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Senior Retirement Planning Consultant

3 weeks ago

Phoenix, Arizona, United States USAA Full time

We are seeking a highly skilled and experienced professional to join our Retirement Income team as a Senior Retirement Planning Consultant. In this role, you will be responsible for analyzing existing workflow and processes, identifying areas for improvement, and implementing changes to promote efficient and effective operations.

As a member of our team, you will have the opportunity to work closely with our Retirement Income specialists to develop and implement programs to maximize member acquisition and relationship efforts. You will also be responsible for maintaining compliance with policies, procedures, and regulatory requirements.

We value your expertise in financial services operations, process improvement, and business analysis. If you are a motivated and results-driven individual with a passion for delivering high-quality solutions to our members, we encourage you to apply for this exciting opportunity.

Responsibilities:

  • Manage and develop a team of Retirement managers, Sales/Solutions Consultants, and/or Process Owners to build leadership skills, improve coaching effectiveness, and plan, direct, and coordinate activities for complex processes.

  • Provide research and analysis on strategic initiatives and make recommendations.

  • Analyze existing workflow and processes by organizing and integrating resources and systems.

  • Implement changes to promote efficient and effective operations.

  • Identify, develop, and execute detailed continuous improvement plans to achieve measurable process and productivity improvements.

  • Develop, process, and performance standards for Retirement Income.

  • Remove obstacles and champion change.

  • Ensure appropriate coordination and implementation of Life Company specific programs, projects, and initiatives.

  • Fulfill the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provide research and documentation support for use in responding to regulatory authority inquiries and audits.

  • Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Requirements:

  • Bachelor's degree OR 4 years of related experience may be substituted in lieu of degree (Total of 12 years without bachelor's degree).

  • Ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry.

  • RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry.

  • 8 or more years of related experience in financial services operations to include process improvement and business analysis.

  • 4 or more years direct team lead or management experience providing coaching, development, and/or leadership in a team-oriented environment.

  • Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income.