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Retirement Finance Jobs

8 jobs found

INVESTMENT OFFICER II, PUBLIC EMPLOYEES' RETIREMENT SYSTEM

California State Personnel Board Sacramento County, CA Hybrid

23d ago

$7,993 - $10,004/mo Full time Compliance Data Analysis Employees'

Compliance Data Analysis Employees'

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Job Description

Join the California State Personnel Board as an Investment Officer II in the CalPERS Real Assets unit. This hybrid remote role in Sacramento County offers a monthly salary between $7,993 and $10,004, plus a benefits package that supports work-life balance and professional growth.

Benefits

Alternate Work Schedules
Flexible Work Hours
Onsite childcare facility
Onsite fitness center
Onsite café and nearby restaurants
Free onsite parking available Mondays and Fridays, subject to change
Free offsite parking available with shuttle service Tuesdays, Wednesdays, and Thursdays

Responsibilities

Perform market research using Bloomberg and other sources, organize data, and prepare summaries for the Real Assets management team to support investment reviews.
Regularly engage with partners and management teams.
Ensure CalPERS contractual rights are effectively managed and protected.
Evaluate operating partner performance for compliance with agreements and CalPERS policies, providing reports or recommendations to management.

Technologies

Exposure to Bloomberg for market research and data gathering.

Desirable Qualifications

Experience working on Real Assets research and governance projects.
Excellent written and verbal communication skills.
Strong analytical skills with attention to detail.
Ability to be flexible and adapt to changes in priorities and timelines.

Required Application Package Documents

Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov. Include all Experience and Education related to the Minimum Qualifications to demonstrate eligibility.
Resume is optional.

Live Scan

Candidates not currently employed at CalPERS must complete a criminal history review using Live Scan fingerprinting.

CalPERS Disclosure Requirements

If employed, you may be subject to Personal Trading Regulations and the CalPERS Conflict of Interest Code.

Special Requirements

All experience and education relating to the Minimum Qualifications must be included in your application package to clearly demonstrate how you meet the MQs. The Classification Specification is available under Minimum Requirements in this posting. You may need to pass an examination to establish list eligibility prior to a job offer. To find and take an exam, visit CalHR's CalCareers website.

How to Apply

Electronic (Using your CalCareer Account)
By Mail
Drop-off

Application Instructions

Final Filing Date: 4/9/2026

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Client Service Manager, Relationship Management - Retirement Plan Services

Charles Schwab Austin, TX

1mo ago

$82k - $104k/yr Full time Manager AUM Charles Schwab

Manager AUM Charles Schwab

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Job Description

Position Type

Regular

Location

Austin, TX 78701

Your Opportunity

At Schwab, you have the opportunity to influence your career through a blend of innovative thinking and practical problem solving. The role requires current authorization to work in the United States on a full-time basis without employer sponsorship now or in the future. The selected candidate will primarily work on site, four days a week, at a designated location. The Client Service Manager, Relationship Management in the Mega Market segment (assets of $1B or more) serves as the key interface between Schwab and our largest plan sponsors. You will collaborate as part of a team with the Director level Client Service Manager, the Client Relationship Practice Leader, and the Client Service Specialist to deliver coordinated client service for plan administration and unique client needs. The aim is to enhance client retention and satisfaction while expanding Schwab’s relationship with assigned practice clients. The role also offers progression under the guidance of senior Director level Client Service Managers to support a succession plan for Schwab Retirement Plan Services’ largest client relationships. In performing these duties, you will follow Schwab policies and help mitigate operational and financial risk. Typical responsibilities include providing comprehensive client relationship support for clients with enhanced complexity and assets totaling more than $5B.

What you’re responsible for

Support 1 to 3 Mega Market client relationships in a collaborative team-based approach.
Comprehend assigned practice plans to ensure administration aligns with plan provisions.
Partner with business colleagues to delegate and drive client issues to successful resolution.
Approach every client interaction holistically, staying informed about all client events and collaborating to create a precise client experience.
Regularly identify client and consultant needs by conducting in-person discussions with well-defined, open-ended questions to uncover new opportunities and challenges.
Engage the appropriate subject matter experts within Schwab to support discussions and help clients understand solution sets for successful outcomes.
Maintain client satisfaction, improve client promoter scores, and communicate plan administration activities with internal teams.
Recognize and adapt to the diverse backgrounds and roles of clients and consultants, including executives, human resources, and finance.
Support sales efforts.
Provide client education and training by increasing awareness of procedures and sponsor reporting solutions.
Collaborate across the organization, share standard methodologies, and contribute to continuous improvement of Schwab services to support success.
Execute client and regulatory changes as required.
Communicate Schwab’s value to clients in an authentic and effective manner.
Apply specialized knowledge of qualified and non-qualified retirement plan recordkeeping and understand its broader impact on Schwab.
Build and maintain positive relationships with clients and internal partners, as well as key industry contacts, to deliver results.

