Senior Retirement Operations Analyst 5550

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

Benefits offered by this job

Hybrid schedule

Contract extension possible

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. The role emphasizes retirement account knowledge, data-driven financial solutions, and strong investment operations experience.

Ideal candidates will have 5+ years in Financial Services, with expertise in retirement accounts, distributions, and investment operations, and will work onsite during initial training

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.

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.

Skills

Analytical skills

Communication skills

Attention to detail

Problem solving

Data analysis

Education

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

FINRA SIE / Series 6 / Series 7

Tools

Envestnet

Next360

Pershing

Excel

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.