[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.ResponsibilitiesManage a select group of retirement plan conversionsResponsible for all aspects of plan conversionsDrafting participant notices and service agreementsPerform project tasks independently, and direct the efforts of othersAnticipate client needs and formulate solutions to client issuesPrepare and review deliverables for accuracy and qualityPlan and participate in client conversion meetingsManage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiencesSkillsManage a select group of retirement plan conversionsResponsible for all aspects of plan conversionsDrafting participant notices and service agreementsPerform project tasks independently, and direct the efforts of othersAnticipate client needs and formulate solutions to client issuesPrepare and review deliverables for accuracy and qualityPlan and participate in client conversion meetingsManage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiencesExcellent problem solving including an ability to independently research and determine strategies to solve client needsExperience fostering client relationshipsOperating standard office equipment and using required software applications, including Microsoft Office and established databasesProviding excellent customer serviceCritical thinkingCommunicating effectively, both orally and in writingPrioritize, work independently and drive tasks to completionLead project teams and function with multiple tasks and deadlines concurrentlyHandle multiple ongoing projectsKnowledge of the Relius recordkeeping systemBachelor's Degree and a minimum of three (3) years of relevant experience in financial servicesAny equivalent combination of education, training and/or experience approved by Human ResourcesGeneral Experience - 3 to 6 yearsAn in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferredQKA or QPA designation preferredBachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: FinanceBenefitsBase salary or wagesAdditional compensation (cash or equity)Discretionary bonusesCommissionsMedicalDentalVisionLife insuranceCritical illness insurance and accident insuranceDisability benefitsRetirement savingsPaid time off (including vacation, holidays, and sick leave)Parental leaveEligibility for benefits and specific offerings may vary based on position and employment statusCompany OverviewFounded in 1962 and a public company since 1983, Raymond James Financial, Inc. It was founded in 2005, and is headquartered in Worcester, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.raymondjames.com/fredshuster/.