What you have

Required Qualifications

3+ years of experience working with large, complex employer sponsored retirement plans.
Bachelor's degree or equivalent experience.
Understanding of ERISA, industry rules and regulations, and non-qualified plan design.
High energy, confidence, accountability, and professionalism in every interaction, with integrity, resilience, and respect for others.
Self-motivated, enthusiastic, and proactive.
Ability to implement client strategies, retirement plan design, compliance, and IRS reporting.
Ability to work independently.
Excellent written and oral communication skills.
Ability to communicate effectively, solve problems, influence, and build consensus among team members, leadership, and clients through presentations.
Ability to identify client issues that pose risk to the firm, address them appropriately, and recommend preventive solutions.
Experience in servicing highly complex plans.
Exceptional project management and time management skills with the capacity to manage multiple assignments with varying durations and attention to detail.
Ability to inspire and support colleagues to challenge the status quo and drive improvements in team effectiveness and service levels.
Capacity to meet deadlines in a fast-paced environment.
Strong collaboration skills and the ability to influence outcomes within teams.
Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications

5+ years of client and/or participant service experience.
ASPPA, CEBS and/or NIPA designation or in process.
QPA, CPC or equivalent certification/designations.
Integrated benefit services experience with general knowledge of equity compensation plans (stock options, restricted stock, SARs, ESPP) and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.

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Client Service Manager, Relationship Management - Retirement Plan Services

Charles Schwab Westlake, TX

1mo ago

$82k - $104k/yr Full time Manager AUM Charles Schwab

Manager AUM Charles Schwab

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Job Description

Position Type: Regular

Location: Westlake, TX 76262

At Schwab, you have the opportunity to make an impact on your career. We combine innovative thinking with practical problem solving to challenge the status quo and advance the finance industry together.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship now or in the future.

We value in-person collaboration, and the selected candidate will work on site four days per week at one of Schwab's locations.

Your opportunity

The Client Service Manager, Relationship Management serves the Mega Market segment of retirement plan services, supporting sponsors with $1B plus in assets under management. You will collaborate with the Director level Client Service Manager, the Client Relationship Practice Leader, and the Client Service Specialist to provide a coordinated client service delivery aligned with plan administration requirements and unique client needs. The role aims to drive higher client retention, client satisfaction, and expansion of Schwab's relationship with assigned practice clients. It also supports a succession plan for Schwab's largest client relationships by learning under more tenured Director Level Client Service Managers. You will operate in line with Schwab policies and practices and contribute to mitigating operational and financial risk. Typically you will provide comprehensive client relationship support for clients with enhanced complexity and assets exceeding $5B.

What you’re responsible for

Support 1-3 Mega Market client relationships in a team-based approach.
Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.
Collaborate with business partners to delegate and lead client issues to successful resolution.
Approach every client interaction holistically by remaining aware of all issues and events related to the client and collaborating with peers to deliver a precise client experience.
Continuously explore and uncover client and consultant needs by conducting face-to-face meetings and asking well-defined, open-ended questions to reveal new business opportunities and relationship challenges.
Identify and engage the appropriate subject matter experts within Charles Schwab to assist with client discussions and ensure clear understanding of solution sets to achieve successful outcomes.
Ensure client satisfaction, improve promoter scores, and actively communicate plan administration activities with internal teams.
Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance).
Support sales efforts.
Deliver client education and training by developing awareness of procedures and sponsor reporting solutions.
Work reciprocally within the organization, share standard methodologies, and contribute to continuous improvement of Schwab services to support your success.
Execute client and regulatory changes.
Effectively and authentically communicate Schwab’s value to clients.
Apply specialized knowledge of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to deliver results.

