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Job description
Retirement Services SpecialistGenesis10 is currently seeking a Retirement Services Specialist for a contract position with a Major Financial Services Company located in Milwaukee, WI. This is a long-term HYBRID contract opportunity, requiring 3 days/week onsite. Compensation: $25.00 - $28.00 per hour, W2, based on qualifications.Position Overview: This role supports a team focused on retirement disbursal services, executing complex solutions for financial advisors and their clients. The ideal candidate will analyze financial plans, manage servicing instructions, and prepare investment trades based on an internal retirement algorithm.Key Responsibilities:Assist team in executing on solutions that meet the complex needs of sophisticated practices, advisors, and/or firmsAnalyze financial plans created by advisor teams to review the existing retirement strategy's ability to function appropriately within the workflowSet up and establish servicing instructions, analyzing daily cash changes and following up with advisor teams when distribution cash is lower than their desired levelAssist in overseeing retirement algorithmic decisions using complex software when determining strategic client withdrawalsAnalyze and efficiently prepare proposed investment trades to be presented to the field advisor teamsWork with advisor team members to answer questions, research retirement software questions, and follow-up on notificationsPartner with internal teams to execute on processes and proceduresInput and track client's retirement plan data and analyze numbers to communicate findings within the team and to leadershipProduce quality reporting output in alignment with expectations, which may involve complex integrated analysisParticipate in onboarding new advisor practices and continue to build the relationship over timeContribute input to create efficiency, scalability, and a higher level of servicePrimary Requirements:Bachelor's degree in Finance, Business, or related fieldMinimum of 5+ years of financial services experience including brokerage and advisory investment platforms, products, and servicesDeep understanding of retirement service offerings and operational processes within the financial industryExperience or extensive knowledge of retirement planning, personal finance, tax preparation and financial operationsExperience consulting to sophisticated advisors/practices with the ability to assess and understand how services and solutions may increase efficienciesDemonstrates impeccable accuracy, attention to detail, and data accuracyExperience with investment operationsAbility to establish and manage repeatable operational processes as well as an ability to identify and implement process improvementsHigh degree of self-motivation with leadership and initiative in sharing information and contributing towards group goalsDesired Skills:Securities Industry Essentials (SIE), series 6 or 7 preferredProficient in Envestnet and Next360 preferredInvestment Advisory ExperienceInvestment Regulatory KnowledgeOnly candidates available and ready to work directly as Genesis10 employees will be considered for this position.If you have the described qualifications and are interested in this exciting opportunity, please apply!
Worksite address
milwaukee, WI, 53202, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.