Retirement Plan Services Officer - Wealth Management (Opens in a new Window)

National Bank of Indianapolis Corp.; Indianapolis, Northern (IN, KY); Hybrid; USD 85,000 - 125,000; Full time

Job summary

National Bank of Indianapolis is seeking a Retirement Plan Services leader to drive business development, manage compliance, and build strong client relationships. You will ensure employer-sponsored retirement plans meet high standards of service and regulatory excellence, helping clients achieve retirement goals while reinforcing the bank’s trusted reputation.

You will develop marketing strategies, lead client presentations, and oversee plan design and compliance efforts.

Qualifications

• Bachelor's degree in business or accounting or equivalent experience.
• Minimum of 5 years of experience in business development and retirement plan administration.
• Strong knowledge of retirement plan compliance, recordkeeping platforms, and investment principles.

Responsibilities

• Develop and execute marketing, sales, and retention strategies for retirement plan clients.
• Make proactive calls to prospective and current clients to identify needs and resolve service issues.
• Prepare and deliver presentations to prospective clients.
• Collaborate on the development of Retirement Plan Services products and enhancements.
• Oversee compliance, investment reviews, reconciliations, and communications for assigned accounts.
• Provide consultative guidance on plan design, compliance, and retirement goals.
• Act as liaison between clients and third-party vendors.
• Review compliance testing and Form 5500 filings for accuracy.
• Serve as the primary point of contact for existing clients, facilitating regular meetings and plan reviews.
• Conduct participant education sessions and create supporting materials.
• Communicate with regulatory authorities and respond to inquiries from attorneys, consultants, and accountants.
• Serve on Wealth Management committees and contribute to special projects.

Skills

Client relationships

Public speaking

Communication

Consultative selling

Education

Bachelor's degree in business or accounting

Tools

Word

Excel

Job description

This position is the cornerstone of our Retirement Plan Services team’s success. By driving business development, managing compliance, and building strong client relationships, you ensure that every employer-sponsored retirement plan we administer meets the highest standards of service and regulatory excellence. Your expertise helps clients achieve their retirement goals while strengthening our reputation for trust and reliability.

How You’ll Contribute

• Develop and execute marketing, sales, and retention strategies for retirement plan clients
• Make proactive calls to prospective and current clients to identify needs and resolve service issues
• Prepare and deliver presentations to prospective clients
• Collaborate on the development of Retirement Plan Services products and enhancements
• Oversee compliance, investment reviews, reconciliations, and communications for assigned accounts
• Provide consultative guidance on plan design, compliance, and retirement goals
• Act as liaison between clients and third-party vendors
• Review compliance testing and Form 5500 filings for accuracy
• Serve as the primary point of contact for existing clients, facilitating regular meetings and plan reviews
• Conduct participant education sessions and create supporting materials
• Communicate with regulatory authorities and respond to inquiries from attorneys, consultants, and accountants
• Serve on Wealth Management committees and contribute to special projects

What We’re Looking For

• Bachelor’s degree in business or accounting, or equivalent experience
• Minimum of 5 years of experience in business development and retirement plan administration
• Strong knowledge of retirement plan compliance, recordkeeping platforms, and investment principles
• Proven ability to develop marketing strategies and deliver consultative solutions
• Excellent communication skills, including public speaking and client presentations
• High degree of professionalism, accuracy, and attention to detail
• Ability to organize and prioritize tasks independently
• Proficiency with Microsoft Word and Excel

You’ll Excel If You

• Take pride in building lasting client relationships
• Enjoy solving complex compliance and administrative challenges
• Bring integrity, discretion, and accountability to everything you do
• Want to be part of a collaborative, client-focused team where your work makes a difference

Why Join Us

The National Bank of Indianapolis is the city’s only locally owned national bank. We take pride in serving our community with personal attention and exceptional service. Through our Wealth Management division, we deliver customized retirement plan solutions that help employers and employees achieve financial security.

Just as we invest in our clients, we invest in our people. We’ve built a workplace employees genuinely appreciate—where you feel respected, supported, and part of something meaningful. We believe in growth from within, open collaboration, and celebrating each other’s successes. If you join NBOFI, your voice will matter, your ideas will be valued, and you’ll have the tools to thrive both professionally and personally.

In Summary

Bring your expertise. Bring your creativity. Bring your best.

We’ll provide the culture, resources, and trust.

Together, we’ll celebrate our successes.

The National Bank of Indianapolis is an Equal Opportunity Employer.All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis ofrace, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law.

The National Bank of Indianapolis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis of race, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law.