Remote Retirement Plan Conversion Specialist
Remote / Online - Candidates ideally in
Woodbury, Washington County, Minnesota, USA
Listed on 2026-07-09
Woodbury, Washington County, Minnesota, USA
Listing for:
Raymond James
Remote/Work from Home
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Raymond James is seeking a professional to manage a select group of qualified and nonqualified retirement plan conversions. This role involves overseeing all aspects of plan onboarding, trust accounting, and participant communication. Candidates must have a Bachelor's degree and at least three years of relevant experience in financial services.
The position also requires excellent problem-solving skills, effective communication, and the ability to work independently. The salary range for this role is $80,000 to $90,000, and the work style is remote with occasional in-office responsibilities.
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