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Retirement Implementation Specialist in New York

15 active opportunities · Updated October 2026

Explore current retirement implementation specialist jobs in New York. Filter by work mode, employment type, experience, department, date posted and distance.

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📍 New York, New York, United States· Full-time
✓ High-confidence listing

From $135K/yr

Quick readStrong listing-quality and freshness signals

As a Senior Technical Solutions Consultant , you will be the principal technical liaison between our product, sales, and customer success teams. You will provide tailored solutions for clients in the commercial real estate sector, specifically focusing on the complex VTS Activate product landscape (including Activate, Activate Workplace, Activate Multifamily, CBRE Host, and CBRE Host Building) . Your unique combination of property management experience and deep technical proficiency will help ensure that our clients maximize the value of our software. ** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office 4 days a week. ** What Makes This Job Awesome? Act as the definitive subject matter expert (SME) and technical leader for the VTS Activate suite's integration landscape and partnerships, both internally and externally (e.g., Braxos, Kastle, CCure, AMAG, etc.). Design and deliver advanced, in-depth technical demonstrations for prospects and clients, specifically showcasing how the VTS Activate product suite solves specific challenges. Provide advanced technical support during the sales process, addressing complex questions and concerns about system integrations and core functionalities, serving as the technical closer for Activate deals. Provide support during the sales process for qualifying opportunities with hardware requirement and implementation. Provide handover details to cross-functional stakeholders to ensure smooth implementations. Own the solution reporting process for VTS Activate deals, including documenting deal journals and synthesizing won/loss reasons. This reporting provides critical intelligence for the Product team (feature gaps), the Sales team (competitive analysis), and the Executive team (market/product trends). Lead knowledge transfer and cross-functional upskilling initiatives for the Sales, Customer Success, and Services teams. This involves supporting the creation of documenta

AIGoExcelSEM
P
📍 New York, New York, United States
✓ High-confidence listing

$125K – $175K/yr

Quick readStrong listing-quality and freshness signals

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Growth Account Executive to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. This role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the role is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered ad

P
📍 New York, New York, United States· Full-time
✓ High-confidence listing

From $66.3K/yr

Quick readStrong listing-quality and freshness signals

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is looking for an outgoing and enthusiastic Business Development Representative (BDR) to join our team. As a BDR, you will play a pivotal role in representing our company as the initial point of contact to prospective clients of the platform. You’ll find yourself with a massive opportunity for growth, with support from management and mentors. You’ll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt. RESPONSIBILITIES Identify and generate new business through proactive outbound prospecting Gain interest through cold calling, email campaigns, and social touches Utilize excellent organizational skills to create an accurate and relevant follow up prospect list Overcome obstacles and objections to effectively build pipelines REQUIREMENTS Demonstrated ability to build professional relationships with internal and external stakeholders Self-motivated with ability and eagerness to work in fast paced environment Excellent written & verbal communicati

RestAIGoRust
P
📍 New York, New York, United States· Full-time
✓ High-confidence listing

$100K – $120K/yr

Quick readStrong listing-quality and freshness signals

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION We're looking for a Senior Billing Operations Specialist to partner closely with Finance, Customer Experience, BI and Product to give billing a single, accountable owner. This is a true partnership across teams: you'll bring order and control to billing operations while continuously raising the bar for how accurate, explainable, and responsive Pontera's billing is for every customer. Billing at Pontera has outgrown the informal, all-hands-on-deck model that carried it so far - it now touches customer trust, adoption, and executive relationships, not just back-office accuracy. You're the connective tissue across the entire billing lifecycle - the person every other function turns to when something needs to actually get resolved, not just flagged. That means owning billing file validation before release, payment and check reconciliation, credits and refunds end to end process; being the Finance point of contact for all US based teams who they can rely on for any customer-impacting billing issue. The ability to serve as the busi

AIGoRustExcel
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📍 New York, New York, United States· Full-time
✓ High-confidence listing

From $125K/yr

Quick readStrong listing-quality and freshness signals

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Advisor Success Manager to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. The ASM role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the ASM is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered a

RestAIGoRust
P
📍 New York, New York, United States· Full-time
✓ High-confidence listing

From $185K/yr

Quick readStrong listing-quality and freshness signals

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION As a Mid-Market Account Executive, you will lead the sales process for some of the fastest growing and disruptive Broker-Dealers and RIAs in the space (50+ financial advisors). You will be in a high-impact role with CEO-level visibility, tasked with bringing in clients capable of changing our company’s trajectory. This job is being made available at an incredibly important time in Pontera’s trajectory, and there are many reasons it’s a great opportunity: a product with an immediate, measurable revenue impact for the client (share of wallet growth), a massive addressable market, and dominant category leadership in professional 401(k) management. There is a ton of greenspace. And we are looking for someone with grit, resiliency, and professionalism to capture this incredible opportunity. RESPONSIBILITIES Lead multi-threaded sales processes across C-Suite, Compliance, InfoSec, Legal, and Field Leadership. You own the deal from initial conversation through negotiation and close. Map the buyers of our prospects. Understand the goals, pl

