Note: The job is a remote job and is open to candidates in USA. Raymond James is a financial services firm seeking a Retirement Plan Consultant to manage retirement plan conversions and onboarding. The role involves overseeing conversion timelines, drafting participant notices, and ensuring quality in deliverables while fostering client relationships.
Responsibilities
- Manage a select group of retirement plan conversions
- Responsible for all aspects of plan conversions
- Drafting 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
Skills
- Manage a select group of retirement plan conversions
- Responsible for all aspects of plan conversions
- Drafting 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 an 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
- Communicating effectively, both orally and in writing
- 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
- Any equivalent combination of education, training and/or experience approved by Human Resources
- General Experience - 3 to 6 years
- An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred
- QKA or QPA designation preferred
- Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Benefits
- The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
- This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.
- Eligibility for benefits and specific offerings may vary based on position and employment status.
Company Overview