Retirement Plan Consultant (plan Transitions & New Business)

Raymond James

Remote
$80,000.00-$87,000.00 py
Remote
Retirement plan conversions
Participant notices
Trust accounting
Raymond James is seeking a Retirement Plan Consultant to manage retirement plan conversions, ensuring smooth onboarding and addressing client needs. The position is primarily remote, with a preference for candidates located near their offices

Job Summary

  • Manage a select group of qualified and nonqualified retirement plan conversions, overseeing all aspects from on-boarding to NWPS systems, timelines, trust accounting, participant notices, plan documents, and data wrangling.
  • Prepare and review deliverables for accuracy and quality, and plan and participate in client conversion meetings.
  • Gain continuous knowledge of the retirement plan industry through ongoing education and manage personal and professional development.

Matching Summary

Match Score: 85

Raymond James is seeking a Retirement Plan Consultant to manage retirement plan conversions, ensuring smooth onboarding and addressing client needs. The position is primarily remote, with a preference for candidates located near their offices.

Salary

$80,000.00-$87,000.00

Skills & Requirements

Must-have

  • Retirement plan conversions
  • Participant notices
  • Trust accounting
  • Data wrangling
  • Client relationship management

Nice-to-have

  • Proactive client needs anticipation
  • Independent research and strategy formulation
  • Continuous professional development

Key Requirements

  • Bachelor's Degree or equivalent
  • Minimum 3 years of financial services experience
  • 3 to 6 years of general experience
  • QKA or QPA designation preferred

Work Rights

Not specified

Tailored Resume

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