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Strategic Retirement Partners Jobs (NOW HIRING)

Athene

AVP Strategic Partnerships

Iowa, LA · On-site

AVP, Strategic Partnerships Purpose: Athene is seeking an AVP, Strategic Partnerships to join the ... This role sits at a unique intersection of insurance, asset management, and workplace retirement ...

Whatnot

Strategic Partnerships Manager

New York, NY · On-site

$167K - $185K/yr

Translate seller needs into clear business cases and work with cross-functional partners to unlock ... Retirement; 401k offering for Traditional and Roth accounts in the US (employer match up to 4% of ...

SmithRx

Manager, Strategic Partnerships

San Francisco, CA · On-site

$97K - $97K/yr

The critical KPI is developing commonality with partners to correctly evaluate our value ... Flexible Spending Benefits * 401(k) Retirement Savings Program * Short-term and long-term ...

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$72K

$125.9K

$201K

How much do strategic retirement partners jobs pay per year?

As of Jul 14, 2026, the average yearly pay for strategic retirement partners in the United States is $125,908.00, according to ZipRecruiter salary data. Most workers in this role earn between $101,500.00 and $134,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Strategic Retirement Partner, and why are they important?

To thrive as a Strategic Retirement Partner, you need expertise in retirement plan design, ERISA regulations, financial planning, and a relevant degree or professional certification such as the CFP or AIF. Familiarity with recordkeeping platforms, investment analysis tools, and compliance management systems is typically required. Strong relationship-building, communication, and problem-solving skills help you effectively advise clients and collaborate with plan sponsors. These capabilities are vital for optimizing retirement plan outcomes, ensuring regulatory compliance, and building trust with clients.

What is the difference between Strategic Retirement Partners vs Financial Advisor?

AspectStrategic Retirement PartnersFinancial Advisor
CredentialsCertified Retirement Counselor (CRC), CFP often preferredCFP, ChFC, or similar certifications common
Work EnvironmentFocus on retirement planning, client education, and personalized strategiesBroader financial planning, investment management, and wealth advisory
Industry UsageSpecialized in retirement solutions within financial servicesGeneral financial services including retirement, investments, estate planning

Strategic Retirement Partners primarily focus on retirement planning and client education, often requiring certifications like CRC or CFP. Financial Advisors have a broader scope, covering investments, estate planning, and overall wealth management. While both roles serve similar client needs, Strategic Retirement Partners specialize in retirement-specific strategies, making them distinct within the financial advisory industry.

What are some common challenges faced by professionals at Strategic Retirement Partners and how can they be addressed?

Professionals at Strategic Retirement Partners often navigate complex regulatory requirements and work with clients who have diverse retirement goals. Managing multiple client accounts while staying updated on industry regulations can be demanding, but utilizing robust client management systems and participating in ongoing training can help. Collaboration with compliance teams and financial advisors is essential to deliver tailored solutions and ensure best practices. Building strong client relationships and staying proactive with communication are key strategies for success in this environment.

What are Strategic Retirement Partners?

Strategic Retirement Partners (SRP) is a national retirement plan consulting firm that specializes in helping businesses design, implement, and manage workplace retirement plans such as 401(k)s and 403(b)s. SRP works with employers to ensure their retirement plans are compliant, cost-effective, and tailored to meet the needs of both the organization and its employees. They provide fiduciary guidance, employee education, investment selection, and plan benchmarking services to help organizations offer competitive and effective retirement benefits.
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What cities are hiring for Strategic Retirement Partners jobs? Cities with the most Strategic Retirement Partners job openings:
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Strategic Retirement Partners jobs near you
Infographic showing various Strategic Retirement Partners job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $125,908 per year, or $60.5 per hour.
Retirement Plan Consultant

