Senior Management position responsible for the management of the Retirement Plan Services (RPS) Division of
the Business Banking Group including administration and new business development.
Responsible for the leadership and performance management of all employees in the Retirement Plan Services function.
Able to develop and structure a highly effective and skilled Retirement Plan Services team.
Prepares written annual business plan and budgets and presents to executive management. Prepares and presents various monthly and quarterly reports to
Leads monthly division policy meeting. Establishes and oversees policies and procedures that optimize the balance between compliance and marketability.
Establishes annual sales plans and leads weekly sales meetings.
Assists personnel with strategy tactics, motivation and pipeline management for attaining annual goals. Responsible for pricing RPS services.
Provides coaching on sales technique and product structure utlization for meeting clients
Provides coaching to Plan Consultants on how to be an effective Consultant to clients and how to inqure about the clients needs and objectives.
Develops and advances RPS product to maintain competative product within the RPS
Develops marketing plan to provide appropriate branding message within footprint.
Establishes effective relationships with key clients. Provides leadership by personally making regular sales presentations and assisting
on others as needed.
Establishes and monitors policies and procedures. Oversees regulatory compliance activity. Reviews and responds to internal and external audits and various regulatory agencies.
Responsible for risk management and
disaster recovery for the RPS group.
Prepares and participates in Registered Investment Advisor (RIA) Board quarterly meetings and quarterly Board of Directors Trust Committee meetings.
Oversees management of Recordkeeping team within
Responsible for selection of vendors and negotiation of contracts.
Responsible for the completion of all compliance training related to RPS.
Must understand all applicable banking laws and regulations that apply to the position
and comply with the requirements.
Experience / Skills
Eight (8) years or more experience preferred or equivalent experience in a related field preferred.
Working knowledge of investment
Working knowledge of ERISA.
Strong management skills/experience.
Strong communication skills/experience.
Strong sales skills/experience.
Strong leadership skills/experience.
understanding of Microsoft, SEI, Relius systems.
Ability to quickly switch from one topic to another.