Retirement Services Specialist - Onsite

Northwestern Mutual•Milwaukee, WI

12d•Onsite

About The Position

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. 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.

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

Nice To Haves

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

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

Benefits

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)