Retirement Plan Conversion Lead – Hybrid/Remote
Remote / Online - Candidates ideally in
Helena, Lewis and Clark County, Montana, 59604, USA
Listed on 2026-06-25
Helena, Lewis and Clark County, Montana, 59604, USA
Listing for:
Raymond James Financial, Inc.
Full Time, Remote/Work from Home
position Listed on 2026-06-25
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Raymond James Financial, Inc. is seeking a dedicated professional to manage retirement plan conversions with a minimum of three years of experience in financial services. The role involves essential duties such as drafting participant notices, conducting client meetings, and ensuring project deliverables meet quality standards.
The ideal candidate will have a Bachelor's degree, strong problem-solving skills, and the ability to effectively communicate with clients. A hybrid schedule is preferred, with opportunities for remote work for skilled candidates.
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