| Location: |
IL-All
Lower Midwest (IL, IN, IA, KS, KY, MO, NE & OH) |
| Salary Range: |
60,000 - 60,000 |
| Total Compensation: |
100,000 - 100,000 |
| Job Description: |
This position oversees all aspects of the Employee Benefit (E/B) and IRA products offered and has primary responsibility for the department’s managed account investment methodology and day-to-day oversight of the investment modeling system employed. Administration of Pension Plan accounts and IRA’s in compliance with the governing document, bank policies, state and federal laws, and applicable regulations is also required. Administration includes management of assigned accounts, coordination of asset purchases/sales necessary to maintain all managed account investment objectives according to account’s assigned investment model, and maintenance of all investment related data. Communication with customers, attorneys and accountants in new business effort, as needed, to support other staff. |
| Education and Certifications/Licenses: |
Bachelors, None, None |
| Mandatory Minimum Qualifications: |
Strong oral, written and persuasive sales skills, Proficient computer spreadsheeting skills are necessary, Thorough knowledge of fiduciary law relating to the employee benefit (E/B) area, Thorough knowledge of investment management methodology and related areas, Able to work with diversified group of clients, bank employees and management personnel, Self-starter, professionally mature with a flexible attitude. |
| Preferred Qualifications: |
Experience in business development and marketing preferred. |
| Benefits: |
|
| Overnight Travel: |
None Listed |
| Relocation Assistance: |
Might Consider, NA |
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