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Retirement Plan Client Services Manager

Heartland Financial USA

in IA

Founded in 1981, Heartland Financial USA, Inc. is a $9.8 billion multibank holding company with headquarters in Dubuque, Iowa. Heartland Financial’s footprint stretches from the Midwest to West with community banks in Iowa, Illinois, Wisconsin, Minnesota, Kansas, New Mexico, Arizona, Montana, California and Colorado.

Heartland's common stock is traded through the NASDAQ® Global Select Market System under the symbol “HTLF.”

Heartland Retirement Plan Services, a department of Heartland Financial, is looking for a Retirement Plan Services Client Services Manager to maintain client relationships and manage the Relationship Managers within Heartland’s footprint. The position would be located in Dubuque, Iowa.

The RPS Client Services Manager serves as the primary contact to manage the strategic aspects for assigned client relationships and increase the value of the partnership. They provide consultative and technical solutions in retirement regulatory compliance, trust fiduciary, investments, annual plan review and annual plan participant education. This role is responsible for developing the RPS Relationship Managers and overseeing all aspects of client servicing.  They will service as:

  1. Primary point of contact for a designated book of clients and responsible for their overall satisfaction and retention.
  2. Meets with clients for investment, fiduciary, educational, and service purpose based on region.
  3. Responds to client requests, issues and/or problems promptly, efficiently and effectively.
  4. Communicates retirement plan testing results, law changes, new products, and issues proactively with clients.
  5. Responsible for explaining plan provisions, new regulations, and ensuring that restatements and amendments are executed timely and understood by the client.
  6. Manage Relationship Manager team to ensure a cohesive client delivery model.
  7. Works with a team promoting cooperation, respect and concern for client needs as well as fostering camaraderie within the group.
  8. Proactively works to find efficiencies and innovation in client products and servicing, leading the rest of the RPS in these activities.
  9. Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
  10. Performs other duties as assigned.

QKA, QPA, APA, ERPA or QPFC and 5-7 years of experience in the retirement industry is required.

How to Apply

Apply by going to  Scroll to Careers at the bottom, go to Search Career Opportunites and apply for the RPS Client Service Manager position.

This ad has been viewed 530 times. It expires on 12/29/2017.

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