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TD Ameritrade IP Company, Inc

Senior Retirement & Annuities Specialist

TD Ameritrade IP Company, Inc - Jersey City, NJ

Senior Retirement & Annuities Specialist

TD Ameritrade

Jersey City


Job #690770993

This position focuses on supporting projects related to retirement, annuities and college savings strategy and supporting accounts (such as IRAs, small business retirement plans and 529 plans). The primary role of this position is to support key deliverables including day-to-day project management and coordination, regular reviews and updating of web content, providing timely reviews of competitive web content, developing regular business reporting on college savings and annuities, and managing the relationship with the TD Ameritrade 529 Plan provider. The Product team works with key stakeholders to implement initiatives including sales, marketing, client experience, digital experience, investor services and compliance.

Responsible for developing and implementing product -related content and postings for the web and ensure that all retirement web-related content is relevant and up-to-date including education, tools, seminars, and other.

Research and partner internally to create proprietary retirement content and resources (e.g., checklists)

Work with external asset managers, insurance companies, and other organizations to obtain new content where needed.

Lead review, implementation, and testing of 3rd party retirement tools (e.g., Roth conversion tool, IRA selection tool, etc.)

Coordinate with internal partners to implement new content and assist with internal communications for new initiatives and project updates

Generate monthly and quarterly 529 reports as required by contract

Serve as SME on Broadridge reporting tools for annuities. Generate ad hoc reports on annuity business.

Reconcile automated daily and monthly annuity reports with reports from the annuity carriers. Liaise with carriers, Broadridge, and application tool providers (Firelight) to correct erroneous reporting

Create the quarterly Annuity Committee meeting deck

Primary business owner for the private-labeled 529 plan from Nebraska

Responsible for maintaining the relationship with the external Program Manager and internal institutional product managers

Manage all 529 plan deliverables, including updates to the Program Disclosure

Research and remediate any 529 related retail customer or RIA issues

Engage with external and internal partners on marketing and client communications

Evaluate and log competitor websites to derive best practices and uncover themes and trends; Communicate themes and trends to other parts of the organization including Marketing, Client Experience, and DCE

Make recommendations and implement changes to TD Ameritrade’s content, tools, and features

Engage with internal partners to execute initiatives and maintain platforms.

Support Retirement & Annuities team on ad hoc projects, strategy decks, etc.

4 Year College Degree in Finance, business preferred

3-5 Years related experience

5-7 years total experience

Advanced abilities using Microsoft suite of software including Excel, PowerPoint and Access

Good level of understanding of business critical data

Multi-tasking abilities

Autonomy and decision making capabilities

Military education or experience may be considered in lieu of civilian requirements listed

TD Ameritrade is an equal opportunity employer. At TD Ameritrade we believe that people matter. We value diversity and believe that it transcends race, national origin, age, marital status, gender identity / expression, sexual orientation, citizenship status, service in the armed forces, disability, thoughts, ideas and perspectives. Our commitment to building an inclusive culture is aimed at attracting and retaining diverse talent, clients and shareholders to the firm. It's a belief that's core to the success of our organization.

Updated 06/26/2018

23 days 20 hours ago

TD Ameritrade IP Company, Inc


Senior Retirement & Annuities Specialist TD Ameritrade IP Company, Inc - Jersey City, NJ, United States


Location: Jersey City, NJ

Company Profile:
When the Securities and Exchange Commission eliminated the practice of fixed brokerage commissions on May 1, 1975, none of the major brokerage firms at the time thought anyone would ‘break ranks’ and offer discounted commissions. But, a handful of small firms, including First Omaha Securities, Inc., saw a unique opportunity. First Omaha Securities evolved into TD Ameritrade, and for over 35 years has remained a pioneer in an industry that continues to innovate new ways that make Wall Street more accessible to the individual investor. In the 1980s and 1990s, TD Ameritrade pioneered a number of ‘firsts,’ leveraging technology to make investing easier, faster, and more efficient. In 1988, the company was the first to offer touch-tone phone trading. And, in 1995 it acquired K. Aufhauser & Co., which was credited with executing the first online trade in 1994. Following its Initial Public Offering (IPO) in March 1997, the company combined its various brokerage units into one broker dealer, Ameritrade, Inc., and launched its first national advertising campaign, complete with a pricing philosophy that continues today.