Wealth RPS Relationship Manager

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