Retirement Plan Conversion Lead – Hybrid/Remote
Remote / Online - Candidates ideally in
Lincoln, Lancaster County, Nebraska, 68511, USA
Listed on 2026-06-21
Lincoln, Lancaster County, Nebraska, 68511, USA
Listing for:
Raymond James Financial, Inc.
Full Time, Remote/Work from Home
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Raymond James Financial, Inc. is seeking a candidate for managing retirement plan conversions, with an emphasis on client relationships and project management. This role requires a Bachelor’s degree and a minimum of three years in financial services.
The ideal candidate will have excellent problem-solving skills and experience with the Relius recordkeeping system, as well as the ability to work independently and lead project teams. A hybrid schedule is preferred for local candidates.
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