Retirement Transitions Data Lead II
About the role
The Retirement Transitions Data Lead II (DL II) coordinates with internal stakeholders and partners for platform updates and installation of moderately complex services for retirement plan clients. This role partners with external vendors and internal partners to obtain all necessary data for each transition, ensuring that data is comprehensive, inclusive, and accurate to support the enterprise's medium-sized clients and moderately complex changes. As a subject matter expert in retirement transitions, this position assists with platform transition services for retirement plan clients.
Responsibilities
- Implement complex projects for institutional retirement plans with high-quality data outcomes.
- Advise on data solutions regarding complex plan administration challenges.
- Resolve risks and issues for complex retirement plan implementations in a timely manner.
- Engage and lead appropriate resources in a highly-matrixed environment to resolve data issues.
- Guide less experienced team members regarding retirement plan transition challenges that require more advanced knowledge.
- Ensure internal tools and procedures are updated based on new learnings.
Requirements
- 5+ years of client-facing experience within Financial Services.
- Series 6 or 7 FINRA license required at the time of application.
Qualifications
- University degree preferred.
- 7+ years of client-facing experience within Financial Services preferred.
- Project management experience preferred.
Skills
- Accountability
- Business Acumen
- Business Development
- Client Relationship Management
- Commercial Mindset
- Communication
- Financial Markets Impact
- Inspires Others
- Negotiation
- Problem Solving
- Relationship Management
- Retirement Planning
- Selling
Physical Requirements
Sedentary Work
Pay
Base Pay Range: $93,600/yr - $106,000/yr. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).