RPS Relationship Manager
23 hours ago
Old National Bank is seeking a highly skilled RPS Custodial Services Relationship Manager to join our team. This role will be responsible for serving as the primary contact for our custodial clients, providing expert guidance on ERISA governed retirement plans, and overseeing operational aspects of our retirement plan services custodial business.
Key Responsibilities- Serve as Relationship Manager for retirement clients where Old National Bank serves as trustee/custodian for ERISA governed retirement plans.
- Assist clients with fulfilling their fiduciary responsibilities.
- Be a technical resource for retirement plans business which resides on our custodial platform, with a specific expertise in Pensions, Defined benefit, Taft Hartley plans, etc.
- Develop relationships with clients, as well as wealth advisors, and banking partners to deliver exceptional service and holistic solutions to clients.
- Oversee the onboarding of new custodial clients, gathering required documents, getting client accounts set up on the system.
- Lead projects related to the ONB custodial services business.
- Ensure transactions and servicing of clients adheres to guidelines as defined by ERISA and other governing bodies (internal and external).
- Identify, recommend, and implement operational efficiencies that will allow RPS to scale and grow our custodial business.
- Reviewing time sensitive and/or complex documents; creating or revising departmental procedures.
- Assist in the development of an enhanced custodial services product offer and workflow for various retirement plan clients, with a focus on pension and cash balance plans.
- Develop, document, and maintain documentation, training, and communication through a variety of methods.
- Collaborate across business areas and identify ways to improve the experience for internal partners as well as clients.
- Bachelor's Degree or equivalent qualifications and skills.
- Minimum of 5 years' related experience.
- Minimum 3 years' experience working with Trust & Custodial business & retirement plans.
- In-depth knowledge of ERISA guidelines.
- Proficient communication skills and demonstrated ability to communicate with a variety of audiences (internally and externally).
- Demonstrated analytical, problem-solving, decision-making, and organizational skills.
- Effective customer relations, interpersonal, and verbal and written communication skills.
- Proficient in Microsoft Office including Excel, Word, and Outlook.
- Knowledge of FIS/Trust Desk is a plus.
Old National Bank is a regional powerhouse deeply rooted in the communities we serve. We are committed to social responsibility and investing in our communities through volunteering and charitable giving. Our team members are our greatest asset, and we continually invest in their growth and development.
Equal Opportunity EmployerOld National Bank is an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures, and thinking styles. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity, or any other characteristic protected by law.
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