AIGoRustExcel
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📍 New York, New York, United States· Full-time
✓ High-confidence listing

$100K – $130K/yr

Quick readStrong listing-quality and freshness signals

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking a highly skilled and motivated IT Specialist to join the Global IT team and lead IT operations for the New York office. As part of Pontera’s Global IT organization, this position works closely with Infrastructure, Security, R&D, and Operations teams to support secure, stable, and scalable IT operations across the company. Serving as the primary IT owner for the NY office, the role is responsible for employee support, office infrastructure, endpoint management, SaaS administration, identity operations, and operational continuity in a fast-paced fintech environment. Responsibilities include hands-on operational support, infrastructure administration, endpoint and security operations, project execution, and cross-functional collaboration. The ideal candidate is a highly independent IT professional capable of managing operational responsibilities while collaborating within a global IT organization. RESPONSIBILITIES Onsite IT Operations & Employee Support Serve as the primary onsite IT owner for the NY office

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A
📍 New York, New York, United States
✓ Quality checkedCompany trend +9.2%

Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 122,000 colleagues serve people in more than 160 countries. JOB DESCRIPTION: Working at Abbott At Abbott, you can do work that matters, grow, and learn, care for yourself and your family, be your true self, and live a full life. You’ll also have access to: Career development with an international company where you can grow the career you dream of. Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. An excellent retirement savings plan with a high employer contribution · Tuition reimbursement, the Freedom 2 Save student debt program, and FreeU education benefit - an affordable and convenient path to getting a bachelor’s degree. A company recognized as a great place to work in dozens of countries worldwide and named one of the most admired companies in the world by Fortune. A company that is recognized as one of the best big companies to work for as well as the best place to work for diversity, working mothers, female executives, and scientists. The Opportunity This position is a field-based position based in Western, NY in the Cardiac Rhythm Management division. As a global leader in Cardiac Rhythm Technologies, we focus on innovative technologies that can improve the way doctors treat people with heart arrhythmias or irregular heartbeats. What You’ll Work On Under general direction, the CRM Product Support Specialist provides comprehensive engineering, sales, educational, and technical support. This role responds

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Relocation support. Relocation assistance is stated. This does not establish visa sponsorship.
📍 New York, Remote, United States· Remote
✓ Quality checkedCompany trend -52.6%

Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 122,000 colleagues serve people in more than 160 countries. JOB DESCRIPTION: About Abbott Abbott is a global healthcare leader, creating breakthrough science to improve people’s health. We’re always looking towards the future, anticipating changes in medical science and technology. Our diagnostic solutions are used in hospitals, laboratories, and clinics around the globe. The crucial information derived from our tests, instruments and informatics systems are often the first step in patient care decision making for hundreds of health conditions from heart attacks to blood disorders to infectious diseases and cancers. Working at Abbott At Abbott, you can do work that matters, grow, and learn, care for yourself and family, be your true self and live a full life. You’ll also have access to: Career development with an international company where you can grow the career you dream of. Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. An excellent retirement savings plan with high employer contribution Tuition reimbursement, the Freedom 2 Save student debt program and FreeU education benef

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📍 New York, United States· Full-time
✓ High-confidence listing

$110K – $120K/yr

Quick readStrong listing-quality and freshness signals

Weekly office requirement : Hybrid, 3 days/week Employment type : Permanent Salary Range: $110,000 - $120,000 We’re looking for a Solutions Consultant to join us here at GWI. Not just any Solutions Consultant though. Someone ambitious and genuine, who works best in the midst of a collaborative and forward-thinking team. That’s because as a GWIer you’ll be immersed in the fast-moving world of data tech. We think big to make an impact, we’re not afraid to ask why, and we always show respect. Those values are what got us where we are today, and they’re a big part of what we’re looking for in you. As our Senior Solutions Consultant, you’ll: Be a trusted pre-sales advisor across a broad product range, supporting commercial efforts across all the Revenue functions within GWI. This role will sit across two disciplines within Solutions Consulting: Subject Matter Expert and Data Out. The Subject Matter Experts team works closely with the sales teams in order to create and curate proactive solutions for the client’s challenges, helping to drive commercial growth across GWI’s data and insight products. The Data Out Solutions team are responsible for helping revenue leads sell in GWI’s data integration solutions, supporting discovery calls, pitches and ultimately helping to grow adoption of this portfolio of solutions. Solutions Consultants work across a number of verticals, supporting opportunities for a wide array of clients and prospects, from Fortune 500 well known companies to smaller scale ups and boutique agencies. What you’ll be doing: As a Senior Solutions Consultant, every day is different. You will be working across multiple opportunities and established accounts, with the ultimate goal of helping the sales teams drive revenue growth. The goals for this role include: To become an industry expert embedded in the sales process. To drive efficiency and effectiveness in sales cycles by supporting pre-sales effor

