Small Business Retirement Analyst

Position ID: 6031 Position Title: Small Business Retirement AnalystLocation: New York-WestchesterJob Level: AnalystDescription
Primary Purpose:
The candidate will be responsible for contributing to the on-going development and maintenance of branch level retirement accounts. Provide field support for technical questions and product suitability issues.
Primary Responsibility

Assist in the review and re-engineering of the account opening process.

Assist in the on-going review and maintenance of all account opening documentation.

Assist in development and execution of the marketing strategy to re-launch product.

Assist in the data clean up required between CPS and Merlin data systems.

Relationship point of contact for other investment product areas (mutual funds group, SMA, Choice, Businesscape) to develop best practices on how to do business jointly; responsible for coordination of account set-up process between business groups.

Assist in performing due diligence process for Third Party Administrators (“TPAs”) and managing on-going TPA relationships.

Provide technical field support for Prototype Plan Document.

Coordinate mailings to clients to meet legislative and regulatory requirements.

Assist in the development of marketing materials.

Assist in product training for Financial Advisors and branch operations.

Liaison for National New Accounts and VIP/RPM/EBT operations.Skills Required
5+ years experience in retirement industry
Understanding of investments related to employee-directed retirement plans
Ability to make independent decisions and take ownership of relationships
Bachelors Degree in Business Administration, Economics or Finance, preferred
Series 7 & 63 LicensesSkills Desired



job Requirements


(See Description)