Retirement Disbursal Operations Specialist
Adecco
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Benefits offered by this job
Job summary
Adecco in Milwaukee, WI is seeking an Investment Operations Senior Specialist to support Retirement Disbursal Services for sophisticated advisory practices. This role focuses on analyzing retirement plans, managing cash flow, and executing intelligent withdrawal strategies using retirement software.
Qualified candidates hold a Finance-related degree, financial services experience, and familiarity with Envestnet/Next360.
Qualifications
- Bachelor’s degree in Finance, Business, or related field.
- FINRA SIE; series 6 or 7 preferred.
- Minimum of 5 years in financial services including brokerage/advisory platforms.
Responsibilities
- Review retirement plans and assess retirement workflow alignment.
- Set up servicing instructions and monitor daily cash changes with advisors.
- Oversee retirement algorithmic decisions using complex software.
- Prepare proposed investment trades for advisor teams.
- Answer questions and research retirement software inquiries.
- Maintain ongoing advisor relationships with regular check-ins.
- Collaborate with Product, Digital Product, and Financial Planning Services.
- Input and track retirement plan data; communicate findings to leadership.
- Produce quality reports with complex analyses.
- Support onboarding of new advisor practices.
Skills
Education
Tools
Job description
Adecco in Milwaukee, WI is seeking an Investment Operations Senior Specialist to support Retirement Disbursal Services for sophisticated advisory practices. This role focuses on analyzing retirement plans, managing cash flow, and executing intelligent withdrawal strategies using retirement software.
Qualified candidates hold a Finance-related degree, financial services experience, and familiarity with Envestnet/Next360.
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