Chartwell Investment Partners is seeking an Operations Consultant for their Retirement Plan Services division. The role involves enhancing operational efficiency, ensuring regulatory compliance, and collaborating with various stakeholders in a hybrid work environment
Job Summary
The Operations Consultant 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.
This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration.
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Matching Summary
Match Score: 85
Chartwell Investment Partners is seeking an Operations Consultant for their Retirement Plan Services division. The role involves enhancing operational efficiency, ensuring regulatory compliance, and collaborating with various stakeholders in a hybrid work environment.
Skills & Requirements
Must-have
Retirement Plan Services knowledge
Regulatory requirements analysis
Process improvement development
Stakeholder relationship management
Cross-functional collaboration
Nice-to-have
Client-focused service delivery
Structured communication approaches
Business judgment and analytical thinking
Translating concepts into actionable steps
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