Crypto.com · 8 hours ago
IRA Account Specialist, Team Lead (FINRA Series 24 required)
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$80K/yr - $110K/yr
4+ years expCrypto.com is seeking an experienced IRA Account Specialist, Team Lead to join their broker/dealer team. The role involves handling IRA-related inquiries and transactions while ensuring compliance with applicable regulations, and leading a team to enhance client service and operational excellence.
Financial Services
Responsibilities
Supervisory Oversight: Act as the primary supervisor for IRA-related communications and transactions; utilize your Series 24 to review and approve departmental workflows and ensure all client interactions meet FINRA/SEC standards
Escalation Leadership: Serve as the final point of contact for complex IRA issues, including intricate Inherited IRA cases, IRS reporting corrections, and high-value transfers
Team Mentorship: Lead, coach, and develop a team of specialists. Conduct regular training sessions on evolving retirement account rules, RMD requirements, and tax implications
Operational Excellence: Identify bottlenecks in the IRA lifecycle (contributions, distributions, recharacterizations) and drive the implementation of automated or streamlined processes
Quality Assurance: Monitor phone, email, and chat interactions to maintain "white-glove" standards and regulatory accuracy across the team
Strategic Collaboration: Partner with Legal, Compliance, and Product teams to launch new retirement features and ensure educational content is both impactful and compliant
Regulatory Watchdog: Maintain an expert-level pulse on IRS and FINRA changes, pivoting team strategy quickly to adapt to new legislation (e.g., SECURE Act updates)
Content Strategy: Oversee the development of client-facing tools and educational resources, ensuring they empower clients to make informed financial decisions
Qualification
Required
Active FINRA Series 7, 63 (or 66), and 24 required
Minimum 4+ years in the retirement or brokerage industry, with at least 1–2 years in a leadership or senior-level capacity
Master-level knowledge of Traditional, Roth, and Inherited IRAs, including complex rollover and distribution strategies
Proven ability to build rapport with both high-net-worth clients and internal team members
Highly organized and detail-oriented; capable of managing team performance metrics in a high-volume, fast-paced environment
A genuine interest in the digital asset space and how crypto integrates with long-term retirement planning
Benefits
Competitive salary
Attractive annual leave entitlement including: birthday, work anniversary
401(k) plan with employer match
Eligible for company-sponsored group health, dental, vision, and life/disability insurance
Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up
Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope.
Company
Crypto.com
Crypto.com was founded in 2016 and is the preferred crypto trading platform for over 100 million users worldwide, as well as the trusted industry leader in regulatory compliance, security, and privacy.
1001-5000 employees
H1B Sponsorship
Crypto.com has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (3)
2023 (1)
2022 (3)
Funding
Current Stage
Late StageLeadership Team
Alyssa Lloyd
CEO
Luis Lrod Bitcoinluis
"chief executive officer": www.crypto.com Executive Director/Chief Executive Officer (CEO)
Recent News
2024-05-11
2024-05-10
2024-05-07
Company data provided by crunchbase