Retirement Plan Consultant; Plan Transitions & New Business

Overview

Job Description Summary Manage a select group of qualified and nonqualified retirement plan conversions, including all aspects of plan onboarding to NWPS systems and overseeing conversions, timelines, trust accounting, participant notices, plan documents, and data wrangling. Continuously gain knowledge of the retirement plan industry through ongoing education.

• Manage a select group of retirement plan conversions
• Responsible for all aspects of plan conversions
• Draft participant notices and service agreements
• Perform project tasks independently, and direct the efforts of others
• Anticipate client needs and formulate solutions to client issues
• Prepare and review deliverables for accuracy and quality
• Plan and participate in client conversion meetings
• Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences

• Excellent problem solving, including the ability to independently research and determine strategies to solve client needs
• Experience fostering client relationships
• Operating standard office equipment and using required software applications, including Microsoft Office and established databases
• Providing excellent customer service
• Critical thinking
• Effective verbal and written communication
• Ability to prioritize, work independently, and drive tasks to completion
• Lead project teams and function with multiple tasks and deadlines concurrently
• Handle multiple ongoing projects
• Knowledge of the Relius recordkeeping system

• Bachelor’s Degree and a minimum of three (3) years of relevant experience in financial services
• OR Any equivalent combination of education, training and/or experience approved by Human Resources

• QKA or QPA designation preferred

• Bachelor’s:
  Accounting
• Bachelor’s:
  Business Administration
• Bachelor’s:
  Finance

• General Experience - 3 to 6 years

• Salary Range: $80,000.00 - $90,000.00
• Work Style:
  Remote
• Benefits include medical, dental, vision; life insurance; disability benefits; retirement savings; paid time off; parental leave. Eligibility varies by position and status. See benefits details at the provided link.

Less than 25%

• Non-employee facing optional in-office/hybrid arrangement: A candidate local to one of our offices is preferred for a three-day-a-week hybrid schedule. A candidate not geographically close may be considered for fully remote work if they have retirement plan onboarding expertise.
• Workstyle:
  Remote

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.