VP, Relationship Manager- Retirement Solutions

Bank OZK

397d

About The Position

The VP, Relationship Manager - Retirement Solutions is responsible for managing Trust relationships, focusing primarily on qualified retirement plans and IRAs. This role involves enhancing client relationships, providing exceptional customer service, and ensuring operational efficiency in retirement plans. The position requires proactive engagement with clients and internal teams to uncover new business opportunities and maintain compliance with regulatory requirements.

Requirements

• Bachelor's degree in accounting, business, finance, or law, or equivalent work experience required.
• 5+ years' experience working with retirement plans, preferably in a legal environment or financial institution required.
• Knowledge of ERISA and tax law related to IRAs.
• Demonstrated ability to work independently and prioritize tasks.
• Ability to communicate effectively with clients and bank personnel.
• Ability to work effectively in a team environment.
• Effective customer service skills.
• Strong verbal and written communication skills.
• Effective organizational skills and attention to detail.
• Ability to manage multiple tasks with exacting deadlines in a fast-paced environment.
• Ability to maintain confidentiality.
• Willingness to travel on company business.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice To Haves

• Active retirement plans certification (i.e., CEBS/RPA, ASPPA) or participation in a certification program preferred.

Responsibilities

• Manages all aspects of retirement plans and enhances relationships with existing clients.
• Meets with clients, centers of influence, and prospects while maintaining professional communication.
• Develops presentation materials and new business proposals.
• Coordinates and leads plan sponsor reviews and investment committee meetings.
• Applies operational best practices to ensure efficient plan management according to client needs.
• Works closely with the Retirement Solutions team and Bank partners to grow the retirement plan book of business.
• Provides client, participant, and administrative support for senior-level retirement plan Trust officers.
• Reads and learns about ERISA and federal tax regulations through training.
• Proactively manages deadlines and regulatory requirements.
• Responds timely to internal and external customer inquiries.
• Participates in and leads employee meetings as needed.
• Maintains organized records and files while ensuring confidentiality.
• Produces timely and accurate completion of assigned work.
• Exercises discretion and judgment in job functions.
• Maintains good punctuality and attendance to work.
• Follows Bank policy, procedures, and guidelines.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree