First Bank & Trust Texas

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Retirement Plan Services Data/Systems Manager (Remote Option Available)

at First Bank & Trust Texas

Posted: 7/29/2020
Job Status: Full Time
Job Reference #: 20-0226

Job Description

FirstBank Lubbock Bancshares began with the vision of one man, Barry Orr, and a promise.  Barry promised his wife and friends that he would start a bank that would become profitable through relationships, hard work and determination.  "It is our goal to be the BEST community bank in the Lubbock area," states Barry Orr, Chairman & CEO.  "We knew we could help build a better Lubbock by serving the needs of customers our way."

Heartland Financial is a growing dynamic organizations with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance-driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"

We are currently seeking a Retirement Plan Services Data/Systems Manager to join our growing team. This position can either be remote or in one of our member banks. The Retirement Plan Services Data/Systems Manager is responsible for ensuring that all retirement plans are set up on the system correctly and in accordance to their plan document, service agreement, and in compliance with all regulations. This role will also manage a team of Retirement Plan Consultants.


  • Leads, manages, and develops the Retirement Plan Consultants for Heartland’s Retirement Plan Services.
  • Oversees the onboarding of new retirement plans into Relius, ensuring plan provisions, plan assets, and participant data is reconciled and entered accurately and timely.
  • Supervises the setup of newly implemented plans to the Mid Atlantic (MATC) website.
  • Oversees the updating of plan provisions in Relius based on plan document amendments for existing clients.
  • Ensures all systems and software are running the most current user versions and verifies that system and software updates are being performed when needed.
  • Supervises and assists when any issues, errors, or corrections for system and software are identified.
  • Leads planning efforts to identify the best method of execution on unique client recordkeeping requests that are not a part of current practices or procedures.


  • Bachelors’ degree or equivalent work experience.
  • 7-10 years of experience in qualified retirement plans with direct emphasis on 401(k) and defined contribution plans.
  • 5-7 years supervisory experience.
  • Experience leading remote teams, preferred.
  • Working knowledge with FIS Relius administration/recordkeeping system, preferred.


QKA, QPA, CPC, ERPA or APA designations highly preferred.

Scheduled Weekly Hours:


Time Type:

Full time

It's always more fun to say "hello" and "thank you" in person, but in today’s electronic world, such opportunities are often diminished. Taking time to visit our career site might be the beginning of a relationship, or it might be one more way of continuing a relationship that has been in place for some time. Either way, we would like to say "welcome" to FirstBank & Trust and extend an invitation to visit us any time at any of our locations.

At FirstBank & Trust, we believe that outstanding customer service is the most important core value we can offer you. Our employees strive for it by understanding your particular situation and providing products and services that exceed your expectations. We know that customer trust and satisfaction must be earned every day and in every way. We pledge to demonstrate this each time you use our bank, on site and online.

EOE/AA Employer · M/F/Disabled/Vet

Member FDIC · Equal Housing Lender

Employment at Heartland Financial USA, Inc. is employment at will

Posted 6 Days Ago

Full time


Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!