tier4 groupSouth Milwaukee, WI
Senior Retirement Operations Analyst 5550
$25-$28/hr
Apply →Senior Retirement Operations Analyst 5550
Senior Retirement Operations Analyst 5550
tier4 groupSouth Milwaukee, WI
Apply for this role →yesterday
$25-$28/hr
Senior Retirement Operations Analyst 5550 Milwaukee, WI (Hybrid) 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 7Experience 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
- Work Environment
- Hybrid schedule
- Onsite during initial training and onboarding
- Transition to a hybrid schedule following ramp-upMonday 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
- Financial Planning Support Analyst
- 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.
Also on the board Same function, level within a rung
Level
Senior
Salary
$25-$28/hr
Location
South Milwaukee, WI
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
yesterday