Digital Advice Analyst - Retirement Solutions

About the position As a Digital Advice Analyst in Principal Advised Services, you will provide service solutions to foster long-term relationships with both internal and external customers. This role involves assisting in the development of operations within the direct-to-consumer market space, requiring someone who thrives in ambiguity and enjoys shaping standard processes. Responsibilities • Research and resolve complex situations, becoming a subject matter authority on products, services, and systems. , • Coordinate special projects to achieve overall strategic vision and objectives. , • Resolve complex problems and issues, recommending and assisting in the development and implementation of new policies, processes, and procedures to increase efficiencies. , • Act as an advisor and subject matter expert on products, services, and systems, supporting team members by monitoring workflow and job assignments. , • Provide ongoing review of current processing procedures, forms, and system functionality to ensure regulatory guidelines and transfer agent responsibilities are met. , • Demonstrate a thorough understanding of RIA goals, objectives, processes, and procedures to assist with relationship management internally and externally. , • Display sound decision-making skills that align with regulatory guidelines, requiring analysis of such guidelines and financial impacts. , • Plan, organize, and lead day-to-day operations to meet organizational goals and regulatory standards, multitasking various accountabilities. , • Perform other job-related duties and special projects as required. Requirements • Bachelor's degree or equivalent required. , • 3+ years related experience in the financial services industry. , • FINRA Series 65 or 66 preferred. , • Knowledge of digital advice platforms and investment products is a plus. , • Broad knowledge of business unit practices, systems, and processes. , • Ability to handle multiple tasks, prioritize work optimally, and adapt to change. , • Experience working with internal and external customers (clients, internal/external business partners). , • Effective verbal and written communication skills. , • Ability to think critically, problem-solve, and analyze data. , • Confidentiality, professionalism, and business ethics required. , • Proficient in Microsoft Office Suite and CRM systems (SalesForce highly preferred). Nice-to-haves • Knowledge of digital advice platforms and investment products. , • Experience working with internal and external customers. Benefits • Flexible Time Off (FTO) for salaried employees. , • Pension eligibility. Apply tot his job