Genesis10 is seeking a Investment Operations Senior Specialist. This hybrid role 1-year contract role is with an insurance company. This role is located in Milwaukee, WI.
Responsibilities:
- Analyzes financial plans created by advisor teams to review the existing retirement strategy's ability to function appropriately within Retirement Disbursal Services workflow
- Responsible for setting up and establishing service instructions, analyzing daily cash changes and following up with advisor teams when distribution cash is lower than their desired level
- Assists in overseeing retirement algorithmic decisions using complex software when determining strategic client withdrawals
- Accountable for analyzing and efficiently preparing proposed investment trades to be presented to the field advisor teams
- Works with advisor team members to answer questions, research retirement software questions, follow-up on notifications and clarify ambiguous emails related to retirement distribution requests
- Assists internal team members with the ongoing Retirement Disbursal Services relationship with the advisor's practice, which will include conducting regular check-ins on the experience and communicating feedback to Team Lead and other team members
- Partner with the appropriate areas within Product, digital product, Financial Planning Services and cross-functionally as required to execute on the Retirement Disbursal Services processes and procedures
- Responsible for inputting and tracking client's retirement plan data and analyzing numbers to communicate findings within team and to leadership
- Produce quality reporting output in alignment with expectations, which may involve complex integrated analysis
- Participates in onboarding new advisor practices and continues to build the relationship over time
- Contribute input to the Retirement Disbursal Services overall effort, including being part of forward-thinking exercises to create efficiency, scalability, and higher level of service strategy discussions
- Gives input on existing procedures and is a critical person for making efficient updates accordingly to program and regulatory requirements
Requirements:
- Bachelor's degree in Finance, Business, or related field
- Attention to detail, Data Accuracy, and Investment Operations experience
- 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 consulting to sophisticated advisors/practices (ensembles, Fee-Based Planners, Private Client Group and Forum advisors/firms) with the ability to assess and understand how services and solutions may increase efficiencies and allow them to better serve clients
- Demonstrates impeccable accuracy and attention to detail
- Experience or extensive knowledge of retirement planning, personal finance, tax preparation and financial 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, contributing towards group goals, and accepting responsibility for results
Preferred qualifications:
- Banking Knowledge
- Investment Advisory and Investment Regulatory Knowledge
- Retirement Planning Experience
- Client Securities Industry Essentials (SIE), series 6 or 7
- Proficient in Envestnet and Next360
Only candidates available and ready to work directly as Genesis10 employees will be considered for this position.
If you have the described qualifications and are interested in this exciting opportunity, please apply!
About Genesis10:
Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.
For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client.
Benefits of Working with Genesis10:
* 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)
For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website.
Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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Genesis10
life insurance, 401(k), retirement plan
Jun 17, 2025