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Fulton Bank · 1 day ago

Institutional Retirement Services Relationship Manager

US-PA-West Chester

Full-time

Hybrid

Senior Level, Lead/Staff

$111K/yr - $185K/yr

10+ years exp

Fulton Bank is dedicated to positively impacting local communities and is seeking an Institutional Retirement Services Relationship Manager. This role involves managing complex client relationships, ensuring client satisfaction, and driving revenue growth through effective relationship management and business development.

BankingFinancial Services

No H1B

Responsibilities

Lead the delivery of a consistent and integrated Retirement Services client experience through superior execution against Fulton’s value proposition

Achieve consistent delivery of relationship management to assigned clients

Coordinate service execution with internal partners to ensure seamless service delivery and maintain client satisfaction

Develop activities and initiatives to retain and expand client relationships and increase fee revenue to Fulton Financial Advisors

Responsible for organizing, documenting and executing the client relationship plan

Ensure assigned accounts are administered within the terms and conditions of the governing account documents

Complete all required reviews and reports in a timely and accurate manner

Review and analyze assigned accounts for their efficient and effective operation

Advising clients, both employee and corporate, concerning the design and administration of assigned accounts

Deals with client contacts, and others to maintain their confidence without compromising trust principals or Fulton Bank, N. A. ’s fiduciary responsibility

Confers with client contacts to respond to routine and general inquiries concerning trust services, investments and administrative matters, and handles routine problems and requests raised by them while referring problems which exceed authority to superiors

Retain, expand and broaden existing client relationships by identifying cross sell opportunities for Fulton services and collaborating across Fulton Financial to achieve results

Develop relationships with internal and external centers of influence to facilitate an effective referral network of new prospects

Participates in community and business activities to enhance the image and position of Fulton Bank, N. A

Coordinate the completion of responses to Request For Proposals for assigned accounts and new business prospects

Provide technical sales support in the development of new business

Achieve annual sales goals

Act as a mentor and trainer for Level I Relationship Managers

Act as a technical resource for other Relationship Managers for certain administrative, leadership or management functions as assigned by the Relationship Team Manager

Qualification

Institutional Retirement ServicesRelationship managementERISA knowledgeClient retention strategiesBusiness developmentTrustFinancial Planning DesignationsCommunity engagementMentoring

Required

10 or more years Relationship management

10 or more years Institutional Retirement Services Relationship management which includes overseeing new client acquisition, retaining and expanding existing relationships, and servicing institutional retirement plans

Strong knowledge of ERISA, defined contribution and defined benefit plans

Trust or Financial Planning Designations required