Institutional Relationship Manager – Retirement Plan Services

Jobtailor; Oregon (WI); On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor is seeking an experienced Senior Trust Relationship Manager to lead business development for large, complex trust portfolios in the United States. You will represent the firm in professional networks, coordinate with investment and tax officers, and ensure adherence to policies and regulations.

The ideal candidate has a bachelor’s degree in business and at least eight years of relationship management in banking or financial services, with the ability to mentor junior staff and build

Qualifications

• Bachelor’s degree in business or related field.
• 8 years of relationship management experience in banking or financial services.

Responsibilities

• Manages and develops new business for large and complex Trust relationships.
• Administers, invests and/or solicits business of large and complex relationships in compliance with bank policies, account documents, laws and regulations.
• Represents the company in business activities and serves as a contact for clients, attorneys, CPAs and beneficiaries relating to assigned accounts.
• Analyzes, studies, and gains full understanding of governing documents.
• Coordinates management of accounts with investment officers, trust tax officers, Trust Operations, and others as required.
• Ensures accounts compliance with all applicable policies, procedures and/or federal/state laws and regulations.
• Proactively analyzes existing relationships and networks with local professionals and centers of influence for new business opportunities.
• Mentors more junior RMs on all aspects of managing and developing Trust relationships.

Skills

Relationship management

Education

Bachelor’s degree in business or related field

Job description

Responsibilities

• Manages and develops new business for large and complex Trust relationships.
• Administers, invests and/or solicits business of large and complex relationships in compliance with bank policies, account documents, laws and regulations.
• Represents the company in business activities and serves as a contact for clients, attorneys, CPAs and beneficiaries relating to assigned accounts.
• Analyzes, studies, and gains full understanding of governing documents.
• Coordinates management of accounts with investment officers, trust tax officers, Trust Operations, and others as required.
• Ensures accounts compliance with all applicable policies, procedures and/or federal/state laws and regulations.
• Proactively analyzes existing relationships and networks with local professionals and centers of influence for new business opportunities.
• Mentors more junior RMs on all aspects of managing and developing Trust relationships.

Requirements

• Bachelor’s degree, preferably with a concentration in business or related field.
• 8 years of relationship management experience in banking or financial services required.
• An equivalent combination of education and experience may be considered.