Vice President & Manager - Retirement Plan Services
The National Bank of Indianapolis · Indianapolis, IN · 2 mo ago
FinanceFull-time
Key Responsibilities
- Lead Retirement Plan Services operations, ensuring compliance with all applicable laws and regulations
- Serve as primary relationship manager for clients, plan sponsors, and committees
- Oversee plan administration, investment reviews, reconciliations, and reporting
- Manage year-end tax reporting and regulatory requirements
- Lead and develop team members, fostering a high-performing, client-focused environment
- Drive business development and client retention through proactive engagement and strategic initiatives
- Partner across business lines and represent RPS on internal committees
Qualifications
- Bachelor’s degree or equivalent experience required
- 8+ years of experience with employee benefit and retirement plans
- Advanced knowledge of retirement plan regulations, trust operations, and investments
- Proven leadership experience managing teams and departmental operations
- Strong client relationship, communication, and presentation skills
- Demonstrated success in business development and client retention
Why Join Us
Join a locally owned, relationship-driven bank where your leadership will directly impact client success, team performance, and business growth.