Retirement Solutions Operations Analyst - Remote

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Must be eligible to work in the United States without the need for work visa or residency sponsorship.

We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership.

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The Retirement Solutions Operations Analyst provides day-to-day operational and analytical support to the retirement operations team. This role serves as a key liaison between branch offices, operations leadership, the M&A team, technology teams, and external partners to ensure retirement plan operations are executed accurately, efficiently, and in compliance with One Digital Investment Advisors and Broker/Dealer standards.

The Operations Analyst plays a critical role in supporting advisors, maintaining data integrity, improving operational workflows, and enabling consistent, scalable service delivery across the retirement platform. This individual serves as a trusted subject matter resource and a proactive problem-solver — someone who takes ownership of complex workflows and projects, champions data integrity, and drives continuous improvement, including through the thoughtful use of AI and automation.

• Serve as a primary point of contact for field offices and internal stakeholders on retirement operations-related inquiries, ensuring issues are resolved with accuracy, professionalism, and urgency.
• Assist with managing the Retirement Solutions Operations (RPS OPS) shared email inbox, maintaining timely and professional responsiveness to advisors and colleagues across the organization.
• Act as a subject matter resource for RPS OPS processes, applying industry knowledge and sound judgement to resolve operational issues and elevate to leadership when appropriate.
• Support operational lifecycle events including cost center changes, plan terminations, and related administrative actions.
• Maintain strong working relationships with Accounting and Finance partners to support training, issue resolution, and operational alignment.
• Lead and manage operations projects from initiation to completion, keeping all tasks on target, on time, and aligned with team priorities.
• Analyze reports indicating discrepancies in plan counts, advisors, or recordkeepers, and act to resolve identified issues.
• Identify…