Retirement Solutions Operations Analyst

Job not on LinkedIn

🔥 23 minutes ago

🇺🇸 United States – Remote

💵 $60k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Business Analyst

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OneDigital

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2000

🏥 Healthcare

📦 Logistics

💼 Consulting

Healthcare • Logistics • Consulting

OneDigital is a company that specializes in providing insurance, financial services, and HR consulting solutions. By leveraging technology and innovation, OneDigital aims to transform complex and inefficient landscapes through business automation, APIs, product development, and AI. Their services include employee benefits consulting, property and casualty insurance, retirement plan administration, and wealth management. OneDigital is committed to diversity, equity, inclusion, and belonging within its corporate culture and offers a range of services aimed at helping businesses and individuals achieve their aspirations of health, success, and financial security.

📋 Description

• provide day-to-day operational and analytical support to the retirement operations team • serve as a key liaison between branch offices, operations leadership, the M&A team, technology teams, and external partners • ensure retirement plan operations are executed accurately, efficiently, and in compliance with OneDigital Investment Advisors and Broker/Dealer standards • support advisors, maintain data integrity, improve operational workflows, and enable consistent, scalable service delivery across the retirement platform • serve as a trusted subject matter resource and a proactive problem-solver • assist with managing the Retirement Solutions Operations shared email inbox • act as a subject matter resource for RPS OPS processes • lead and manage operations projects from initiation to completion • analyze reports indicating discrepancies in plan counts, advisors, or recordkeepers and act to resolve identified issues • identify opportunities to improve operational workflows and contribute to the development of scalable processes • support supervision and training of interns or Operations Associates on account setup and documentation review processes • work closely with the Retirement Solutions Operations Manager to execute retirement operations responsibilities tied to new business • participate in weekly M&A team meetings as needed, representing retirement operations and contributing to transaction readiness and transition planning

🎯 Requirements

• an undergraduate degree in Business, Information Technology, Accounting, Finance, Economics, or a related field is required; equivalent work experience will be considered • 4–5 years of business experience required, preferably in management of technology, processes, and people within the investment or financial services industry • proficiency in Salesforce and the Microsoft 365 Suite • experience with Fi360, Smartsheet, Orion, or other finance- or retirement-related vendor platforms is preferred • comfort working with data — including the ability to identify discrepancies, maintain data integrity, and produce clear operational reporting • comfort using AI to automate manual processes, create effective templates, and improve written communication • strong consultative, critical-thinking, and problem-solving skills with a bias toward action and resolution • exceptional organizational skills with the demonstrated ability to manage multiple priorities, meet deadlines, and hold self and others accountable for deliverables • strong project management capabilities; able to drive complex, multi-stakeholder initiatives from planning through execution • outstanding written and verbal communication skills; able to present clearly and succinctly across diverse audiences and adapt communication style accordingly • a customer-focused mindset with interpersonal agility to work effectively across different personality types and organizational levels.

🏖️ Benefits

• health, wellbeing, retirement, and other financial benefits • paid time off • overtime pay for non-exempt employees • robust learning and development programs • reimbursement of job-related expenses per the company policy • employee perks and discounts