Retirement Plan Conversions & Onboarding Expert
Job in
New Britain, Hartford County, Connecticut, 06051, USA
Listed on 2026-06-26
Listing for:
Raymond James
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Raymond James is seeking a professional to manage qualified and nonqualified retirement plan conversions. This role involves onboarding plans and conducting all necessary processes related to conversion timelines, trust accounting, and participant notices.
The position offers a hybrid work model, with preference for candidates local to office locations, although fully remote candidates with the right experience will also be considered. A Bachelor's degree and relevant financial services experience are required.
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