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Defined Contribution 401K Relationship Manager Jobs in Indiana

... 401K, continuing education opportunities and an employee assistance program are also included in ... Responsibilities The RPS Relationship Manager is responsible for administering and servicing a book ...

Position Summary The Relationship Manager II is responsible for managing and maintaining borrowing ... Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing ...

Position Summary The Relationship Manager II is responsible for managing and maintaining borrowing ... Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing ...

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Defined Contribution 401K Relationship Manager information

See Indiana salary details

$19.7K

$77.5K

$151K

How much do defined contribution 401k relationship manager jobs pay per year?

As of Sep 2, 2026, the average yearly pay for defined contribution 401k relationship manager in Indiana is $77,489.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,600.00 and $96,200.00 per year, depending on experience, location, and employer.

What does a Defined Contribution 401K Relationship Manager do?

A Defined Contribution 401K Relationship Manager is responsible for managing and nurturing client relationships for employer-sponsored retirement plans, such as 401(k)s. They serve as the main point of contact for plan sponsors, providing guidance on plan administration, compliance, investment options, and participant education. Their role includes resolving issues, coordinating with service providers, and ensuring the plan meets regulatory requirements while helping clients maximize the benefits of their retirement offerings.

What are the key skills and qualifications needed to thrive as a Defined Contribution 401K Relationship Manager?

To thrive as a Defined Contribution 401K Relationship Manager, you need a solid understanding of retirement plan regulations, investment products, and client servicing, often supported by a bachelor’s degree and relevant industry certifications such as Series 6/63 or CRPS. Familiarity with recordkeeping platforms, financial planning software, and CRM systems is typically required. Excellent interpersonal skills, problem-solving abilities, and effective communication are crucial for building trust and managing complex client relationships. These skills are essential to ensure regulatory compliance, deliver exceptional client service, and support clients’ retirement goals.

What are some common challenges faced by Defined Contribution 401K Relationship Managers when supporting plan sponsors and participants?

Defined Contribution 401K Relationship Managers often encounter challenges such as managing complex regulatory requirements, addressing diverse participant needs, and ensuring clear communication with plan sponsors. They must stay up-to-date with changing compliance standards and proactively educate both employers and employees about plan features and best practices. Balancing the needs of multiple clients and resolving service issues efficiently are also key aspects of the role, requiring strong organizational and interpersonal skills.

What is the difference between Defined Contribution 401K Relationship Manager vs Retirement Plan Advisor?

AspectDefined Contribution 401K Relationship ManagerRetirement Plan Advisor
CertificationsTypically requires certifications like CFP or CRPSOften holds CFP, CRPS, or similar credentials
Work EnvironmentWorks within financial institutions or plan providersWorks for advisory firms or independently with clients
Employer & Industry UsageCommonly employed by plan providers and financial institutionsUsed by financial advisory firms and independent advisors
Primary FocusManaging client relationships and plan administrationProviding personalized retirement planning advice

While both roles involve retirement planning and client interaction, the Defined Contribution 401K Relationship Manager primarily focuses on managing 401(k) plan relationships within financial institutions, whereas the Retirement Plan Advisor offers personalized retirement strategies to individual clients. The roles often overlap but differ in scope and work environment.

What are popular job titles related to Defined Contribution 401K Relationship Manager jobs in Indiana?

For Defined Contribution 401K Relationship Manager jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Defined Contribution 401K Relationship Manager jobs in Indiana look for?

The top searched job categories for Defined Contribution 401K Relationship Manager jobs in Indiana are:

Business Banking Relationship Manager - Indianapolis

Stock Yards Bank and Trust

Indianapolis, IN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 14 days ago


Stock Yards Bank & Trust rating

8.8

Company rating: 8.8 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

17th of 174 rated banks


Job description

Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio metropolitan markets.
Job Title: Business Banking Relationship Manager
FLSA Status: Exempt
Department: Business Banking
Hours of Operation: Full-Time (flexible start time), approx. 45 hours per week
General Job Summary:
Responsible for meeting or exceeding assigned goals (in Loan Production and Deposit Growth) through outside calling activities and relationship building of potential and existing business customers. The Business Banking Relationship Manager is also responsible for contributing to the profitability and growth of SYB Retail/Business Banking by building, developing, expanding client relationships with Business customers (defined as companies with annual revenues of up to $5 million), and serving Business Banking customers in a highly consultative, needs-based manner.
Organizational Duties and Responsibilities:
  • Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
  • Supports all functions that maintain compliance with regulatory agencies.

Essential Duties and Responsibilities:
  • Develop and utilize formal calling plans to target new business and expand existing Business Banking Clients (75%)
  • Perform Credit analysis and portfolio management for assigned portfolio of business banking relationships for new and existing clients
  • As part of portfolio management, maintain credit quality and process renewals and past dues in a timely manner
  • Serve as the Business Banking "expert" for assigned Branch Managers located within an assigned territory
  • Create a partnership with Branch Managers to build and expand relationships with the area businesses
  • Assist with analyzing business financial statements, identifying strengths and weaknesses of loan requests

Other Functions:
Actively cross-sell appropriate SYB Banking products to new and existing customers
Working Conditions:
Office setting, but much time spent traveling between assigned branches and potential customer places of business
Minimum Job Requirements:
Education: College degree required (preferably in area of business, finance, or accounting)
Experience: Minimum of 3 years experience in a banking relationship manager type role required
Specific Skills:
  • Strong sales, credit underwriting, relationship management, business development, and analytical skills required
  • Understand and articulate Business Banking strategies and philosophy
  • Thorough level of lending skills required

Physical requirements:
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Primarily sedentary work performed in an office environment
  • Ability to sit for extended periods of time while working at a computer
  • Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
  • Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
  • Visual acuity sufficient to read computer screens, printed documents, and financial data
  • Occasional standing, walking, bending, or reaching
  • Ability to lift and carry up to 10-15 pounds occasionally (e.g., files, office supplies)

Benefits:
  • 401(K) with a company match of up to 6%
  • ESOP employer match
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Cancer/Disease insurance
  • Accident insurance
  • Flexible Spending Accounts
  • Flexible Savings Accounts
  • Health Savings Accounts
  • Bank paid Life/AD&D insurance
  • Voluntary Life/AD&D insurance
  • Bank paid Short-Term and Long-Term Disability insurance
  • Employee Stock Purchase Plan
  • Employee Assistance Program

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