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Retirement Plan Conversion Lead – Hybrid/Remote
Remote / Online - Candidates ideally in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-06-21
Denver, Denver County, Colorado, 80285, USA
Listing for:
Raymond James Financial, Inc.
Full Time, Remote/Work from Home
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Advisor
Job Description & How to Apply Below
Raymond James Financial, Inc. is seeking a candidate for a hybrid role focused on managing retirement plan conversions. The ideal candidate will possess a Bachelor's degree and at least three years of relevant experience in financial services, demonstrating exceptional problem solving and client relationship skills.
This role involves drafting participant notices, managing conversion meetings, and ensuring deliverables meet high standards. Candidates with QKA or QPA designations are preferred.
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