Remote Retirement Plan Conversion Specialist
Remote / Online - Candidates ideally in
Lower Merion, Montgomery County, Pennsylvania, USA
Listed on 2026-07-09
Lower Merion, Montgomery County, Pennsylvania, 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 in Pennsylvania is looking for a qualified individual to manage a select group of retirement plan conversions. This role involves overseeing conversions, managing client relationships, and ensuring the timeliness and accuracy of services.
The ideal candidate will have a Bachelor’s Degree in a relevant field, excellent problem-solving skills, and at least three years of experience in financial services. The position allows for remote work but candidates close to an office for a hybrid schedule are preferred.
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