401k Operations Specialist

Savvy Wealth

2 months ago

3.7 on Glassdoor

Hybrid

Full Time

Senior

0 applicants

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About this role

The 401k Operations Specialist at Savvy Wealth is responsible for managing the day-to-day operations of corporate 401k plans, acting as the primary liaison between financial advisors, third-party recordkeepers, and internal systems. This role includes overseeing plan onboarding, ensuring compliance with ERISA regulations, managing data feeds, and refining internal workflows for operational efficiency. The ideal candidate has 3-5 years of experience in the 401k space, a deep understanding of fiduciary roles, and strong problem-solving skills, along with proficiency in Excel and portfolio management software.

Skills

Qualifications

3–5+ years of operations or administration experience specifically within the corporate 401k/Retirement Plan spaceLicensing: Series 65, Series 7, or relevant retirement designations (e.g., QKA, QPA, CRPS)

About Savvy Wealth

savvywealth.com

Savvy is a technology-driven wealth management firm that specializes in providing tailored financial services and advice to clients across the United States. With a user-friendly digital platform at its core, Savvy offers personalized financial roadmaps, investment management, retirement planning, and various other services designed to enhance clients' financial wellbeing. As a registered investment advisor, the company emphasizes a customized approach, ensuring that each client receives the attention and strategy necessary to achieve their unique financial goals. Savvy aims to redefine traditional wealth management by integrating advanced technology with expert human insight.