Senior Specialist, Nonqualified Operations

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🔥 15 minutes ago

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Empower

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Maintain departmental established productivity and quality goals • Process and quality review complex transactions; including owning a designated book of business supporting highly visible and/or complex clients • Support Associate and Specialist roles as product and procedure SME and Business Analysts and Managers as first point of leadership contact • Ensure all work (transactional and reporting) is completed timely according to contractual SLAs • Serve as point of contact for internal/external audits and SME for risk and control items • Design clear, respectful communications/presentations and deliver them across multiple audiences • Serve as primary point of contact for internal business partners

🎯 Requirements

• Bachelor's degree in Business (or related field) or equivalent work experience • 3 - 4 years of non-qualified plan related experience in operational processing • Demonstrated understanding of the nonqualified product and industry, including strong working knowledge of 409a guidelines • Knowledge of the Empower services, products, policies and procedures and the impact of their processing as it relates to these items • Demonstrated excellence and attention to detail in complex transaction processing • Experience conducting quality review • Advanced decision making and analytical skills • Advanced Excel skills, including formatting, Macros and VLOOKUP • Strong written/oral communication and presentation skills • Detail oriented and have analytical ability for in-depth research • Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

🏖️ Benefits

• 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 • Tuition reimbursement up to $5,250/year • Business-casual environment that includes the option to wear jeans • 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 Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

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