Overview
The organization is seeking a Nonqualified Investment Operations Specialist to manage day-to-day financial transactions for an assigned book of business. This role partners with internal departments and external parties to process financial transactions related to corporate-owned life insurance, split-dollar life insurance, mutual funds, and nonqualified plan administration.
Responsibilities
- Process asset and liability rebalancing transactions in accordance with signed client directives
- Prepare and maintain asset and liability reporting
- Serve as a day-to-day client contact for corporate-owned life insurance (COLI) and split-dollar life insurance, responding to technical questions and ad hoc requests
- Complete daily service deliverables and client-specific operational activities to support accurate, high-quality client service
- Administer complex Microsoft Excel rebalancing and premium-listing models
- Use Metrix and nonqualified (NQ) administration systems to support client servicing, financial transaction processing, and operational activities for assigned accounts
- Implement and maintain current client procedures and documentation
- Participate in client team meetings and provide updates regarding assigned book-of-business responsibilities
- Escalate client requests to management when requested services fall outside the applicable service agreement
- Perform quality-control reviews for client projects and service deliverables
- Keep team members informed of client projects, servicing expectations, and relevant developments
- Analyze issues, collect and evaluate data, establish facts, draw conclusions, make decisions within established authority, and escalate issues when appropriate
Requirements
- Bachelor’s degree in a related field or equivalent relevant experience
- 3+ years of relevant experience in investment operations, nonqualified plan administration, life insurance, financial services, accounting, or a related field
- State Life Insurance license or ability to obtain within 120 days of hire
- Advanced proficiency in Microsoft Excel, including formulas, large-data management, workbook maintenance, and financial/rebalancing models
- Basic financial acumen and mathematical skills
- Strong verbal and written communication skills with the ability to support client-facing interactions
- Strong analytical skills and attention to detail
- Ability to manage deadlines and work effectively both independently and collaboratively
- Ability to define problems, collect and analyze data, establish facts, draw conclusions, and escalate issues appropriately
- FINRA Series 6 and Series 63 registrations
- FINRA Fingerprinting required
Preferred Qualifications
- Knowledge of qualified or nonqualified benefit plan administration, life insurance, finance, accounting, financial modeling, or another technically oriented benefits-related field
- Experience with corporate-owned life insurance (COLI), split-dollar life insurance, mutual funds, or nonqualified benefit plans
- Experience using Metrix or other nonqualified plan administration platforms
Compensation & Benefits
- Base salary range: $65,600.00 - $92,675.00
- Non-sales positions may participate in a bonus program
- Sales positions may be eligible for sales incentives, and in some instances a bonus plan, with total compensation potentially exceeding base salary depending on individual performance
- Tuition reimbursement up to $5,250/year
- Medical, dental, vision and life insurance
- Retirement savings: 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Generous paid time off upon hire, including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time: 16 hours per calendar year
- Leave of absence programs, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business-casual environment (option to wear jeans)
- Business Resource Groups (BRGs)
Work Authorization
Applicants must be authorized to work for any employer in the U.S. The organization is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
Remote/Hybrid Requirements
For remote and hybrid positions, reliable high-speed internet with a wired connection and a place in the home to work with limited disruption are required. Connectivity must be provided by an internet service provider that is fiber, cable or DSL. Other necessary computer equipment will be provided. The role may require working in the office if the home work environment and required internet connection are not adequate.
Equal Opportunity
Equal opportunity employer committed to diversity. All qualified applicants receive consideration without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
Additional Information
- Drug-free workplace
- Job posting end date: 10-05-2026 (12:01 am)