Wealth RPS Relationship Manager

Overview

The Wealth RPS Relationship Manager is responsible for developing new and servicing existing Retirement Plan Services relationships with the objective to grow revenue through client acquisition and retain existing clients through exceptional proactive consultative service. The ability to balance new business activities and servicing of existing relationships will be critical in this role.

Key Responsibilities

• Ongoing development and execution of an individual business plan to achieve new business acquisition and, client referral objectives through calling plan execution, sales presentations, pricing development, investment line-ups and assembly of collaborative teams delivering comprehensive advice and solutions spanning RPS, wealth investments, insurance, financial advisory, commercial, and private banking.
• Understand client’s retirement plan objectives utilizing a purposeful discovery process and consultative needs-based approach. Based upon this process work closely with plan sponsors introducing, gaining approval for, implementing, and managing plan design ideas and amendments in concert with regulatory considerations, consumed and available RPS tools/solutions, participant education and fiduciary oversight protocols.
• Responsible for reviewing and interpreting plan documents and serve as a resource to the Plan Sponsors through Client Reviews, plan design consulting, fee benchmarking, fiduciary reviews, conducting employee group and one-on-one meetings, responding to inquiries and counselling participants about incoming rollovers, distribution options, investment allocations and savings guidance.
• Develop, cultivate, and maintain strong relationships with key internal and external business partners.
• Manage all aspects of client interaction, including plan conversions, plan design, investment offerings, participant education requirements and participant accounting (recordkeeping) service delivery through “hands-on” and indirect team member oversight approaches.
• Actively manage inherent risks by adhering to internal policies and procedures, complex and evolving DOL/IRS/SEC regulatory requirements and exercising sound judgment.
• Lead or actively participate in key initiatives to improve client experience, services, sales toolkit, client retention and solution offerings.
• Complete, timely and accurate documentation of client relationship for fiduciary, regulatory and internal client relationship management reporting.
• Additional Job Responsibilities
  
  

Job Requirements – Education, Knowledge, And Skills

• Bachelor’s Degree and 5-8 years’ experience working with RPS clients. A combination of appropriate education and experience will be considered.
• Demonstrated expertise in sales, consultative solution development/adoption networking, negotiating, business acumen and execution.
• Knowledge of retirement plan services solutions, DOL/IRS regulatory requirements (and influence on plan design, operations, and participant engagement) and investment management.
• Demonstrated ability to work collaboratively with consultants, advisors, and centers of influence to identify business referral opportunities.
• Industry specific professional certifications highly desired; CFP, CEBS, QKA, QPA, or Cannon designations.
• Knowledge of Qualified Plan and Non-Qualified Plans, and business management desired.
• Understanding and strong working knowledge of MS Office products; ability to effectively utilize Bank and Wealth Operating Systems.
• Designations preferred or dedicated to working toward: CFP, CEBS, QKA, QPA or Cannon designations
• JFG Standard Sales Management requirements. Advanced degree highly preferred with consideration toward prior experience.
  
  

Come as you are.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.