Senior Institutional Relationship Manager

Wilmington Trust; Wilmington (DE); On-site; USD 82,000 - 137,000; Full time

Job summary

M&T Bank in Wilmington, DE is seeking a Relationship Manager to provide oversight of institutional client accounts and support business growth through strong relationship management and risk-aware operations.

The role requires guiding and mentoring staff, handling client billing, and ensuring regulatory compliance while driving cross-sell opportunities. A strong service mindset and leadership capabilities are essential.

Qualifications

• Bachelor’s degree and a minimum of 3 years’ relevant experience, or 7 years combined education/experience with at least 3 years relevant experience
• Strong level of proficiency in use of personal computers and pertinent word processing and spreadsheet software
• Detail-oriented
• Excellent customer service skills
• Excellent verbal and written communication skills
• Strong organizational skills
• Strong leadership skills
• Strong problem-solving skills
• Strong decision-making skills

Responsibilities

• Approve activity for processing in a timely and accurate manner based on client directives.
• Respond to and annotate compliance reports for assigned accounts; ensure proper action is taken to resolve outstanding matters.
• Oversee submission and approval of the team’s annual account reviews for timely completion.
• Serve as primary/secondary contact for assigned accounts and retirement plan participants; resolve complex matters.
• Maintain client communications on regulatory, legal, accounting and trust matters.
• Oversee and complete team and individual client billing and resolve aged receivables.

Skills

Leadership

Customer service

Communication

Detail-oriented

Organization

Problem-solving

Decision-making

Education

Bachelor’s degree in Finance or Business

Minimum of 5 years’ relevant experience

Retirement or Trust administration experience

Job description

M&T Bank in Wilmington, DE is seeking a Relationship Manager to provide oversight of institutional client accounts and support business growth through strong relationship management and risk-aware operations.

The role requires guiding and mentoring staff, handling client billing, and ensuring regulatory compliance while driving cross-sell opportunities. A strong service mindset and leadership capabilities are essential.