RPS Relationship Manager

Responsibilities

• Manage a portfolio of client relationships: Act as primary fiduciary and administrator for a portfolio of retirement plan accounts working with appropriate support teams 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.
• Aid in the development of plan design suggestions to ensure the client has a retirement plan that works for their employees.
• Investment Oversight And Participant Education: Help develop and deliver content for education/enrollment meetings for plan participants. These meetings are held in group, one-to-one, in-person and virtual formats. Recommend, monitor, and review plan investments options relative to our strategies and the client’s Investment Policy Statement. Assist in increasing revenue for both RPS and other Wealth Group Lines of Business.
• Foster productive relationships with business partners in Consumer and Commercial. 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.

Qualifications And Education Requirements

• Education: Bachelor’s degree preferred
• Experience: 5+ years
• Certifications: RPS Administrator II and Sr. levels must possess an advanced level of related industry certification such as, either the C(k)P, AIF, CPFA, CEBS or CRPS
• Skills: Strong verbal and written communication skills, Strong administrative/organizational skills, Series 65 license required

Pay

Salary Range: $62,300 - $122,400 per year.

Schedule

N/A

Benefits

Includes 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.