Green Card Retirement Specialist Jobs
Retirement Specialist green card sponsorship follows the EB-2 or EB-3 path, requiring your employer to complete PERM labor certification with the Department of Labor before filing an I-140 petition with USCIS. Financial services firms, insurance companies, and benefits consulting groups actively sponsor foreign professionals in this role for lawful permanent residency.
Find Green Card Retirement Specialist JobsOverview
Showing 5 of 9+ Retirement Specialist jobs
See all Retirement Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Retirement Specialist roles.
Get Access To All JobsINTRODUCTION
Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.
While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.
Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!
LOCATION
This is a 100% in-office role based at our Rochester, NY. location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.
POSITION OVERVIEW
This role manages the transition of existing retirement plans from prior providers to Paylocity’s retirement services platform. The Transition Manager (as it's known internally) oversees asset transfers, plan mapping, and stakeholder coordination to ensure a seamless migration experience for clients.
PRIMARY RESPONSIBILITIES
The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Lead the transition process for clients moving existing retirement plans to Paylocity-supported platforms, ensuring all key milestones (i.e. data collection, plan review) are met.
- Validate plan documents, historical data, and compliance testing results.
- Manage timelines and dependencies across internal and external teams.
- Serve as an escalation point for transition-related issues and ensure timely resolution.
- Coordinate, document, and communicate transition milestones to clients and internal stakeholders.
- Prepare and deliver transition materials to service teams, ensuring the clients transition smoothly post-implementation support.
- Ensure all transition activities meet regulatory and operational standards.
EDUCATION AND EXPERIENCE
- Bachelor’s degree required
- Minimum of 2 years of experience in retirement plan conversions or transitions
- Familiarity with payroll systems and retirement plan recording keeping platforms. Experience with OKA designation preferred.
- Strong understanding of plan structures, asset movement, and compliance testing
- Experience working with recordkeepers, custodians and financial institutions.
- Proficiency in Microsoft Office, with an emphasis on Excel
- Strong interpersonal verbal and written communication skills with a strong customer-focused mindset throughout the transition process.
- Strong project management skills and ability to manage multiple projects concurrently, effectively prioritizing tasks, managing timelines and ensuring deliverables are met.
- Strong attention to detail with strong analytical and problem-solving skills.
Physical Requirements
- Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
- Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.
Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.
We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.
We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact LeaveBenefits@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.
COMPENSATION
The pay range for this position is $65,000 - $97,500/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers.
INTRODUCTION
Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.
While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.
Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!
LOCATION
This is a 100% in-office role based at our Rochester, NY. location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.
POSITION OVERVIEW
This role manages the transition of existing retirement plans from prior providers to Paylocity’s retirement services platform. The Transition Manager (as it's known internally) oversees asset transfers, plan mapping, and stakeholder coordination to ensure a seamless migration experience for clients.
PRIMARY RESPONSIBILITIES
The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Lead the transition process for clients moving existing retirement plans to Paylocity-supported platforms, ensuring all key milestones (i.e. data collection, plan review) are met.
- Validate plan documents, historical data, and compliance testing results.
- Manage timelines and dependencies across internal and external teams.
- Serve as an escalation point for transition-related issues and ensure timely resolution.
- Coordinate, document, and communicate transition milestones to clients and internal stakeholders.
- Prepare and deliver transition materials to service teams, ensuring the clients transition smoothly post-implementation support.
- Ensure all transition activities meet regulatory and operational standards.
EDUCATION AND EXPERIENCE
- Bachelor’s degree required
- Minimum of 2 years of experience in retirement plan conversions or transitions
- Familiarity with payroll systems and retirement plan recording keeping platforms. Experience with OKA designation preferred.
- Strong understanding of plan structures, asset movement, and compliance testing
- Experience working with recordkeepers, custodians and financial institutions.
- Proficiency in Microsoft Office, with an emphasis on Excel
- Strong interpersonal verbal and written communication skills with a strong customer-focused mindset throughout the transition process.
