Senior Ira Specialist

Chartwell Investment Partners

St. Petersburg, FL, US
Not specified; eligible for base salary, discretio...
Hybrid
Advanced expertise in qualified retirement plans
Knowledge of irs and dol regulations
Ability to resolve escalated customer issues
The Senior IRA Specialist provides comprehensive support to financial advisors while operating with minimal supervision to resolve intricate compliance and operational issues

Job Summary

  • The Senior IRA Specialist provides comprehensive support to financial advisors while operating with minimal supervision to resolve intricate compliance and operational issues.
  • Key responsibilities include leading training initiatives, managing moderately complex projects, and ensuring adherence to IRS rules and organizational policies.
  • The role offers a hybrid-friendly schedule with three days in the office per month across locations in Florida, Tennessee, or Michigan.

Matching Summary

The Senior IRA Specialist provides comprehensive support to financial advisors while operating with minimal supervision to resolve intricate compliance and operational issues.

Salary

Not specified; Eligible for base salary, discretionary bonuses, commissions, and equity components

Skills & Requirements

Must-have

  • Advanced expertise in qualified retirement plans
  • Knowledge of IRS and DOL regulations
  • Ability to resolve escalated customer issues
  • Strong interpersonal and communication skills
  • Experience with regulatory compliance reporting

Nice-to-have

  • Originality in developing innovative solutions
  • Mentoring peers on best practices
  • Hybrid work schedule flexibility
  • Business retention and process improvement focus

Key Requirements

  • 3 to 6 years of general experience
  • Bachelor's degree in Accounting, Business Administration, or Finance
  • High School diploma (Required)
  • FINRA Series 99 certification (Highly beneficial)
  • FINRA Series 7 certification (Highly beneficial)

Work Rights

Not specified

Tailored Resume

Cover Letter