Retirement Plan Services Manager

First Financial Bank • Cincinnati, OH

59d

About The Position

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. Responsible for the maintenance and servicing of retirement plan services clients. In addition, responsible for an appreciable level of sales generation activity. Also responsible for mapping and executing the strategic direction of the Retirement Plan Services line of business. Essential Functions/Responsibilities: • Management of a book of RPS accounts and maintenance of the account relationships. Concentration on higher value/larger plan relationships. • For RPS accounts serve as conduit to recordkeeping outsource partner. • Point the creation of plan reviews and prospect presentations and deliver on higher sales goals. • Fulfill sales responsibilities and serve as ERISA/plan expert and advocating the value prop to business partners across the footprint. • Ensure delivery of highest level of client services to RPS plan clients and their participants. • With management of the Wealth Management division, provide assistance in mapping and executing the strategic direction of the Retirement Plan Services line of business. • If assigned, may have responsibility for required IRA maintenance, reporting and documentation.

Requirements

• Ten plus years of experience regarding qualified plans.
• Bachelor’s degree from a four-year college or university.
• Additional Cannon or other related ERISA/qualified plan training required.
• CEBS, CRSP or other similar professional designation required.

Responsibilities

• Management of a book of RPS accounts and maintenance of the account relationships.
• Concentration on higher value/larger plan relationships.
• For RPS accounts serve as conduit to recordkeeping outsource partner.
• Point the creation of plan reviews and prospect presentations and deliver on higher sales goals.
• Fulfill sales responsibilities and serve as ERISA/plan expert and advocating the value prop to business partners across the footprint.
• Ensure delivery of highest level of client services to RPS plan clients and their participants.
• Provide assistance in mapping and executing the strategic direction of the Retirement Plan Services line of business.
• May have responsibility for required IRA maintenance, reporting and documentation.

Benefits

• We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing.
• All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees