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Strategic Retirement Partners Jobs (NOW HIRING)

Victaulic

Retirement Specialist

Easton, PA

Vendor & Partner Management Collaborate with external vendors, recordkeepers, and consultants to ... Program Improvement & Strategy Support Contribute to the evaluation and enhancement of 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 ...

PSI Services LLC

Strategic Partnership Manager

$100K/yr

These partners run independently under a franchise-style model to deliver PSI assessments to test ... Retirement Benefits: 401(k), pension, or country-specific retirement plans with employer ...

SentinelOne

Director, Strategic Partnerships

OR · On-site +1

Established relationships within large technology partners' partnership, product, or sales ... Medical, dental, and vision coverage * 401(k) retirement plan with company match * Life and ...

FourPoint People

Strategic RIA Partner

Brentwood, TN · On-site

$180 - $240/hr

... if retirement is years away. * You're interested in expanding your services and growing your ... for a long-term strategic partner rather than a buyer. What You'll GainPreserve Your Legacy ...

Fourpoint People 4

Strategic RIA Partner

Fairview, TN · On-site

$150K - $400K/yr

... if retirement is years away. * You're interested in expanding your services and growing your ... for a long-term strategic partner rather than a buyer. What You'll Gain Preserve Your Legacy ...

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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 Sep 7, 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 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.

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Strategic Retirement Partners jobs near you
Infographic showing various Strategic Retirement Partners job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 40% In-person, and 60% Remote job distribution, with an average salary of $125,908 per year, or $60.5 per hour.

Retirement Specialist

Victaulic

Easton, PA

Full-time

Medical, Life, Retirement

Re-posted 3 days ago

Victaulic rating

7.2

Company rating: 7.2 out of 10

Based on 35 frontline employees who took The Breakroom Quiz

349th of 546 rated manufacturers

Job description

Job Description

Retirement Specialist

Job Summary
The Retirement Specialist is responsible for the administration, compliance, and continuous improvement of Victaulic's retirement programs, supporting employees, retirees, and beneficiaries throughout the retirement lifecycle. This role serves as a key resource for retirement plan guidance, ensures regulatory compliance, and partners with internal stakeholders and external vendors to deliver a seamless and engaging retirement experience.

Key Responsibilities

  • Retirement Plan Administration
    Administer and maintain company-sponsored retirement programs, including 401(k), pension, and retiree medical plans, ensuring accurate and timely processing of enrollments, contributions, distributions, and plan changes.
  • Employee & Retiree Support
    Serve as a primary point of contact for employees, retirees, and beneficiaries by providing clear, timely guidance on retirement options, plan features, and life-event transitions.
  • Compliance & Governance
    Ensure adherence to all applicable federal and state regulations (e.g., ERISA, IRS, DOL requirements), including supporting audits, filings, and nondiscrimination testing.
  • Education & Communication
    Develop and deliver engaging communications, tools, and presentations that improve employee understanding of retirement benefits and drive participation and informed decision-making.
  • Vendor & Partner Management
    Collaborate with external vendors, recordkeepers, and consultants to ensure high-quality service delivery, resolve issues, and optimize plan performance.
  • Reporting & Data Analysis
    Maintain accurate plan records and generate reports on participation, contributions, and plan performance; identify trends and provide insights to support decision-making.
  • Program Improvement & Strategy Support
    Contribute to the evaluation and enhancement of retirement programs by identifying opportunities for process improvements, cost efficiencies, and increased employee engagement.
  • Acquisition Integration & Transition Support

Support retirement plan due diligence and integration activities related to mergers and acquisitions. This includes reviewing acquired company retirement programs, identifying compliance and operational risks, supporting transition strategies (e.g., plan consolidation, vendor alignment, or interim administration), and managing the "in-between" state to ensure continuity and compliance until full integration is complete.

Qualifications

  • Education
    Bachelor's degree in Human Resources, Finance, Business Administration, or a related field.
  • Experience
    3-5 years of experience in retirement plan administration, benefits, or a related field, preferably within a corporate environment.
  • Knowledge
    Working knowledge of retirement plan regulations and compliance requirements (ERISA, IRS, DOL), as well as industry best practices.
  • Skills
    • Strong communication and interpersonal skills with the ability to explain complex concepts clearly
    • High attention to detail and organizational skills
    • Analytical mindset with experience interpreting data and generating insights
    • Proficiency in Microsoft Office (especially Excel); experience with HRIS and retirement plan administration systems preferred
  • Certifications (Preferred)
    CEBS, SHRM-CP, SHRM-SCP, or similar professional designation.

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