Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own
Job Summary
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
The Commissions Specialist is responsible for understanding, set up and execution of commission packages and commission structures for all lines of retirement business.
We are an equal opportunity employer with a commitment to diversity.
Matching Summary
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
Skills & Requirements
Must-have
Commissions setup and execution
Reviewing contracts and fee schedules
Verifying FINRA registration and licensing
Responding to partner inquiries
Client facing responsibilities
Excel formula creation
SAP outstanding payables resolution
Nice-to-have
Flexible work environment
Internal mobility encouraged
Purpose and well-being focus
Inclusive and welcoming environment
Volunteering opportunities
Independent thinker
Key Requirements
Bachelor's degree or equivalent work experience
3+ years experience in mutual fund/broker dealer back office