JOB REQUIREMENTS: Overview The Wealth RPS Relationship Manager is
responsible for developing new and servicing existing Retirement Plan
Services relationships with the objective to grow revenue through client
acquisition and retain existing clients through exceptional proactive
consultative service. The ability to balance new business activities and
servicing of existing relationships will be critical in this role. KEY
RESPONSIBILITIES Ongoing development and execution of an individual
business plan to achieve new business acquisition and, client referral
objectives through calling plan execution, sales presentations, pricing
development, investment line-ups and assembly of collaborative teams
delivering comprehensive advice and solutions spanning RPS, wealth
investments, insurance, financial advisory, commercial, and private
banking. Understand client\'s retirement plan objectives utilizing a
purposeful discovery process and consultative needs-based approach.
Based upon this process work closely with plan sponsors introducing,
gaining approval for, implementing, and managing plan design ideas and
amendments in concert with regulatory considerations, consumed and
available RPS tools/solutions, participant education and fiduciary
oversight protocols. Responsible for reviewing and interpreting plan
documents and serve as a resource to the Plan Sponsors through Client
Reviews, plan design consulting, fee benchmarking, fiduciary reviews,
conducting employee group and one-on-one meetings, responding to
inquiries and counselling participants about incoming rollovers,
distribution options, investment allocations and savings guidance.
Develop, cultivate, and maintain strong relationships with key internal
and external business partners. Manage all aspects of client
interaction, including plan conversions, plan design, investment
offerings, participant education requirements and participant accounting
(recordkeeping) service delivery through \"hands-on\" and indirect team
member oversight approaches. Actively manage inherent risks by adhering
to internal policies and procedures, complex and evolving DOL/IRS/SEC
regulatory requirements and exercising sound judgment. Lead or actively
participate in key initiatives to improve client experience, services,
sales toolkit, client retention and solution offerings. Complete, timely
and accurate documentation of client relationship for fiduciary,
regulatory and internal client relationship management reporting.
Additional Job Responsibilities JOB REQUIREMENTS - EDUCATION, KNOWLEDGE,
AND SKILLS Bachelor\'s Degree and 5-8 years\' experience working with
RPS clients. A combination of appropriate education and experience will
be considered. Demonstrated expertise in sales, consultative solution
development/adoption networking, negotiating, business acumen and
For full info follow application link. Equal Opportunity Employer of
Minorities, Females, Protected Veterans, and Individuals with
Disabilities APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/201388D9F3B846D7