- Strong project management skills and ability to manage multiple projects concurrently, effectively prioritizing tasks, managing timelines and ensuring deliverables are met.
- Strong attention to detail with strong analytical and problem-solving skills.
Physical Requirements
- Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
- Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.
Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.
We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.
We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact LeaveBenefits@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.
COMPENSATION
The pay range for this position is $65,000 - $97,500/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers.
See all Green Card Retirement Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Retirement Specialist Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship as a Retirement Specialist
Align your credentials with EB-2 requirements
Retirement Specialist roles typically qualify under EB-2 if you hold a master's degree in finance, actuarial science, or a related field, or a bachelor's degree plus five years of progressive experience in retirement planning or benefits administration.
Search verified green card sponsors on Migrate Mate
Target employers with a documented history of PERM filings in financial planning and benefits roles. Migrate Mate surfaces employers who have sponsored workers in this occupation, so you're not guessing which firms will commit to the green card process.
Verify your prevailing wage before salary negotiations
Your employer must pay the DOL-certified prevailing wage for your SOC code and work location throughout the PERM process. Use OFLC Wage Search to look up the wage level for Retirement Specialist roles in your target city before you receive or negotiate an offer.
Understand the PERM recruitment test your employer runs
Before filing PERM, DOL requires your employer to conduct good-faith recruitment and document that no qualified U.S. worker applied. If you're negotiating a start date, factor in that this recruitment period typically precedes the actual PERM filing by several months.
Confirm your O*NET occupation code before the I-140 is filed
Your employer's immigration counsel will assign an SOC code to your Retirement Specialist role for PERM purposes. Cross-check this against O*NET to confirm the job duties in your offer letter align with the occupation definition, since a mismatch can trigger a PERM audit.
Track your priority date if you're from a backlogged country
Nationals from India and China face per-country annual limits on employment-based green cards, which can create multi-year waits between I-140 approval and visa availability. Check the USCIS monthly Visa Bulletin to monitor your priority date's movement toward current status.
Green Card Retirement Specialist: Frequently Asked Questions
What green card category covers Retirement Specialist roles?
Most Retirement Specialist positions qualify under EB-2 if you hold an advanced degree or a bachelor's degree with five or more years of progressive experience in retirement planning or benefits. Roles requiring only a bachelor's degree and two or more years of experience may qualify under EB-3. Your employer's PERM filing will specify the minimum requirements for the position, which then determines the applicable category.
How is green card sponsorship different from H-1B sponsorship for this role?
H-1B visa is a temporary work visa requiring an LCA and, for most employers, a lottery. Green card sponsorship through EB-2 or EB-3 leads to lawful permanent residency, with no lottery involved. The process starts with PERM labor certification filed with the Department of Labor, followed by an I-140 petition with USCIS. Per-country annual limits mean nationals from high-demand countries may wait years between I-140 approval and green card availability, unlike the fixed H-1B cap timeline.
How do I find employers who actively sponsor Retirement Specialists for green cards?
Search Migrate Mate for Retirement Specialist roles filtered by employers with verified PERM filing history in this occupation. Many financial services firms and insurance companies sponsor regularly but don't advertise it prominently in job postings. Targeting employers with a track record of completing the full PERM-to-I-140 process significantly reduces the risk of an employer withdrawing sponsorship midway.
Can I change employers after my green card is filed?
AC21 job portability allows you to change to a same or similar occupation once your I-485 has been pending for 180 days or more. If you want to transfer your priority date to a new employer before your I-485 is filed, the original I-140 must have been approved first. Retiring from the sponsoring employer before either threshold is met typically restarts the process.
What documents strengthen my PERM filing as a Retirement Specialist?
DOL requires your employer to document your qualifications match the minimum requirements stated in the PERM application. Gather official transcripts confirming your degree field, employer letters detailing progressive experience in retirement planning or benefits administration, and any professional credentials such as CRPC or CRPS designations. Gaps between your documented experience and the job description can trigger a PERM audit, so alignment matters from the start.