Retirement Plan Conversions & Onboarding Expert
Job in
Lee's Summit, Lees Summit, Jackson County, Missouri, 64002, USA
Listed on 2026-06-26
Listing for:
Raymond James
Full Time
position Listed on 2026-06-26
Job specializations:
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Finance & Banking
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Business
Job Description & How to Apply Below
Raymond James in Missouri is looking for a dedicated candidate to manage qualified and nonqualified retirement plan conversions. The position entails overseeing conversion timelines and ensuring compliance with various regulations.
The ideal candidate will have a Bachelor’s Degree, at least three years of relevant financial services experience, and a knack for customer relationship management. This role offers a hybrid schedule, with the possibility of remote work for those with onboarding expertise.
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