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Consultant, Retirement Plans - Washington, United States - Raymond James

Raymond James Washington, United States

1 month ago

Description

Job Description - Retirement Plan Manager - NWPS
Job Description
Retirement Plan Manager - NWPS

2400813
Description
Job Summary

Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource for managing 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 mentoring junior staff.

Continuously gains knowledge of the financial industry and market through on-going education.
Essential Duties and Responsibilities

Manage and mentor junior analysts
Manage a select group of Defined Contribution Retirement Plans
Responsible for all aspects of plan design
Oversee day to day administration, annual compliance testing, Form 5500 preparation, trust accounting, 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 with Relationship Manger in attendance
Provide coaching to junior staff
Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences

Qualifications
Knowledge, Skills, and Abilities
Knowledge of

Excellent problem solving including an ability to independently research and determine strategies to solve client needs
Operating standard office equipment and using required software applications, including Microsoft Office and established databases
Knowledge of the Relius or Omni recordkeeping systems preferred
Experience with rate group testing

Skill in

Communicating effectively, both orally and in writing
Strong ability to foster client relationships
Strong Excel skills

Ability to

Able to perform compliance testing, discuss plan design, prepare annual reports and complete DOL and IRS forms
Able to prioritize, work independently and drive tasks to completion
Ability to lead project teams and function with multiple tasks and deadlines concurrently
Ability to manage multiple ongoing projects

Educational/Previous Experience Requirements

Bachelor's degree, preferable in Mathematics or Business Administration; and
5 – 7 years of experience in the retirement field including consulting with clients

Licenses/Certifications

QKA or QPA designation

Travel Required
For more information about Raymond James & Associates (RJA) and Northwest Plan Services (NWPS), please visit:

About NWPS:
Acquired by Raymond James on December 24, 2020, NWPS Holdings, Inc.

and its wholly-owned subsidiaries doing business as NWPS and Northwest Plan Services provide retirement plan administration services, recordkeeping, consulting, actuarial, compliance and participant services.

Based in Seattle, Washington, NWPS provides high-quality service to benefit plan sponsors, participants and advisors and is committed to serving its clients.

NWPS has over 1,100 clients nation-wide with over 417,000 plan participants and over $44 billion of assets under administration.

About Raymond James:
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc.

is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.

The firm's stock is traded on the New York Stock Exchange (RJF).

Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,600 financial advisors throughout the United States, Canada and overseas.

Total client assets are $1.22 trillion.
Raymond James has been recognized nationally for its community support and corporate philanthropy.

The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Raymond James Guiding Behaviors

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.

Job

Primary Location

Primary Location

US-WA-Seattle-Seattle
Other Locations

Other Locations

US-Washington, US-Oregon, US-California, US-Nevada

Raymond James & Associates, Inc., member / , and Raymond James Financial Services, Inc., member / , are subsidiaries of Raymond James Financial, Inc.

New York Stock Exchange SIPC FINRA SIPC
Raymond James and Raymond James Financial are registered trademarks of Raymond James Financial, Inc.

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