RPS Specialist Sr

JOB REQUIREMENTS: RPS Specialist, Sr Job Locations US-IL-Chicago |
US-MN-St Louis Park | US-IL-Chicago | 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… For full info
follow application link. EOE/Minorities/Females/Vet/Disability
APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/037F47F58ED140A8