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Sr Operations Analyst, Retirement Services (Relius STP & Trading)

American Trust Retirement

(Remote)

Job Summary:

This position is responsible for working in a team to ensure the transmission, settlement, & reconciliation of daily trading for retirement plans and the creation & maintenance of STP processes.

Relius STP & Trading experience is necessary to be successful in this position. 

Responsibilities:

• Ensure Operational Accuracy: Adhere to established procedures and SLAs for all tasks utilizing Relius, Salesforce and Microsoft products.
• Assist with Managing Automation & STP: Monitor, troubleshoot, and update Straight-Through Processing (STP) jobs within Relius; identify automation opportunities.
• Assist with Trading & Reconciliation: Ensure timely trading file transmission, and manage daily reconciliations with multiple custodians.
• Maintain Systems: Perform scheduled patching, upgrades, and error resolution for Relius and trading platforms; run SQL scripts for data extraction.
• Lead Projects & Training: Act as liaison on technical projects, serve as Subject Matter Expert (SME), and train team members on systems and processes.
• Drive Continuous Improvement: Research complex inquiries, support system enhancements, and contribute to long-term projects.

Skills & Qualifications:

• Bachelor’s degree preferred; equivalent experience considered.
• Proficiency with FIS Relius Administration system; minimum 6 years of Relius experience, including 3 years with Relius Straight-Through Processing (STP), Task Scheduler and Job Queue
• 8–10 years in financial services operations preferred.
• 4–5 years of technology experience preferred.
• Familiarity with ERISA regulations and applicable Internal Revenue Code preferred.
• Strong interpersonal, analytical, and decision-making skills.
• Advanced Microsoft Excel skills (VLOOKUP, formulas, tables) preferred.

Salary: $80,000 - $85,000 base salary, based on experience, plus eligibility to participate in the company's bonus program.

Who We Are:
EdgeCo Holdings is made up of several affiliated financial services companies, including AmericanTCS Holdings and NewEdge Capital Group. For over four decades, the EdgeCo companies have provided a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions.

AmericanTCS was built by a dedication to innovation, integrity, and desire to help people achieve a successful financial outcome. AmericanTCS is comprised of several subsidiary companies, divisions, and brands, including American Trust Custody, American Trust Retirement, American Trust Wealth, American Technology Automation (Pension Pro and Hub+), and FiduciaryxChange. Together, they provide industry-leading financial services to the American workforce with the mission to create financial security for all Americans. Currently, AmericanTCS has over $600 billion assets and supports over 425K retirement plans.


What We Offer:
Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings' benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).




Applications will be accepted on an ongoing basis.  

How to Apply

To apply, please click the "Apply Now" link below.

Apply Now

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