33 retirement plan jobs at 20 companies in Chicago, IL
2w
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Retirement Plan Advisor, Sr
Indianapolis or Nashville or South Saint Paul or Chicago or Des Moines or Milwaukee or Clayton or Louisville
$98k-$199k/yr OnsiteFull Time
5+ YOE5–10 years ERISA retirement plan sales/consulting experience preferred; strong plan design and fiduciary knowledge; bachelor’s degree preferred; Series 65/66 and ASPPA designations preferred; proven sales track record.
CRM
1mo
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Retirement Plan Manager; 3(16) Services
Chicago or United States
$45k-$55k/yr OnsiteFull Time
5+ YOE5–7+ years in qualified plan administration, fiduciary or compliance management; bachelor’s degree in business/finance/accounting; experience managing high-volume client portfolios and plan operations; proficiency with Pension Pro, recordkeepers, and Excel.
Pension Pro, FT William, Empower, Voya, Microsoft Excel
2w
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Retirement Plan Services Internal Sales Analyst
Urbana or Burr Ridge or Edwardsville or Glenview or Champaign or Kansas City or Peoria or Fort Myers or Dallas
$56k-$65k/yr OnsiteFull Time
Bachelor's degree required; strong written and oral communication, analytical skills, retirement plan knowledge, Microsoft Office and Adobe Suite proficiency, and ability to handle multiple priorities under time pressure.
Microsoft Office, Adobe Suite
1mo
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Retirement Plan Consultant III - Chicago, IL
Chicago, Illinois, United States
RemoteFull Time
Requires relevant securities and state insurance licenses; Series 7/66 preferred. High school diploma required, bachelor’s preferred. Strong presentation and client-education skills; bilingual Spanish/English a plus.
1mo
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Retirement Plan Consultant III - Chicago, IL
Chicago, Illinois, United States
RemoteFull Time
Required appropriate state insurance licenses; Series 7/Series 66 preferred. High school diploma required; bachelor’s preferred. Excellent presentation skills; CFP/ChFC desirable. Travel up to 25%.
2d
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Retirement Benefit Analyst V
Des Moines or Wichita or Charlotte or Chicago or Minneapolis or Los Angeles or New York City
$73k-$93k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years in defined benefit pensions, strong analytical skills, complex plan interpretation, spreadsheet/database software knowledge, and discretion with confidential information.
SQL, XML, VBA
2w
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Retirement Plan Services Clerical Associate
Elk Grove Village, Illinois, United States
$21-$23/hr OnsitePart Time
High school diploma or equivalent; prior clerical/data-entry/filing experience; professional communication and written skills; proficiency with Microsoft 365; ability to follow procedures and meet deadlines.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams
3mo
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Account Manager - Retirement Services
Schaumburg, Illinois, United States
$63k-$118k/yr HybridFull Time
2+ YOEAccount Manager for Retirement Services with client service, plan design knowledge, and ability to manage a book of business; FINRA licenses and life/health licensing preferred.
2mo
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Sr. Relationship Manager (Retirement & Wealth)
Oak Brook, Illinois, United States
OnsiteFull Time
7+ YOE7-10 years experience, Bachelor's in Business/Finance/Communications required, retirement plan industry and IRA knowledge, Salesforce/CRM experience, strong communication, planning, and problem-solving skills.
Salesforce, Brightscope, Microsoft suite of products
3d
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Global Employer Services Senior Associate-Retirement Plan Services-ESOP Administration Focused
Minneapolis or Pittsburgh or Norfolk or Richmond or Cleveland or Chicago or Jacksonville or Charlotte
$74k-$131k/yr OnsiteFull Time
2+ YOEBachelor’s degree required; two or more years of experience required. Compensation, strategic consulting, analytical, research, communication, Microsoft Office, Excel, and Word skills preferred.
