[Remote] Retirement Plan Consultant (Plan Transitions & New Business)

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. This role involves overseeing plan on-boarding, drafting participant notices, and ensuring quality deliverables while continuously gaining industry knowledge.

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

• Base salary or wages
• Additional compensation (cash or equity)
• Discretionary bonuses
• Commissions
• Medical
• Dental
• Vision
• Life insurance
• Critical illness insurance and accident insurance
• Disability benefits
• Retirement savings
• Paid time off (including vacation, holidays, and sick leave)
• Parental leave
• Eligibility for benefits and specific offerings may vary based on position and employment status

Company Overview