Senior Level Investment and Retirement Planner Jobs
Senior level investment and retirement planner jobs place experienced professionals in charge of portfolio strategy, long-term financial planning frameworks, and the client teams or advisory units that execute them. Roles are concentrated across Investment & Asset Management, Insurance, and Agriculture & Farming, with a mix of on-site, hybrid, and remote positions, and employers like Thomas Jefferson University & Jefferson Health, ADP, and GHD hiring at this level now.
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ADP Retirement Services is hiring a Director, Retirement Plan Administration
- Are you passionate about building high-performing teams while strengthening strategic partnerships within the retirement industry?
- Do you enjoy leading through complexity, influencing business outcomes, and developing solutions that improve the client and partner experience?
- Are you looking for an opportunity to combine your leadership expertise, retirement plan knowledge, and relationship management skills to drive organizational success?
If so, this may be the opportunity you've been searching for.
In this role, you'll make an impact by:
As the Director, Retirement Plan Administration, you will provide strategic leadership for a team responsible for supporting retirement plan administration activities. You will ensure the successful delivery of operational, compliance, and relationship management services while fostering strong partnerships that contribute to client retention and business growth.
This role requires a leader who can balance operational excellence with strategic thinking, driving continuous improvement while maintaining a strong focus on partner satisfaction, compliance, risk management, and employee development. As a trusted leader, you will collaborate across Retirement Services and the broader organization to influence strategy, solve complex problems, and ensure exceptional service delivery.
Here's what you can expect on a typical day:
Strategic Leadership & Business Management
- Develop and execute strategic objectives that support Retirement Services business goals and partner relationship strategies.
- Lead operational initiatives focused on enhancing service delivery, scalability, compliance, and partner satisfaction.
- Evaluate business performance and identify opportunities to improve efficiency, effectiveness, and overall customer experience.
- Prepare, analyze, and present business performance metrics, trends, and strategic recommendations to senior leadership.
- Manage departmental budgets, resource allocation, and operational planning activities.
Retirement Plan Operations & Compliance Oversight
- Provide executive oversight of retirement plan administration activities, including regulatory and operational processes.
- Ensure appropriate controls, procedures, and practices are maintained to support compliance and risk management objectives.
- Guide teams supporting Form 5500 filing activities, non-discrimination testing, operational corrections, and related retirement plan administration functions.
- Monitor key performance indicators and compliance measures to ensure service commitments and regulatory obligations are met.
- Partner with internal stakeholders to proactively identify and address operational risks.
Team Leadership & Talent Development
- Lead, coach, and develop leaders and team members while fostering a culture of accountability, collaboration, and continuous improvement.
- Establish clear performance expectations and measurable goals aligned with organizational priorities.
- Conduct performance reviews, provide ongoing feedback, and create development opportunities that support employee growth and career progression.
- Develop succession plans and mentor future leaders within the organization.
- Manage staffing strategies, workforce planning, talent acquisition, employee engagement, and retention initiatives.
Change Management & Continuous Improvement
- Lead transformational initiatives that improve processes, tools, workflows, and service delivery models.
- Partner with cross-functional teams to implement strategic projects and organizational changes.
- Leverage data, feedback, and performance metrics to identify opportunities for operational improvement.
- Promote innovation and encourage teams to develop solutions that improve partner and client experiences.
- Participate in enterprise initiatives, task forces, and strategic projects that support ADP's long-term growth objectives.
TO SUCCEED IN THIS ROLE:
Required Qualifications
- 8+ years of experience in Retirement Services, retirement plan administration, fiduciary services, compliance consulting, relationship management, or a related field.
- 5+ years of leadership experience with demonstrated success leading managers, consultants, or professional teams.
- Deep understanding of qualified retirement plan administration, ERISA regulations, fiduciary responsibilities, and retirement industry operations.
- Experience working directly with TPAs, financial advisors, fiduciary service providers, plan sponsors, or other retirement industry partners.
- Proven ability to lead large-scale initiatives, manage competing priorities, and influence cross-functional stakeholders.
- Strong business acumen with experience using operational metrics and performance indicators to drive results.
- Excellent communication, presentation, relationship management, and executive-level influencing skills.
- A college degree is great but not required. What's more important is having the skills needed to perform successfully in this role.
