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Senior Retirement Plan Specialist

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Raymond James

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Location:
United States , Saint Petersburg ▼

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

The Senior Retirement Plan Specialist requires advanced expertise in qualified retirement plans and IRAs, gained through extensive experience, specialized training, and/or certification. Operating with minimal supervision, the specialist will provide comprehensive support to financial advisors, branches, internal associates, and departments. Key responsibilities include leading training initiatives to enhance quality and effectiveness, managing moderately complex projects, and serving as a technical advisor across teams. The ideal candidate will demonstrate originality and sound judgment in evaluating and resolving intricate issues, often requiring innovative solutions. Success in this role depends on strong interpersonal skills and the ability to maintain extensive contact with both internal and external clients to identify, research, and resolve problems efficiently and professionally.

Job Responsibility:

  • Actively participate in department and cross‑functional projects, contributing subject‑matter expertise on customer processes, regulatory requirements, operational workflows, and IRS‑related rules or documentation standards
  • Identify and report instances of noncompliance with organizational policies, regulatory guidelines, and/or IRS‑related rules, escalating issues appropriately
  • Provide advanced product and service information, incorporating regulatory or IRS‑specific detail when relevant, and respond to complex customer questions
  • Manage and resolve escalated customer issues with a high degree of independence and judgment
  • provide managerial approvals and regulatory compliance checks as required
  • Deliver a consistently high‑quality service experience while identifying opportunities to support business retention, improve operational processes, or enhance compliance
  • Operates with full competence and independence in delivering high‑quality services that meet operational, regulatory, and IRS‑related requirements
  • may provide technical guidance or training to others
  • Fully proficient in aligning organizational processes with customer needs while ensuring adherence to regulatory expectations and project deliverables
  • Demonstrates strong ability to translate customer requirements into business language and processes, incorporating compliance, documentation, and IRS‑appropriate considerations
  • Builds and strengthens customer relationships by delivering positive, compliant, and accurate service experiences
  • may mentor or guide peers on best practices, regulatory awareness, or workflow improvements

Requirements:

  • Advanced expertise in qualified retirement plans and IRAs gained through extensive experience, specialized training, and/or certification
  • Knowledge of rules and regulations of the IRS and DOL pertaining to IRAs and qualified plans
  • Knowledge of fundamental financial planning and investment concepts, practices and procedures used in the securities industry
  • Knowledge of principles of securities industry operations and financial services and products
  • Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)
  • General Experience - 3 to 6 years
  • Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) (certification)
  • Travel Less than 25%

Nice to have:

  • Securities Industry Essentials (SIE) Exam
  • Financial Industry Regulatory Authority (FINRA) Series 99 – Operations Professional
  • FINRA Series 7 – General Securities Representative
  • Certified Investment Services Professional (CISP)

Additional Information:

Job Posted:
March 11, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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