Nonqualified Investment Operations Analyst

Overview

• Fully Remote
• Role: Nonqualified Investment Operations Analyst

The organization operates in the financial services industry and focuses on supporting individuals in achieving financial freedom. This position manages day-to-day financial transactions for nonqualified plans, including corporate-owned life insurance and split-dollar life insurance, ensuring accurate processing, client service support, and reporting to support operational excellence.

Responsibilities

• Process asset and liability rebalancing transactions per client directives
• Prepare and maintain asset and liability reports
• Serve as a daily client contact for corporate-owned and split-dollar life insurance
• Complete daily service deliverables and other operational activities to support quality client service
• Administer complex Excel models for rebalancing and premium listings
• Use Metrix and nonqualified plan administration systems for client servicing and transaction processing
• Implement and maintain client procedures and documentation
• Participate in client team meetings with updates on assigned responsibilities
• Escalate requests outside service agreements to management
• Perform quality-control reviews of client projects and deliverables
• Communicate client project status and service expectations to team members
• Analyze issues, evaluate data, and escalate when appropriate

Requirements

• Bachelor’s degree or equivalent experience
• Minimum 3 years in investment operations, nonqualified plan administration, life insurance, financial services, or related fields
• State Life Insurance license or ability to obtain within 120 days
• Advanced Microsoft Excel skills, including formulas and financial models
• Basic financial and mathematical knowledge
• Strong verbal and written communication skills for client interaction
• Strong analytical skills and attention to detail
• Ability to manage deadlines and work independently and collaboratively
• FINRA Series 6 and Series 63 registrations
• FINRA Fingerprinting required

Compensation & Benefits

• Base salary range: $65,600.00 to $92,675.00
• Non-sales roles may participate in a bonus program; sales roles may receive sales incentives or bonuses
• Actual compensation varies based on location, experience, education, licensure, and skills

Benefits & perks include:

• Medical, dental, vision, and life insurance
• 401(k) retirement plan with up to 6% company match, financial advisory services, and possible discretionary contributions
• Tuition reimbursement up to $5,250 per year
• Business-casual dress code with jeans option
• Generous paid time off including holidays and floating holidays
• Paid volunteer time of 16 hours per year
• Paid parental leave, paid short- and long-term disability, and Family and Medical Leave
• Business Resource Groups to support inclusion and collaboration

Equal Opportunity

The organization is an equal opportunity employer and is committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.