BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
951-3

Job Type:
Permanent

Title:
IRA Manager

Location:
Omaha, NE

Description:
Summary/Responsibilities:
Independent full-service clearing/settlement firm seeks an experienced
professional to manage the Retirement Department providing expertise in all
aspects of retirement/qualified plans:
Contribution eligibility requirements, plan/account establishment,
rollovers/transfers, distributions and beneficiary options/transactions
Thorough knowledge of ERISA/applicable regulations
Manager error resolution/penalties/reporting as well as personnel
issues/performance reviews
Develop metrics to report departmental volumes/service levels

Requirements:
Certified IRA Professional (CIP) or equivalent
FINRA Series 7 and Series 24 or ability to achieve within 6 months
Tax experience a plus
Prior management experience preferred


Category:
Broker Dealer

Contact:
jordan@bcius.com