Associate Institutional Advisor

First Community Trust, N.A.; Des Moines (IA); Hybrid; USD 65,000 - 75,000; Full time

Job summary

First Community Trust, N.A. is seeking an Associate Institutional Advisor to support our Institutional Division in managing existing client relationships and pursuing new business opportunities. This role focuses on delivering top-tier service to retirement plans, foundations, endowments and businesses while ensuring compliance and effective outreach.

Travel within Iowa is required, quarterly in year one. Based in Iowa with hybrid work, the role emphasizes client-centric communication,

Qualifications

• Bachelor's degree in finance or business.
• 1–3 years in retirement plans or wealth management.
• Professional, client-centric communication.
• Experience with CRM and reporting tools preferred.
• Ability to manage multiple priorities.

Responsibilities

• Assist in administration of retirement plans and institutional clients.
• Deliver enrollment and education programs for retirement plan participants.
• Support outreach sales campaigns with Institutional SVP.
• Prepare marketing materials and client reviews.
• Ensure compliance with ERISA and OCC regulations.
• Act as primary contact for participant service requests.

Skills

Client communication

Relationship management

Sales support

CRM systems

MS Office

Attention to detail

Education

Bachelor's degree

Tools

CRM software

Investments reporting software

Job description

We truly believe that people matter. From our clients to our employees, our goal is to make sure we take care of our people first.

FCT is a nationally chartered trust company offering investment, retirement, and trust services, primarily through credit unions. Our retail and institutional clients entrust FCT to manage over $1.5B of assets on their behalf. FCT is actively pursuing growth initiatives, and we are seeking team members who take great pride in their work and want to contribute to the stability and growth of the firm.

We are seeking a talented Associate Institutional Advisor. In this role, you will support our Institutional Division in managing existing client relationships and supporting new business opportunities. Our focus is centered around delivering top-tier service to clients and growing our book of institutional relationships. We provide professional investment management and advisory services to retirement plans, foundations, endowments and businesses. Are you an effective communicator, detail-oriented, client centric, collaborative, and a self-starter? If so, we want to hear from you!

NOTES:

• Seeking candidates currently living in Iowa (hybrid position).
• This position will require travel within Iowa, at least once a quarter, within the first 12 months and potentially more after the first year.
• Salary Range: $65-$75K

What You'll Be Doing

• Assist in the ongoing administration of retirement plans and institutional clients, enhancing relationships with client contacts (HR and Executives).
• Support the creation and delivery of enrollment and education programs for retirement plan participants, helping them understand their investment options and retirement readiness.
• Partner with Institutional SVP on the creation and execution of outreach sales prospecting campaigns.
• Serve as a relationship-oriented sales support partner by helping respond to client, participant and prospect needs, coordinating follow-up, and supporting warm business development activity without being responsible for outbound cold calling.
• Prepare and support marketing materials, sales presentations, prospect proposals, quarterly reports and client reviews.
• Keep up to date on retirement plan regulations and perform activities that follow policies and procedures, maintaining compliance with ERISA and OCC regulations.
• Participate in client meetings to build rapport and establish understanding of the Institutional Advisor role.
• Serve as a primary point of contact for participant service requests, such as distributions, account changes and investment-related inquiries.
• Work effectively with FCT staff and support other projects as assigned.

Who You Are

• Bachelor’s degree in finance, business or related field.
• 1 to 3 years of relevant experience and knowledge in retirement plans, financial planning and/or wealth management - previous experience in sales and support of prospecting activities is a plus.
• Comfortable engaging directly with institutional clients, retirement plan participants and prospects in a professional, service-minded way, with the curiosity and initiative to support relationship growth and new business opportunities.
• Experience with investments and reporting software is preferred, but licensing is not required.
• Ability to manage competing priorities and multi-task effectively.
• Experience with CRM programs to track new business activity.
• Proficiency in Microsoft Office (i.e., Excel, Word, PowerPoint).
• Exceptional interpersonal skills including oral and written communication. Strong attention to detail and conceptual and cognitive skills.
• Self-motivated with the ability to work independently and with a team
• High level of integrity, professionalism, and ability to handle sensitive information with confidentiality.