Funds Operations Spec III

Location US-OH-Cincinnati
Posted Date 2 weeks ago(2/9/2018 8:42 AM)
# Positions
1
Status
Full-Time
Req #
17017

Overview

If you’re someone who likes to stand out from the crowd and make a positive difference, you’ll fit in at The Standard (www.standard.com). We set ourselves apart in the retirement plan business by paying attention to details as we are redefining what a retirement plan should be. If that’s your kind of challenge, you could be our kind of employee. Consider joining our team.

 

Manage various activities related to complex fund setup and maintenance on our GA and NAV platforms. Maintain relationships with fund companies to understand and execute fund changes. Manage platform level investment changes. Act as a liaison between investment research, sales, service and fund companies.

 

This position can be located in Cincinnati, OH or Portland, OR.

Responsibilities

Manage various activities related to complex fund changes on our Group Annuity and NAV platforms. Represent retirement plan operations as a subject matter expert on our complex fund related products and services including various types of portfolio offerings, qualified default investment alternatives, investment re-enrollments and Mainspring Managed.  Be the primary resource on inquiries from sales, and service representatives regarding investment fund availability, and problem solve any roadblocks on new fund additions.

 

Identify potential risks and/or gaps in our fund related processes, make recommendations for both process and system improvements. Create and maintain procedure documents. Mentor and train less experienced team members. Review the work of team members and provide detailed feedback.  Act as subject matter expert and represent the team in IT projects and process improvements. Partner with other teams and provide direction on complex fund related issues, including customer action or notifications. Be a resource in systems upgrades and testing. Assist other functional teams as needed. 

Qualifications


Education: Bachelor’s degree in Business or Finance or related field, or the equivalent of education and /or relevant experience.

 

Understanding of fund operations, various investment products, and retirement plans. Strong organizational, leadership, communication, analytical and problem solving skills. Ability to work complex issues to resolution by coordinating multiple resources.

 

Minimum 6 years of experience in investment products or retirement plans.

 

 

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, drug test, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.

 

For more information regarding your Equal Employment Opportunity applicant rights, click  here.

 

Individuals with disabilities who need assistance or accommodation with the application process should contact HR Direct at 971-321-7871.  This number is only for the use of individuals with disabilities who need accommodation with the application process.  General inquiries about application status will not be addressed.

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