VP, Retirement Plan Services & Client Growth

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

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.