Senior Retirement Operations Analyst 5550 at Tier4 Group Senior Retirement Operations Analyst 5550 at Tier4 Group in Milwaukee, Wisconsin Posted in about 21 hours ago.

Type:

full-time 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 7 Experience 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-up Monday 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.