Jobs at EPIC Retirement Plan Services (Now Hiring) — 2 open

This job includes a base rate plus commissions. Total Potential Annual Earnings: $74,726 - $115,000
The Relationship Manager (RM) is responsible for the planning, successful execution and follow through on a diverse range of client activities aimed at promoting mutual growth and profitability. The Relationship Manager will maintain the highest level of client trust ensuring client retention. Carry out innovative and complex projects to their completion associated to client needs and make sound recommendations to ensure EPIC RPS exceeds client expectations.

Education and Experience:

• Bachelor's degree and five (5) years' related experience or equivalent combination of education and experience
• ASPAA Qualified 401(k) Administrator (QKA) or other industry certifications preferred.
• Demonstrated knowledge of ERISA requirements, have experience with administering a broad range of qualified plans

Skills and Abilities:

• Excellent oral and written communication skills combined with the ability to effectively present information and respond to inquiries from clients, company management and colleagues. Ability to read, analyzes, and interprets legislative changes, general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to create reports, professional business correspondence and procedures.
• Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
• Ability to define problems, collect data, establish facts, and draw conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or written form and deal with several abstract and concrete variables.
• Must have knowledge of advanced Microsoft Office applications.
• Position requires domestic travel for client meetings, conferences and trade shows.

Unique Job Characteristics and Requirements:

• Travel less than 50%
• Driver's License required
• Reliable transportation required

Tasks Performed:

• 25% Assist in resolving escalated client issues. Solicit feedback from internal and external partners to continually improve EPIC RPS deliverables; such as the client service experience, online tools, the conversion process, plan document management, the quarterly statement process, the year-end compliance testing and 5500's.
• 25% Conduct on-site or virtual client meetings on a regular basis with an emphasis on client growth, satisfaction and retention.
• 25% Identify opportunities to generate additional revenue through the introduction of additional EPIC RPS Investment 5 and Administrative services.
• 20% Manage communications between all client representative, trade partners, trust system vendors and all levels of internal EPIC RPS staff.
• 5% Perform other duties as assigned.

Physical Requirements:

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs

Why Work at NBT

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success. 

Wellbeing 

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. 

Community Involvement 

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. 

Culture 

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. 

Career Development 

Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. 

Total Rewards 

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.   

Business Stability 

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. 

Benefits for Full-Time Employees: 

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. 

• Parental Leave: Six weeks of paid leave at 100% of your salary. 

• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. 

• Dental and Vision Coverage: Ensuring your overall health and well-being. 

• Flexible Spending Accounts: For healthcare and dependent care expenses. 

• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. 

• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. 

• Voluntary Benefits: Including hospital, accident, and critical illness coverage. 

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.

• Adoption Assistance: Supporting your growing family. 

• Tuition Reimbursement: Invest in your education and career growth. 

• Employee Assistance Program (EAP): Access to support and resources. 

• Pet Insurance: For all your furry friends.

• Financial and Banking Services: Various banking services benefits and financial planning assistance. 

Benefits for Part-Time Employees Working 20+ Hours/Week: 

• Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. 

• Dental and Vision Coverage: Ensuring your overall health and well-being.

• Voluntary Benefits: Including hospital, accident, and critical illness coverage.

• Generous Parental Leave: Six weeks of paid leave at 100% of your salary. 

Benefits for All Part-Time Employees: 

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future

• Paid Sick and Safe Leave: For your health and safety. 

• Employee Assistance Program (EAP): Access to support and resources. 

• Financial and Banking Services: Various banking services benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.