Retirement Operations Analyst, Vendor Oversight

Edward Jones

5d

About The Position

Join the 529 & Workplace Operations team and play a critical role in supporting the growth of the Workplace segment while ensuring operational excellence for retirement accounts and vendor-supported processes. We are seeking a Vendor Risk Analyst who brings retirement account experience, strong analytical capabilities, and a passion for solving complex problems. In this role, you will support the day-to-day operations of Workplace accounts while providing oversight of external vendor performance, helping drive scalability, risk mitigation, and exceptional client outcomes.

Requirements

• Bachelor’s degree preferred.
• 3+ years of experience supporting retirement accounts such as ERISA or non-ERISA plans, financial services, or a related field preferred.
• Demonstrated ability to oversee vendor relationships, monitor performance, and address service-related issues.
• Strong problem-solving skills with the ability to perform qualitative and quantitative analysis to determine appropriate solutions.
• Ability to manage competing priorities and adapt effectively in a changing environment.
• Strong written and verbal communication skills with the ability to communicate effectively across departments and with external partners.
• Experience evaluating and mitigating risk related to vendors and internal processes.
• Experience utilizing Microsoft Office products, including advanced Excel skills; experience with Power BI and operational reporting is preferred.
• Ability to analyze, research, and make decisions on non-routine issues independently with minimal guidance.
• Strong attention to detail who consistently delivers accurate and high-quality work.
• An adaptable professional who thrives in evolving environments and embraces continuous improvement.
• A self-starter who can navigate ambiguity and independently drive work to completion.
• A collaborative partner who builds strong relationships across teams and with external vendors.
• Someone passionate about improving operational processes and delivering positive outcomes for Workplace clients.

Nice To Haves

• Experience with Power BI and operational reporting is preferred.

Responsibilities

• Support the day-to-day operations of Workplace accounts.
• Provide oversight of external vendor performance.
• Drive scalability and risk mitigation.
• Ensure exceptional client outcomes.

Benefits

• Medical and prescription drug coverage
• Dental coverage
• Vision coverage
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability coverage (provided at no cost)
• Basic life coverage (provided at no cost)
• Basic AD&D coverage (provided at no cost)
• 401k retirement plan
• Tax-advantaged accounts: health savings account, and flexible spending account
• Ten paid holidays
• 15 days of vacation for new associates
• Sick time
• Personal days
• Paid day for volunteerism
• Bonuses
• Profit sharing
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level