RestAIGoRust
G
📍 New York, United States· Full-time
✓ High-confidence listing

From $120K/yr

Quick readStrong listing-quality and freshness signals

Weekly office requirement: 3 days per week Employment type: permanent Seniority level: mid-senior/director level Salary Range :$120,000 to $130,000k DOE. and commission plan At GWI we’re always looking for extraordinary people who thrive on making an extraordinary impact. Right now we’re looking for an Account Director to play a key role in our Enterprise team in New York. If that’s you, and making a difference gets you out of bed in the morning, keep reading. It could be the start of something, well, extraordinary. Sounds great, what will I be doing? 🤔 As our Account Director, you’ll: own GWI’s relationship with some of the top network agencies in the world, such as WPP, Stagwell, and Havas. Our ideal candidate will excel at relationship-driven opportunities, have proven sales experience with market research tools and data, and come with their own network of well-earned industry contacts. A few things you’ll be responsible for: 👉 Own the entire revenue cycle with existing Tier 1 agency accounts – everything from renewal to upsell and expansion 👉 Identify new business opportunities within the account structure and execute well-planned, creative strategies to achieve both short-term and long-term commercial growth goals 👉 Enthusiastically present GWI product offerings with your own personal conviction and style 👉Collaborate well within a team-oriented environment - bring fresh thinking and new ideas to your team and senior leaders at GWI. It’s also fun; shaking things up is what working for GWI is all about. You’ll need to be flexible, comfortable with continuous change, and working in a high-tempo environment. What do I need to bring with me? 🧳 You’ll need to be able to demonstrate the core skills this role requires. You don't have to tick all the boxes right away; the important thing is that you’re willing to learn. Here’s what the team will be looking for in you: Technical 👉 Bring demonstrated experience selling

AIGoRustExcel
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📍 New York, New York, United States· Full-time· Remote
✓ High-confidence listingCompany trend -73.5%
Quick readStrong listing-quality and freshness signals

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. Team Overview Plaid's TechOps team is the technical foundation that is a major stakeholder in keeping the company running. We own the systems, tools, and infrastructure that every Plaid employee depends on from identity and endpoint management to help desk support, office infrastructure, and the internal tooling that powers day-to-day productivity. What sets us apart from a traditional IT team is how we approach the higher level goals we have to improve our systems and tooling over time. We treat corporate infrastructure like an engineering problem: configuration lives in code when possible, endpoint provisioning is automated, access assignment is self-service, and we're always looking for ways to make our systems more reliable and our support burden smaller. We've built real momentum in that direction, and we're investing in the people and tools to take it further. We're a small team with broad ownership and high standards. We work closely with Security, Engineering, and People teams to make sure Plaid's internal environment is secure, scalable, and ready for where the company is going whether that's a new office, a new compliance requirement, or a new way of working enabled by A

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TN
📍 New York, NY, United States
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

The mission of The New York Times is to seek the truth and help people understand the world. That means independent journalism is at the heart of all we do as a company. It’s why we have a world-renowned newsroom that sends journalists to report on the ground from nearly 160 countries. It’s why we focus deeply on how our readers will experience our journalism, from print to audio to a world-class digital and app destination. And it’s why our business strategy centers on making journalism so good that it’s worth paying for. The Data Journalism team is looking for an experienced journalist with editing, management and data analysis skills to serve as an assistant editor. You'll help to run a group of data journalists who collaborate across the newsroom. You'll also advise on analyses conducted elsewhere in the newsroom. You should be obsessed with detail and rigor, display a knack for lifting stories to the next level and care deeply about developing your colleagues' talents. Collaboration is at the heart of this role; the Data Journalism team works with virtually every other desk in the newsroom. We'll expect you to deftly navigate these partnerships, which require crisp communication, a problem-solving attitude and a dash of diplomacy. This is an in-office position and includes regular attendance in the office four days a week. We have a preference for candidates who will work in New York City, with a secondary preference for Washington, DC. Important application requirement: Please submit a cover letter that describes your qualifications in the context of three stories (or projects) you helped to shape. For each, please provide a link to the work and describe your contributions in one to three paragraphs. Your cover letter should not exceed four pages in total. Within that limit, you are also welcome to provide a more traditional (but brief) description of your career and talents. Responsibilities: Help to lead the Data Journalism team Directly supervise seve

P
📍 New York, New York, United States· Full-time
✓ Quality checkedCompany trend -73.5%

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Team Overview The TechOps team is the technical foundation that is a major stakeholder in keeping the company running. We own the systems, tools, and infrastructure that every Plaid employee depends on, from identity and endpoint management to help desk support, office infrastructure, and the internal tooling that powers day-to-day productivity. What sets us apart from a traditional IT team is how we approach our higher-level goals. We treat corporate infrastructure like an engineering problem: configuration lives in code when possible, endpoint provisioning is automated, access assignment is self-service, and we're always looking for ways to make our systems more reliable and our support burden smaller. We're a small team with broad ownership and high standards. We work closely with Security, Engineering, and People teams to make sure Plaid's internal environment is secure, scalable, and ready for where the company is going, whether that's a new office, a new compliance requirement, or a new way of working enabled by AI tooling. Role Overview In this role, you'll take part in our on-call rotation for a few hours each week, but this isn't just a break/fix IT position. It's a chance to build, improve

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