Retirement Plan Advisor, Sr

Job Locations

US-IN-Indianapolis

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 Retirement Plan Advisor, Sr is responsible for administering and servicing a book of retirement plan business consisting primarily of qualified plans that fall under ERISA guidelines. Additionally, this role is responsible for generating new or additional retirement plan-based revenue.

Salary Range

The salary range for this position is $98,400.00/yr. - $199,000.00/yr.. 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.

Key Accountabilities:

Manage a portfolio of client relationships:

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.

Investment Oversight and Participant Education:

• 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 investments of the plan and monitor vs. the Investment Policy Statement

Assist in increasing revenue for both RPS and other Wealth Group Lines of Business

• 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.

Qualifications and Education Requirements

• Education: Bachelor's degree preferred
• Years of Experience: Varies based upon level. Typical required years of experience by level are: RPS Advisor (5+ years), RPS Sr Advisor (7 + years)
• Certifications: RPS Administrator II and Sr. levels must possess an advanced level of related industry certification such as, either the C(k)P, AIF, CPFA, CEBS or CRPS
• PC/Microsoft Office experience required
• Strong verbal and written communication skills
• Strong administrative/organizational skills

ld National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.

Our culture is firmly rooted in our core values.

We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.

We are Old National Bank. Join our team.

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If you're qualified for a position but need additional help with the application because of a disability, please email HRservices@oldnational.com (This email will respond to accommodation requests only.)