Midwest Institutional Trust Services · 6 hours ago
Taft Hartley Relationship Manager
California, United States
Full-time
Remote
Mid, Senior Level
$160K/yr - $233K/yr
5+ years exp
Maximize your interview chancesFinancial Services
Hiring Manager
Randy Russell, MBA, SPHR, SHRM-SCP
Insider Connection @Midwest Institutional Trust Services
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Responsibilities
Build and maintain strong relationships with Taft-Hartley and Union/Labor related clients and contacts.
Provide expert consultation on trust service models, including investment management and banking solutions tailored to the needs of each client.
Identify new business opportunities and generate leads through networking, referrals, and participation in industry events.
Assess and mitigate risks associated with trust service, ensuring compliance with regulatory requirements and internal policies.
Coordinate with internal teams, including legal, compliance, investment management, and operations to deliver comprehensive solutions and exceptional service.
Conduct financial analysis and due diligence on existing and prospective clients, evaluate current service model and opportunities for expansion / evolution, and recommend appropriate structures and strategies.
Review and maintain governing documents and client reports ensuring accuracy and completeness.
Educate clients on trust services, investment products and industry trends and to empower them to make informed decisions.
Stay updated on regulatory changes and industry best practices to ensure adherence to compliance standards and mitigate risks.
Develop strategies to enhance client retention, satisfaction, and loyalty through exceptional service delivery and proactive communication.
Qualification
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Required
Bachelor’s degree in business or related field or the equivalent industry work experience
5-10 + years of sales and or relationship management experience
Strong time management and organization skills
Excellent communication skills – interpersonal, verbal and written
Willingness to travel
Proficient in Microsoft Office and CRM-related software
Preferred
10 + years of relationship management experience within Institutional Trust Services
Advance Degree
Company
Midwest Institutional Trust Services
Our mission is to be the full-service financial services provider of choice delivering customizable trust and custody solutions with unparalleled service and integrity; one client at a time.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase
