> Markdown version of [/jobs/ext/1921832-retirement-solutions-operations-analyst-remote](https://www.wearedevelopers.com/jobs/ext/1921832-retirement-solutions-operations-analyst-remote). Every page supports `.md` or `Accept: text/markdown`. Links point to the HTML versions so they work for humans too. Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Retirement Solutions Operations Analyst - Remote - **Company:** Digital Insurance LLC - **Location:** United States (Remote available) - **Experience:** Experienced - **Salary:** $60,000.0 - $70,000.0 - **Contract:** Permanent contract - **Skills:** Microsoft Word, Microsoft Excel, Artificial Intelligence, Microsoft Outlook, Data Integrity, Microsoft PowerPoint, Salesforce.Com, Smartsheet, Office365, Information Technology - **Published:** August 4, 2026 - **Apply:** https://www.indeed.com/viewjob?jk=847bd6ff4ce9411b ## About the Role * Conformity with all legal and regulatory requirements and guidelines associated with FINRA, SEC, and OneDigital Investment Advisors LLC compliance standards is required. * Demonstrated understanding of investment accounts, registrations, and compliance within RIA and Broker/Dealer environments. * Proficiency in Salesforce and the full Microsoft 365 Suite (Outlook, Excel, Word, PowerPoint, Teams) is required. * Experience with Fi360, Smartsheet, Orion, or other finance- or retirement-related vendor platforms is preferred. * Comfort working with data - including the ability to identify discrepancies, maintain data integrity, and produce clear operational reporting. * Comfort using AI to automate manual processes, create effective templates, and improve written communication. * Strong consultative, critical-thinking, and problem-solving skills with a bias toward action and resolution. * Exceptional organizational skills with the demonstrated ability to manage multiple priorities, meet deadlines, and hold self and others accountable for deliverables. * Strong project management capabilities; able to drive complex, multi-stakeholder initiatives from planning through execution. * Outstanding written and verbal communication skills; able to present clearly and succinctly across diverse audiences and adapt communication style accordingly. * High degree of composure and adaptability - able to manage increasing workloads in a fast-paced, deadline-driven environment with professionalism and calm. * Customer-focused mindset with interpersonal agility to work effectively across different personality types and organizational levels. * Superior follow-through and follow-up discipline; thrives in a high-energy, collaborative team environment. * Previous experience in a customer or client support role is preferred. Education, Training and Experience: * An undergraduate degree in Business, Information Technology, Accounting, Finance, Economics, or a related field is required; equivalent work experience will be considered. * 4-5 years of business experience required, preferably in management of technology, processes, and people within the investment or financial services industry. * Required: Proficiency in Salesforce and the Microsoft 365 Suite. * Preferred: Experience with Fi360, Smartsheet, Orion, or other finance- or retirement-related vendor platforms. ## Description 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 OneDigital 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., Operational Support & Advisor Enablement * 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 judgment to resolve operational issues and escalate 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 opportunities to improve operational workflows and contribute to the development of scalable processes - including the use of AI - that elevate service delivery across the retirement platform. * Support supervision and training of interns or Operations Associates on account setup and documentation review processes. M&A Onboarding & Transition Management * Work closely with the Retirement Solutions Operations Manager to execute retirement operations responsibilities tied to new business from acquired firms or individual advisors transferring blocks of business. * Participate in weekly M&A team meetings as needed, representing retirement operations and contributing to transaction readiness and transition planning. * Serve as a knowledgeable resource on best practices, policies, and procedures throughout the transition process, ensuring a smooth and compliant handoff. * Review data and coordinate with incoming firms on current platforms and operational requirements. * Develop productive advisor and firm relationships over a compressed timeframe to facilitate efficient and effective transitions. * Manage the preparation and processing of all transition paperwork, serving as an operations contact for incoming firms on paperwork-related matters. * Liaise with Accounting to ensure all Retirement Plans are tracked through to first payment, maintaining accurate records and proactive follow-up throughout. ## Related Videos - [Developing the Rich Text Editor for DeepL.com](https://www.wearedevelopers.com/videos/1172-developing-the-rich-text-editor-for-deepl-com) - [The Future of Knowledge Retention: AI-Driven HR Transformation](https://www.wearedevelopers.com/videos/100047-the-future-of-knowledge-retention-ai-driven-hr-transformation) - [Beyond the 9–5: Designing Work Around Humans](https://www.wearedevelopers.com/videos/1321-beyond-the-9-5-designing-work-around-humans) - [Key HR Trends in 2024: Overcoming a Year of Emotional Disconnect](https://www.wearedevelopers.com/videos/1271-key-hr-trends-in-2024-overcoming-a-year-of-emotional-disconnect) ## Related Articles - [How Web Developers Can Prepare For Retirement](https://www.wearedevelopers.com/magazine/75-how-web-developers-can-prepare-for-retirement) - [Best Paying Remote Jobs](https://www.wearedevelopers.com/magazine/255-best-paying-remote-jobs) - [Fully Remote Software Engineer Jobs](https://www.wearedevelopers.com/magazine/447-fully-remote-software-engineer-jobs) - [Best Companies to work for in London: Top 25 Companies in 2023](https://www.wearedevelopers.com/magazine/187-best-companies-to-work-for-in-london-top-25-companies-in-2023) - [Data Analyst Salary in the UK](https://www.wearedevelopers.com/magazine/278-data-analyst-salary-in-the-uk) - [Data Analyst Salary in Switzerland](https://www.wearedevelopers.com/magazine/276-data-analyst-salary-in-switzerland)