Operations Consultant - Retirement Plan Services

Willenborg Wealth Management

St. Petersburg, FL, USA
**
Retirement plan services knowledge
Regulatory requirements analysis
Business case development
** Willenborg Wealth Management is seeking an Operations Consultant for their Retirement Plan Services division, which focuses on process improvements and compliance with regulatory requirements. The position calls for strong analytical skills and relationship management across departments, adhering to a hybrid work model with three in-office days per week. **

Job Summary

  • Applies extensive knowledge and experience within Retirement Plan Services to research, analyze, and develop business cases that support process improvements designed to meet regulatory requirements, enhance departmental efficiency, and improve overall productivity.
  • Serves as a liaison between the firm and regulatory agencies, acting as an industry expert on applicable regulations and developing a deep understanding of new regulations to assess their operational impact.
  • This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration, with in-office days 3 per week averaging 12 days per month in one of the following locations: St. Petersburg, FL, Memphis, TN, or Southfield, MI.

Matching Summary

Match Score: 75

** Willenborg Wealth Management is seeking an Operations Consultant for their Retirement Plan Services division, which focuses on process improvements and compliance with regulatory requirements. The position calls for strong analytical skills and relationship management across departments, adhering to a hybrid work model with three in-office days per week. **

Skills & Requirements

Must-have

  • Retirement Plan Services knowledge
  • Regulatory requirements analysis
  • Business case development
  • Process improvement implementation
  • Stakeholder relationship management

Nice-to-have

  • Strategic business partnership
  • Cross-functional collaboration
  • Industry expert on regulations
  • Client-focused service delivery

Key Requirements

  • 3 to 6 years General Experience
  • SIE required or ability to obtain within 120 days
  • Series 99 required or ability to obtain within 120 days
  • Bachelor's degree in Accounting, Business Administration, or Finance, or High School diploma

Work Rights

Not specified

Tailored Resume

Cover Letter