Retirement Services Specialist
Chicago · Denver · Lake Mary, FL · New York, NY · Posted Oct 5, 2026
At a glance
- Location
- Chicago · Denver · Lake Mary, FL · New York, NY
About the role
- We're looking for a motivated self-starter to be a part of our Retirement Operations team, with a focus on Trump Accounts.
Responsibilities
- Take ownership of critical daily Retirement/Trump Account processes such as complex transaction processing and ensuring applicable regulations and industry best practices are adhered to.
- Partner with customer facing teams to address escalated inquiries and exception handling of retirement/Trump accounts.
- Escalate and address abnormal user activities, with a focus on trend analysis and timely resolutions.
- Seek out opportunities and contribute meaningfully to enhancing operational efficiencies and delivering a great customer experience related to our retirement/Trump Account offerings.
- Use data driven decision making to collaborate on ongoing enhancements or innovative new solutions to department policies and procedures.
- Apply working knowledge of retirement account operations and regulatory requirements, along with fluency in Artificial Intelligence, to amplify your impact.
Requirements
- Knowledge of retail brokerage account operations, processing related to IRA transactions and partnerships with customer facing teams
- Extreme attention to detail, combined with courageous accountability for driving results
- Ability to combine speed with thoughtfulness to learn quickly, think critically and apply problem-solving skills to resolve escalated issues and solve complex issues.
- Self-motivated, with a bias for action and able to thrive in an entrepreneurial environment
Preferred qualifications
- FINRA Series 7 preferred
Benefits
- bonus opportunities
- equity
- benefits
Workplace
- This role is based in our Lake Mary, FL, Chicago, IL, or Denver, CO office(s), with in-person attendance expected at least 3 days per week.
