RPS Relationship Manager & Client Services Director

Old National Bank•Minneapolis, MN

About The Position

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

Requirements

Education: Bachelor’s degree; Master’s degree preferred
Years of Experience: 10+ years of Qualified Plan (ERISA) experience
Certifications: RPS Administrator II and Sr. levels must possess an advanced level of related industry certification such as, either the C(k)P, AIF, CEBS, CPFA or CRPS
Relevant FINRA licenses (e.g. series 65)

Responsibilities

Manage a portfolio of client relationships: Act as primary fiduciary and administrator for a portfolio of retirement plan accounts working with appropriate support team member to ensure the execution of day-to-day administration of accounts is happening appropriately.
Proactively contact clients keeping them abreast of any changes within the ERISA world that may affect their plan and the retirement success of their participants.
Educate, recommend, monitor and assist in documenting the Fiduciary Responsibilities of Plan Sponsor.
Assist with plan design suggestions to ensure the client (plan sponsor) has a retirement plan that helps employees obtain their desired retirement goals.
Manage a group of RPS Personnel: Lead employees in their roles as RPS Relationship Managers (Administrators and Investment officers).
Lead employees in sales of RPS services.
Provide technical expertise in the ERISA field to team members.
Empower employees to be problem-solvers and relationship managers.
Actively strengthen team through coaching, training, mentoring, and ongoing development.
Assist in increasing revenue for Retirement Plans Services Division
Foster productive relationships with business partners in Consumer and Commercial and Wealth.
Work closely with Commercial Lenders and the Wealth Group to develop and expand wallet share with existing wealth relationships.
Enhance brand management and develop outside centers of influence for referral opportunities
Proactive focus on client service, client satisfaction, and client retention.