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Senior Investment Operations Strategist

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Apex Systems
Contract position
Listed on 2026-06-21
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
  • Business
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Apex Systems is seeking an Investment Operations Specialist in Milwaukee, WI. This hybrid role involves analyzing financial strategies and overseeing the Retirement Disbursal Services.

The ideal candidate will have a Bachelor’s degree in Finance or Business and a minimum of 5 years in financial services. Strong understanding of retirement operations and attention to detail are essential.

This position also offers a 1-year contract with a focus on assisting in optimizing financial practices for advisory firms.

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Position Requirements
10+ Years work experience
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