Other acceptable experiences could include:
- Equivalent experience in Retirement Services, Retirement Plan Administration, Compliance, Client Relationship Management, Financial Services, Operations Leadership, or a related discipline.
- Military experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value leadership, accountability, operational excellence, strategic thinking, and problem-solving skills developed through military service and welcome those experiences in our organization.
BONUS POINTS FOR THESE:
- Advanced understanding of Form 5500 administration, non-discrimination testing, and retirement plan correction methodologies.
- Experience in leading relationship management organizations or client service teams.
- Proven success implementing operational improvements, service transformation initiatives, or process optimization programs.
- Advanced degree such as an MBA or related graduate education.
- Industry credentials related to retirement plans, benefits administration, fiduciary services, or financial services.
- Experience leading highly regulated service organizations.
You'll love working here because you can:
- Lead with Impact. Shape the strategy and direction of a critical Retirement Services function.
- Influence Outcomes. Build meaningful partnerships that contribute directly to client success and business growth.
- Develop Talent. Mentor future leaders while building a high-performing, engaged team.
- Drive Innovation. Lead transformational initiatives that improve operational excellence and service delivery.
- Collaborate Across Partner with leaders throughout the organization to solve complex challenges and create long-term value.
#LI-Hybrid
#LI-AJ1
- Actual compensation will not be less than the applicable minimum wage or minimum exempt salary requirement under federal, state and local laws.
A little about ADP: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition.
Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.
ADP Retirement Services is hiring a Director, Retirement Plan Administration
- Are you passionate about building high-performing teams while strengthening strategic partnerships within the retirement industry?
- Do you enjoy leading through complexity, influencing business outcomes, and developing solutions that improve the client and partner experience?
- Are you looking for an opportunity to combine your leadership expertise, retirement plan knowledge, and relationship management skills to drive organizational success?
If so, this may be the opportunity you've been searching for.
In this role, you'll make an impact by:
As the Director, Retirement Plan Administration, you will provide strategic leadership for a team responsible for supporting retirement plan administration activities. You will ensure the successful delivery of operational, compliance, and relationship management services while fostering strong partnerships that contribute to client retention and business growth.
This role requires a leader who can balance operational excellence with strategic thinking, driving continuous improvement while maintaining a strong focus on partner satisfaction, compliance, risk management, and employee development. As a trusted leader, you will collaborate across Retirement Services and the broader organization to influence strategy, solve complex problems, and ensure exceptional service delivery.
Here's what you can expect on a typical day:
Strategic Leadership & Business Management
- Develop and execute strategic objectives that support Retirement Services business goals and partner relationship strategies.
- Lead operational initiatives focused on enhancing service delivery, scalability, compliance, and partner satisfaction.
- Evaluate business performance and identify opportunities to improve efficiency, effectiveness, and overall customer experience.
- Prepare, analyze, and present business performance metrics, trends, and strategic recommendations to senior leadership.
- Manage departmental budgets, resource allocation, and operational planning activities.
Retirement Plan Operations & Compliance Oversight
- Provide executive oversight of retirement plan administration activities, including regulatory and operational processes.
- Ensure appropriate controls, procedures, and practices are maintained to support compliance and risk management objectives.
- Guide teams supporting Form 5500 filing activities, non-discrimination testing, operational corrections, and related retirement plan administration functions.
- Monitor key performance indicators and compliance measures to ensure service commitments and regulatory obligations are met.
- Partner with internal stakeholders to proactively identify and address operational risks.
Team Leadership & Talent Development
- Lead, coach, and develop leaders and team members while fostering a culture of accountability, collaboration, and continuous improvement.
- Establish clear performance expectations and measurable goals aligned with organizational priorities.
- Conduct performance reviews, provide ongoing feedback, and create development opportunities that support employee growth and career progression.
- Develop succession plans and mentor future leaders within the organization.
- Manage staffing strategies, workforce planning, talent acquisition, employee engagement, and retention initiatives.
Change Management & Continuous Improvement
- Lead transformational initiatives that improve processes, tools, workflows, and service delivery models.
- Partner with cross-functional teams to implement strategic projects and organizational changes.
- Leverage data, feedback, and performance metrics to identify opportunities for operational improvement.
- Promote innovation and encourage teams to develop solutions that improve partner and client experiences.