What you have

3+ years of experience working with large, complex employer sponsored Retirement Plans.
Bachelor's degree or equivalent experience.
Understanding of ERISA, industry rules and regulations, and non-qualified plan design.
High energy, confidence, accountability, and professionalism with each interaction while demonstrating personal integrity, resilience, and respect for others.
Self-motivated, enthusiastic, and take initiative.
Ability to implement client strategies, retirement plan design, compliance, and IRS reporting.
Ability to work independently.
Excellent written and oral communication skills.
Ability to communicate effectively, problem solve, influence and build consensus among team members, leadership, and clients through presentations.
Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.
Effectively service plans with a high level of complexity.
Excellent project management and time management skills and the ability to handle multiple assignments that have a long and short duration over a given time with attention to detail.
Ability to inspire and support those around you to challenge the status quo; implement small and large changes to elevate the team's effectiveness and level of service for clients.
Ability to meet deadlines within a fast-paced environment.
Ability to collaborate effectively in teams and influence outcomes.
Flexibility to travel for client visits and sales presentations as needed.

Preferred qualifications

5+ years of client and/or participant service experience.
ASPPA, CEBS and/or NIPA designation or in process.
QPA, CPC or equivalent certification/designations.
Integrated benefit services experience with general knowledge of equity compensation plans (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.

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Client Service Manager, Relationship Management - Retirement Plan Services

Charles Schwab Richfield, OH

1mo ago

$82k - $104k/yr Full time Manager AUM Charles Schwab

Manager AUM Charles Schwab

Apply Now

Job Description

Overview

At Schwab, you have the opportunity to impact your career while helping us challenge the status quo and transform the finance industry. Applicants must be authorized to work in the United States on a full time basis without employer sponsorship now or in the future. The role requires on site collaboration, with the selected candidate working four days per week on site in Richfield, Ohio (44286). The Client Service Manager, Relationship Management for the Mega Market segment (1B plus AUM) serves as the primary interface between Schwab and our largest plan sponsors, delivering coordinated client service in support of plan administration and unique client needs. You will collaborate with the Director level Client Service Manager, the Client Relationship Practice Leader, and the Client Service Specialist to strengthen client retention, satisfaction, and the overall Schwab relationship. The position also supports a succession plan for Schwab Retirement Plan Services SRPS’s largest client relationships, while upholding Schwab policies and managing operational and financial risk. Typical responsibilities involve serving complex clients with assets above 5B.

What you’ll do

Support 1 to 3 Mega Market client relationships in a collaborative, team-based approach.
Review and apply assigned practice plans to ensure administration aligns with plan provisions.
Work with business partners to delegate and lead client issues toward successful resolution.
Approach each client interaction holistically, staying aware of all issues and events to craft a precise client experience.
Engage in face-to-face meetings to uncover new business opportunities and relationship challenges through well-defined, open-ended questions.
Identify and involve the appropriate Schwab subject matter experts to discuss solutions and achieve client understanding of options.
Maintain client satisfaction, improve promoter scores, and keep internal teams informed about plan administration activities.
Adapt to clients and consultants with diverse backgrounds and roles, including executives, human resources, and finance.
Support sales efforts and drive client education and training on procedures and sponsor reporting solutions.
Share standard methodologies across the organization and contribute to continuous service improvements.
Execute client and regulatory changes as required.
Communicate Schwab’s value to clients in an authentic and effective manner.
Apply specialized knowledge of qualified and non-qualified retirement plan recordkeeping and understand its broader impact.
Build and maintain positive relationships with clients and internal colleagues, and connect with industry contacts to achieve results.

What you have

To help us deliver on our promise of challenging the status quo, the following qualifications are required:

3+ years of experience with large, complex employer sponsored Retirement Plans.
Bachelor's degree or equivalent experience.
Knowledge of ERISA, industry rules and regulations, and non-qualified plan design.
High energy, confidence, accountability, professionalism, integrity, resilience, and respect for others.
Self-motivated, enthusiastic, and proactive in taking initiative.
Ability to implement client strategies, retirement plan design, compliance, and IRS reporting.
Capability to work independently.
Excellent written and oral communication skills.
Ability to communicate effectively, solve problems, influence, and build consensus among team members, leadership, and clients through presentations.
Skill to identify client issues that pose risk to the firm, address them appropriately, and propose preventive solutions.
Experience servicing high-complexity plans.
Strong project management and time management abilities, with aptitude for handling multiple assignments of varying duration and attention to detail.
Capability to inspire others to challenge the status quo and drive improvements that enhance team effectiveness and client service.
Ability to meet deadlines in a fast-paced environment.
Collaborative mindset with the ability to influence outcomes within teams.
Flexibility to travel for client visits and sales presentations as needed.

