Trust Point Inc. · 4 hours ago
Relationship Manager - Wealth Management, La Crosse
La Crosse, WI
Full-time
Hybrid
Senior Level
5+ years expTrust Point Inc. is a well-established financial services company recognized for its supportive culture and commitment to client service. They are seeking a Relationship Manager to build impactful relationships with clients, provide financial advice, and manage compliance and risk oversight.
Financial Services
Responsibilities
Providing thoughtful and objective advice to help client's succeed with their long term financial goals
Establishing client calling plans, including routine administrative, operational and investment review meetings, as well as event invitations and entertainment within guidelines as established by management
Making sound recommendations concerning matters on pricing, operations, and overall relationship enhancement opportunities
Developing trustworthy relationships with other service providers of the client such as attorneys, advisors, consultants, and other financial services providers to accomplish the service goals and objectives of the client
Compliance and risk management oversight
Retaining and expanding existing accounts and the development of new business and the promotion of trust services
Continuing education through seminars, conferences and related training (both trust and investment specific and general trust industry knowledge) to promote skill growth and development and to maintain certifications
Participating in and/or coordination of designing, implementing and training on projects as requested. Specific responsibilities unique to an administrator are identified separately
Willingness to volunteer and support the local community
Qualification
Required
4 Year Degree Business, Accounting, Finance or other relevant degree, required
5 -7 Years Work Experience in Relevant Business Environment, preferred
Certification as a CPA, CFP and/or CTFA is desired or willingness to work towards Professional Credentials
excellent communications and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination
Benefits
Health
Dental
Life
Long term disability
Paid holidays
Paid vacation
401k
Profit-sharing plan
Employer-paid certifications
Relevant education
Company
Trust Point Inc.
Since 1913, Trust Point Inc. has provided individuals, families, businesses and other organizations with a full range of wealth management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bill Bosch
President & CEO
Luke Raymer
Chief Technology Officer
Company data provided by crunchbase