Raymond James

Senior Consultant - NWPS

Mill Creek, Washington - United States, USA · Senior

Sponsorship not specified$100k-$140kDetected 2 days ago

ComplianceProject ManagementBusiness DevelopmentAccountingValuationLeadershipCommunicationCollaborationProblem SolvingPublic Speaking

About the role

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.
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. #LI-TG1

Manage relationships with accounts in order to maximize account profitability and expand revenue.
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.
Develop and maintain strong relationships with plan sponsors, executives, trustees, advisors, auditors, attorneys, and valuation firms.
Consult with clients regarding plan design strategies, contribution allocation methods, compliance requirements, and fiduciary best practices.
Consult with clients regarding ESOP plan design, implementation, governance, and ongoing administration.

Bachelor's degree in Business Administration, Finance, Accounting, Economics, or a related field.
Strong knowledge of ERISA, IRS, and Department of Labor regulations.
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance

QKA, QPA, CPC, CEBS, or related professional designation.
ESOP industry training or certification through The ESOP Association, NCEO, or equivalent organizations.
Experience presenting to senior executives, boards of directors, trustees, and fiduciary committees.
Key Competencies
ESOP Administration and Consulting
ERISA and Regulatory Compliance
Fiduciary Governance
Client Relationship Management

$100,000.00-$140,000.00
Oversee plan administration, annual compliance testing, Form 5500 preparation, trust accounting, participant notices, and plan document maintenance.

Serve as the primary consultant and trusted advisor for a portfolio of retirement plan and ESOP clients.
Lead client meetings, strategic reviews, fiduciary discussions, and educational sessions.
Anticipate client needs and proactively develop solutions to complex retirement plan and ownership-transition challenges.
Manage all aspects of qualified and nonqualified retirement plans.
Serve as a subject matter expert for Employee Stock Ownership Plans (ESOPs).
Coordinate with valuation firms, trustees, legal counsel, and corporate leadership regarding annual stock valuations and transaction activity.

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

This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.