Relationship Manager, Taft-Hartley & Institutional

As the Taft-Hartley & Institutional Services Relationship Manager, you will work largely independently and serve as a point of contact within the Asset Management Client Services Team for Taft-Hartley & Institutional Services. Additionally, you will work in tandem with the appropriate Vice Presidents and be responsible for high-level client and consultant communication, coordination, and relationship building. You will report to the Managing Director of Asset Management Client Services.

Responsibilities
CLIENT AND CONSULTANT SERVICING

Serve as a primary contact for Taft-Hartley & Institutional clients, consultants and the Taft-Hartley & Institutional Sales Team

Develop comprehensive knowledge of all products sold and serviced through the Taft-Hartley & Institutional Sales Team

Coordinate and prepare materials for client performance review meetings. This includes managing deadlines, requesting required materials, assembly, critical review and delivery to client or Consultant

Manage the processing of new account documents including notification to all appropriate parties, distribution of documents, and following up on status with operations, client and Consultant.

Initiate investment objective changes, cancellations, cash flows, and other client directives, ensuring all necessary criteria are gathered for the completion of the activity at every stage and across functional areas

Ensure data and fulfillment requests are addressed timely and accurately

Perform critical review and distribution of incoming correspondence (i.e., trading directives and actionable items)

Research and provide resolution to problems or issues raised by clients and Consultants. Resolution may require escalation or verbal or written correspondence

Compile special client and consultant reporting on a monthly, quarterly, or as needed basis

Monitor registration and compliance requirements

CUSTOM CONTRACT COORDINATION

Coordinate and initiate the non-standard client contract review process with relevant internal and external contributors and stakeholders. Escalate items of concern as they arise

Create and maintain legal responses and their implementation

Monitor and manage various special notification requirements contained in client contracts

ADDITIONAL RESPONSIBILITIES

Serve as a resource with regards to firm initiatives and projects as assigned

Review and compile FAS 157 reports as requested

Coordinate response and materials for client audit and 5500 reporting requests

Qualifications

Bachelor’s degree with an emphasis in finance, business, economics or pre-law preferred

Preferred 3 years financial services industry experience

Series 6 and 63 or equivalent preferred or targeted within 180 days of employment

Analytical, numbers-focused thinker

Excellent written and verbal communication skills

Ability to work in a fast-paced customer service environment with a high attention to detail

Employer HSA contribution

Opt out credit

Gym reimbursement

Compensation
$64-67k expected base salary

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