Senior Retirement Plan Consultant, Institutional Services

Fifth Third Bank; Indianapolis (IN); On-site; USD 97,000 - 208,000; Full time

Job summary

Fifth Third Bank is seeking an IS Senior Relationship Manager to lead large retirement plan client relationships and oversee advisory services for RTPS clients across the U.S. The role includes managing fiduciary risk, collaborating with internal partners, and driving client outcomes through plan design, compliance, and service delivery.

The position requires ASPPA certifications (QKA, QKC), a bachelor’s degree in finance or related field, and 10 years’ ERISA experience.

Qualifications

• Bachelor's degree required in Finance, Accounting, Economics, or Business Administration preferred.
• Ten years of relevant ERISA retirement plan experience.
• ASPPA certification including QKA and QKC is required.
• Excellent interpersonal, written, and verbal communication skills.

Responsibilities

• Maintain and retain assigned book of business nationally and locally.
• Coordinate education campaigns with client service providers to promote plan participation.
• Identify cross-sell opportunities across Fifth Third's advisory and investment services.
• Represent Fifth Third Bank in professional groups to develop contacts and new business opportunities.
• Explain FTIS RPAS benefits and benchmarking results to sales teams and prospects.

Skills

Client relationship management

Executive communication

Relationship management

Analytical thinking

Presentation skills

Team leadership

Education

Bachelor's degree in Finance, Economics, or Business

Job description

Fifth Third Bank is seeking an IS Senior Relationship Manager to lead large retirement plan client relationships and oversee advisory services for RTPS clients across the U.S. The role includes managing fiduciary risk, collaborating with internal partners, and driving client outcomes through plan design, compliance, and service delivery.

The position requires ASPPA certifications (QKA, QKC), a bachelor’s degree in finance or related field, and 10 years’ ERISA experience.