Retirement Plan Consultant; Plan Transitions & New Business

Overview

Job Description

Summary:

Manage a select group of qualified and nonqualified retirement plan conversions, which may include all aspects of plan on-boarding to NWPS systems, overseeing conversion timelines, trust accounting, participant notices, plan documents, and data wrangling. Continuously gain knowledge of the retirement plan industry through ongoing education.

• 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.

OR

• Any equivalent combination of education, training and/or experience approved by Human Resources.

QKA or QPA designation preferred

• Bachelor’s:
  Accounting
• Bachelor’s:
  Business Administration
• Bachelor’s:
  Finance

• General Experience - 3 to 6 years

• Other Certification Not Listed - Other

$80,000.00-$87,000.00

Less than 25%

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm s core values of client-first, integrity, independence and a conservative, long-term view.

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

As part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.