Senior Director, Retirement Plan Growth & Leadership

Trustmark Bank; Birmingham (AL); On-site; USD 130,000 - 210,000; Full time

Job summary

Trustmark Bank in Birmingham, AL seeks a Director of Retirement Plan Services to provide strategic leadership for Wealth Management’s qualified retirement plan offerings, driving growth, client experience, fiduciary excellence, and team performance.

The role leads cross‑functional sales efforts, mentors a high‑performing team, builds external partnerships with fiduciaries and TPAs, and ensures ERISA compliance while expanding the client base and fee revenue.

Qualifications

• Bachelor’s degree in a business-related field with 10+ years in sales or administration of retirement plans, with leadership experience.
• Strong understanding of ERISA, fiduciary standards, plan design, and retirement plan consulting.
• Exceptional interpersonal and interdepartmental collaboration and communication skills.
• Proven success in growing client base and achieving growth targets.
• Commitment to integrity, fiduciary responsibility, and client-first service.

Responsibilities

• Lead and mentor a high-performing team to drive plan growth and retention.
• Develop and execute growth strategies to scale Wealth Management’s qualified plan business.
• Accountable for market sales and revenue through new client acquisition and retention.
• Represent the firm at networking events and business development meetings.

Skills

Leadership

Sales leadership

Strategic thinking

Relationship-building

Communication

Team management

Decision making

Education

Bachelor’s Degree in business-related field

Graduate Degree in business-related discipline

Job description

Trustmark Bank in Birmingham, AL seeks a Director of Retirement Plan Services to provide strategic leadership for Wealth Management’s qualified retirement plan offerings, driving growth, client experience, fiduciary excellence, and team performance.

The role leads cross‑functional sales efforts, mentors a high‑performing team, builds external partnerships with fiduciaries and TPAs, and ensures ERISA compliance while expanding the client base and fee revenue.