The National Bank of Indianapolis · 3 weeks ago
Retirement Plan Services Officer - Wealth Management
Indianapolis, IN, US
Full-time
Onsite
Senior Level
5+ years expThe National Bank of Indianapolis is the city’s only locally owned national bank, focusing on delivering customized retirement plan solutions. The Retirement Plan Services Officer ensures compliance and builds strong client relationships while driving business development and managing employer-sponsored retirement plans.
BankingFinanceFinancial Services
Responsibilities
Develop and execute marketing, sales, and retention strategies for retirement plan clients
Make proactive calls to prospective and current clients to identify needs and resolve service issues
Prepare and deliver presentations to prospective clients
Collaborate on the development of Retirement Plan Services products and enhancements
Oversee compliance, investment reviews, reconciliations, and communications for assigned accounts
Provide consultative guidance on plan design, compliance, and retirement goals
Act as liaison between clients and third-party vendors
Review compliance testing and Form 5500 filings for accuracy
Serve as the primary point of contact for existing clients, facilitating regular meetings and plan reviews
Conduct participant education sessions and create supporting materials
Communicate with regulatory authorities and respond to inquiries from attorneys, consultants, and accountants
Serve on Wealth Management committees and contribute to special projects
Qualification
Required
Bachelor's degree in business or accounting, or equivalent experience
Professional credentials (or actively pursuing) such as CRSP, CRPP®, QKA®, QKC®, CRPS®, or CEBS®
Minimum of 5 years of experience in business development and retirement plan administration
Strong knowledge of retirement plan compliance, recordkeeping platforms, and investment principles
Proven ability to develop marketing strategies and deliver consultative solutions
Excellent communication skills, including public speaking and client presentations
High degree of professionalism, accuracy, and attention to detail
Ability to organize and prioritize tasks independently
Proficiency with Microsoft Word and Excel
Company
The National Bank of Indianapolis
The National Bank of Indianapolis is a locally-owned national bank.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$29M2019-09-05Debt Financing· $29M
Leadership Team
A
Ann Merkel
Senior Vice President and Chief Market Development Officer
Recent News
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