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KeyBank · 1 month ago

Institutional Advisors Relationship Manager

Seattle, WA

Full-time

Hybrid

Senior Level, Lead/Staff

$61K/yr - $94K/yr

10+ years exp

KeyBank is a national financial services company, and they are seeking an Institutional Advisors Relationship Manager. The Relationship Manager will lead the execution of the Institutional Advisors client experience for an assigned book of clients, while collaborating with various teams to meet the needs of the Institutional client segment.

Banking

Responsibilities

Deliver consultative relationship management to institutional clients and deals effectively with all levels in the client’s organization

Ensures appropriate and accurate coordination of all KeyBank lines of business, across all product lines, to deliver distinguishable advice

Lead client relationship reviews and the creation of the agenda in collaboration with other internal relationship partners

Responsible for overseeing and coordinating the delivery of all fiduciary services

Apply sound fiduciary judgment to trust matters in order to fulfill KeyBank’s fiduciary responsibilities

Retain and expand client relationships

Foster close business relationships to develop client loyalty and new business opportunities by engaging with clients, prospective clients, attorneys, accountants, consultants, and co-fiduciaries

Develop references from relationships: clients and their external partners, i.e., consultants, third-party plan administrators, attorneys, accountants, auditors, outside RIAs, etc

Mitigate risk by managing assigned institutional client relationships in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements

Identify opportunities to grow revenues through cross selling other KeyBank products that will benefit the client – and develop and implement appropriate client action plans striving to continually improve client experience and engagement

Provide subject matter expertise regarding IA services and lead/participate in closing new business opportunities

Lead new relationship transitions or accounts restructuring and coordinate impact to related KeyBank service areas

Participate in IA product development evaluations and projects – bringing industry knowledge and expertise

Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees

Must be capable of managing multiple, and at times, competing priorities – internal and external

Qualification

Trust/Custody AdministrationClient ConsultationFiduciary ServicesAnalytical SkillsPublic SpeakingCustomer Service OrientationOccupational KnowledgePC SkillsCommunicationProblem SolvingDecision MakingAdaptability

Required

A minimum of 10 years industry experience working with corporate, nonprofit, public fund and/or Taft Hartley clients

Working knowledge of trust/custody administration, foundation services, planned giving, pooled fund services, pension payment processing, commercial banking, institutional banking needs, operating funds

Excellent analytical, communication (oral and written), interpersonal and problem resolution skills

Client consultation/advocate background

Bachelor's degree

Strong PC skills, especially Excel, Word, and PowerPoint