Senior Retirement Operations Analyst 5550

tier4 groupSouth Milwaukee, WI

yesterday

Occupations

Financial and Investment Analysts Personal Financial Advisors Financial Specialists, All Other

Industries

Portfolio Management and Investment Advice Pension Funds Trust, Fiduciary, and Custody Activities

$25-$28/hr

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About the role

Senior Retirement Operations Analyst 5550 Milwaukee, WI (Hybrid) 12-Month Contract with extensions likely Pay: $25-$28/hr W2 Tier4 Group is seeking an experienced Senior Retirement Operations Analyst to support an innovative retirement services initiative within a highly collaborative financial services environment. This role is ideal for professionals with strong investment operations experience, retirement account knowledge, and a passion for delivering accurate, data-driven financial solutions. This position offers the opportunity to work on a growing retirement platform, partner with experienced industry professionals, and contribute to strategic process improvements in a fast-paced, evolving environment.

Key Responsibilities:

Analyze retirement plans, cash flow needs, and distribution strategies
Review retirement account activity and identify gaps, inconsistencies, or required actions
Monitor daily cash activity and support retirement distribution processes
Prepare and coordinate investment trade recommendations
Support advisor-facing teams by researching requests and providing operational guidance
Maintain and track client and retirement plan data with a high degree of accuracy
Generate reports and communicate findings to internal stakeholders
Partner with cross-functional teams to improve workflows, efficiency, and scalability
Contribute to process improvements and operational best practices

Required Qualifications:

Bachelor's degree in Business, Finance, or a related field 5+ years of experience in Financial Services, Investment Operations, Wealth Management Operations, Brokerage Operations, or Advisory Support
Strong understanding of retirement accounts, distributions, and investment operations
Experience reviewing financial data and supporting trade preparation activities
Excellent analytical and problem-solving skills
Exceptional attention to detail and data accuracy
Strong written and verbal communication skills

Preferred Qualifications:

FINRA SIE, Series 6, or Series 7Experience with Envestnet, Next360, Pershing, or similar investment platforms
Advanced Excel skills, including formulas and data analysis
Retirement planning or retirement income strategy experience
Investment advisory or wealth management experience
Why Consider This Opportunity?
Contribute to a high-profile retirement services initiative
Work alongside experienced financial services professionals
Gain exposure to complex retirement planning and investment operations
Influence process improvements and operational strategy
Join a collaborative, analytical, and growth-focused team
Opportunity for contract extension based on business needs and program success
Work Environment
Hybrid schedule
Onsite during initial training and onboarding
Transition to a hybrid schedule following ramp-upMonday through Friday business hours
Primarily email-based communication with limited phone responsibilities
Ideal Backgrounds
Investment Operations Analyst
Senior Operations Specialist
Wealth Management Operations Specialist
Retirement Services Specialist
Brokerage Operations Analyst
Advisory Operations Consultant
Financial Planning Support Analyst
Registered Client Associate with strong operations experience
Interested candidates should possess a strong blend of investment operations expertise, retirement account knowledge, analytical skills, and a commitment to accuracy.

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JOB OVERVIEW

Salary

$25-$28/hr

Experience level

Senior

Location

South Milwaukee, WI

Occupation

Financial and Investment Analysts

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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