to build successful, collaborative, and trusting relationships
  • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
  • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • An other-centered mindset
  • Integrity through maintaining objectivity

EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#mid-senior
This position will remain open until filled.