Nonqualified Investment Operations Analyst

RiseMe; Overland Park (KS); On-site; USD 66,000 - 93,000; Full time

Benefits offered by this job

Medical/Dental/Vision/Life

401(k) with match

Tuition reimbursement

Casual environment

Paid time off + holidays

Volunteer time off

Parental leave & disability

BRGs

Job summary

RiseMe is seeking an experienced Nonqualified Investment Operations Specialist to manage day-to-day financial transactions for a defined book of business. You will collaborate with internal teams and external partners to process COLI, split-dollar life insurance, mutual funds, and nonqualified plan administration.

Based in Overland Park, KS, you will leverage advanced Excel skills to model rebalancing, reporting, and client deliverables while maintaining strong client relationships and adherence

Qualifications

• Bachelor’s degree or equivalent experience required.
• Proficiency in Excel; ability to manage large data and financial models.
• Licensing requirements: Life Insurance license or ability to obtain within 120 days.
• Familiarity with nonqualified plan administration and COLI is a plus.

Responsibilities

• Process asset and liability rebalancing transactions per client directives.
• Prepare and maintain asset and liability reporting.
• Serve as day-to-day client contact for COLI and split-dollar life insurance.
• Complete daily service deliverables and client-specific operational activities.
• Administer complex Excel rebalancing and premium-listing models.
• Use Metrix and nonqualified administration systems to support client servicing.
• Implement and maintain current client procedures and documentation.
• Participate in client team meetings and provide updates.
• Escalate client requests when outside service agreements.
• Perform quality-control reviews for client projects and deliverables.
• Keep team informed of client projects and developments.
• Analyze issues, collect and evaluate data, and elevate issues as needed.

Skills

Advanced Excel

Analytical skills

Client-facing communication

Attention to detail

Independent & collaborative work

Time management

Problem solving

Education

Bachelor’s degree or equivalent experience

State Life Insurance license or ability to obtain within 120 days

Tools

Metrix

Job description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Nonqualified Investment Operations Specialist is responsible for day-to-day financial transactions for an assigned book of business. This role partners with internal departments and external parties to process financial transactions related to corporate-owned life insurance, split-dollar life insurance, mutual funds, and nonqualified plan administration.

What You Will Do

• Process asset and liability rebalancing transactions in accordance with signed client directives
• Prepare and maintain asset and liability reporting
• Serve as a day-to-day client contact for corporate-owned life insurance (COLI) and split-dollar life insurance, responding to technical questions and ad hoc requests in a timely manner
• Complete daily service deliverables and client-specific operational activities to support accurate, high-quality client service
• Administer complex Microsoft Excel rebalancing and premium-listing models
• Use Metrix and nonqualified (NQ) administration systems to support client servicing, financial transaction processing, and operational activities for assigned accounts
• Implement and maintain current client procedures and documentation
• Participate in client team meetings and provide updates regarding assigned book-of-business responsibilities
• Escalate client requests to management when requested services fall outside the applicable service agreement
• Perform quality-control reviews for client projects and service deliverables
• Keep team members informed of client projects, servicing expectations, and relevant developments
• Analyze issues, collect and evaluate data, establish facts, draw conclusions, make decisions within established authority, and elevate issues when appropriate

What You Will Bring

• Bachelor’s degree in a related field or equivalent relevant experience
• 3+ years of relevant experience in investment operations, nonqualified plan administration, life insurance, financial services, accounting, or a related field
• State Life Insurance license or ability to obtain within 120 days of hire
• Advanced proficiency in Microsoft Excel, including formulas, large-data management, workbook maintenance, and financial/rebalancing models
• Basic financial acumen and mathematical skills
• Strong verbal and written communication skills with the ability to support client-facing interactions
• Strong analytical skills and attention to detail
• Ability to manage deadlines and work effectively both independently and collaboratively
• Ability to define problems, collect and analyze data, establish facts, draw conclusions, and elevate issues appropriately
• FINRA Series 6 and Series 63 registrations
• FINRA Fingerprinting required

What Will Set You Apart

• Knowledge of qualified or nonqualified benefit plan administration, life insurance, finance, accounting, financial modeling, or another technically oriented benefits-related field
• Experience with corporate-owned life insurance (COLI), split-dollar life insurance, mutual funds, or nonqualified benefit plans
• Experience using Metrix or other nonqualified plan administration platforms

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$65,600.00 - $92,675.00

Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***