Retirement Plan Consultant - NWPS

Job Description Summary Manage relationships with accounts in order to maximize account profitability and expand revenue. Job Description Job Description 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 administration expertise. Manage a select group of qualified and nonqualified retirement plans, which may include all aspects of plan design, overseeing day-to-day administration, trust accounting, participant notices, plan documents and compliance testing. Continuously gain knowledge of the retirement plan industry through ongoing education. Essential Duties and Responsibilities Manage a select group of retirement plans Responsible for all aspects of plan design Oversee day-to-day administration, annual compliance testing, Form 5500 preparation, and trust accounting Drafting participant notices and plan documents Client relationship management ensuring high-quality deliverables 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 meetings Participate in prospective client proposal presentations 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 Perform complex compliance testing, discuss plan design, prepare annual reports, and complete DOL and IRS forms 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 ESOP experience, preferred Education/Previous Experience: Bachelors 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 Education Bachelors: Accounting, Bachelors: Business Administration, Bachelors: Finance Work Experience General Experience - 3 to 6 years Certifications Other License Not Listed - Other Salary Range $80,000.00-$90,000.00 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. #LI-TG1 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. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start or continue growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James and why they stay.