Retirement Services Operations Specialist
Not Disclosed•ContractorOn-site
location_onCargo Ramp, West Air Cargo Way, General Mitchell International Airport, Milwaukee, Milwaukee County, Wisconsin, 53221, United States
About the Role
You will join a specialized team dedicated to executing complex solutions for sophisticated financial practices, advisors, and firms. In this capacity, you serve as a critical link between client financial plans and the operational execution of retirement-related algorithms. Your work ensures the Retirement Disbursal Services team can deliver precise, ongoing support that aligns with client strategies and regulatory standards.
This role is designed for those who thrive on bridging the gap between high-level financial planning and day-to-day operational precision. You will be the point of contact for advisor teams, clarifying ambiguous distribution requests, researching retirement software nuances, and conducting regular check-ins to nurture long-term service relationships. Beyond execution, you will contribute to forward-thinking exercises aimed at enhancing efficiency and scalability within the program.
About Genesis10
Genesis10 is a leading staffing firm recognized as a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years. We connect thousands of consultants with Fortune 100 firms and mid-market organizations across the full spectrum of industry verticals. With over 300 active clients, we pride ourselves on providing a "career-home" for our consultants, many of whom have worked exclusively with us for years.
Our recruiting team brings an average of more than seven years of experience to every engagement, ensuring a supportive and experienced partnership. We are consistently recognized as a Best Company for Work-Life Balance, Career Growth, Diversity, and Leadership.
Hiring Process & Application
This is a contract position with a major financial services company in Milwaukee, WI. Only candidates available and ready to work directly as Genesis10 employees will be considered. If you possess the required qualifications and are interested in this opportunity, please apply directly through our channels.
Equal Opportunity Employer
Genesis10 is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Work location
Work model: On-site
Cargo Ramp, West Air Cargo Way, General Mitchell International Airport, Milwaukee, Milwaukee County, Wisconsin, 53221, United States
Milwaukee, Wisconsin
Key Responsibilities
- check_circleOversee retirement algorithmic decisions using complex software for strategic withdrawals
- check_circleInput and track client retirement plan data to communicate findings to leadership
- check_circleContribute to forward-thinking exercises to create operational efficiency and scalability
- check_circleUpdate existing procedures to align with program and regulatory requirements
- check_circleSet up servicing instructions and analyze daily cash changes for distribution levels
- check_circlePrepare proposed investment trades for presentation to field advisor teams
- check_circleResearch retirement software questions and clarify distribution request communications
- check_circleProduce quality reporting output involving complex integrated analysis
- check_circleConduct regular check-ins with advisor teams to maintain service relationships
Requirements
- verifiedBachelor's degree in Finance, Business, or related field
- verifiedMinimum of 5 years of financial services experience
- verifiedDeep understanding of retirement service offerings and operational processes
- verifiedExperience consulting to sophisticated advisors/practices
- verifiedExperience or extensive knowledge of retirement planning, personal finance, tax preparation and financial operations
- verifiedAbility to establish and manage repeatable operational processes
- verifiedSecurities Industry Essentials (SIE), series 6 or 7 preferred
- verifiedProficient in Envestnet and Next360 preferred
- verifiedInvestment Advisory Experience
- verifiedInvestment Regulatory Knowledge
- verified
Nice to Have
Securities Industry Essentials (SIE), series 6 or 7. Proficiency in Envestnet and Next360. Investment Advisory Experience. Investment Regulatory Knowledge. Retirement Planning Experience.
Benefits & Perks
check_circleMedical, Dental, and Vision insurancecheck_circleHealth Savings Account (HSA)check_circleVoluntary Hospital Indemnity (Critical Illness & Accident)check_circleVoluntary Term Life Insurance401K retirement plan
Similar Job Opportunities
Skills, education and keywords
Skills: Securities Industry Essentials, Series 6, Series 7, Envestnet, Next360, Retirement Planning, Investment Advisory, Investment Regulatory Knowledge.
Education: Bachelor's degree in Finance, Business, or related field required.
Frequently asked questions about Retirement Services Operations Specialist at Genesis10
What does a Retirement Services Operations Specialist at Genesis10 do?expand_more
A Retirement Services Operations Specialist at Genesis10 is responsible for the following: Oversee retirement algorithmic decisions using complex software for strategic withdrawals; Input and track client retirement plan data to communicate findings to leadership; Contribute to forward-thinking exercises to create operational efficiency and scalability; and Update existing procedures to align with program and regulatory requirements.
What are the requirements for this Retirement Services Operations Specialist role?expand_more
Genesis10 is looking for candidates who meet the following requirements: Bachelor's degree in Finance, Business, or related field; Minimum of 5 years of financial services experience; Deep understanding of retirement service offerings and operational processes; Experience consulting to sophisticated advisors/practices; Experience or extensive knowledge of retirement planning, personal finance, tax preparation and financial operations; and Ability to establish and manage repeatable operational processes.
Where is the Retirement Services Operations Specialist role at Genesis10 located?expand_more
Retirement Services Operations Specialist at Genesis10 is based in Cargo Ramp, West Air Cargo Way, General Mitchell International Airport, Milwaukee, Milwaukee County, Wisconsin, 53221, United States. This is a on-site role.
Is this Retirement Services Operations Specialist job remote, hybrid, or on-site?expand_more
Genesis10 has listed this Retirement Services Operations Specialist role as on-site.
How much experience is required for this Retirement Services Operations Specialist role?expand_more
Retirement Services Operations Specialist at Genesis10 typically requires 5+ years of relevant experience at the senior level.
What skills do you need for the Retirement Services Operations Specialist role at Genesis10?expand_more
Key skills for Retirement Services Operations Specialist at Genesis10 include Securities Industry Essentials; Series 6; Series 7; Envestnet; Next360; Retirement Planning; Investment Advisory; and Investment Regulatory Knowledge.
What education is required for Retirement Services Operations Specialist at Genesis10?expand_more
Educational requirements for this role: Bachelor's degree in Finance, Business, or related field required.
What category does the Retirement Services Operations Specialist role belong to?expand_more
Retirement Services Operations Specialist at Genesis10 is part of the accounting & finance job category on Recrutus.