Raymond James · 4 hours ago
Senior Consultant - NWPS
United States
Full-time
Remote
Senior Level
$80K/yr - $110K/yr
5+ years exp
Maximize your interview chancesBankingFinancial Services
Insider Connection @Raymond James
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Manage and mentor analysts
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 lead client meetings
Provide training
Participate in prospective client proposal presentations
Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
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
Knowledge of the Omni recordkeeping system
Basic scripting
Experience with rate group testing, earned income calculations, and other advanced types of compliance testing
Experience with retirement plan conversions, acquisitions, and divestitures
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
Conduct meetings with client senior leadership
Bachelor’s degree, preferably in Mathematics or Business Administration
5 – 7 years of experience in the retirement field including consulting with clients
Preferred
QKA or QPA designation
Benefits
Competitive benefits package
Eligible for Discretionary Bonus
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10,001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1983-07-01IPO· nyse:RJF
Leadership Team
Paul Allison
Chairman, President and Chief Executive Officer
Tash Elwyn
President and CEO
Recent News
2024-11-15
2024-11-10
2024-11-04
Company data provided by crunchbase
