Operations Consultant - Retirement Plan Services

Raymond James

St. Petersburg, FL, US
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Retirement plan services expertise
Regulatory compliance
Process improvement
** Raymond James is seeking an Operations Consultant for their Retirement Plan Services department, focusing on enhancing departmental efficiency, regulatory compliance, and relationship management across various teams. The role is hybrid, requiring in-office attendance three days a week, and emphasizes collaboration and adaptability in a dynamic work environment. **

Job Summary

  • The Operations Consultant applies extensive knowledge and experience within Retirement Plan Services to research, analyze, and develop business cases that support process improvements designed to meet regulatory requirements, enhance departmental efficiency, and improve overall productivity.
  • This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration.
  • The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Matching Summary

Match Score: 75

** Raymond James is seeking an Operations Consultant for their Retirement Plan Services department, focusing on enhancing departmental efficiency, regulatory compliance, and relationship management across various teams. The role is hybrid, requiring in-office attendance three days a week, and emphasizes collaboration and adaptability in a dynamic work environment. **

Skills & Requirements

Must-have

  • Retirement Plan Services expertise
  • Regulatory compliance
  • Process improvement
  • Business case development
  • Stakeholder relationship management

Nice-to-have

  • Client-focused service delivery
  • Cross-functional collaboration
  • Dynamic work environment
  • Continuous evolution of the firm

Key Requirements

  • 3 to 6 years General Experience
  • SIE required or ability to obtain within 120 days
  • Series 99 required or ability to obtain within 120 days
  • Bachelor's degree or High School diploma

Work Rights

Not specified

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