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. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Under general supervision, the Special Product Solutions Specialist supports self-directed brokerage (SDB), Conversion, Deconversion, Account set up and Customer queries and other products as assigned.  This position performs a wide variety of functional tasks including independently investigating and resolving issues, handling special projects as assigned and coordinating activities between internal departments and outside parties while minimizing risk to the Company and providing excellent customer service.

ESSENTIAL FUNCTIONS

Product Administration Tasks/Projects

• Manages daily processes between Empower and other investment providers and effectively uses available resources to independently resolve a variety of issues with all levels of clients and partners.
• Coordinates and administers service agreements with outside investment providers.
• Manages assigned investment/brokerage Conversions for all lines of business.
• Leads entire SDB In- Kind, SDB account set up and PEP MEP account set up process including participant and plan level quality control, reconciliation, providing clear timelines, frequent updates and serves as the contact for questions and issues.  This may include contact with RM and CSM and other stake holders and/or contra brokerage firms.
• Executes delivery of a variety of Transition of tasks stabilizing the task and acts as knowledge master and provide process improvement ideas.
• All tasks listed in the existing Statement Of Work will be performed as a part of the BAU.
• Plan Block ownership (by Alphabet, Core only non-restricted) providing daily support for any request/inquiry.
• Plan Block ownership (by Alphabet, Core only non-restricted) providing daily support for any request/inquiry.

General Administration

• Manages assigned Service requests and processes and all tasks that’s assigned.
• Documents procedures (written and automated) for internal team members and supports the Senior analyst and lead in creating procedures and review.
• Assists Senior analyst in analyzing daily errors/rejects and manage corrections based on daily reports.  Works with internal clients and external partners to troubleshoot and resolve complex issues and ensure prompt handling of any escalated issues requiring special handling through coordination with various areas within the organization, including functional processing areas, legal, sales, compliance, systems, financial control, and implementation/processing/service delivery teams.
• Hands on experience in managing multiple stake holders and tasks and training the team as required.
• Proactively proposes and implements process enhancements and solutions to increase efficiencies and improve capacity

QUALIFICATIONS

• MBA in Finance or knowledge of accounting is preferred with related experience in retirement industry(401K).
• Must have a graduate degree in Finance and accounts or related field.
• Minimum 2-3 years’ experience in SDB(Self direct brokerage) or relevant business tasks like brokerage accounts .
• Minimum 4 -6 years relevant business experience, Specifically Brokerage, Conversions, Asset transfers, new business set up and Doc review.
• Experience in retirement industry(401K).
• Knowledge of brokerage/investments and retirement plans
• Strong analytical, Verbal and writing skills
• Excellent multi-tasking and organizational skills
• Advanced computer skills preferred, including Word, Excel and Outlook, with ability to master internal and external applications related to the role
• Strong interpersonal and communication skills, with a positive attitude and a focus on a great customer experience
• Outside the box thinking and solutions focused
• Ability to work effectively with a wide range of diverse departments and individuals, both internal and external
• Must be able to work in a fast-paced environment and stressful situations.   Must be able to meet deadlines, prioritizing competing priorities as appropriate.

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.