Relationship Manager – Trust and Custody (Remote)
United States of America
Full Time
3 weeks ago
$104,000 - $187,000 USD
No H1B
Key skills
CLeadershipCommunicationProblem SolvingNegotiationPresentation SkillsSales
About this role
Principal Financial Group is a premier provider in the financial services sector, seeking a Relationship Manager for their Institutional Trust and Custody Customer Care team. The role focuses on developing relationships with clients to provide scalable solutions that meet business goals of retention and growth, while leading client projects and ensuring successful implementation.
Responsibilities:
- Collaborate with the plan sponsor and the consultant on plan goals, investments, plan operations/financial reporting
- Identify opportunities to expand your client relationships by identifying additional products/services to help our clients achieve their goals
- Relationship plan reviews for your book of business highlighting best practices and technology solutions
- Building and cultivating relationships with key decision makers and C-Suite executives
- Highly responsive to client inquiries and problem solving
- Leading client projects with successful implementation
Requirements:
- Bachelors degree or 8 years of equivalent experience
- 6+ years of experience in both DB and DC products
- Relationship management experience required
- Must possess excellent leadership, negotiation, organizational, problem solving, persuasive oral/written communication skills
- Experience in working with committees
- Strong presentation skills
- Demonstrate experience building client relationships at all levels, especially at the key decision maker (KDM) level
- Building and delivering a strategy for your client base
- Expertise in working with client base in a virtual environment
- Effectively dealing with ambiguity and managing change
- Proven experience selling or influencing multiple decision makers
- Deep Trust and Custody experience strongly preferred for both retirement and non-retirement assets
- Knowledge of the Truist book of business and client servicing expectations is highly preferred
- Post-graduate study resulting in an MA, MS or MBA degree, preferred
- Sales related experience preferred