Specialist Special Product solutions

3 days ago

Bengaluru, Karnataka, India Empower Full time ₹ 6,00,000 - ₹ 12,00,000 per year

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.

Under general supervision, the Special Product Solutions Specialist supports products like self-directed brokerage (SDB) related activities, conversions, AMD , Proxy and other products as assigned.  This position performs a wide variety of functional tasks including independently investigating and resolving issues, handling special projects as assigned and coordinating activities between internal departments and outside parties while minimizing risk to the Company and providing excellent customer service.DUTIES / RESPONSIBILITIES / ESSENTIAL FUNCTIONS:
  • Completes the daily assigned self-directed brokerage activities, asset disbursements between various service providers.
  • Setting up the SDB accounts on the Empower platforms.
  • Works on the service requests for the various activities.
  • Manages assigned investment/brokerage Conversions for all lines of business.  Leads entire conversion process including participant and plan level quality control, reconciliation, proving clear timelines, frequent updates and serves as the contact for questions and issues.  This may include contact with Plan Sponsors and/or contra brokerage firms.
  • Manages assigned Distribution processes.
  • Documents procedures for internal team members and other departments (Plan Services, Operations) as it relates to products supported.
  • Analyzes daily errors/rejects and manage corrections based on daily reports.  Works with internal clients and external partners to troubleshoot and resolve complex issues and ensure prompt handling of any escalated issues requiring special handling through coordination with various areas within the organization, including functional processing areas, legal, compliance, systems, financial control, and service delivery teams.
  • Proactively proposes and implements process improvements and solutions to increase efficiencies.
  • Other duties as assigned.
OTHER PREFERRED QUALIFICATIONS
  • Advanced computer skills preferred, including Word, Excel and Outlook, with ability to master internal and external applications related to the role
  • 1-2 years of experience Self-directed brokerage, asset transfer, conversions knowledge
  • Understanding of Roth and Non-Roth funds, Trades, Stock Market activities, fees etc
  • Graduate in B. Com or a master's degree in finance/ portfolio management discipline.
Additional Non-Technical Skills for spec
  • Experience in the 401(K) Retirement Industry would be preferred
  • Knowing the management hierarchy and making new contact easily
  • Willingness to walk an extra mile to achieve excellence
  • Good command in English, both written & verbal
  • Experience with EASY is a plus
  • Team player, ownership quality, multi-tasking
  • Knowledge of share point.
This job operates in a professional office environment. This role routinely uses standard office equipment such as but not limited to; computers, phones, photocopiers and filing cabinets. While performing the duties of this job, the employee is regularly required to concentrate, talk and hear. This role is regularly required to type, reach with hands and arms, sit for long periods of time, read, write, listen, verbally communicate, present information, respond to questions, problem solve, concentrate and tolerated stress. Many duties will be done while sitting at a desk and working on a computer.

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

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