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Salary: USD 56,000 - 85,000 / annual
Robinhood is seeking a Retirement Services Specialist to join its Retirement Operations team, focusing on Trump Accounts (tax-advantaged retirement accounts). This is a hybrid role based in Lake Mary, FL; Chicago, IL; Denver, CO; or New York, NY, with in-person attendance required at least 3 days per week.
You will take ownership of critical daily retirement and Trump Account processes, including complex transaction processing while ensuring compliance with applicable regulations and industry best practices. You'll partner with customer-facing teams to address escalated inquiries and exception handling for retirement accounts, escalate and investigate abnormal user activities with a focus on trend analysis and timely resolution, and identify opportunities to enhance operational efficiencies and improve customer experience.
Your work will be data-driven, collaborating on ongoing enhancements and innovative solutions to department policies and procedures. You'll apply working knowledge of retirement account operations, regulatory requirements, and artificial intelligence to amplify your impact across the organization.
Robinhood's mission is to democratize finance for all. The company is building an elite team applying frontier technologies to major financial problems, with a focus on the estimated $124 trillion wealth transfer expected over the next two decades. The culture emphasizes high performance, fast-moving execution, and ethics at the center of everything.
REQUIREMENTS:
- Knowledge of retail brokerage account operations and IRA transaction processing
- Experience partnering with customer-facing teams
- Extreme attention to detail combined with courageous accountability for driving results
- Ability to combine speed with thoughtfulness; learn quickly, think critically, and apply problem-solving skills to resolve escalated and complex issues
- Self-motivated with a bias for action; ability to thrive in an entrepreneurial environment
- FINRA Series 7 certification preferred
