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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, compliance testing, and leading a team of analysts. Continuously gain knowledge of the retirement plan industry through ongoing education.

Essential Duties and 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

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

• 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

Licenses/Certifications

• QKA or QPA designation preferred

Travel Required

• Minimal

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, Bachelor’s: Mathematics

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range

$80,000.00-$100000.00

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.

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