RPS Specialist, Sr

Old National Bank
US - Illinois - Chicago
November 15, 2024
Non-Profit

RPS Specialist, Sr

Job Locations:
US-IL-Chicago | US-MN-St Louis Park | US-IN-Evansville | US-WI-Milwaukee | US-TN-Nashville

Category/Function:
Trust/Wealth Management

Position Type:
Regular Full-Time

Requisition ID:
2024-15266

Workplace Type:
On Site

Overview

Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

Our team members are our greatest asset, and we continually invest in their growth and development. We offer a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.

We are currently seeking a Senior Retirement Specialist that is part of the RPS Product & Operations team and is responsible for helping manage and service retirement plan relationships. This role will have their own book of clients in our small market segment while also providing support to Advisors for larger clients. Additionally, the Sr Retirement Specialist will help enhance our product offering and delivery model by identifying and implementing ideas that produce a better client experience overall while driving internal benefits and efficiencies.

Key Accountabilities:

Oversee day-to-day experience for retirement plan clients, including problem resolution, client service standards, interaction with recordkeepers and/or TPA partners.
Educate plan sponsors and assist in the documentation of plan sponsors fiduciary obligations.
Provide service to clients in accordance with our service model, legal governing documents, as well as ERISA (and other regulatory requirements).
Actively support growth of the department through participation and monitoring of progress for new client onboarding.
Execute on delivering education, investment and benchmarking reports, meeting minutes as applicable.
Develop and create client presentation materials for prospective and existing clients.
Lead assigned projects related to enhancing our product offering and improving the efficiency of our service delivery model.
Assist with responding to Request for Proposals (RFPs) for prospective clients.
Assist in the preparation of RFPs to benchmark recordkeepers services and fees on behalf of existing clients.
Account maintenance of client information within RPAG, Salesforce.

Key Competencies for Position:

Relationship building and collaboration; builds relationships with internal partners and clients.
Strong attention to detail and accuracy.
Initiative-taker with ability to prioritize work, use time efficiently, and act independently.
Has a customer-first mindset.
Accountability:
demonstrated ability to act with a sense of urgency to meet commitments and objectives.
Strong administrative/organizational skills; ability to multi-task while performing various support activities.

Qualifications and Education Requirements:

Education:
Bachelor's degree.
Years of Experience:
Minimum of 5 years' related experience.
Certifications:
Series 65 preferred.
Demonstrated analytical, problem-solving, decision-making, and organizational skills.
Effective customer relations, interpersonal, and verbal and written communication skills.
Proficient utilizing Microsoft Office products, including Excel, Word, and PowerPoint.
Familiarity with RPAG and Salesforce a plus.

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position.

Our culture is firmly rooted in our core values.

We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!

Read the full job description and apply online on the recuiter's web-site

RPS Specialist, Sr