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The Director - Retirement Plan Services provides strategic leadership and operational oversight for Wealth Management’s qualified retirement plan business, with accountability for growth, client experience, fiduciary excellence, and team performance. The Director is responsible for developing and executing growth strategies that enhance the existing delivery model, driving new client acquisition and client retention, with the goal of increasing fee revenue through both internal and external sales channels. This position will lead and mentor a high-performing team, lead direct sales efforts and/or participate in sales efforts with a team of advisors.
- Cross-train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals.
- Develop and execute a growth strategy to scale Wealth Management’s qualified plan business unit profitably.
- Accountable for an overall market sales and revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of the existing client base for other Wealth Management solutions.
- Maintain a high level of visibility within the company to educate and bring brand awareness across the company to increase internal partnership collaboration to grow referral network.
- Represent the firm at networking events, industry conferences, and business development meetings.
- Build and mentor a high-performing team to support plan growth and retention.
- Streamline internal workflows to enhance service delivery and enhance efficiency
- Collaborate with wealth management advisors and private bankers, to cross-sell investment services, enhance client retention and provide holistic client solutions.
- Act as a senior advisor to key clients.
- Build a network of external partnerships with third-party fiduciaries, recordkeepers, TPAs, Retirement Plan consultants, and industry focused vendors to ensure best in class service.
- Ensure that services delivered under the designated service model align with ERISA, DOL, IRS and other applicable regulations.
- Oversee compliance, operational systems, and technology infrastructure to support efficient and scalable operations.
- Perform additional duties assigned by management to meet organizational needs.
- Serve on Wealth committees assigned.
- Associates are expected to perform all additional duties as assigned.
- Bachelor's Degree in a business-related field and 10 concurrent years of experience in in sales or administration of qualified/non-qualified employee benefit plans with at least two years being in a leadership role; -or-Graduate Degree in a business-related discipline and 7 concurrent years of experience in sales or administration of qualified/non-qualified employee benefit plans with at least a year of experience in a leadership role.
- Sound judgment and ability to make decisions and guide others to fulfill decision requirements.
- Exceptional Interpersonal and interdepartmental collaboration and communication skills.
- Proven success managing teams and achieving growth targets.
- Strong understanding of ERISA, fiduciary standards, plan design, and retirement plan consulting.
- Strong in relationship-building, and strategic thinking skills.
- Commitment to integrity, fiduciary responsibility, and client-first service.
Physical Requirements & Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse requiring hand and wrist manipulation, while viewing computer screens.
Disclaimer: Management retains the right to add, delete or modify the responsibilities and qualifications of the position at any time.
Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
Working with Us
Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations. Come onboard and join our team!
Equal Opportunities for All
Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment.
If you need assistance with any part of the application process, please send an email to careers@trustmark.com or call 866.213.1418.
Our Hiring Process
Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:
- Verification of employment, education and other data provided by you on your employment application
- Verification of eligibility to work in the US
- Criminal background check
- Credit check (required for certain positions)
- Fingerprinting (required for certain positions)
- Drug screen