Retirement Plan Consultant (Plan Transitions & New Business)
Raymond James Financial, Inc.
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About This Role
The Retirement Plan Consultant manages plan conversions, drafts participant notices, and performs project tasks. This role requires expertise in retirement plan onboarding and can be fully remote for qualified candidates. The consultant is responsible for all aspects of plan conversions. A hybrid schedule is preferred for local candidates.
Key ResponsibilitiesAI-extracted
- 1Manages a select group of retirement plan conversions
- 2Handles all aspects of plan conversions
- 3Drafts participant notices and service agreements
- 4Performs project tasks related to plan conversions
- 5Typically: Coordinates with clients and internal teams to ensure smooth plan transitions
RequirementsAI-extracted
- Has retirement plan onboarding expertise
- Typically: Possesses strong project management skills
- Typically: Has excellent communication and drafting skills
- Typically: Is able to work independently and as part of a team
Perks & BenefitsAI-extracted
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