Institutional Retirement Services Relationship Manager

Fulton Bank • Plymouth Mtng, PA

3d • Hybrid

About The Position

Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. Overview This full-time, hybrid career opportunity with required routine travel to clients within Eastern PA, and Northern New Jersey markets. Functions independently while managing the most complex Retirement Services client relationships as assigned. Supports manager in mentoring and developing junior level team members. Directly responsible for client retention, satisfaction, revenue growth and new business development.

Requirements

• 10 or more years Relationship management. (Required)
• 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. (Required)
• Strong knowledge of ERISA, defined contribution and defined benefit plans. (Required)
• Trust or Financial Planning Designations required. (Required)

Nice To Haves

• Master's Degree or the equivalent experience. Specialty: Business administration. (Preferred)
• AIF and QKA (Preferred)

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.
• Other Duties as Assigned by Manager This role may perform other job duties as assigned by the manager.
• Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Benefits

• This job is eligible to receive equity in the form of restricted stock units.
• This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.
• This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level