Senior Retirement Plan Consultant — Strategic Client Partner

Fifth Third; Chicago (IL); On-site; USD 97,000 - 208,000; Full time

Job summary

Fifth Third Bank seeks a Sr Retirement Plan Consultant for FPIS RPAS to manage a portfolio of institutional clients and deliver fiduciary, regulatory, and plan design guidance. You will drive client education, coordinate with recordkeepers, and support cross-sell opportunities across Fifth Third's product suite.

The role requires ASPPA credentials (QKA, QKC), a decade of ERISA experience, and strong relationship management to ensure high client satisfaction and compliant plan administration.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or Business Administration preferred.
• Ten years of relevant experience with ERISA plans.
• ASPPA certification required (QKA and QKC).

Responsibilities

• Maintain and retain assigned book of business locally and nationally.
• Coordinate employee education campaigns with service providers.
• Cross-sell additional plan consulting and investment management opportunities.
• Represent Fifth Third Bank in civic, government, and professional groups.
• Explain advisory services benefits and assist sales with proposals.
• Provide annual fiduciary training for plan committee members.
• Ensure timely CRM documentation of client interactions.
• Lead cross-functional projects and rollouts for FTIS.

Skills

Communication

Relationship management

Project leadership

Problem solving

Presentation skills

Education

Bachelor's degree in Finance, Accounting, Economics, or Business Administration

Job description

Fifth Third Bank seeks a Sr Retirement Plan Consultant for FPIS RPAS to manage a portfolio of institutional clients and deliver fiduciary, regulatory, and plan design guidance. You will drive client education, coordinate with recordkeepers, and support cross-sell opportunities across Fifth Third's product suite.

The role requires ASPPA credentials (QKA, QKC), a decade of ERISA experience, and strong relationship management to ensure high client satisfaction and compliant plan administration.