Huntington National Bank RPS Conversion Consultant in Akron, Ohio
The position is responsible for managing new plan conversions, deconversions and plan terminations for Retirement Plans including Defined Benefit and Custody plans. Will complete transfer of assets for new plans or plans leaving. Will work closely with Relationship Managers, recordkeeping partners, clients, and other colleagues to successfully transition new business and support existing clients. Qualified applicant will have exceptional communication skills enabling them to interact with various clients and management levels within and outside our firm.
Primary contact for completion of all conversion related activity for the Independent Recordkeeper and/or Advisor
Completion of onboarding legal documents
Complete system set ups and databases prior to conversion completion
Lead correspondence and meetings with all internal and external clients and recordkeepers
Review of plan types and specifications to support business exception requests
Able to manage multiple conversions/deconversions including trust account set-up
Provide a Category of One Service Experience for internal and external clients
Adhere to all policies and controls
Complete OFAC/AML reviews
5 or more years experience in RPS Plan Conversions
Ability to travel
Able to lead client meetings
ASPPA designations or equivalent
EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity
Tobacco-Free Hiring Practice: To demonstrate our commitment to health and wellness, Huntington will not hire any candidate who uses tobacco or any nicotine product including, but not limited to, cigarettes, cigars, pipes, smokeless tobacco, chewing tobacco, snuff or snus, nicotine gum, the nicotine patch or any other kind of nicotine replacement product (where permitted by applicable state law). Candidates applying for positions in those states will be notified of this practice during the recruitment process and, if offered a position, will be screened for cotinine (to check for use of tobacco and/or nicotine products and/or nicotine replacement therapy products) before they begin employment. If the position to which you're applying is covered by this practice, the job application will provide greater detail as to what constitutes tobacco use.
Huntington does not accept solicitation from Third Party Recruiters for any position.