IS Senior Relationship Manager
Core
Serve as the primary contact for assigned Retirement Plan Advisory Services (RPAS) national and regional institutional clients, providing industry updates, complex plan design advice, and fiduciary oversight.
Role type
Senior IC Retirement Plan Consultant / Relationship Manager
Builds
Retirement plan advisory services, investment management, and trust/custody solutions for institutional clients
Domain
Banking / Retirement Planning / ERISA Compliance
Deliverable
client delivery
Required skills
ERISA plan management, fiduciary oversight, plan design, regulatory compliance, client retention, cross-selling financial products, vendor relationship management, strategic project leadership
Preferred skills
Finance, Accounting, Economics, or Business Administration degree
Technologies
Microsoft Office (Word, Excel, PowerPoint), CRM systems
Responsibilities
Maintain and retain assigned book of business; coordinate employee education campaigns; meet annual cross-sell goals; represent the bank in professional groups; conduct annual fiduciary training; review and approve fee invoices; lead or participate in special cross-functional projects; meet with clients to review plan health reports and regulatory updates; prepare draft minutes for plan committee meetings
Seniority
Senior, hands-on IC