Preferred qualifications

5+ years of client and/or participant service experience.
ASPPA, CEBS, and/or NIPA designation or in progress.
QPA, CPC or equivalent certification/designations.
Integrated benefit services experience with general knowledge of equity compensation plans (stock options, RSUs, SARs, ESPP) and administration and plan design for both qualified retirement and non-qualified executive deferred compensation plans.

What’s in it for you

Schwab empowers you to shape your future through meaningful work, ongoing learning, and a culture built on trust and collaboration. Our Hybrid Work and Flexibility approach balances the need for client service with essential in-person collaboration. The benefits package demonstrates our commitment to your well-being today and in the years ahead:

401(k) with company match and Employee Stock Purchase Plan
Health, dental, and vision insurance
Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement

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Client Operations Coordinator (Financial Services)

TW Retirement Strategies Loveland, CO

1mo ago

$36k - $60k/yr Full time 401k Account Onboarding Client

401k Account Onboarding Client

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Job Description

Role Details

Location: Loveland, CO 80537 (In-Office)

Salary: $36,000-$60,000 (growth path within first year)
Benefits: 401(k) + Match | HSA | Bonus Structure | PTO | Career Development

About the Role

TW Retirement Strategies is seeking a high-integrity, detail-oriented professional to manage the operational side of our client onboarding and fund transfer process. This role oversees the movement of client funds between financial institutions and ensures that every application, transfer, and funding process is handled accurately and securely. Because clients trust us with their retirement savings, precision, ethics, and accountability are critical in this position. You will coordinate with major financial institutions, insurance carriers, advisors, and clients to ensure funds are transferred correctly and efficiently. This role is ideal for someone who wants to build a long-term career in financial services operations.

Compensation & Career Growth

This position is structured as a skill-based growth role. Compensation begins in the low $30,000 range and can grow to $60,000 within the first year as responsibilities and proficiency increase. Additional compensation includes:

Performance bonuses
401(k) with company match
Health Savings Account (HSA)
Paid time off
Professional development support

What You Will Be Responsible For

This role manages the full lifecycle of new client accounts. Key responsibilities include:

Reviewing financial applications for completeness and accuracy
Submitting applications to financial carriers and insurance companies
Tracking account status and documenting updates in CRM systems
Following up with carriers to confirm application receipt and account creation
Managing transfers of client funds between institutions
Tracking incoming funds and verifying successful funding of accounts
Communicating status updates to clients and advisors
Clearing outstanding requirements requested by carriers
Maintaining detailed documentation for compliance and reporting
Helping improve internal processes for efficiency and client experience
You will also help coordinate internal calendars and assist leadership with operational tracking

Ideal Candidate

We are looking for someone who demonstrates strong personal integrity and attention to detail. The ideal candidate will have:

Excellent organizational skills
Strong written and verbal communication
High attention to detail and accuracy
Ability to manage multiple tasks simultaneously
Comfort communicating with financial institutions and clients
Strong computer literacy (Microsoft Office or similar software)

Preferred (Not Required)

Experience in financial services, banking, insurance, or compliance
Life insurance or securities licensing
CRM experience
Administrative or operations experience in a regulated industry

We are willing to train the right person who demonstrates intelligence, strong work ethic, and high ethical standards.

Work Environment

This is an in-office position located in Loveland, Colorado. Our firm focuses on helping clients protect and grow their retirement savings, and our operations team plays a key role in ensuring those transactions are handled accurately and professionally.

To Apply

Please submit your resume along with a brief note answering this question: Why is attention to detail important when handling financial paperwork or client funds?

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Retirement Plan Manager

Norwood Economics, Inc. Fishers, IN

1mo ago

Full time Manager 401k Cash Balance

Manager 401k Cash Balance

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Job Description

Job Summary

The Retirement Plan Manager provides high touch support to Norwood Economics' 401(k) and Cash Balance clients. The role guides Plan Sponsors in meeting their plan administration duties, tracks pending deadlines, assists with annual education, coordinates with TPAs and Recordkeepers, offers secondary support to plan participants after the Recordkeeper, and helps onboard new clients. This position also provides limited support to sales and compliance functions.