- Participate in enterprise initiatives, task forces, and strategic projects that support ADP's long-term growth objectives.
TO SUCCEED IN THIS ROLE:
Required Qualifications
- 8+ years of experience in Retirement Services, retirement plan administration, fiduciary services, compliance consulting, relationship management, or a related field.
- 5+ years of leadership experience with demonstrated success leading managers, consultants, or professional teams.
- Deep understanding of qualified retirement plan administration, ERISA regulations, fiduciary responsibilities, and retirement industry operations.
- Experience working directly with TPAs, financial advisors, fiduciary service providers, plan sponsors, or other retirement industry partners.
- Proven ability to lead large-scale initiatives, manage competing priorities, and influence cross-functional stakeholders.
- Strong business acumen with experience using operational metrics and performance indicators to drive results.
- Excellent communication, presentation, relationship management, and executive-level influencing skills.
- A college degree is great but not required. What's more important is having the skills needed to perform successfully in this role.
Other acceptable experiences could include:
- Equivalent experience in Retirement Services, Retirement Plan Administration, Compliance, Client Relationship Management, Financial Services, Operations Leadership, or a related discipline.
- Military experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value leadership, accountability, operational excellence, strategic thinking, and problem-solving skills developed through military service and welcome those experiences in our organization.
BONUS POINTS FOR THESE:
- Advanced understanding of Form 5500 administration, non-discrimination testing, and retirement plan correction methodologies.
- Experience in leading relationship management organizations or client service teams.
- Proven success implementing operational improvements, service transformation initiatives, or process optimization programs.
- Advanced degree such as an MBA or related graduate education.
- Industry credentials related to retirement plans, benefits administration, fiduciary services, or financial services.
- Experience leading highly regulated service organizations.
You'll love working here because you can:
- Lead with Impact. Shape the strategy and direction of a critical Retirement Services function.
- Influence Outcomes. Build meaningful partnerships that contribute directly to client success and business growth.
- Develop Talent. Mentor future leaders while building a high-performing, engaged team.
- Drive Innovation. Lead transformational initiatives that improve operational excellence and service delivery.
- Collaborate Across Partner with leaders throughout the organization to solve complex challenges and create long-term value.
#LI-Hybrid
#LI-AJ1
- Actual compensation will not be less than the applicable minimum wage or minimum exempt salary requirement under federal, state and local laws.
A little about ADP: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition.
Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.
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Senior Level Investment and Retirement Planner Jobs: Frequently Asked Questions
How do I get a senior level investment and retirement planner job?
Employers at this level look for candidates who have owned client portfolios, led advisory teams, and made consequential recommendations on asset allocation and retirement income strategies. Demonstrating a history of measurable outcomes, holding credentials like CFP or CFA, and showing the ability to mentor junior planners and influence firm-wide planning practices will give you the strongest edge in a competitive field.
Which companies hire senior level investment and retirement planners?
Companies hiring senior level investment and retirement planners right now include Thomas Jefferson University & Jefferson Health, ADP, and GHD, based on current listings on Migrate Mate as of November 2026. At this level, hiring is driven by wealth management firms, insurance companies, large financial institutions, and independent registered investment advisors seeking experienced leaders to anchor their planning practices.
Are there remote senior level investment and retirement planner jobs?
Yes, though many roles still require client-facing or team leadership presence on-site or in a hybrid arrangement. About 50% of senior level investment and retirement planner openings are remote or hybrid as of November 2026, reflecting growing employer flexibility for high-trust professionals who can manage client relationships and lead planning teams without being office-bound every day.
What makes an investment and retirement planner role senior level?
Senior level roles are defined by ownership of complex client relationships, responsibility for portfolio strategy across diverse asset classes, and the expectation that you will mentor and guide junior planners. You are accountable for outcomes, not just execution. These positions also involve contributing to firm standards, presenting to stakeholders, and exercising independent judgment on high-stakes retirement and investment decisions without close supervision.
Which industries hire the most senior level investment and retirement planners?
Senior level investment and retirement planner roles concentrate in Investment & Asset Management, Insurance, and Agriculture & Farming, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring because they serve large client bases with complex, long-horizon financial needs and require experienced planners who can operate at a strategic level and manage significant assets under management.