What are the responsibilities and job description for the Vice President & Manager - Retirement Plan Services position at nbofi?
The National Bank of Indianapolis is seeking a Vice President & Manager, Retirement Plan Services to lead the administration, client service, and growth of our retirement plan business.
This role provides strategic and operational leadership overseeing plan compliance, investment review, client relationships, and team performance while driving business development and ensuring exceptional service delivery.
Key Responsibilities
- Lead Retirement Plan Services operations, ensuring compliance with all applicable laws and regulations
- Serve as primary relationship manager for clients, plan sponsors, and committees
- Oversee plan administration, investment reviews, reconciliations, and reporting
- Manage year-end tax reporting and regulatory requirements
- Lead and develop team members, fostering a high-performing, client-focused environment
- Drive business development and client retention through proactive engagement and strategic initiatives
- Partner across business lines and represent RPS on internal committees
Qualifications
- Bachelor’s degree or equivalent experience required
- 8 years of experience with employee benefit and retirement plans
- Advanced knowledge of retirement plan regulations, trust operations, and investments
- Proven leadership experience managing teams and departmental operations
- Strong client relationship, communication, and presentation skills
- Demonstrated success in business development and client retention