Raymond James
This role supports a Senior Consultant in administering qualified and nonqualified retirement plans, focusing on plan design, compliance testing, and daily operations. The position involves managing client relationships, preparing annual reports like Form 5500, and handling trust accounting while developing specialized consulting expertise. Candidates will work independently on assigned tasks under the guidance of a Senior Consultant to ensure high-quality deliverables.
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Raymond James.
34% below the average for this role