Vice President & Manager - Retirement Plan Services

The National Bank of Indianapolis; Indianapolis (IN); On-site; USD 100,000 - 150,000; Full time

Job summary

A local banking institution is seeking a Vice President & Manager for Retirement Plan Services to lead operations, ensure compliance, and develop client relationships. The ideal candidate will have over eight years of experience in retirement plans, advanced regulatory knowledge, and proven leadership skills. Join a team that takes pride in client success and business growth. This role offers a chance to make a significant impact within a supportive, locally owned environment.

Qualifications

• 8+ years of experience with employee benefit and retirement plans.
• Advanced knowledge of retirement plan regulations, trust operations, and investments.
• Proven leadership experience managing teams and operations.
• Demonstrated success in business development and client retention.

Responsibilities

• Lead Retirement Plan Services operations ensuring compliance.
• Serve as primary relationship manager for clients and plan sponsors.
• Oversee plan administration, investment reviews, and reporting.
• Manage year-end tax reporting and regulatory requirements.
• Develop team members, fostering a client-focused environment.
• Drive business development and client retention.

Skills

Leadership experience

Client relationship management

Communication skills

Business development

Education

Bachelor’s degree or equivalent experience

Job description

The National Bank of Indianapolis is seeking a Vice President & Manager, Retirement Plan Services to lead the administration, client service, and growth of our retirement plan business.

This role provides strategic and operational leadership overseeing plan compliance, investment review, client relationships, and team performance while driving business development and ensuring exceptional service delivery.

Key Responsibilities

• Lead Retirement Plan Services operations, ensuring compliance with all applicable laws and regulations
• Serve as primary relationship manager for clients, plan sponsors, and committees
• Oversee plan administration, investment reviews, reconciliations, and reporting
• Manage year-end tax reporting and regulatory requirements
• Lead and develop team members, fostering a high-performing, client-focused environment
• Drive business development and client retention through proactive engagement and strategic initiatives
• Partner across business lines and represent RPS on internal committees

Qualifications

• Bachelor’s degree or equivalent experience required
• 8+ years of experience with employee benefit and retirement plans
• Advanced knowledge of retirement plan regulations, trust operations, and investments
• Proven leadership experience managing teams and departmental operations
• Strong client relationship, communication, and presentation skills
• Demonstrated success in business development and client retention

Why Join Us

Join a locally owned, relationship-driven bank where your leadership will directly impact client success, team performance, and business growth.

In Summary

Bring your leadership.

Bring your expertise.

Make an impact.

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.

The National Bank of Indianapolis participates in E-Verify, a federal program that verifies the employment eligibility of newly hired employees. Employment is contingent upon verification of identity and authorization to work in the United States in accordance with federal law.