Retirement Plan Consultant – Plan Transitions, New Business

Raymond James

Manage a select group of retirement plan conversions at Raymond James while ensuring adherence to industry standards.

Posted 6/18/2026full-timeNew York, Vermont, Virginia, Washington, West Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $90,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

retirement plan conversionsdrafting participant noticesservice agreementsproject managementproblem solvingcritical thinkingclient relationship managementRelius recordkeeping system

Soft Skills

independent researcheffective communicationcustomer serviceprioritizationleadershiptask management

Tools & Technologies

Microsoft Officedatabases

Industry Keywords

financial services

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s Degree and a minimum of three (3) years of relevant experience in financial services.
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.

Benefits

Comp & perks

medical, dental, and vision
life insurance
critical illness insurance and accident insurance
disability benefits
retirement savings
paid time off (including vacation, holidays, and sick leave)
parental leave