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Retirement Plan Conversions & Onboarding Expert

Remote / Online - Candidates ideally in
Cherry Hill, Camden County, New Jersey, 08358, USA
Listing for: Raymond James
Remote/Work from Home position
Listed on 2026-07-08
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 90000 USD Yearly USD 80000.00 90000.00 YEAR
Job Description & How to Apply Below

Raymond James is looking for a qualified individual to manage retirement plan conversions, ensuring smooth onboarding to NWPS systems. The ideal candidate will also interact with clients, oversee deliverables, and foster relationships. A hybrid work arrangement is available, with remote work possible for candidates with expertise in this area.

The role requires a Bachelor’s degree and a minimum of three years in financial services. Skills in problem solving, critical thinking, and effective communication are essential. Compensation for the role ranges from $80,000 to $90,000 annually, with eligibility for a comprehensive benefits package.

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