Senior Consultant - NWPS

Job SummaryManage 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 ResponsibilitiesManage and mentor analystsManage a select group of retirement plansResponsible for all aspects of plan designOversee day to day administration, annual compliance testing, Form 5500 preparation, and trust accountingDrafting participant notices and plan documentsClient relationship management ensuring high quality deliverablesPerform project tasks independently, and direct the efforts of othersAnticipate client needs and formulate solutions to client issuesPrepare and review deliverables for accuracy and qualityPlan and lead client meetingsParticipate in prospective client proposal presentationsManage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiencesQualificationsKnowledge ofExcellent problem solving including an ability to independently research and determine strategies to solve client needsOperating standard office equipment and using required software applications, including Microsoft Office and established databasesKnowledge of the Omni recordkeeping systemBasic scriptingExperience with rate group testing, earned income calculations, and other advanced types of compliance testingExperience with retirement plan conversions, acquisitions, and divestituresSkill inCritical thinkingCommunicating effectively, both orally and in writingAbility toPerform complex compliance testing, discuss plan design, prepare annual reports, and complete DOL and IRS formsPrioritize, work independently and drive tasks to completionLead project teams and function with multiple tasks and deadlines concurrentlyConduct meetings with client senior leadershipEducation/Previous ExperienceBachelor’s degree, preferably in Mathematics or Business Administration; and5 – 7 years of experience in the retirement field including consulting with clientsLicenses/Certifications• QKA or QPA designation preferredTravel RequiredNoCompensationSalary Range: CO, CA, DC, HI, IL, NJ, NY, WA (based on Education, Work Experience, and Geographic Location) $80,000 - $110,000About 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:• 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 firmAt 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.

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