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.
  • Aid 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
  • 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
    • Strategy in Action
    • Compelling Communication
    • Makes Decisions & Solves Problems
    • Nurtures Client Relationships

      Benefits

      The salary range for this position is $77,900 - $153,000 per year plus bonus. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate’s relevant skills and professional experience, educational qualifications, and geographic location.