Nonqualified Investment Operations Analyst

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.

The Nonqualified Investment Operations Specialist is responsible for day-to-day financial transactions for an assigned book of business. This role partners with internal departments and external parties to process financial transactions related to corporate-owned life insurance, split-dollar life insurance, mutual funds, and nonqualified plan administration.

• →Process asset and liability rebalancing transactions in accordance with signed client directives
• →Prepare and maintain asset and liability reporting
• →Serve as a day-to-day client contact for corporate-owned life insurance (COLI) and split-dollar life insurance, responding to technical questions and ad hoc requests in a timely manner
• →Complete daily service deliverables and client-specific operational activities to support accurate, high-quality client service
• →Administer complex Microsoft Excel rebalancing and premium-listing models
• →Use Metrix and nonqualified (NQ) administration systems to support client servicing, financial transaction processing, and operational activities for assigned accounts
• →Implement and maintain current client procedures and documentation
• →Participate in client team meetings and provide updates regarding assigned book-of-business responsibilities
• →Escalate client requests to management when requested services fall outside the applicable service agreement
• →Perform quality-control reviews for client projects and service deliverables
• →Keep team members informed of client projects, servicing expectations, and relevant developments
• →Analyze issues, collect and evaluate data, establish facts, draw conclusions, make decisions within established authority, and escalate issues when appropriate

• →Bachelor’s degree in a related field or equivalent relevant experience
• →3+ years of relevant experience in investment operations, nonqualified plan administration, life insurance, financial services, accounting, or a related field
• →State Life Insurance license or ability to obtain within 120 days of hire
• →Advanced proficiency in Microsoft Excel, including formulas, large-data management, workbook maintenance, and financial/rebalancing models
• →Basic financial acumen and mathematical skills
• →Strong verbal and written communication skills with the ability to support client-facing interactions
• →Strong analytical skills and attention to detail
• →Ability to manage deadlines and work effectively both independently and collaboratively
• →Ability to define problems, collect and analyze data, establish facts, draw conclusions, and escalate issues appropriately
• →FINRA Series 6 and Series 63 registrations
• →FINRA Fingerprinting required

• Knowledge of qualified or nonqualified benefit plan administration, life insurance, finance, accounting, financial modeling, or another technically oriented benefits-related field
• Experience with corporate-owned life insurance (COLI), split-dollar life insurance, mutual funds, or nonqualified benefit plans
• Experience using Metrix or other nonqualified plan administration platforms

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***