About this role
Role Overview
- Implements projects for institutional retirement plans with high quality data outcomes
- Provides consultative data solutions for plan administration challenges
- Escalates risks and issues for retirement plan implementations in a timely manner
- Engages with appropriate resources in a highly-matrixed environment to resolve data issues
- Seeks guidance from senior analysts regarding retirement transition data challenges
Requirements
- 3+ years of Financial Services experience
- Experience with institutional retirement plans
- Must obtain Series 6 or Series 7 within 120 days from the date of hire
Benefits
- comprehensive Total Rewards package
- superior retirement program
- highly competitive health, wellness and work life offerings