OPT Retirement Plan Consultant Jobs
Retirement Plan Consultant jobs on OPT involve advising organizations on 401(k), pension, and defined benefit plan design and compliance. Most roles require a finance or business degree, making them a strong fit for STEM OPT holders in financial services. Cap-gap protection applies if your employer files an H-1B visa petition before your OPT expires.
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Get Access To All JobsINTRODUCTION
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.
ABOUT THE ROLE
We are seeking an energetic and reliable professional to join our Retirement Plan Services Team, as an Associate. Successful candidates will be responsible for supporting incoming employer plan administration inquiries, change orders, and supporting multiple cross-functional teams across the organization. The Associate will work closely with our internal Retirement Plan Administration team subject matter experts to research, assess, and deliver timely support to employer requests. Our Associates support many of our startup and conversion plan employers who can help navigate sponsors with the complexities of administering a 401(k) plan, so we are interested in hiring individuals with a commitment to high client satisfaction and an ability to make quick and accurate decisions. The ideal candidate is a motivated individual who can manage their block of responsibilities, confidently answer retirement plan questions, and collaborate with the team to improve workstreams.
WHAT WILL YOU BE DOING?
- Assisting clients with complex plan issues such as eligibility, vesting, amendments, mergers & acquisitions, deconversions, year-end testing, and audits
- Effectively gathers and analyzes information while using reason and good judgment to articulate client requests through detailed scoping
- Working closely with internal plan design and plan document subject matter experts to research, assess, and complete client plan design requests
- Create processes, playbooks, and resources to streamline across processes/operations and support team expansion
- Posting interaction within our tooling to document updates to client accounts
- Conducts post mortems and identifies opportunities for improvement in processes and procedures, and works with management and products teams to implement improvements
- Ability to handle client/advisor escalations smoothly and bring in cross-functional teams as needed for quick resolutions
- Adhering to client facing and internal service level requirements
- Meeting quality control expectations through the monitoring of contact resolution
- Adhering to prioritization requirements, to meet company goals for servicing responsiveness
- Provide consulting services to sponsor and advisors as needed
- Ensuring client retention and maintenance
- Conducting appropriate and timely follow-up to ensure the highest level of employer service
BASIC QUALIFICATIONS
- College degree and/or equivalent customer service experience
- 1-3 years of retirement industry experience, preferred
- You're flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders
- Strong communication, critical thinking, and organization skills
- Proven ability to think analytically & operate independently within set deadlines
- Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Nice to have: retirement certifications (i.e. QKA)
LOCATION
This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.
COMPENSATION
The expected base salary range for this position is $60K - $70K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
EMPLOYEE BENEFITS
We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
INTERVIEW PROCESS
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises. For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy.
Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
INTRODUCTION
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.
ABOUT THE ROLE
We are seeking an energetic and reliable professional to join our Retirement Plan Services Team, as an Associate. Successful candidates will be responsible for supporting incoming employer plan administration inquiries, change orders, and supporting multiple cross-functional teams across the organization. The Associate will work closely with our internal Retirement Plan Administration team subject matter experts to research, assess, and deliver timely support to employer requests. Our Associates support many of our startup and conversion plan employers who can help navigate sponsors with the complexities of administering a 401(k) plan, so we are interested in hiring individuals with a commitment to high client satisfaction and an ability to make quick and accurate decisions. The ideal candidate is a motivated individual who can manage their block of responsibilities, confidently answer retirement plan questions, and collaborate with the team to improve workstreams.
WHAT WILL YOU BE DOING?
- Assisting clients with complex plan issues such as eligibility, vesting, amendments, mergers & acquisitions, deconversions, year-end testing, and audits
- Effectively gathers and analyzes information while using reason and good judgment to articulate client requests through detailed scoping
- Working closely with internal plan design and plan document subject matter experts to research, assess, and complete client plan design requests
- Create processes, playbooks, and resources to streamline across processes/operations and support team expansion
- Posting interaction within our tooling to document updates to client accounts
- Conducts post mortems and identifies opportunities for improvement in processes and procedures, and works with management and products teams to implement improvements
- Ability to handle client/advisor escalations smoothly and bring in cross-functional teams as needed for quick resolutions
- Adhering to client facing and internal service level requirements
- Meeting quality control expectations through the monitoring of contact resolution
- Adhering to prioritization requirements, to meet company goals for servicing responsiveness
- Provide consulting services to sponsor and advisors as needed
- Ensuring client retention and maintenance
- Conducting appropriate and timely follow-up to ensure the highest level of employer service
BASIC QUALIFICATIONS
- College degree and/or equivalent customer service experience
- 1-3 years of retirement industry experience, preferred
- You're flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders
- Strong communication, critical thinking, and organization skills
- Proven ability to think analytically & operate independently within set deadlines
- Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Nice to have: retirement certifications (i.e. QKA)
LOCATION
This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.
