Job Description
OH0713 NW Bancshares HQ, PA0258 Bellevue
Job Description
This position will spearhead the entirety of Northwest Banks Retirement Plan business with a primary focus on growing sales and client acquisition, AUA and departmental growth objectives. They will build Internal and External strategies to capitalize on the NWB regional structure and work in conjunction with the Trust and Financial Advisor teams to ensure broad participation and cooperation. The Manager of Retirement Services is responsible for direct supervision of the Retirement Plan Consultants and serving as a leader and resource to Retirement Plan Administrators and staff regarding overall retirement plan issues, overseeing plan administration in accordance with plan documents and regulatory standards (i.e. DOL, ERISA, IRS), and performing a variety of technical, compliance and customer service duties relating to Employee Benefit Administration. Ancillary duties including developing, assisting, and imp...
Job Description
This position will spearhead the entirety of Northwest Banks Retirement Plan business with a primary focus on growing sales and client acquisition, AUA and departmental growth objectives. They will build Internal and External strategies to capitalize on the NWB regional structure and work in conjunction with the Trust and Financial Advisor teams to ensure broad participation and cooperation. The Manager of Retirement Services is responsible for direct supervision of the Retirement Plan Consultants and serving as a leader and resource to Retirement Plan Administrators and staff regarding overall retirement plan issues, overseeing plan administration in accordance with plan documents and regulatory standards (i.e. DOL, ERISA, IRS), and performing a variety of technical, compliance and customer service duties relating to Employee Benefit Administration. Ancillary duties including developing, assisting, and imp...