Description:
? Oversee and monitor the selection and performance of plan and participant investment options.
? Analyze and recommend changes to fund lineups or investment options, as necessary.
? Notify plan sponsors of changes to investment options.
? Facilitate and oversee the provision of automated investment advice to plan participants.
? Direct all fund transactions.
? Support HIA?s Investment Committee and participate in quarterly meetings.
? Oversee advisory trading activities including rebalancing and mutual fund valuation policies and procedures.
? Review HIA?s plan investment policy statement at least annually and update as necessary.
? Assist in addressing Plan and Participant investment-related inquiries.
? Interface closely with HIA compliance personnel to ensure fiduciary standards and advisory obligations are being met.
? Monitor changes in SEC and DOL rules and regulations that may affect plans and participants.
Requirements:
? A degree in finance, accounting or a relevant field.
? A minimum of 8-10 years related experience.
? Series 7 and 63 licenses.
? CFA designation highly preferred.
? General knowledge of ERISA and regulatory requirements of defined contribution plans.
? Demonstrated experience with compliance and regulatory matters under the Investment Advisers Act of 1940 and Investment Company Act of 1940.
? Strategic thinker and proficient in decision-making.
? Ability to communicate effectively and in a professional manner.
? Ability to prioritize and manage business expectations in a high volume environment.
? Strong organizational, time management, and interpersonal skills.
? Demonstrated ability to perform and thrive in a rapidly changing, fast-paced environment.
? Flexibility and creativity, with the initiative to work through multiple solutions to issues and proactively and reliably drive projects forward.
? Able to excel both independently and in a team environment.
Benefits:
? A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees.
? Top-of-the-line health plans, as well as dental and vision insurance.
? Generous PTO and parental leave policies.
? Addition Wealth – Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness.
? Lyra – Enhanced Mental Health Support for Employees and dependents.
? Carrot – Fertility healthcare and family forming benefits.
? Candidly – Student loan resource to help you and your family plan, borrow, and repay student debt.
? Monthly work-from-home stipend; quarterly lifestyle stipend.
? Employee Resource Groups including Veterans, Lift Ev?ry Voice, Pride, LatinX, Families, and Women in Tech.
? Fun online and regional events and celebrations and department and company offsites.
? The vast majority of our positions can be 100% remote.