Job Summary 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 Participate in prospective client proposal presentations Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences Qualifications 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 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 Skill in Critical thinking Communicating effectively, both orally and in writing Ability to 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 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 No Compensation Salary Range: CO, CA, DC, HI, IL, NJ, NY, WA (based on Education, Work Experience, and Geographic Location) $80,000 - $110,000 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 8,800 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.57 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. 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:
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