Retirement Plan Consultant

Provenance Wealth Advisors

Fort Lauderdale, FL • On-site

Full-time

Retirement

Posted 14 days ago

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
The Retirement Plan Consultant will serve as a trusted advisor and specialist supporting employer-sponsored retirement plans (401(k), 403(b), profit-sharing, defined benefit, etc.). You will combine deep technical expertise in plan design, compliance, and investments with strong client-relationship skills to deliver holistic solutions for plan sponsors and their participants. You will also work closely with internal teams and other advisors at PWA to integrate retirement-plan strategy into broader wealth-planning engagements.
Job Duties and Responsibilities
Technical Responsibilities
  • Provide expert analysis and consultation on plan design options, including qualified and non-qualified plans, participant investment menus, fiduciary overlays, and plan fee benchmarking.
  • Stay current on legislation, regulatory developments (e.g., ERISA, SECURE Act), record-keeper platforms, and investment trends impacting retirement plans.
  • Conduct plan reviews and audits: ADP/ACP testing, Top-Heavy, 403(b) compliance, Form 5500 preparation and filing oversight.
  • Develop, document and present investment policy statements (IPS) and investment menu architecture in accordance with fiduciary standards.
  • Monitor plan performance, participant engagement metrics, and service provider effectiveness; identify opportunities for plan enhancement and cost optimization.
  • Manage retirement-plan clients and maintain accurate records, proposals, and analyses in CRM/planning tools.

Client-Facing Responsibilities
  • Serve as primary consultant for assigned plan sponsor clients: lead or colead client meetings, present findings, make strategic recommendations, and coordinate implementation.
  • Deliver participant education and engagement programs (group meetings, webinars, one-on-one sessions) to enhance retirement readiness and plan utilization.
  • Support advisors and plan sponsors in onboarding new retirement plan clients: perform discovery, design plan structure, facilitate RFPs, recordkeeper selection, and transition logistics.
  • Build strong, long-term relationships with plan sponsor decisionmakers, third-party administrators, trustees, and recordkeepers.
  • Maintain high service standards: respond to client questions, resolve issues quickly, ensure plan compliance and administration meet expectations of PWA and clients.

Team Responsibilities
  • Partner with internal PWA teams; Advisory, Investment Research, Operations, Legal, Compliance, to integrate retirement plan consulting into broader client wealth planning engagements.
  • Work closely with the Head of Retirement Planning and peers to define strategy, enhance service offerings, refine workflows, and improve efficiency of the retirement practice.
  • Mentor and support junior staff or associates assigned to retirement plan engagements; share knowledge and help build overall team capability.
  • Participate in business development initiatives: contribute to RFP responses, thought leadership content (white papers, seminars), internal training sessions, and cross-referrals within the firm.
  • Creates and delivers educational curriculum presentations tailored for webinars and employee meetings to enhance engagement and knowledge sharing.
  • Cultivates strategic partnerships with vendor wholesalers to enhance collaboration and drive mutual business growth.

Work environment
  • This role is based in a professional office environment and routinely uses standard office equipment such as computers, phones, and photocopiers.
  • Occasional travel may be required to attend meetings, conferences, and client engagements.
  • The role requires the ability to manage multiple priorities and work in a fast-paced, dynamic environment.
  • The role requires the ability to maintain strict confidentiality regarding sensitive company and client information.

Education/Experience
  • Bachelor's degree in Finance, Economics, Business Administration, or related field.
  • Minimum 5 years of experience in retirement plan consulting, advisory, or administration with employer-sponsored plans (401(k), 403(b), DB, etc.).
  • Strong knowledge of ERISA, DOL/IRS regulations, fiduciary standards, plan design, benchmarking, and investment menus.
  • Series 65 or 66 (or equivalent) (or ability to obtain within 90 days), as required by role and firm.
  • Excellent communication and presentation skills; ability to educate plan sponsors and participants effectively.
  • Analytical mindset, attention to detail, high professional ethic, and ability to manage multiple plan-sponsor relationships concurrently.
  • Proficiency with CRM systems, financial planning/analysis tools, Microsoft Excel, and/or plan-administration platforms.

Affirmative Action/EEO Statement:
Provenance Wealth Advisors is an equal opportunity employer and is committed to fostering a diverse and inclusive workplace. We are dedicated to the principles of equal employment opportunity and affirmative action, and we encourage applications from all qualified individuals regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic. We believe that a diverse workforce enriches our organization and enhances our ability to meet the needs of our clients and community.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Apply