Retirement Solutions Operations Analyst - Remote
Core
Provides day-to-day operational and analytical support to the retirement operations team, serving as a liaison between branch offices, leadership, and external partners to ensure accurate and compliant retirement plan execution.
Role type
Operations Analyst (Financial Services)
Builds
Retirement plan operations workflows, M&A transition processes, and scalable service delivery for advisors.
Domain
Financial Services / Retirement Solutions
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Salesforce proficiency, Microsoft 365 Suite (Excel, Outlook, Word, PowerPoint, Teams), data integrity management, project management, regulatory compliance knowledge (FINRA, SEC), operational reporting, workflow optimization, M&A transition coordination
Preferred skills
Fi360, Smartsheet, Orion, AI automation tools, customer support experience
Technologies
Salesforce, Microsoft 365, Fi360, Smartsheet, Orion
Responsibilities
Serve as primary point of contact for field offices on retirement operations inquiries; manage shared email inbox for timely advisor responses; lead operations projects from initiation to completion; analyze reports to resolve discrepancies in plan counts or records; support M&A onboarding and transition management for acquired firms; train interns and associates on account setup and documentation.
Seniority
Mid-level, hands-on IC