Retirement Plan Consultant (Plan Transitions & New Business)
Raymond James Financial Services, Seattle, WA, United States
Raymond James Retirement Plan Conversion Manager
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 time-lines, trust accounting, participant notices, plan documents, and data wrangling. Continuously gain knowledge of the retirement plan industry through ongoing education. An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred. A candidate who is not geographically close to one of our locations can be considered for fully remote work if this candidate has retirement plan onboarding expertise. Essential Duties and 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
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 Education/Previous Experience:
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. Licenses/Certifications
QKA or QPA designation preferred Salary Range
$80,000.00-$87,000.00 Travel
Less than 25% Workstyle
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. We expect our associates at all levels to: 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 At Raymond James 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. Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you.
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 time-lines, trust accounting, participant notices, plan documents, and data wrangling. Continuously gain knowledge of the retirement plan industry through ongoing education. An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred. A candidate who is not geographically close to one of our locations can be considered for fully remote work if this candidate has retirement plan onboarding expertise. Essential Duties and 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
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 Education/Previous Experience:
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. Licenses/Certifications
QKA or QPA designation preferred Salary Range
$80,000.00-$87,000.00 Travel
Less than 25% Workstyle
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. We expect our associates at all levels to: 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 At Raymond James 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. Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you.