Senior Relationship Manager, Enterprise Retirement Services

Dept_PhysLoc_OrgGroup; Edina (MN); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401K Retirement Plan with Employer Map

Job summary

First International Bank & Trust in Edina, MN seeks an experienced Relationship Manager to lead Enterprise Retirement Services for ESOP clients. You will be a trusted advisor, coordinating service, reviews, inquiries, and working with internal partners to deliver a seamless client experience.

The role emphasizes growing client relationships, cross-selling, and professional development to stay ahead of retirement industry trends and regulations.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, Communications, or a related field.
• Approximately 5-7 years of client relationship management experience within retirement services or related industry.

Responsibilities

• Serve as the primary relationship manager for retirement plan clients, providing service, support, and strategic guidance.
• Coordinate service needs, facilitate plan reviews, respond to inquiries, and partner with internal specialists.
• Build and maintain long-term relationships with clients and centers of influence.
• Identify opportunities to expand relationships and connect clients with additional products and services.

Education

Bachelor's degree in Business, Finance, Marketing, Communications, or related field

Job description

First International Bank & Trust in Edina, MN seeks an experienced Relationship Manager to lead Enterprise Retirement Services for ESOP clients. You will be a trusted advisor, coordinating service, reviews, inquiries, and working with internal partners to deliver a seamless client experience.

The role emphasizes growing client relationships, cross-selling, and professional development to stay ahead of retirement industry trends and regulations.