Join us in building the future of finance.

Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.

About the team + role

We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards.

As the Annuity Specialist, you will be responsible for the comprehensive support and servicing of the TradePMR annuity line of business. This involves owning all operational processes, including transaction processing, customer service, records management, and contributing to strategic annuity projects. The ideal candidate will have a solid operational foundation in annuity products and demonstrated expertise in navigating insurance carrier workflows. This role is critical in delivering stellar client service by efficiently executing client requests and acting as the dedicated intermediary between annuity providers and our Registered Investment Advisor (RIA) firms.

This role is based in our Clearwater, FL office. In-person attendance is expected 5 days per week during the first 6 months, and at least 3 days per week thereafter. 

At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams.

What you’ll do

• Operational Processing: Process all daily annuity servicing requests, including broker-dealer change requests and supporting large-scale business transitions.
• Client & Advisor Support: Serve as the primary point of contact for Registered Investment Advisor (RIA) clients, assisting with complex requests such as annuity distributions, reallocations, and rider information inquiries.
• Communication: Provide accurate, valid, and complete information to advisor and client inquiries while following communication guidelines and compliance policies and procedures.
• Carrier Liaison: Act as the key intermediary with annuity carriers, routinely following up on pending items, retrieving essential data (e.g., contract trail, third-party authorizations), and coordinating service agreements for new carriers.
• Data Integrity & Reconciliation: Perform regular book of business reconciliations, update client contract values, and review business mixes.
• Compliance & Documentation: Ensure all TradePMR licensing is current and manage the retrieval and secure uploading of critical annuity documents (e.g., quarterly statements, tax documents) to the internal system (Fusion).
• Reporting: Maintain reports detailing key metrics, including Assets Under Management (AUM), trail information, and status of current initiatives.
• Project Support: Provide ad hoc support for major business transitions and collaborate with the product team on special projects related to the annuity line of business.

What you bring

• Exceptional attention to detail and proven accurate data entry skills are required.
• Ability to identify operational inefficiencies and contribute to the crafting and implementation of solutions.
• Proficiency in reviewing and interpreting basic contractual language quickly and accurately.
• Demonstrated strong verbal and written communication skills that reflect a high level of integrity and commitment to excellent customer service.
• Ability to form strategic relationships by focusing on the needs of our advisors and their clients.
• Proven ability to prioritize and manage time effectively.
• Thrives in a collaborative team environment while demonstrating the capacity to work independently.
• Minimum of 2 years of direct customer service experience.
• Minimum of 1 year of back-office operations experience in the financial industry.
• FL 2-15 or the ability to obtain it within the first 120 days of employment.
• SIE and Series 7 Licenses preferred, but not required.

What we offer

• Challenging, high-impact work to grow your career
• Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
• Best in class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents
• Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more
• Employer-paid life & disability insurance, fertility benefits, and mental health benefits
• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
• Exceptional office experience with catered meals, events, and comfortable workspaces.