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.

• 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.