Senior Consultant - NWPS

Raymond James Financial, Inc. Senior Consultant - NWPS Seattle, Washington

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

1. Manage and mentor analysts
2. Manage a select group of retirement plans
3. Responsible for all aspects of plan design
4. Oversee day to day administration, annual compliance testing, Form 5500 preparation, and trust accounting
5. Drafting participant notices and plan documents
6. Client relationship management ensuring high quality deliverables
7. Perform project tasks independently, and direct the efforts of others
8. Anticipate client needs and formulate solutions to client issues
9. Prepare and review deliverables for accuracy and quality
10. Plan and lead client meetings
11. Provide training
12. Participate in prospective client proposal presentations
13. Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences

Qualifications

Knowledge of

1. Excellent problem solving including an ability to independently research and determine strategies to solve client needs
2. Experience fostering client relationships
3. Operating standard office equipment and using required software applications, including Microsoft Office and established databases
4. Knowledge of the Omni recordkeeping system
5. Basic scripting
6. Experience with rate group testing, earned income calculations, and other advanced types of compliance testing
7. Experience with retirement plan conversions, acquisitions, and divestitures

Skill in

1. Critical thinking
2. Communicating effectively, both orally and in writing

Ability to

1. Perform complex compliance testing, discuss plan design, prepare annual reports, and complete DOL and IRS forms
2. Prioritize, work independently and drive tasks to completion
3. Lead project teams and function with multiple tasks and deadlines concurrently
4. Conduct meetings with client senior leadership

Education/Previous Experience

Bachelor’s degree, preferably 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 preferred

Travel Required

• Minimal

Compensation

$80,000 - $110,000

Competitive benefits package