Institutional Relationship Mgmt. Group Leader
Core
Lead a team of relationship management professionals to execute a consultative strategy for institutional clients, driving retention, satisfaction, and revenue growth across retirement, investment, trust, and custody solutions.
Role type
Senior IC Institutional Relationship Management Group Leader
Builds
Integrated financial solutions for institutional clients
Domain
Banking / Wealth Management / Institutional Services
Deliverable
client delivery
Required skills
Relationship Management Leadership, Client Retention & Growth Strategy, Financial Services Acumen, Cross-Functional Collaboration, Risk & Compliance Management
Preferred skills
Leadership & Talent Development, Strategic Thinking, Communication & Influence, Client Experience Orientation, Change & Adaptability
Technologies
N/A
Responsibilities
Lead, coach, and develop a team of relationship management professionals; oversee execution of a consultative client engagement model; drive achievement of client retention, satisfaction, and revenue goals; partner with sales teams to support new business development; demonstrate expertise in institutional services offerings; build partnerships across lines of business; oversee management of client portfolios; ensure adherence to policies, procedures, and risk frameworks; manage reporting related to client activity and portfolio performance.
Seniority
Senior, hands-on IC
