Institutional Relationship Manager Fiduciary Services

Ascensus; Cheyenne (WY); On-site; USD 70,000 - 110,000; Full time

Job summary

Newport, an Ascensus company, is seeking a seasoned professional to serve as the primary contact for high-profile institutional accounts, providing specialized trust and fiduciary services across qualified and non-qualified plans.

You will lead onboarding, review agreements, and coordinate account openings while working with senior managers, trust admins, and attorneys to ensure accurate administration and timely client deliverables.

Qualifications

• Bachelor’s degree from an accredited university or college.
• Minimum of five years of relevant professional experience.
• Strong MS Office skills to include Outlook, Excel, Word and PowerPoint.

Responsibilities

• Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations.
• Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process
• Reviews agreements and prepare internal documentation to assure proper administration
• Meets periodically with contacts, ensure timeliness of client deliverables, and field inquiries
• Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processes
• Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform services
• Presents annual account reviews at weekly committee meeting and actively participate in internal planning and coordination meetings
• Facilitates participant communications related to employer stock funds and distributions
• Promotes procedural prudence by complying with policies and procedures, retaining records and responding to audit inquiries
• Identifies cross-selling opportunities to support business development within the

Skills

MS Office

Education

Bachelor’s degree

Tools

Trust systems (SEI’s Trust3000)

Job description

Newport, an Ascensus company, is seeking a seasoned professional to serve as the primary contact for high-profile institutional accounts, providing specialized trust and fiduciary services across qualified and non-qualified plans.

You will lead onboarding, review agreements, and coordinate account openings while working with senior managers, trust admins, and attorneys to ensure accurate administration and timely client deliverables.