Institutional Relationship Manager - Retirement Plan Services
Core
Manages and develops complex wealth management client relationships for large and complex Trust accounts, including defined benefit/defined contribution retirement plans.
Role type
Senior Institutional Relationship Manager (Trust Services)
Builds
Trust account administration and new business development for institutional clients
Domain
Banking / Wealth Management / Trust Services
Deliverable
client delivery
Required skills
complex relationship management, trust account administration, regulatory compliance, business development, proposal creation, team mentorship, court appearance management
Preferred skills
none stated
Technologies
sales/relationship management reporting tools
Responsibilities
Manage and develop new business for large and complex Trust relationships; Administer and invest in large and complex relationships in compliance with policies and laws; Represent the company on boards or committees related to trust businesses; Coordinate account management with investment officers and trust operations; Resolve problems for owners and beneficiaries; Make court appearances for audits or proceedings; Advise management on trust asset acceptability; Mentor junior Relationship Managers; Achieve sales goals; Establish calling programs for new business development.
Seniority
Senior, supervisory IC