Senior Consultant - NWPS

Company: Raymond James
Location: Seattle
Posted on: March 20, 2025

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 experiencesSkills
  • 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
  • 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
  • Conduct meetings with client senior leadershipLicenses/Certifications
    • QKA or QPA designation preferredTravel Required
      • MinimalEducationBachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, Bachelor's: MathematicsWork ExperienceGeneral Experience - 3 to 6 yearsCertificationsSecurities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)Salary Range$80,000.00-$100,000.00TravelLess than 25%WorkstyleHybrid
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Keywords: Raymond James, Seattle , Senior Consultant - NWPS, Professions , Seattle, Washington