Relationship Manager
Midwest Trust Company, Shelton, CT, United States
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Relationship Manager
role at
Midwest Trust Company 5 months ago Be among the first 25 applicants Join to apply for the
Relationship Manager
role at
Midwest Trust Company Description
Relationship Manager, Trust Investment Solutions
Firm Overview: Description
Relationship Manager, Trust Investment Solutions
Firm Overview:
FCI Advisors, a nationally recognized investment advisory firm, is seeking to hire an experienced Relationship Manager. We offer the opportunity to join a fast-growing business unit, competitive salary, incentives, participation in a bonus pool and an outstanding benefits package.
Job Description:
The Relationship Manager is responsible for building strong relationships with the Trust Investment Solutions team’s clients. This team delivers the firm’s fiduciary-quality investment solutions and white-glove supporting services to community bank trust departments and independent trust companies throughout the country.
We are seeking an ambitious and experienced professional who will utilize superior client service and relationship building skills to retain and grow existing and new client relationships. This role is multi-faceted and requires a willingness to collaborate with a range of investment professionals within the firm to deliver our client-focused investment solutions and supporting services. This role is consultative in nature as it is focused on understanding each client’s unique needs and developing a comprehensive plan to address their current and future business needs.
The Relationship Manager has the opportunity to leverage the team’s exceptional reputation and experience in the industry to serve as a trusted resource for our clients. Must be able to develop and implement strategies to enhance client retention and sustainable growth through exceptional service and proactive communication. Success in this role is measured by the ability to help our clients serve their existing clients and grow their business.
Requirements
Qualifications:
Bachelor’s degree 5-10+ years of relationship management experience in the financial services industry Extensive investment knowledge Strong time management and organization skills Excellent communication skills - interpersonal, verbal and written Strong work ethic – honest, reliable and disciplined Willingness to travel Proficient in Microsoft Office and CRM-related software
Firm Description:
Founded in 1966, FCI Advisors is an independent, privately-owned, fee-based registered investment advisor (RIA) which provides fiduciary-quality investment solutions to a broad range of clients. Please visit our website at www.fciadvisors.com to learn more about the firm, our team and our services.
Salary Description
$100,400 - $169,400 plus sales+ service incentive Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Referrals increase your chances of interviewing at Midwest Trust Company by 2x Sign in to set job alerts for “Relationship Manager” roles.
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Relationship Manager
role at
Midwest Trust Company 5 months ago Be among the first 25 applicants Join to apply for the
Relationship Manager
role at
Midwest Trust Company Description
Relationship Manager, Trust Investment Solutions
Firm Overview: Description
Relationship Manager, Trust Investment Solutions
Firm Overview:
FCI Advisors, a nationally recognized investment advisory firm, is seeking to hire an experienced Relationship Manager. We offer the opportunity to join a fast-growing business unit, competitive salary, incentives, participation in a bonus pool and an outstanding benefits package.
Job Description:
The Relationship Manager is responsible for building strong relationships with the Trust Investment Solutions team’s clients. This team delivers the firm’s fiduciary-quality investment solutions and white-glove supporting services to community bank trust departments and independent trust companies throughout the country.
We are seeking an ambitious and experienced professional who will utilize superior client service and relationship building skills to retain and grow existing and new client relationships. This role is multi-faceted and requires a willingness to collaborate with a range of investment professionals within the firm to deliver our client-focused investment solutions and supporting services. This role is consultative in nature as it is focused on understanding each client’s unique needs and developing a comprehensive plan to address their current and future business needs.
The Relationship Manager has the opportunity to leverage the team’s exceptional reputation and experience in the industry to serve as a trusted resource for our clients. Must be able to develop and implement strategies to enhance client retention and sustainable growth through exceptional service and proactive communication. Success in this role is measured by the ability to help our clients serve their existing clients and grow their business.
Requirements
Qualifications:
Bachelor’s degree 5-10+ years of relationship management experience in the financial services industry Extensive investment knowledge Strong time management and organization skills Excellent communication skills - interpersonal, verbal and written Strong work ethic – honest, reliable and disciplined Willingness to travel Proficient in Microsoft Office and CRM-related software
Firm Description:
Founded in 1966, FCI Advisors is an independent, privately-owned, fee-based registered investment advisor (RIA) which provides fiduciary-quality investment solutions to a broad range of clients. Please visit our website at www.fciadvisors.com to learn more about the firm, our team and our services.
Salary Description
$100,400 - $169,400 plus sales+ service incentive Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Referrals increase your chances of interviewing at Midwest Trust Company by 2x Sign in to set job alerts for “Relationship Manager” roles.
VP/SVP Private Banking Relationship Manager
Fairfield County, CT $135,000.00-$190,000.00 2 days ago Danbury/Bridgeport, CT Territory Account Executive
Danbury, CT $129,000.00-$206,000.00 1 week ago Fairfield, CT $30,000.00-$120,000.00 1 month ago Business Banking Relationship Manager, Bridgeport, CT
Bridgeport, CT $100,995.60-$168,326.00 2 weeks ago Cheshire, CT $55,000.00-$100,000.00 7 months ago Wallingford, CT $170,000.00-$200,000.00 4 weeks ago Principal Commercial Banking Relationship Manager
New Haven, CT $59,000.00-$86,250.00 13 hours ago Fairfield, CT $30,000.00-$120,000.00 2 weeks ago Milford, CT $60,000.00-$100,000.00 2 weeks ago Southington, CT $110,000.00-$170,000.00 1 week ago Relationship Manager Law Firm Business Banking (Remote - NY Metro Area)
Southington, CT $130,000.00-$160,000.00 1 week ago New Haven, CT $65,000.00-$100,000.00 1 day ago Danbury, CT $35,000.00-$40,000.00 3 weeks ago Field Sales Account Executive (Luxury Consignment Executive) - New Haven
New Haven, CT $60,000.00-$65,000.00 6 days ago Account Executive / Strategic Account Executive
Account Executive / Strategic Account Executive
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr