Under general supervision, the Special Product Solutions Specialist supports multiple products with different characteristics, including employer stock, self-directed brokerage (SDB), outside Retirement Income products and other products as assigned. This position performs a wide variety of functional tasks including independently investigating and resolving issues, handling special projects as assigned and coordinating activities between internal departments and outside parties while minimizing risk to the Company and providing excellent customer service.DUTIES / RESPONSIBILITIES / ESSENTIAL FUNCTIONS: Product Administration Tasks/Projects Manages daily processes between Empower and other investment providers and effectively uses available resources to independently resolve a variety of issues with all levels of clients and partners. Coordinates and administers service agreements with outside investment providers. Manages assigned investment/brokerage Conversions for all lines of business. Leads entire conversion process including participant and plan level quality control, reconciliation, proving clear timelines, frequent updates and serves as the contact for questions and issues. This may include contact with Plan Sponsors and/or contra brokerage firms. Executes delivery of a variety of projects that range from audits, Plan events, builds, migrations etc. General Administration Manages assigned Distribution processes and all tasks of the process. Documents procedures (written and automated) for internal team members and other departments (Plan Services, Operations) as it relates to products supported. Analyzes daily errors/rejects and manage corrections based on daily reports. Works with internal clients and external partners to troubleshoot and resolve complex issues and ensure prompt handling of any escalated issues requiring special handling through coordination with various areas within the organization, including functional processing areas, legal, sales, compliance, systems, financial control, and implementation/processing/service delivery teams. Reporting and Analysis Prepares, analyzes and distributes daily/monthly department reporting and other ad hoc reporting as needed. Manages Quality Reporting and analysis. Proactively proposes and implements process enhancements and solutions to increase efficiencies and improve capacity Other duties as assigned.EDUCATION: (list the minimum level of education required, if experience in lieu of degree be specific what is required) MBA in Finance preferred, preferably in Business, Finance or related field or equivalent related experienceEXPERIENCE: (list the minimum years of experience needed) Minimum 4 -6 years relevant business experienceSKILLS/CHARACTERISTICS: Knowledge of brokerage/investments and retirement plans Strong analytical skills Excellent multi-tasking and organizational skills Advanced computer skills preferred, including Word, Excel and Outlook, with ability to master internal and external applications related to the role Strong interpersonal and communication skills, with a positive attitude and a focus on a great customer experience Outside the box thinking and solutions focused Ability to work effectively with a wide range of diverse departments and individuals, both internal and external Must be able to work in a fast-paced environment and stressful situations. Must be able to meet deadlines, prioritizing competing priorities as appropriate.
Job Title
Senior Analyst Special product Solutions