Full-Time
Manager of Retirement Services
Northwest Bank
1,001-5,000 employees
Regional community bank serving local residents
No salary listed
Columbus, OH, USA + 1 more
More locations: Bellevue, PA, USA
In Person
Bachelor's
 Finance & Banking |
|---|
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- A Bachelor's Degree in business or a related field is required.
- Eight to twelve years of relevant employee benefit and pension plan administration experience is required.
- Experience with plan documents and legislative requirements is required.
- Experience in a financial organization or similar compliance environment is required.
- Ability to identify existing and potential problems, evaluate relevant information, determine possible causes, and suggest alternative courses of action is required.
- Ability to allocate and effectively use information, personnel, time, and other resources to implement strategic plans is required.
- Ability to make decisions, render judgments, and take timely action within the scope of authority is required.
- Ability to develop, evaluate, and implement alternative courses of action and support decisions or recommendations with data or reasoning is required.
- Ability to present and express ideas and information effectively and concisely in oral and written form is required.
- Ability to listen, comprehend information, and facilitate the open exchange of ideas is required.
- Ability to motivate and direct the activities of others, assign work and authority, and provide advice and assistance is required.
- Ability to understand and appropriately apply procedures, requirements, regulations, and policies while maintaining credibility on specialty matters is required.
- Ability to analyze financial data is required.
- Ability to navigate Microsoft Office, computer applications, and department-specific software is required.
- Spearhead the retirement plan business with a primary focus on sales, client acquisition, assets under administration, and departmental growth objectives.
- Build internal and external strategies that capitalize on the regional structure and coordinate with Trust and Financial Advisor teams.
- Directly supervise Retirement Plan Consultants and serve as a leader and resource to Retirement Plan Administrators and staff on retirement plan issues.
- Oversee plan administration in accordance with plan documents and regulatory standards, including Department of Labor, Employee Retirement Income Security Act, and Internal Revenue Service requirements.
- Develop, assist with, and implement retirement and education plans that promote participant awareness and cross-referrals to other business lines.
- Monitor vendor and administrator performance to ensure a high level of service.
- Direct and provide guidance to staff and plan sponsors.
- Oversee retirement plan budgets, forecasts, and long-term retirement plan strategies.
- Contact customers, solve problems, and communicate as required on technical issues.
- Work with the Employee Benefit Compliance Specialist to draft policies and procedures, monitor departmental compliance efforts, and create accountability for compliance issues.
- Maintain extensive knowledge of plan documents for 401(k), 403(b), 457, and defined benefit plans, with special attention to Northwest compliance and Employee Retirement Income Security Act issues.
- Develop and monitor compliance activities.
- Work with Department Heads, Retirement Plan Consultants, and their staff to implement strategies.
- Solve complex problems.
- Run Employee Benefit staff meetings and serve on the Trust Administrative Committee.
- Cultivate referrals and potential clients.
- Identify and resolve employee and customer questions.
- Assist in product development.
- Work with examiners and auditors.
- Work with Retirement Plan Consultants and third-party administrators and record-keepers.
- Complete or assist with special projects assigned by the Senior Trust Officer.
- Manage the workflow of the administrative team.
- Ensure compliance with the Internal Revenue Code.
- Partner and comply with outside agencies.
- Identify and resolve plan-related problems.
- Conduct research and analysis.
- Ensure document and data integrity.
- Draft and implement updates and improvements to procedures.
- Monitor outstanding invoiced fees and ensure timely payment.
- Monitor defaulted loans to ensure compliance with procedures.
- Conduct secondary reviews on employee-benefit administrative reviews.
- Manage work hours and invoice projects as necessary.
- Recommend profitability-increasing policies.
- Recommend improvements to procedures.
- Recommend customer service levels.
- Minimize departmental non-payroll costs.
- Maximize available technology tools.
- Develop improvements to procedures.
- Develop internal and external customer service levels.
- Ensure compliance with Northwest policies and procedures and federal and state regulations.
- Work as part of a team.
- Work with on-site equipment.
- Remain current on developing trends, strategies, and compliance and regulatory issues to keep retirement plans competitive and compliant.
- Provide leadership and positive direction for the safety and loss prevention program.
- Support employee participation in the safety and loss prevention program by ensuring employees know how to report safety issues, accidents are promptly reported and documented, and workplace hazards receive prompt action.
- Help implement emergency procedures.
Northwest Bank serves communities in Pennsylvania and Ohio as a regional bank offering personal and business banking, including checking and savings accounts, loans, and online and mobile banking. Customers manage money by opening accounts, applying for loans with terms based on credit and need, and using online or mobile tools to view balances, transfer funds, and pay bills with branch support and customer service. The bank differentiates itself through a long local history dating back to 1896 and a focus on community relationships, expansion (such as the 2015 Lorain National Bank acquisition), and a 2018 rebranding to update its digital presence. Its goal is to provide accessible, reliable banking and digital options that support local economies and steady growth.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Warren, Michigan
Founded
1896
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Simplify's Take
What believers are saying
- July 27, 2026 record quarterly net income reached $54 million and $0.36 diluted EPS.
