Sr. Investment Services Analyst - Retirement Plans

Ameritas•Lincoln, NE

10d•Remote

About The Position

This position will provide service and education on investment products to internal and external clients. The incumbent will be required to research and resolve customer inquiries as well as research and analyze strategies at the direction of leadership. This position is remote (within the U.S.A.) and does not require regular in-office presence. What you do: Assists in the research and delivery of market and investment information. Responsible for delivery of customer service to ensure stakeholders are in compliance with policies and procedures as well as state and federal regulations. Utilizes strong working knowledge of systems and databases to complete tasks. Educates internal and external clients on platforms and products. Creates and delivers investment analysis to provide consultation to internal and external customers. Monitors industry and regulatory changes. Assists with the problem identification and resolution for both internal and external business partners. What you bring: Bachelor's degree or equivalent combination of education and experience required. 1-3 years of related experience required. FINRA series 6 or 7 required. If not already held, must secure within 6 months of entering the role. Financial services industry or retirement plan industry experience desired. What we offer: A meaningful mission. Great benefits. A vibrant culture Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life. At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t: Ameritas Benefits For your money: • 401(k) Retirement Plan with company match and quarterly contribution. • Tuition Reimbursement and Assistance. • Incentive Program Bonuses. • Competitive Pay. For your time: • Flexible Hybrid work. • Thrive Days - Personal time off. • Paid time off (PTO). For your health and well-being: • Health Benefits: Medical, Dental, Vision. • Health Savings Account (HSA) with employer contribution. • Well-being programs with financial rewards. • Employee assistance program (EAP). For your professional growth: • Professional development programs. • Leadership development programs. • Employee resource groups. • StrengthsFinder Program. For your community: • Matching donations program. • Paid volunteer time– 8 hours per month. For your family: • Generous paid maternity leave and paternity leave. • Fertility, surrogacy, and adoption assistance. • Backup child, elder and pet care support. An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Application Deadline This position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S.

Requirements

Bachelor's degree or equivalent combination of education and experience required.
1-3 years of related experience required.
FINRA series 6 or 7 required. If not already held, must secure within 6 months of entering the role.
Financial services industry or retirement plan industry experience desired.

Nice To Haves

Financial services industry or retirement plan industry experience desired.

Responsibilities

Assists in the research and delivery of market and investment information.
Responsible for delivery of customer service to ensure stakeholders are in compliance with policies and procedures as well as state and federal regulations.
Utilizes strong working knowledge of systems and databases to complete tasks.
Educates internal and external clients on platforms and products.
Creates and delivers investment analysis to provide consultation to internal and external customers.
Monitors industry and regulatory changes.
Assists with the problem identification and resolution for both internal and external business partners.