RPS Relationship Manager II

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 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: 7+ years required
• Certifications: 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, serious 65 license

Key Competencies

• Promotes Change: Seeks to understand and embrace change. Actively seeks information to understand the rationale, implications, and impact for changes. Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change. Willing to act quickly, learn and adjust as needed. Identifies and recommends changes to leadership to improve performance.
• Strategy in Action: Builds your strategic mindset capability. Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal. Actively seeks to understand factors and trends that may influence role. Anticipates risk and develops contingency plans to manage risks. Identified opportunities for improvement and seeks insights from other sources to generate potential solutions. Aligns activities to meet individual, team, and organizational goals.
• Compelling Communication: Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal.
• Makes Decisions & Solves Problems: Seeks deeper understanding and takes action. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understand the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints, and probable consequences.
• Nurtures Client Relationships: Continuously seeks and applies knowledge leading to a best-in-class client experience. Passionately serves internal/external clients with excellence. Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understands data, metrics, and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client, and/or team.