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Retirement Plan Conversion Lead – Hybrid​/Remote

Remote / Online - Candidates ideally in
Springfield, Sangamon County, Illinois, 62777, USA
Listing for: Raymond James Financial, Inc.
Full Time, Remote/Work from Home position
Listed on 2026-07-10
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Raymond James Financial, Inc. is looking for a candidate to manage retirement plan conversions, ensuring all aspects are handled efficiently. The role involves drafting participant notices, preparing deliverables, and anticipating client needs.

Ideal candidates will have at least three years of experience in financial services and a Bachelor's degree. Familiarity with Relius recordkeeping system is preferred, along with strong problem-solving skills and critical thinking.

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