COMPENSATION
The expected base salary range for this position is $60K - $70K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
EMPLOYEE BENEFITS
We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
INTERVIEW PROCESS
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises. For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy.
Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
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Get Access To All JobsTips for Finding OPT Sponsorship as a Retirement Plan Consultant
Target ERISA-fluent employers
Recordkeepers, third-party administrators, and actuarial firms hire Retirement Plan Consultants regularly and have established visa sponsorship pipelines. These firms understand H-1B visa requirements and are far more likely to sponsor than general financial advisory boutiques.
Certify early to strengthen your profile
Pursuing the QKA, ASPPA, or CEBS designation signals long-term commitment to the retirement industry. Employers considering H-1B sponsorship want candidates who are investing in the field, not just passing through on OPT authorization.
Frame your OPT timeline in applications
State your authorization type and end date directly in your cover letter or during recruiter screening. Employers appreciate transparency, and it filters out companies that won't sponsor before you invest time in their hiring process.
Focus on plan compliance and testing skills
Nondiscrimination testing, Form 5500 preparation, and plan document review are specialized skills with genuine labor market shortages. Demonstrating these competencies strengthens the specialty occupation argument employers need for H-1B sponsorship approval.
Prioritize roles tied to a finance or actuarial degree
USCIS requires a direct connection between your degree and job duties for H-1B specialty occupation classification. Roles explicitly requiring finance, economics, or actuarial science degrees map cleanly to most OPT students in this field.
Engage employers before your OPT expires
H-1B petitions for the October 1 start date must be filed in April. If your OPT expires before October, ensure your employer files early enough for cap-gap protection to bridge the gap without a lapse in work authorization.
Retirement Plan Consultant OPT: Frequently Asked Questions
Do Retirement Plan Consultant roles qualify as specialty occupations for H-1B sponsorship?
Yes, in most cases. USCIS evaluates whether the role normally requires a bachelor's degree or higher in a specific field. Retirement Plan Consultant positions tied to finance, actuarial science, or economics typically meet this standard, particularly at recordkeepers, TPA firms, and plan advisory practices where a degree in a specific discipline is a genuine job requirement, not just a preference.
Can I work as a Retirement Plan Consultant on OPT without STEM extension eligibility?
Yes, but your authorized period will be limited to 12 months. If your underlying degree is in a STEM-designated field such as actuarial science, finance with a qualifying CIP code, or applied mathematics, you may be eligible for a 24-month STEM OPT extension, giving you significantly more time to secure H-1B sponsorship. Confirm your degree's CIP code with your DSO before applying.
Where can I find Retirement Plan Consultant jobs that sponsor OPT students?
Migrate Mate is built specifically for F-1 OPT students and filters job listings by visa sponsorship willingness, saving you from applying to employers who won't support your authorization. Searching Migrate Mate for Retirement Plan Consultant roles lets you focus your effort on employers already open to sponsoring candidates through OPT and into H-1B status.
What happens to my work authorization if my employer files an H-1B petition before my OPT expires?
You're covered by cap-gap protection. If your F-1 OPT expires between April 1 and September 30 and your employer files a timely, non-frivolous H-1B cap-subject petition before your OPT ends, your status and work authorization are automatically extended through September 30. You can continue working in your Retirement Plan Consultant role during this bridging period without interruption.
Do part-time Retirement Plan Consultant positions satisfy OPT employment requirements?
OPT requires employment of at least 20 hours per week in a role directly related to your field of study. Part-time consulting positions can satisfy this threshold if the duties align with your degree. However, most employers filing H-1B petitions prefer full-time arrangements, as it simplifies the prevailing wage certification and strengthens the specialty occupation argument with USCIS.