Retirement Services Relationship Manager (401K)

Are you passionate about helping people plan for their financial future—and want to build lasting client relationships in a community-focused bank? At Security National Bank, we believe everything matters—from the guidance we provide to the trust we build with every interaction. As a locally owned bank with over 140 years of history, we’re committed to doing what’s right for our clients, our employees, and our community. If you value integrity, personal connection, and meaningful work, we’d love to talk with you.

What You’ll Do
As a Retirement Services Relationship Manager, you’ll serve as a trusted advisor to clients and plan participants, helping them understand and plan for retirement with confidence. This role blends client relationship management, education, and financial planning support within a collaborative banking environment.

Key Responsibilities Include

Build and maintain strong, long-term relationships with retirement plan clients and participants

Deliver tailored retirement and financial planning guidance

Provide one-on-one retirement investment consultations and employee education

Support retirement plan compliance and respond promptly to client inquiriesAssist with plan design, administration, and ongoing service needs

Maintain working knowledge of retirement plan services and investment products

Identify opportunities to expand and deepen existing client relationships

Stay current with industry trends and regulatory requirements through training and professional development

What Success Looks Like

Clients feel informed, supported, and confident in their retirement decisions

Strong relationships lead to repeat engagement and referral opportunities

Retirement plans are serviced accurately, compliantly, and on time

You grow your expertise and long-term career within the bank

What We’re Looking For
You don’t need to know everything on day one—we’re looking for the right foundation and mindset.

Required Skills and Competencies

Strong customer service and relationship-building skills

Clear, confident written and verbal communication

Ability to explain financial concepts in an approachable way

Attention to detail and ability to manage multiple priorities

Team-oriented mindset with the ability to collaborate across departments

Self-motivated with strong organizational skills

Preferred (but Not Required)

Experience with retirement plans (401(k), retirement plan services, wealth management, or financial advising)

Understanding of retirement rules, regulations, and plan features

Experience educating clients or facilitating financial conversations

Education & Experience

Bachelor’s degree in Business, Finance, or a related field

Experience in financial services or retirement plan support preferred

Proficiency in Microsoft Word and Excel

Willingness to obtain applicable industry certifications (support provided)

Schedule & Travel

Monday-Friday, regular business hours

Occasional overnight or day travel

Benefits Include

Medical, dental, and vision insurance

Short- and long-term disability coverage

Life insurance

Paid time off

Wellness program

Employee Assistance Program

401(k) savings plan starting at hire

About Security National Bank
Chartered in 1884 and headquartered in Sioux City, Iowa, Security National Bank is one of the region’s most established and trusted locally owned banks. Built on principles of integrity, respect, and human connection, we’ve weathered economic change while staying true to what matters most—doing right by our customers and community.

Location
Sioux City, IA

Equal Opportunity Employer
Security National Bank is an Equal Opportunity, Aff… (see EEO statement).

Legal Notice
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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