Customer issue resolution and client relationship building
The Senior IRA Specialist will provide comprehensive support to financial advisors, branches, internal associates, and departments, operating with minimal supervision
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 in St. Petersburg, FL, Memphis, TN, or Southfield, MI.
Matching Summary
The Senior IRA Specialist will provide comprehensive support to financial advisors, branches, internal associates, and departments, operating with minimal supervision.
Skills & Requirements
Must-have
Advanced IRA and qualified plan expertise
Technical advisor and subject matter expert
Customer issue resolution and client relationship building