Institutional Relationship Manager – Retirement Plan 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.

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.

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