Retirement Services Specialist - Onsite

Genesis10; Milwaukee (WI); On-site; USD 34,000 - 39,000; Full time

Benefits offered by this job

Access to hundreds of clients

Career-home in Genesis10

Experienced recruiting team

Behavioral Health Platform

Medical, Dental, Vision

Health Savings Account

Voluntary Hospital Indemnity

Voluntary Term Life Insurance

401K

Sick Pay

Commuter Benefits

Job summary

Genesis10 is seeking a Retirement Services Specialist for a long-term contract in Milwaukee, WI. This onsite role supports a team focused on retirement disbursement services, analyzing plans and preparing trades based on an internal retirement algorithm.

The ideal candidate has a finance degree and 5+ years of financial services experience, including brokerage and advisory platforms, with strong attention to detail and the ability to improve operational processes.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• Minimum of 5+ years of financial services experience including brokerage and advisory platforms, products, and services.
• Deep understanding of retirement service offerings and operational processes within the financial industry.
• Experience with retirement planning, personal finance, tax preparation and financial operations.
• Experience consulting to sophisticated advisors with the ability to assess and understand how services and solutions may increase efficiencies.
• Demonstrates impeccable accuracy, attention to detail, and data accuracy.
• Experience with investment operations.
• Ability to establish and manage repeatable operational processes as well as an ability to identify and implement process improvements.
• High degree of self-motivation with leadership and initiative in sharing information and contributing towards group goals.

Responsibilities

• Assist team in executing retirement disbursal solutions for sophisticated practices and firms.
• Analyze financial plans created by advisor teams to review retirement strategy within workflow.
• Set up servicing instructions and monitor daily cash changes with advisor teams.
• Oversee retirement algorithmic decisions using complex software.
• Analyze and prepare proposed investment trades for field advisor teams.
• Work with advisor team members to answer questions and research retirement software questions.
• Partner with internal teams to execute processes and procedures.
• Input and track retirement plan data and communicate findings to leadership.
• Produce quality reporting outputs with complex integrated analysis.
• Participate in onboarding new advisor practices and build relationships.
• Contribute input to create efficiency, scalability, and higher level of service.

Skills

SIE

Envestnet

Next360

Investment Advisory Experience

Investment Regulatory Knowledge

Education

Bachelor's degree in Finance, Business, or related field

Job description

Genesis10 is currently seeking a Retirement Services Specialist for a contract position with a Major Financial Services Company located in Milwaukee, WI. This is a long-term contract opportunity. This position is fully onsite.

Compensation: $25.00 - 28.00 per hour, W2

Position Overview:

This role supports a team focused on retirement disbursal services, executing complex solutions for financial advisors and their clients. The ideal candidate will analyze financial plans, manage servicing instructions, and prepare investment trades based on an internal retirement algorithm.

Key Responsibilities:

• Assist team in executing on solutions that meet the complex needs of sophisticated practices, advisors, and/or firms
• Analyze financial plans created by advisor teams to review the existing retirement strategy's ability to function appropriately within the workflow
• Set up and establish servicing instructions, analyzing daily cash changes and following up with advisor teams when distribution cash is lower than their desired level
• Assist in overseeing retirement algorithmic decisions using complex software when determining strategic client withdrawals
• Analyze and efficiently prepare proposed investment trades to be presented to the field advisor teams
• Work with advisor team members to answer questions, research retirement software questions, and follow-up on notifications
• Partner with internal teams to execute on processes and procedures
• Input and track client's retirement plan data and analyze numbers to communicate findings within the team and to leadership
• Produce quality reporting output in alignment with expectations, which may involve complex integrated analysis
• Participate in onboarding new advisor practices and continue to build the relationship over time
• Contribute input to create efficiency, scalability, and a higher level of service

Primary Requirements:

• Bachelor's degree in Finance, Business, or related field
• Minimum of 5+ years of financial services experience including brokerage and advisory investment platforms, products, and services
• Deep understanding of retirement service offerings and operational processes within the financial industry
• Experience or extensive knowledge of retirement planning, personal finance, tax preparation and financial operations
• Experience consulting to sophisticated advisors/practices with the ability to assess and understand how services and solutions may increase efficiencies
• Demonstrates impeccable accuracy, attention to detail, and data accuracy
• Experience with investment operations
• Ability to establish and manage repeatable operational processes as well as an ability to identify and implement process improvements
• High degree of self-motivation with leadership and initiative in sharing information and contributing towards group goals

Desired Skills:

• Securities Industry Essentials (SIE), series 6 or 7 preferred
• Proficient in Envestnet and Next360 preferred
• Investment Advisory Experience
• Investment Regulatory Knowledge

Only candidates available and ready to work directly as Genesis10 employees will be considered for this position.

Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.

For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client.

Benefits of Working with Genesis10:

• Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years
• The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years
• Access to an experienced, caring recruiting team (more than 7 years of experience, on average)
• Behavioral Health Platform
• Medical, Dental, Vision
• Health Savings Account
• Voluntary Hospital Indemnity (Critical Illness & Accident)
• Voluntary Term Life Insurance
• 401K
• Sick Pay (for applicable states/municipalities)
• Commuter Benefits (Dallas, NYC, SF, and Illinois)

For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all of our available career opportunities, please visit us at our website.

Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #INDGEN10