Senior Retirement Plan Specialist
Raymond James
About this role
A Senior Retirement Plan Specialist at Raymond James is a senior-level subject-matter expert in qualified retirement plans and IRAs who provides advanced technical guidance and support across the firm. The role requires extensive industry experience and specialized knowledge of IRS and DOL rules, enabling independent judgment on complex compliance and client matters. The position is hybrid, based in St. Petersburg, FL; Memphis, TN; or Southfield, MI, with regular collaboration across advisors, branches, and internal teams.
Skills
Qualifications
About Raymond James
rjcapitalmarkets.comN/A
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About Raymond James
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
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Salary
$120k – $161k
per year