Investment Operations Senior Specialist
Job Location:
Milwaukee, WI - USA
Hourly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Codeworks an LRS company is seeking an Investment Operations Senior Specialist for a contract opportunity.
Support the delivery and execution of retirement income solutions tailored to sophisticated advisor practices and their clients. This role contributes to evaluating advisor needs implementing service strategies and ensuring retirement distribution plans are executed in alignment with client financial plans and internal retirement algorithms. Works closely with advisors internal teams and leadership to maintain high service standards improve processes and enhance client outcomes.
- Analyze financial plans developed by advisor teams to evaluate the effectiveness of retirement distribution strategies
- Establish and maintain servicing instructions monitor daily cash activity and proactively follow up with advisors when distribution cash levels fall below targets.
- Support oversight of retirement-related algorithmic decisions using specialized financial software tools.
- Prepare and analyze proposed investment trades efficiently for presentation to advisor teams.
- Collaborate with advisor team members to address inquiries research retirement system issues follow up on notifications and clarify complex or unclear requests.
- Assist in managing and strengthening ongoing relationships with advisor practices including conducting periodic check-ins and gathering feedback for continuous improvement.
- Partner cross-functionally with Product Digital Solutions Financial Planning Services and other teams to support execution of retirement service processes and initiatives.
- Input track and analyze client retirement plan data; communicate insights and findings to team members and leadership.
- Produce accurate and high-quality reporting that may include complex integrated financial analysis.
- Participate in onboarding new advisor practices and fostering long-term relationships.
- Contribute to strategic initiatives focused on improving efficiency scalability and service delivery within Retirement Disbursal Services.
- Provide input on enhancing procedures to align with program requirements and evolving regulatory standards.
- Bachelors degree in Finance Business or a related field required.
- FINRA Securities Industry Essentials (SIE) and Series 6 or 7 licenses preferred.
- 5 years of experience in financial services including brokerage and advisory platforms products and services.
- Proficiency with Envestnet and Next360 systems preferred.
- Strong understanding of retirement service offerings distribution strategies and financial industry operations.
- Experience supporting or consulting with sophisticated advisor practices (e.g. ensembles fee-based planners private client groups or similar).
- Demonstrated accuracy and strong attention to detail in financial analysis and reporting.
- Knowledge of retirement planning personal finance tax considerations and operational processes.
- Ability to develop implement and improve repeatable operational workflows.
- Strong analytical organizational and problem-solving skills.
- Self-motivated with a proactive approach to collaboration leadership and accountability for results.
The base range for this contract position is $22.00 - $28.00 per hour depending on experience. The range displayed reflects the minimum and maximum target for new hires of this position across all U.S. locations. Individual pay is determined by work location and additional job-related factors.
Codeworks an LRS company is an equal opportunity employer. Applicants for employment will receive consideration without unlawful discrimination based on race color religion creed national origin sex age disability marital status gender identity domestic partner status sexual orientation genetic information citizenship status or protected veteran status.
In some cases Codeworks an LRS company uses generative artificial intelligence (AI) in support of our hiring processes. Codeworks takes steps to ensure the use of AI does not result in discrimination based on protected class(es). AI may be used in the hiring process solely in support of the assessment of candidate qualifications. All decisions in the hiring process are made by LRS employees. If AI will be used in the hiring process for the position for which you are applying you will be notified and will have the opportunity to opt out. Please contact with any questions.
Required Experience:
Senior IC
About Company
Levi, Ray, and Shoup, Inc. (LRS) is a global provider of technology solutions, providing IT consulting, IT solutions with locations around the world.
