Operations Team Lead- IRA & Qualified Plans
Location
St. Louis, Missouri
Job Type
fulltime
Category
Business Operations Specialists
Posted
June 19, 2026
The Operations IRA/Qualified Plan (QP) Team Lead performs a variety of higher-level departmental duties requiring thorough knowledge of the IRA /QP Support Department while assisting in training and cross-training of department associates. This role serves as a key resource for associates and leadership, ensuring accurate processing of retirement account transactions in alignment with IRS regulations, firm policies, and departmental procedures. The Team Lead is a subject matter expert for associates and will support training, mentorship, and workflow oversight while collaborating with management to drive operational efficiency, service excellence, and regulatory compliance across IRA-related processes.
What We're Looking For
- Aid in providing leadership and oversite to the department.
- Serve as a subject matter expert for IRA operations, including IRA Deposits such as contributions, transfers and rollovers.
- Assist assoc...