Hybrid Analyst, Annuity Transformation

Posted last month

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About the role

  • Collect and understand annuity voice of the Customer: Conducting reoccurring feedback sessions with the service and operations teams to identify emerging themes and/or issues.
  • Analyze data from surveys, adviser feedback, tracking systems.
  • Use reports to identify system issues, defects, or future design implementation.
  • Data Analytics, trend and pattern analysis to inform continuous improvement: Gathering and analyzing data on annuity transactions and the annuity platform to drive how we improve the annuity experience.
  • Consultative Training and group presentations: Assist leadership with M&A support in helping to facilitate training and build out of collateral material when needed.
  • Supporting project management efforts, business requirements for system enhancements, and system testing: Provide meeting support to represent Annuity Trading to share content information and track down needed information and answers.
  • Provide feedback regarding process workflow for purpose of increasing efficiencies and identifying potential areas for improvement (i.e. leaning in with curiosity).
  • Assist with daily end to end system and UAT testing and onboarding of new products, product/platform updates for AOE by partnering and collaborating with carriers, vendors and internal business partners.
  • Performs Project Management support with various annuity focused initiatives and collaborative efforts.
  • Partners with internal and external partners through carrier relationship management and meetings.
  • Develop a strong knowledge of LPL processes and system platforms as they relate to annuity purchases, corrections and operations with potential growth toward SME on Annuities and Annuity Trading Systems/Processes.
  • Support the department in risk Mitigation: Mitigate risk by completing any company required training, properly escalating issues and following department policies and procedures.
  • Cross train on operational tasks towards growth as Subject Matter Expert, understanding of the full trade process and ability to be perform tasks for control testing and business continuity/disaster recovery support, daily operational reconciliation oversight, review to audit operational completion to confirm any errors or omissions. Tasks include, but are not limited to AOE Tier 2 mailbox, Trade Busts/corrections, manual wire processing and oversight reports assigned.

Requirements

  • 2-3 years of relevant experience (financial operations, annuity service preferred)
  • Highschool Diploma
  • Intermediate Excel skills including spreadsheet creation and building reports
  • Excellent business written and verbal communication skills, including ability to present in groups up to 25 people
  • Process efficiency mindset, and six sigma methodologies
  • Strong attention to details
  • Strong client focus
  • Strong work ethic
  • Strong organizational skills
  • Analytical and critical thinking skills
  • Commit to owning the customer experience by driving satisfaction to high levels and adhering to our corporate values

Benefits

  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off

Job title

Analyst, Annuity Transformation

Job type

Experience level

JuniorMid level

Salary

$28 - $46 per hour

Degree requirement

High School Diploma

Location requirements

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