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Strategic Retirement Partners Jobs (NOW HIRING)

Squarespace

Strategic Partner Manager

New York, NY · On-site +1

$90K - $90K/yr

Directly manage and grow a portfolio of strategic reseller partners responsible for tens of ... Retirement benefits with employer match * Flexible paid time off * 12 weeks paid parental leave and ...

SWBC

Manager Strategic Partnerships

Grand Rapids, MI · On-site

$79K - $79K/yr

Serve as the primary liaison between EFUNDS for Schools and its strategic partners. * Maintain ... Traditional and Roth 401(k) retirement plans * Lucrative Wellness Program *Based upon employee ...

Squarespace

Strategic Partner Manager

New York, NY · On-site

$90K - $90K/yr

Directly manage and grow a portfolio of strategic reseller partners responsible for tens of ... Retirement benefits with employer match * Flexible paid time off * 12 weeks paid parental leave and ...

SWIVEL

Manager Strategic Partnerships

San Antonio, TX · On-site

$74K - $74K/yr

Serve as the primary liaison between EFUNDS for Schools and its strategic partners. * Maintain ... Traditional and Roth 401(k) retirement plans * Lucrative Wellness Program *Based upon employee ...

SWBC

Manager Strategic Partnerships

San Antonio, TX · On-site

$74K - $74K/yr

Serve as the primary liaison between EFUNDS for Schools and its strategic partners. * Maintain ... Traditional and Roth 401(k) retirement plans * Lucrative Wellness Program *Based upon employee ...

SWIVEL

Manager Strategic Partnerships

Grand Rapids, MI · On-site

$79K - $79K/yr

Serve as the primary liaison between EFUNDS for Schools and its strategic partners. * Maintain ... Traditional and Roth 401(k) retirement plans * Lucrative Wellness Program *Based upon employee ...

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 ...

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Strategic Retirement Partners information

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$72K

$125.9K

$201K

How much do strategic retirement partners jobs pay per year?

As of Jun 9, 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 June 2026, with employment types broken down into 100% Full Time. Highlights an 83% In-person, and 17% Remote job distribution, with an average salary of $125,908 per year, or $60.5 per hour.
Retirement Specialist

Retirement Specialist

Business Management Associates, Inc.

Washington, DC

Full-time

Retirement

Posted 25 days ago

Job description

Business Management Associates, Inc. (BMA) Integrating People and Process Through Service, with a strategic emphasis on integrating people and process, and proven, documented project management methodology for internal and external management while maintaining a strategic and financial focus on an organizations most important component ' its people;

"Love Thy Customer; Love Thy Work; Love Thy System"

Business Management Associates (BMA) is seeking a Retirement & Benefits who has federal human capital experience processing benefit enrollment forms and other standard transactions, researching and preparing retirement calculations/estimates, early out/buy programs (VERA/VSIP and experience with (FERS/CSRS) retirement programs.

  • Scheduling and providing general information to employees on standard benefit programs options such as early out/buy out programs (VERA/VSIP); utilizing the agency's payroll and personnel system to provide employees with data such as time until retirement, current cumulative retirement amounts, how retirement systems work (FERS/CSRS); and how the VERA/VSIP affects retirement annuity and
  • Gathering and processing program documents which may include VERA/VSIP applications; retirement actions, incentive actions, and other personnel actions. All processing by CP that may involve a commitment of government funds or determination of an employee's entitlements or rights shall be reviewed by SEC personnel before being finalized.

Qualifications and Requirements

  • Minimum of nine (8) years' of experience with federal retirement programs (FERS/CSRS); optional/special VERA/VSIP programs and disability retirement.
  • Expert knowledge of the Federal Employees Health Benefit (FEHB) program and FEGLI.
  • Experience conducting group information sessions on benefit and retirement programs.
  • Experience with federal human resources terminology, regulations, operations, procedures, requirements, and practices.
  • Must have knowledge of Personnel Pay System (FPPS), Electronic Official Personnel Folder (eOPF), and web-base GRB Assistant System.
  • Must have excellent oral and written communication skills.
  • Must be able to successfully pass a background check and HSPD-12 clearance.

Education Requirements

  • Bachelor's Degree, Master's Degree preferred

At BMA, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religious creed, sex, national origin, ancestry, pregnancy, childbirth, physical disability, mental disability, age, military status or status as a Vietnam-era or special disabled veteran, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including, but not limited to, cancer related or HIV/AIDS related), genetic information, or sexual orientation in accordance with applicable federal, state and local laws. BMA complies with applicable state and local laws governing nondiscrimination in employment in every location in which BMA has facilities. BMA believes that diversity and inclusion among our employees is critical to our success as a company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool.

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