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Retirement Plan Conversion Lead – Hybrid/Remote
Remote / Online - Candidates ideally in
Springfield, Sangamon County, Illinois, 62777, USA
Listed on 2026-07-10
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
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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