Oferta de trabajo: 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/8A5F2FF0B0E84B6A