Retirement Plan Conversion Lead – Hybrid/Remote
Remote / Online - Candidates ideally in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-06-22
Richmond, Henrico County, Virginia, 23214, USA
Listing for:
Raymond James Financial, Inc.
Full Time, Remote/Work from Home
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Raymond James Financial, Inc. is seeking a candidate for a key role in managing retirement plan conversions. The ideal candidate will have a Bachelor's Degree and at least three years of experience in financial services, along with strong problem-solving and client relationship skills. The position offers a hybrid work schedule with opportunities for professional development.
The successful candidate will be responsible for managing multiple retirement plan conversions, drafting necessary documentation, and ensuring deliverables are accurate.
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