2017-12-05

Retirement Plan Services Manager
Job Opportunity at BancSearch

Posted on Dec 5

http://www.bancsearch.com    +1 (918) 496-9477

Location: Fayetteville, AR
Job Type: Full Time
Job ID: W4147708

Our client a successful, well respected, multi-state, financial institution is expanding their retirement plan services presence.  As Retirement Plan Manger you will facilitate growth and change.  You will manage and lead by internally communicating the value add of retirement plan services throughout the bank’s footprint.  This is an opportunity to join a firm in an accelerated growth mode.  You will have an opportunity for professional growth. 
 
Duties:   
As Retirement Plan Manger, you will: 
  • Present the value add of retirement plan services to market presidents, boards of directors, and bank leadership teams.  
  • Manage a group of seven professionals and two support staff
  • Act as sales coach, motivating and leading the sales team
  • Act as “go to” person and assist sales staff with presentations when needed
  • Select and streamline the brokerage 401(k) platforms offered
  • Interview and select third party vendor for daily evaluation for trust system separate from broker dealer platform
  • Insure that Retirement Plans are compliant to government regulation
  • Oversee the institution’s internal retirement plan
Qualifications: 
  • In-depth knowledge of defined contribution and defined benefit retirement plans
  • Experience presenting to Boards, Presidents, Executives, and Plan Sponsors.
  • Experience motivating sales team
  • Successful sales experience
  • Bachelor’s degree required; Additional certifications a plus
Compensation:  Base salary $100,000 to $150,000 plus bonus up to 20% of base

Keywords:  Trust, Wealth Management, Retirement Plan Services, 401(k)
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