Responsibilities

New Client Onboarding: Collaborate with the TPA and Recordkeeper to implement or convert new plans. Assist the sales team in confirming plan design.
Client Education: Customize and deliver enrollment meetings, annual education sessions, and topical webinars.
Plan Sponsor Services: Monitor client deadlines; remind, support, and educate plan sponsors to meet requirements. Coordinate with TPAs and Recordkeepers to answer administration questions. Facilitate Investment Committee Meetings.
Participant Services: Direct participants to the correct resources (Recordkeeper, TPA, Plan Sponsor). Provide occasional secondary support to client participants. Create How-to guides for common questions.
Additional Administrative Services: Provide extra plan sponsor administrative support for clients electing enhanced services.
Sales Support: As time allows, assist sales with benchmarks and proposal generation.
Compliance: Work with the team to support annual ERISA and state compliance requirements.

Requirements

Bachelor’s degree required.
1 to 5 years of experience in retirement plan support services.
Series 65 license strongly preferable; if not held, must be obtained within six months.
Highly customer service oriented.
Strong organizational and multitasking abilities.
Excellent communication and problem-solving skills.
Proficiency with standard office software and equipment.
Self-starter with the ability to work independently.

Benefits

401(k)
401(k) matching
Paid time off
Professional development assistance

Experience

Financial services: 1 year (Required)
Customer service: 1 year (Preferred)

License/Certification

Series 65 (Preferred)

Work Location

In person at Fishers, IN 46038.

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Financial Planning Advisor

Cornerstone Wealth Management Greenville, SC

2mo ago

$70k - $95k/yr Full time Advisor CFP Client Service

Advisor CFP Client Service

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Job Description

Position Overview

Cornerstone Wealth Management is seeking a seasoned Financial Planning Advisor to join our Greenville, SC team. This role offers the excitement of a rapidly growing, highly regarded advisory firm with substantial income potential tied to performance. You’ll work with a collaborative group of advisors, marketers, and client relations specialists who value success and reward hard work. The ideal candidate will be articulate, dependable, and bring a positive, long‑term mindset to a fast‑paced environment. The Financial Planning Advisor will contribute to the firm’s growth by delivering comprehensive financial planning, servicing clients, and supporting the investment team in strategy discussions. Leadership capabilities for guiding the financial planning team and ensuring excellent client service are highly valued. We prize a culture that demonstrates its strength through actions, not just words, and we look forward to sharing more about who we are with the right candidate.

Key Responsibilities

Build comprehensive financial plans for clients and prospects.
Provide exceptional client service via phone, in-office visits, and other communications.
Manage calendars, coordinate with the investment team on strategy meetings, and prepare for planning sessions.
Serve as a leader for the financial planning team, offering guidance on cases while maintaining strong client relationships.
Operate effectively in a fast‑paced, innovative environment with minimal supervision.
Engage with high net worth clients to keep retirement plans on track; meet with clients in‑person or via Zoom as needed.
Develop financial reporting models to evaluate performance and inform investment strategies.
Listen to client needs and respond promptly and professionally on behalf of the team via calls, emails, and mail.
Demonstrate proactive problem-solving, detail orientation, and strong time management.

Requirements & Qualifications

4-year degree in Accounting, Finance, or a related field
Series 65 or 66 with Life & Health Licenses
3–7 years of experience in financial services offering investment management and insurance services
Solid understanding of reporting and financial plan construction
CFP strongly desired but not mandatory if willing to pursue the designation while employed
Proficiency with MS Office and the ability to quickly learn new software
Excellent written and verbal communication skills, both in person and over the phone
Proactive mindset, positive attitude, and consistent follow-through
High intelligence, strong organization, and meticulous attention to detail
Ability to work independently with effective time management and critical thinking
Please DO NOT apply if you do not hold financial licenses or are not already in the financial services industry; this hire must already have relevant experience

Additional Preferred Skills

Experience with Salesforce CRM software
2+ years in a fast-paced office environment

Compensation, Benefits & Schedule

Commitment: 38 hours per week, 8:30 a.m. – 5:00 p.m., with a daily lunch and some flexibility around start time
Starting salary: $70,000 to $95,000 (higher end for CFP)
Bonus opportunities based on performance metrics discussed with the selected candidate
Full medical and dental benefits and a generous retirement plan
All holidays off, including your birthday

Location

Greenville, SC 29601

Application Note

PLEASE DO NOT apply if you do not hold financial licenses or are not already in the financial services industry; this hire must already have relevant experience.

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Senior Associate, Institutional Retirement Income Solutions

New York Life Jersey City, NJ Hybrid

2mo ago

$90k - $116k/yr Full time Senior Actuarial Annuities

Senior Actuarial Annuities

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