Job Information
OLD NATIONAL BANK RPS Specialist Sr in MILWAUKEE, Wisconsin
JOB REQUIREMENTS: RPS Specialist, Sr Job Locations US-IL-Chicago \| US-MN-St Louis Park \| US-IL-Chicago \| US-IN-Evansville \| US-WI-Milwaukee \| US-TN-Nashville Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2024-15266 Workplace Type On Site Overview Old National Bank has been serving clients and communities since 1834. With \$50 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. Our team members are our greatest asset, and we continually invest in their growth and development. We offer 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 are currently seeking a Senior Retirement Specialist that is part of the RPS Product & Operations team and is responsible for helping manage and service retirement plan relationships. This role will have their own book of clients in our small market segment while also providing support to Advisors for larger clients. Additionally, the Sr Retirement Specialist will help enhance our product offering and delivery model by identifying and implementing ideas that produce a better client experience overall while driving internal benefits and efficiencies. Key Accountabilities: Oversee day-to-day experience for retirement plan clients, including problem resolution, client service standards, interaction with recordkeepers and/or TPA partners. Educate plan sponsors and assist in the documentation of plan sponsors fiduciary obligations. Provide service to clients in accordance with our service model, legal governing documents, as well as ERISA (and other regulatory requirements). Actively support growth of the department through participation and monitoring of progress for new client onboarding. Execute on delivering education, investment and benchmarking reports, meeting minutes as applicable. Develop and create client presentation materials for prospective and existing clients Lead assigned projects related to enhancing our product offering and improving the efficiency of our service delivery model. Assist with responding to Request for Proposals (RFPs) for prospective clients. Assist in the preparation of RFPs to benchmark recordkeepers services and fees on behalf of existing clients. Account maintenance of client information within RPAG, Salesforce Key Competencies for Position Relationship building and collaboration; builds relationships with internal partners and clients. Strong attention to detail and accuracy Initiative-taker with ability to prioritize work, use... For full info follow application link. EOE/Minorities/Females/Vet/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/037F47F58ED140A8
