RPS Relationship Manager II

Job Details

Job Location s: US-MN-Lake Elmo

Category/Function:
Trust/Wealth Management

Position Type:
Regular Full-Time

Requisition :

Workplace Type:
On Site

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.

We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

The RPS Relationship Manager is responsible for administering and servicing a book of retirement plan business primarily consisting of qualified plans that fall under ERISA guidelines. Additionally, this role will assist with the generation of new or additional sources of revenue.

The salary range for this position is $77,900 - $153,000 per year plus bonus. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.

• Act as primary fiduciary and administrator for a portfolio of retirement plan accounts working with appropriate support teams to ensure the execution of day‑to‑day administration of accounts is happening appropriately.
• Proactively contact clients keeping them abreast of any changes within the ERISA world that may affect their plan and the retirement success of their participants.
• Educate, recommend, monitor, and assist in documenting the Fiduciary Responsibilities of Plan Sponsor.
• Assist with plan design suggestions to ensure the client has a retirement plan that works for their employees.

• Help develop and deliver content for education/enrollment meetings for plan participants. These meetings are held in group, one‑to‑one, in‑person and virtual formats.
• Recommend, monitor, and review plan investments options relative to our strategies and the client's Investment Policy Statement.

• Foster productive relationships with business partners in Consumer and Commercial.
• Work closely with Commercial Lenders and the Wealth Group to develop and expand wallet share with existing wealth relationships.
• Enhance brand management and develop outside centers of influence for referral opportunities.

• Promotes Change Seeks to understand and embrace change. Actively seeks information to understand the rationale, implications, and impact for changes. Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change. Willing to act quickly, learn and adjust as needed. Identifies and recommends changes to leadership to improve performance.
• Strategy in Action Build your strategic mindset capability. Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal. Actively seeks to understand factors and trends that may influence role. Anticipates risk and develops contingency plans to manage risks. Identified opportunities for improvement and…