What are the responsibilities and job description for the Global Wealth Operations Analyst position at Athene Employee Services, LLC?
We are Athene. At Athene, we are driven to do more. We are a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. We see every day as a new opportunity to measure ourselves against the best - and then we don't stop until we've set the bar even higher. We're ready to help you achieve more.
Purpose:
Accountabilities:
- Process Athene Altitude new business paperwork from application through issuance.
- Coordinate with various departments at Athene (Case Management, Treasury, Compliance, etc.) to facilitate Athene Altitude new business.
- Educate internal and external sales partners on the Athene Altitude onboarding process.
- Facilitate the monthly IDF investment process, including coordinating subscription documents submitted by Athene and third-party carriers.
- Track and update information related to all open cases in the pipeline.
- Maintain Altitude and IDF reporting data.
- Provide white glove client service to investors.
- Handle additional projects as assigned.
Qualifications and Experience:
- Preferred: 5 years' experience in the financial services industry.
- Preferred: Prior experience in investment or insurance product operations.
- Proven ability to meet deadlines and balance competing priorities.
- Demonstrated success in building and fostering relationships.
- High level of organizational skills and attention to detail.
- Must obtain a state Insurance license within 3 months.
- Must obtain Series 6 within 6 months.
- Must be able to communicate effectively using verbal and written methods, explaining products, tools, concepts, and processes to a diverse customer base.
- Bachelor's Degree required.
$75,703.20 - $113,554.80 USD Annual
Annual Salary for this role is market competitive. Actual salary for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Depending on the role, a discretionary bonus plan or variable sales incentive may be included.
Drive. Discipline. Confidence. Focus. Commitment. Learn more about working at Athene.
Athene is a Military Friendly Employer! Learn more about how we support our Veterans.
Athene celebrates diversity, is committed to inclusion and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.
Salary : $75,703 - $113,555