Microsoft Office Suite, Microsoft Excel, Microsoft Word
5d
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Asset & Wealth Management, Multi-Asset Solutions: Personalized Portfolios Investment Product Manager (Retirement), Vice President - Chicago
Chicago, Illinois, United States
$100k-$230k/yr OnsiteFull Time
5+ YOEBachelor's degree, 5+ years in defined contribution, retirement, or digital financial planning, advanced quantitative skills, investment expertise, multi-asset portfolio construction, and advanced Excel and PowerPoint.
Microsoft Excel, Microsoft PowerPoint
2d
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Asset & Wealth Management, Multi-Asset Solutions: Personalized Portfolios Investment Product Manager (Retirement), Vice President - Chicago
Chicago, Illinois, United States
$100k-$230k/yr OnsiteFull Time
5+ YOEBachelor's degree, 5+ years in defined contribution, retirement, or digital financial planning, advanced quantitative skills, investment expertise, multi-asset portfolio construction, and advanced Excel and PowerPoint proficiency.
Microsoft Excel, Microsoft PowerPoint
2mo
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Asset & Wealth Management, Multi-Asset Solutions: Personalized Portfolios Investment Product Manager (Retirement), Vice President - Chicago
Chicago, Illinois, United States
OnsiteFull Time
5+ YOEBachelor's degree; 5+ years in defined contribution/retirement or digital financial planning; strong writing/presentation skills; advanced Excel and PowerPoint; multi-asset portfolio experience; prior product or client portfolio management exposure.
Excel, PowerPoint, Financial analytics tools
1mo
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Benefits Analyst
Chicago, Illinois, United States
$75k-$82k/yr HybridFull Time
2+ YOEBachelor's degree and 2+ years in health benefits or retirement administration; strong Excel, analytical, and customer service skills; understanding of health and retirement plans.
Microsoft Excel, Microsoft Office, BenefitSolver, data warehouse, artificial intelligence
1mo
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Financial Planning Analyst/Financial Planning Associate
Vernon Hills, Illinois, United States
$65k-$85k/yr OnsiteFull Time
3+ YOE3+ years in wealth management/financial planning, bachelor's degree in finance/economics/accounting, SIE/Series 6/63/7 required, CFP preferred, strong investment and retirement planning skills.
Microsoft Office
1mo
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Senior Defined Contribution Consultant
St. Louis or Chicago or Minneapolis or Pittsburgh
$85k-$169k/yr HybridFull Time
4+ YOE4+ years experience providing investment advice and retirement plan consulting; strong DC knowledge including fiduciary, investments, plan design, vendor management, and client presentation skills.
3d
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Wealth Strategies Advisor- Private Bank
Los Angeles or San Francisco or Chicago
$180k-$255k/yr OnsiteFull Time
5+ YOERequires 5 years of wealth planning experience, advanced knowledge of estate, tax, trust, investment, retirement, and philanthropic planning, sales experience, communication, presentation, and relationship management skills.
FDIC
2mo
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Audit Senior Manager or Director - Employee Benefit Plans
Denver or Chicago
$168k-$225k/yr OnsiteFull Time
10+ YOE10+ years experience in qualified retirement plan audits, strong ERISA knowledge, CPA required, QKA a plus, bachelor's in accounting, advanced Excel and Microsoft Office, demonstrated business development and leadership.
Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Microsoft Excel
3w
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Customer Solutions Specialist - Level 1
Glenview, Illinois, United States
$56k/yr HybridFull Time
Associate degree or equivalent experience; customer service skills; ability to learn complex retirement benefit plans; multitask using multiple systems; proficient with Word and Excel.
Microsoft Word, Microsoft Excel, CRM systems, workflow systems
1mo
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Business Development Consultant
Dresher or United States or Boston or Philadelphia or Chicago or Dallas
$65k-$75k/yr FieldFull Time
Proven sales and relationship management skills to execute territory strategy, manage pipeline and CRM, develop proposals, present to partners, and deliver consultative retirement plan solutions.
CRM
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