Retirement Services Specialist

Rainfall Ventures; Illinois; On-site; USD 64,000 - 75,000; Full time

Job summary

Robinhood is looking for a motivated self-starter to join the Retirement Operations team, focusing on Retirement/Trump Accounts. You will be part of a cross-functional clearing operations group across our brokerage organization.

The role is based in our Lake Mary, FL, Chicago, IL, or Denver, CO offices with in-person attendance expected at least 3 days per week, reflecting Robinhood's emphasis on in-person collaboration to accelerate progress.

Qualifications

• Knowledge of retail brokerage account operations, IRA transactions.
• Extreme attention to detail with accountability for results.
• Ability to learn quickly, think critically and solve complex issues.
• Self-motivated and entrepreneurial.
• FINRA Series 7 preferred.

Responsibilities

• Take ownership of daily Retirement/Trump Account processes such as complex transaction processing and ensuring applicable regulations and industry best practices are adhered to.
• Partner with customer facing teams to address escalated inquiries and exception handling of retirement/Trump accounts.
• Escalate and address abnormal user activities, with a focus on trend analysis and timely resolutions.
• Seek out opportunities and contribute meaningfully to enhancing operational efficiencies and delivering a great customer experience related to our retirement/Trump Account offerings.
• Use data driven decision making to collaborate on ongoing enhancements or innovative new solutions to department policies and procedures.
• Apply working knowledge of retirement account operations and regulatory requirements, along with fluency in Artificial Intelligence, to amplify your impact.

Skills

Brokerage operations

Attention to detail

Critical thinking

Self-motivated

FINRA Series 7

Job description

Join us in building the future of finance.

Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.

About the team + role

We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards.

We're looking for a motivated self-starter to be a part of our Retirement Operations team, with a focus on Trump Accounts. You'll be an integral part of a cross-functional clearing operations team working with many key players throughout our brokerage organization.

This role is based in our Lake Mary, FL, Chicago, IL, or Denver, CO office(s), with in-person attendance expected at least 3 days per week.

At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams.

What you’ll do

• Take ownership of critical daily Retirement/Trump Account processes such as complex transaction processing and ensuring applicable regulations and industry best practices are adhered to.
• Partner with customer facing teams to address escalated inquiries and exception handling of retirement/Trump accounts.
• Escalate and address abnormal user activities, with a focus on trend analysis and timely resolutions.
• Seek out opportunities and contribute meaningfully to enhancing operational efficiencies and delivering a great customer experience related to our retirement/Trump Account offerings.
• Use data driven decision making to collaborate on ongoing enhancements or innovative new solutions to department policies and procedures.
• Apply working knowledge of retirement account operations and regulatory requirements, along with fluency in Artificial Intelligence, to amplify your impact.

What you bring

• Knowledge of retail brokerage account operations, processing related to IRA transactions and partnerships with customer facing teams
• Extreme attention to detail, combined with courageous accountability for driving results
• Ability to combine speed with thoughtfulness to learn quickly, think critically and apply problem-solving skills to resolve escalated issues and solve complex issues.
• Self-motivated, with a bias for action and able to thrive in an entrepreneurial environment
• FINRA Series 7 preferred

In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits.

Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process.

Base Pay Range:

Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)

$72,000 — $85,000 USD

Zone 2 (Denver, CO; Westlake, TX; Chicago, IL)

$64,000 — $75,000 USD

Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL)

$56,000 — $66,000 USD

AI Usage Disclosure: Robinhood uses artificial intelligence (AI) tools to support parts of our recruiting process. These tools enhance the efficiency and consistency of our hiring process; however, all hiring decisions are made by our hiring teams.

Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.