Retirement Plan Services Officer - Wealth Management

The National Bank of Indianapolis • Indianapolis, IN • 4h ago

A Stable and Growing Employer

The National Bank of Indianapolis is the largest, locally owned, national bank in greater Indianapolis. Since opening our doors in 1993, we have grown from 18 employees to more than 300 employees. Our strength and success in serving the local market is directly attributable to our talented staff. With greater than 90% staff retention year after year, and with a highly competitive benefit package, our staff enjoy a sense of stability not always experienced in the general work environment. Benefits include but are not limited to: medical/dental/vision/life insurance, vacation, personal time, holidays, tuition reimbursement, 401k, profit sharing, and wellness benefits.

Who We Are Looking For

The National Bank of Indianapolis has assembled our talented staff by hiring only the best, whether highly experienced professionals or those just entering the workforce. We are looking for those who are committed to delivering superior service to our clients and superior teamwork to their co-workers. Along with the relevant knowledge and experience, The National Bank of Indianapolis requires its employees to have both a high degree of professionalism and a commitment to excellence.

The Purpose of This Position

This position is the cornerstone of our Retirement Plan Services teams success. By driving business development, managing compliance, and building strong client relationships, you ensure that every employer-sponsored retirement plan we administer meets the highest standards of service and regulatory excellence. Your expertise helps clients achieve their retirement goals while strengthening our reputation for trust and reliability.

How Youll Contribute

Develop and execute marketing, sales, and retention strategies for retirement plan clients

Make proactive calls to prospective and current clients to identify needs and resolve service issues

Prepare and deliver presentations to prospective clients

Collaborate on the development of Retirement Plan Services products and enhancements

Oversee compliance, investment reviews, reconciliations, and communications for assigned accounts

Provide consultative guidance on plan design, compliance, and retirement goals

Act as liaison between clients and third-party vendors

Review compliance testing and Form 5500 filings for accuracy

Serve as the primary point of contact for existing clients, facilitating regular meetings and plan reviews

Conduct participant education sessions and create supporting materials

Communicate with regulatory authorities and respond to inquiries from attorneys, consultants, and accountants

Serve on Wealth Management committees and contribute to special projects

What Were Looking For

Bachelors degree in business or accounting, or equivalent experience

Professional credentials (or actively pursuing) such as CRSP, CRPP, QKA, QKC, CRPS, or CEBS

Minimum of 5 years of experience in business development and retirement plan administration

Strong knowledge of retirement plan compliance, recordkeeping platforms, and investment principles

Proven ability to develop marketing strategies and deliver consultative solutions

Excellent communication skills, including public speaking and client presentations

High degree of professionalism, accuracy, and attention to detail

Ability to organize and prioritize tasks independently

Proficiency with Microsoft Word and Excel

YoullExcel If You

Take pride in building lasting client relationships

Enjoy solving complex compliance and administrative challenges

Bring integrity, discretion, and accountability to everything you do

Want to be part of a collaborative, client-focused team where your work makes a difference

Why Join Us

The National Bank of Indianapolis is the citys only locally owned national bank. We take pride in serving our community with personal attention and exceptional service. Through our Wealth Management division, we deliver customized retirement plan solutions that help employers and employees achieve financial security.

Just as we invest in our clients, we invest in our people. We've built a workplace employees genuinely appreciate--where you feel respected, supported, and part of something meaningful. We believe in growth from within, open collaboration, and celebrating each other's successes. If you join NBOFI, your voice will matter, your ideas will be valued, and you'll have the tools to thrive both professionally and personally.

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