Retirement Services Specialist

Robinhood•Lake Mary, FL

2d•$56,000 - $85,000•Hybrid

About The Position

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. We're looking for a motivated self-starter to be a part of our Retirement Operations team, with a focus on Trump Accounts. You'll be an integral part of a cross-functional clearing operations team working with many key players throughout our brokerage organization. This role is based in our Lake Mary, FL, Chicago, IL, or Denver, CO office(s), with in-person attendance expected at least 3 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams.

Requirements

Knowledge of retail brokerage account operations, processing related to IRA transactions and partnerships with customer facing teams
Extreme attention to detail, combined with courageous accountability for driving results
Ability to combine speed with thoughtfulness to learn quickly, think critically and apply problem-solving skills to resolve escalated issues and solve complex issues.
Self-motivated, with a bias for action and able to thrive in an entrepreneurial environment

Nice To Haves

FINRA Series 7 preferred

Responsibilities

Take ownership of critical daily Retirement/Trump Account processes such as complex transaction processing and ensuring applicable regulations and industry best practices are adhered to.
Partner with customer facing teams to address escalated inquiries and exception handling of retirement/Trump accounts.
Escalate and address abnormal user activities, with a focus on trend analysis and timely resolutions.
Seek out opportunities and contribute meaningfully to enhancing operational efficiencies and delivering a great customer experience related to our retirement/Trump Account offerings.
Use data driven decision making to collaborate on ongoing enhancements or innovative new solutions to department policies and procedures.
Apply working knowledge of retirement account operations and regulatory requirements, along with fluency in Artificial Intelligence, to amplify your impact.