Advanced expertise in qualified retirement plans and iras
Leading training initiatives
Managing moderately complex projects
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Chartwell Investment Partners is seeking a Senior IRA Specialist with extensive experience in qualified retirement plans and IRAs. The role involves providing support to financial advisors and managing complex projects, requiring strong interpersonal skills and the ability to solve intricate problems.
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Job Summary
The Senior IRA Specialist will provide comprehensive support to financial advisors, branches, internal associates, and departments, operating with minimal supervision.
Key responsibilities include leading training initiatives, managing moderately complex projects, and serving as a technical advisor across teams.
This position follows a hybrid-friendly schedule with 3 in-office days per week averaging 12 days per month in St. Petersburg, FL, Memphis, TN, or Southfield, MI.
Matching Summary
Match Score: 75
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Chartwell Investment Partners is seeking a Senior IRA Specialist with extensive experience in qualified retirement plans and IRAs. The role involves providing support to financial advisors and managing complex projects, requiring strong interpersonal skills and the ability to solve intricate problems.
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Skills & Requirements
Must-have
advanced expertise in qualified retirement plans and IRAs