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Retirement Plan Conversion Lead – Hybrid/Remote
Remote / Online - Candidates ideally in
Montpelier, Washington County, Vermont, 05604, USA
Listed on 2026-07-06
Montpelier, Washington County, Vermont, 05604, USA
Listing for:
Raymond James Financial, Inc.
Full Time, Remote/Work from Home
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Raymond James Financial, Inc. is looking for a skilled professional to manage retirement plan conversions. The role involves drafting notices, preparing deliverables, and ensuring client satisfaction through excellent problem-solving and communication.
Candidates should possess a Bachelor’s Degree and at least three years of experience in financial services. A QKA or QPA designation is preferred. This position offers a hybrid work schedule, ideally requiring office presence three days weekly.
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