- June 2026 net interest margin improved to 3.75%, supporting profitability.
- Central Ohio expansion adds four branches and a 300-employee headquarters by 2034.
What critics are saying
- Commercial real estate deterioration can hit capital and force earnings resets by 2027.
- The 2029 Dublin headquarters adds lease, buildout, and execution risk through 2034.
- Big banks and digital neobanks can outspend Northwest on rates, technology, and recruiting.
What makes Northwest Bank unique
- July 2026 New Albany branch uses hospitality-style design and self-service tools.
- August 2026 Dublin headquarters plan embeds customers, wealth management, and staff together.
- Northwest Bank pairs 152 branches with fee-free ATM access across four states.
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Company News
Northwest Bank to bring new headquarters to Dublin. Posted: Aug 27, 2026 / 11:00 AM EDT Updated: Aug 27, 2026 / 09:25 AM EDT DUBLIN, Ohio (WCMH) - Northwest Bank is moving its corporate headquarters from the Easton area of Columbus to Dublin, where a new 75,000-square-foot building is expected to open in the first half of 2029. The headquarters will be located in Bridge North, a mixed-use development planned for Dublin's Bridge Street District. Northwest expects to move about 120 employees initially and grow its Dublin workforce to 300 by 2034, according to a news release. Dublin City Council approved an economic development agreement with the bank Monday, allowing Northwest to move forward with the project. Council first considered the agreement Aug. 10 and approved a final development plan for Bridge North last month. See a previous report from NBC4 in the video player above. Northwest Chief Financial Officer Doug Schosser said unlike the current Easton office, the new headquarters will place customers in the building alongside its corporate workforce. Plans call for a public financial center and wealth management services on the ground floor, with corporate offices above. "I am most excited about the fact that we'll be welcoming customers into our new headquarters as much as we'll be welcoming the entire leadership team and management group into the building," Schosser said. The bank expects the Dublin office to house functions including finance, treasury, investor relations, marketing and customer experience, along with leadership for its consumer banking operations. Schosser said Dublin's walkability, restaurants and other amenities were factors in the selection, particularly as Northwest looks to recruit employees while its corporate workforce is in the office four days per week. The move comes as Northwest expands its retail banking presence in central Ohio. Its first regional financial center opened in New Albany in July, with four more locations - near Ohio State, in Gahanna and Westerville and another in the Columbus area - planned by the second quarter of 2027. Northwest moved its headquarters from Pennsylvania to Columbus in 2021. Schosser said the latest move reflects the bank's growth in central Ohio and its desire for more space and greater control over how its headquarters is designed and operated. The company's Easton lease runs through 2031 and includes extension options, Schosser said. Northwest has not determined what will happen to that space after the Dublin headquarters opens. Under the agreement approved by Dublin, the city will provide Northwest a five-year performance incentive equal to 15% of income-tax withholdings generated by new employees from 2030 through 2034, capped at $460,000. The bank can also receive a $50,000 location grant after executing its expected 15-year lease and obtaining an occupancy permit. Schosser said the incentives were important to the overall financing but were not the primary reason Northwest chose Dublin. "The primary factor got back to what kind of environment can we create for the business, for our employees, and how can we take advantage of the growth that we've had in central Ohio," he said. Northwest Bank operates 152 full-service financial centers and 11 drive-up locations across Ohio, Pennsylvania, New York and Indiana.
Northwest Bank to open headquarters in Dublin, Ohio. Photo: Northwest Bank August 26, 2026 Northwest Bank will open its corporate headquarters in Dublin, Ohio in a mixed-use development. It will combine offices, hospitality, retail and meeting places, according to a press release. Northwest Bank plans to move from Easton to this 75,000-square-foot building in the first half of 2029. This building will support 300 employees and will have a dedicated branch on the ground floor along with wealth management advisory services. "We are excited to become part of the Dublin community. This investment represents an important step in Northwest Bank's continued growth and transformation," Louis J. Torchio, president and chief executive officer of Northwest Bank, said in the release. "Dublin's collaborative approach to supporting businesses makes it an ideal location for Northwest Bank's future headquarters. This move supports our long-term growth strategy, strengthens our ability to attract top talent, and positions us for continued success." Dublin, Ohio will provide a a performance based incentive equal to 15% of all new employee payroll withholdings, along with a $50,000 location grant as part of an Economic Development Agreement. "Welcoming Northwest Bank to Dublin is an exciting milestone for our community and for the continued evolution of the Bridge Street District," Megan O'Callaghan, city manager, Dublin, said in the release. "This investment reflects the kind of growth we've worked to foster by partnering with developers, investing in infrastructure and creating places where businesses and people can thrive."
