Senior Retirement Operations Analyst 5550

Tier4 Group; Milwaukee (WI); Hybrid; USD 34,000 - 39,000; Full time

Job summary

Tier4 Group is seeking an experienced Senior Retirement Operations Analyst to support an innovative retirement services initiative within a collaborative financial services environment. This role is ideal for professionals with strong investment operations experience, retirement account knowledge, and a passion for delivering accurate, data-driven financial solutions.

This position offers the opportunity to work on a growing retirement platform, partner with experienced industry professionals,

Qualifications

• Bachelor's degree in Business, Finance, or a related field is required.
• 5+ years of experience in Financial Services, Investment Operations, Wealth Management Operations, Brokerage Operations, or Advisory Support.
• Strong understanding of retirement accounts, distributions, and investment operations.
• Experience reviewing financial data and supporting trade preparation activities.
• Excellent analytical and problem-solving skills.
• Exceptional attention to detail and data accuracy.
• Strong written and verbal communication skills.

Responsibilities

• Analyze retirement plans, cash flow needs, and distribution strategies
• Review retirement account activity and identify gaps, inconsistencies, or required actions
• Monitor daily cash activity and support retirement distribution processes
• Prepare and coordinate investment trade recommendations
• Support advisor-facing teams by researching requests and providing operational guidance
• Maintain and track client and retirement plan data with a high degree of accuracy
• Generate reports and communicate findings to internal stakeholders
• Partner with cross-functional teams to improve workflows, efficiency, and scalability
• Contribute to process improvements and operational best practices

Education

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

Job description

Senior Retirement Operations Analyst 5550

12-Month Contract with extensions likely

Pay: $25-$28/hr W2

Tier4 Group is seeking an experienced Senior Retirement Operations Analyst to support an innovative retirement services initiative within a highly collaborative financial services environment. This role is ideal for professionals with strong investment operations experience, retirement account knowledge, and a passion for delivering accurate, data-driven financial solutions.

This position offers the opportunity to work on a growing retirement platform, partner with experienced industry professionals, and contribute to strategic process improvements in a fast-paced, evolving environment.

Key Responsibilities

• Analyze retirement plans, cash flow needs, and distribution strategies
• Review retirement account activity and identify gaps, inconsistencies, or required actions
• Monitor daily cash activity and support retirement distribution processes
• Prepare and coordinate investment trade recommendations
• Support advisor-facing teams by researching requests and providing operational guidance
• Maintain and track client and retirement plan data with a high degree of accuracy
• Generate reports and communicate findings to internal stakeholders
• Partner with cross-functional teams to improve workflows, efficiency, and scalability
• Contribute to process improvements and operational best practices

Required Qualifications

• Bachelor's degree in Business, Finance, or a related field
• 5+ years of experience in Financial Services, Investment Operations, Wealth Management Operations, Brokerage Operations, or Advisory Support
• Strong understanding of retirement accounts, distributions, and investment operations
• Experience reviewing financial data and supporting trade preparation activities
• Excellent analytical and problem-solving skills
• Exceptional attention to detail and data accuracy
• Strong written and verbal communication skills

Preferred Qualifications

• FINRA SIE, Series 6, or Series 7
• Experience with Envestnet, Next360, Pershing, or similar investment platforms
• Advanced Excel skills, including formulas and data analysis
• Retirement planning or retirement income strategy experience
• Investment advisory or wealth management experience

Why Consider This Opportunity?

• Contribute to a high-profile retirement services initiative
• Work alongside experienced financial services professionals
• Gain exposure to complex retirement planning and investment operations
• Influence process improvements and operational strategy
• Join a collaborative, analytical, and growth-focused team
• Opportunity for contract extension based on business needs and program success
• Onsite during initial training and onboarding
• Transition to a hybrid schedule following ramp-up
• Monday through Friday business hours
• Primarily email-based communication with limited phone responsibilities

Ideal Backgrounds

• Investment Operations Analyst
• Senior Operations Specialist
• Wealth Management Operations Specialist
• Retirement Services Specialist
• Brokerage Operations Analyst
• Advisory Operations Consultant
• Registered Client Associate with strong operations experience

Interested candidates should possess a strong blend of investment operations expertise, retirement account knowledge, analytical skills, and a commitment to accuracy.