Senior Retirement Plan Strategy & Compliance Lead

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

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.