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Financial Services
The Senior Business Systems Analyst leads data requirements for enterprise data initiatives, bridging business and technology to ensure data governance and quality in a regulated financial environment.
Financial Services
Leads the Knowledge Management team and strategy, overseeing content governance, taxonomy, lifecycle management, search, AI enablement, analytics, and continuous improvement. Partners with business, technology, compliance, training, and operations teams to close knowledge gaps, support organizational readiness, improve associate effectiveness, and enhance client outcomes. Establishes standards, measures performance, manages priorities, and advances scalable knowledge practices across the organization.
Financial Services
Manages relationships with major retirement plan clients and financial advisors, serving as the primary contact for service, retention, issue resolution, and growth. Coordinates with internal teams, develops communication and education strategies, identifies cross-sell opportunities, analyzes client data, and supports plan design and product adoption. Requires expertise in MEP and PEP administration, ERISA, IRS, and DOL regulations, along with strong communication, analytical, compliance, and process optimization skills.
Financial Services
Manages relationships with large retirement plan clients and financial advisors, serving as the primary contact for service, issue resolution, retention, and growth. Coordinates with internal teams, supports product education and cross-selling, analyzes client data, leads outreach and communication strategies, and develops relationships with senior decision-makers. The role also manages escalations, supports plan design and product adoption, participates in value-creation projects, and maintains knowledge of financial, regulatory, accounting, service, and compliance requirements.
Financial Services
Supports daily trade operations for retirement savings plans, including processing trade files and manual trades, resolving trade rejects and assertions, researching fees, verifying broker registrations, processing corporate actions and plan-level requests, assisting with rebalances, performing quality-control checks, and responding to trade support inquiries. The role also supports departmental projects, risk workshops, and confidential data protection.
