What are the responsibilities and job description for the VP Relationship Manager position at Invest or Hire LLC?
VP of Relationship Management - Bank
Position Overview :
Control your own destiny and own a position that allows you to be the polished professional that you know you are. Want to meet new people and travel the country representing a niche organization that is not only established, but emerging into its next phase of growth and expansion? Stop dreaming and apply now!
What you need to be able to do :
Serve as the main point of contact and Relationship Manager for Defined Benefit Pension and Health / Welfare and Investment Accounts. (Approximately 20 relationships) to begin with.
Have an interest and ambition for growing a book of business.
Serve as an Officer of the organization and participate in Trust Officer functions and responsibilities.
Be seen as a professional in the eyes of your direct and indirect clients.
These include Plan Sponsors, Third-Party Administrators, Investment Managers, Investment Consultants, Auditors, Legal Counsel, and any other agents of the client.
Review plan documentation, and other legal documents as necessary in our serving as Trustee or Custodian for assigned accounts.
Direct and oversee support personal to prepare analysis and special reporting as needed by clients and their service providers.
Review monthly account fees for accuracy and approval. Follow up for overdue fees.
Diligently work to meet with all clients, build on current relationships and foster a trusted partner relationship.
Attend client trustee meetings, on a national basis, as assigned or invited.
Assist in the completion of RFP proposals and participate in the business development process.
Attend periodic national and regional conferences and conventions as directed or recommended by the Head of Trust.
Assist in or assign research projects (both internal and client requested).
Travel required but accommodating to life circumstances and responsibilities outside of work.
Other duties as assigned.
Immediate Supervisor : Senior Vice President, Head of Trust
Preferred :
College Education or relative experience
Over five years' experience in a Relationship Management capacity (Trust and custody organization preferred)
Trust accounting software experience preferred.
5-7 years of relevant experience in trust, financial services and or employee benefit plan experience.
Understanding of Defined Benefit plans, Defined Contribution Plans, and the role of the custodians, TPA's and Investment Managers preferred, other related backgrounds will be considered.
Understanding of employee benefit plans and experience with Taft-Hartley plans a plus.
Ability to manage and prioritize multiple projects, organize job responsibilities and work independently with attention to detail and follow through.
Excellent communication skills (oral and written).
Proficient in Windows office environment (Microsoft Word, Excel, PowerPoint, Access).
Professional presence and ability to thrive in a client facing role.
Strong demonstrated leadership and supervisory experience a plus.
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