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Retirement Plan Conversions & Onboarding Expert
Job in
West Jordan, Salt Lake County, Utah, 84088, USA
Listed on 2026-06-24
Listing for:
Raymond James
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
Raymond James in Utah is looking for a qualified candidate to manage retirement plan conversions. This position involves overseeing all aspects of plan onboarding, including timelines and trust accounting. The role offers a hybrid schedule with potential for remote work for those with relevant expertise.
Key responsibilities include drafting participant notices, anticipating client needs, and managing project tasks. Candidates should ideally have a Bachelor's Degree and experience in financial services.
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