Northwest Bank plans to relocate Columbus-area headquarters to Dublin. Posted: Aug 18, 2026 / 11:00 AM EDT Updated: Aug 17, 2026 / 04:04 PM EDT DUBLIN, Ohio (WCMH) - Northwest Bank is planning to move most of its Columbus-area operations and more than double its local workforce in Dublin over the next decade, according to a proposed economic development agreement first read at Dublin City Council's Aug. 10 meeting. The Columbus-headquartered bank plans to relocate 120 employees to a new Dublin office and grow to 300 employees in the city by 2034, according to a memo to council from Jeremiah Gracia, Dublin's economic development director. Gracia said Northwest selected Dublin after a nationwide search that included other office options in the Columbus market. See the latest headlines from NBC4 in the video player above. "Northwest Bank's decision to invest and locate in Dublin reflects the city's strong business-friendly culture and commitment to building economic growth and momentum," Gracia wrote in the memo. "We are pleased to welcome them to our corporate community and are confident that their values and business excellence will contribute to Dublin's reputation as an exceptional city to live and work." The proposed incentive would let Northwest keep a share of the new income tax revenue its Dublin jobs generate, rather than that money going entirely to the city. Under the agreement, Dublin would return 15% of the income tax withheld from Northwest's new employees back to the company each year for five years, from 2031 through 2035, up to a total of $460,000. "We are looking at a real estate opportunity in Dublin to support our anticipated long-term growth, as we continue to invest in Columbus as a key growth market," a bank spokesperson told NBC4. "However, we are limited in what we can share while the formal review and approval process plays out." The proposed agreement also includes a $50,000 location grant, which Northwest would receive after providing proof of a 15-year lease and obtaining an occupancy permit from the city. Dublin City Council is expected to vote on the agreement Aug. 24. Northwest Bank was founded in Bradford, Pennsylvania, in 1896 and is now headquartered in Columbus. The bank operates 152 full-service financial centers and 11 drive-up locations across Ohio, Pennsylvania, New York and Indiana. The planned Dublin office comes as Northwest expands its retail presence across central Ohio, having opened its first regional financial center in New Albany in July, with additional locations planned in Columbus, Gahanna and Westerville. The bank has said the retail expansion is expected to create 30 to 40 full-time jobs, separate from the headquarters relocation, and has added senior leadership and other corporate positions in Columbus as it grows. The move would add another sizable corporate employer to Dublin's Bridge Street District, where office development has picked up in recent months. The city approved a final development plan in July for Bridge North, a mixed-use project along Riverside Drive that includes about 75,000 square feet of office space, and construction is underway nearby on J Block at Bridge Park, which will include more than 100,000 square feet of Class A office space. Cenovus Energy is expected to anchor that building as part of its planned 2027 relocation to Bridge Park. The memo does not specify where in Dublin Northwest's new office will be located.
Daisy Willow Early Learning update: one step closer to blooming. Posted on August 5, 2026 In partnership with Northwest Bank, ASSETS is building opportunities for entrepreneurs in Central PA, brick by brick. As Assets PA count down to this year's Great Social Enterprise Pitch, Assets PA is checking in with entrepreneurs who previously participated in ASSETS' Idea Incubator to see where their journeys have taken them. Daisy Willow Early Learning was a finalist, competing in the 2025 Great Social Enterprise Pitch. Launching a childcare center takes more than a vision. It takes persistence, patience, and willingness to keep moving forward even when progress isn't always visible. Finding the Right Home Over the past year, Daisy Willow Early Learning founder Colleen Herko has continued working toward her dream of creating a child-centered early learning environment for Lancaster families. While finding the right location has proven to be the biggest hurdle, every step has brought her closer to making that vision a reality. After months of searching, Colleen is hopeful she has finally found the space where Daisy Willow can take root and grow. Continuing the Mission In the meantime, she hasn't stopped doing what she loves most. This summer, Colleen hosted a popular toddler camp that gave families a glimpse of the engaging, relationship-centered programming she plans to offer year-round. The experience also allowed her to continue refining her curriculum while building connections with local families. Looking Ahead The past year has been one of progress and perseverance. Every challenge has strengthened Colleen's resolve and brought her one step closer to building the early learning center she has envisioned from the beginning. Assets PA is excited to continue cheering on Daisy Willow Early Learning as Colleen moves toward this next chapter, and Assets PA look forward to sharing more updates as her vision continues to blossom. Read Colleen's original entrepreneur story to learn more about the vision behind Daisy Willow Early Learning. To follow Daisy Willow Early Learning's journey, connect with them on Facebook and Instagram.
Northwest Bank openers financial center in Ohio. August 5, 2026 Northwest Bank recently held a ribbon cutting ceremony for its financial center in New Albany, Ohio. This part of the bank's wider expansion into central Ohio, with plans to open three branches by the end of 2026 and one in the first quarter of 2027, according to a press release. The financial center was built with an open-concept layout featuring living room meeting spaces and self-service banking tools. The bank has also partnered with several New Albany area organizations such as Healthy New Albany and New Albany Community Foundation for community outreach. "Northwest's approach to banking is grounded in personal relationships and a hospitality-focused experience, and this design allows our team to better connect with customers and deliver the relationship-driven service that differentiates us," Urich Bowers, chief consumer banking and strategy officer for Northwest Bank, said in the release.