Relationship Manager

Financial Counselors, Inc•Shelton, CT

76d

About The Position

The Relationship Manager is responsible for building strong relationships with the Trust Investment Solutions team’s clients. This team delivers the firm’s fiduciary-quality investment solutions and white-glove supporting services to community bank trust departments and independent trust companies throughout the country. We are seeking an ambitious and experienced professional who will utilize superior client service and relationship building skills to retain and grow existing and new client relationships. This role is multi-faceted and requires a willingness to collaborate with a range of investment professionals within the firm to deliver our client-focused investment solutions and supporting services. This role is consultative in nature as it is focused on understanding each client’s unique needs and developing a comprehensive plan to address their current and future business needs. The Relationship Manager has the opportunity to leverage the team’s exceptional reputation and experience in the industry to serve as a trusted resource for our clients. Must be able to develop and implement strategies to enhance client retention and sustainable growth through exceptional service and proactive communication. Success in this role is measured by the ability to help our clients serve their existing clients and grow their business.

Requirements

Bachelor’s degree
5-10+ years of relationship management experience in the financial services industry
Extensive investment knowledge
Strong time management and organization skills
Excellent communication skills - interpersonal, verbal and written
Strong work ethic – honest, reliable and disciplined
Willingness to travel; Core hours are standard
Proficient in Microsoft Office and CRM-related software

Responsibilities

Building strong relationships with the Trust Investment Solutions team’s clients
Retain and grow existing and new client relationships
Collaborate with a range of investment professionals within the firm to deliver our client-focused investment solutions and supporting services
Understanding each client’s unique needs and developing a comprehensive plan to address their current and future business needs
Develop and implement strategies to enhance client retention and sustainable growth through exceptional service and proactive communication