Investment Services Manager
4 days ago
We are seeking a highly skilled and experienced Investment Services Manager - Retirement Specialist to join our team at City National Bank. As a key member of our Wealth Services group, you will be responsible for the administration of defined benefit and defined contribution plans, ESOPs, and other employee benefit trusts.
Key Responsibilities- Administer defined benefit and defined contribution plans, ESOPs, and other employee benefit trusts for account opening, periodic account administrative reviews, plan contributions, distributions, participant loans, cash transfers, wire transfers, asset transfers, asset valuations, and the review and certification of annual trust statements.
- Administer a book of agency and retirement services relationships, working with assigned clients, their intermediaries, and CNB business partners to ensure adherence to Bank policies and procedures, regulatory compliance, overall profitability, and retention of assigned accounts.
- May administer Individually Directed Accounts (IDAs) for high net worth participants in defined contribution plans.
- Assist with regulatory examinations, independent audits, internal audit compliance reviews, and work with the Wealth Services Manager to implement action plans to correct deficiencies and update policies and procedures where needed.
- Bachelor's degree or equivalent in Business, Finance, or a related area.
- Five years of experience in the administration of defined contribution, defined benefit, and other employee benefit trust and agency accounts.
- Five years of experience in a client-facing role in a financial institution.
- Five years of experience working with ERISA Qualified Plans under the Employee Retirement Income Security Act (ERISA).
- Five to seven years of experience in the administration of defined contribution, defined benefit, and other employee benefit trust and agency accounts.
- Five years of experience in a client-facing role in a banking or financial services environment.
- Excellent organizational and problem-solving skills.
- Experience with SEI's Trust 3000 Trust Accounting system.
- Proficient with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Excellent verbal and written communication skills sufficient to interact with all levels of Bank personnel and clients.
- Demonstrated in-depth knowledge of the fiduciary and prohibited transaction provisions associated with the Employee Retirement Income Security Act (ERISA).
Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other basis protected by law.
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