Wealth Management Relationship Manager

1 month ago

Knoxville, United States The Trust Company of Tennessee Full time
Job DescriptionJob DescriptionSalary:

Why We Exist
At the Trust Company of Tennessee, we believe everyone can live confidently and reach their financial goals. Would you like to be part of a team that works with individuals, families, businesses, and foundations to identify what success looks like and formulate a plan to get there? Come join our team of Wealth Management, Trust, Estate Administration, and Corporate Retirement Plan professionals who proudly help clients achieve their dreams.

 

Core Purpose
The Relationship Manager serves as the primary contact for clients and is responsible for delivering TTC’s client promise and building strong individual, family, and company relationships. While demonstrating a thorough knowledge of services, this position will also focus on achieving performance standards, maintaining a culture of outstanding service, and developing new business across The Trust Company of Tennessee.


Inclusion Statement

The Trust Company strives to continuously develop our company-wide identity to ensure people feel comfortable, safe, and valued through open, proactive communication. Our goal in doing so is to allow individuals to be heard, accepted, and celebrated for their differences.


Responsibilities
▪ Shows a commitment to The Trust Company’s Mission, Core Values, and Client Promise.
▪ Maintains positive client relationships by meeting with clients regularly (annually, semi-annually, monthly, etc.) to review accounts, discuss personal/life changes, and update and discuss client holdings and IPS.
▪ Provides superior client services by providing follow-up documentation and responses to clients and associated professionals – including all meeting summary letters and correspondence.
▪ Utilizes TTC sponsored events to engage with prospects, clients, and high-level COIs to enhance current relationships and uncover new relationship opportunities.
▪ Prospects new business by building strong relationships with clients and centers of influence.
▪ Develops and maintains a deep understanding of current investment and asset allocation options.
▪ Effectively communicates TTC’s Investment Philosophy and Processes with clients, COIs, and prospects.
▪ Upholds fiduciary standards when serving TTC clients.
▪ Responds promptly to client communication and requests.
▪ Delivers proactive client management based on client goals and objectives.
▪ Reviews investments and capital markets with clients.
▪ May review and interpret trust agreements, wills, contracts, and other estate planning documents to limit regulatory and legal risk.
▪ Schedules prospecting activities on a weekly basis.
▪ Continuously develops skills by attending business development trainings.
▪ Collaborates with other relationship managers, operations specialists, and customer service representatives to provide an outstanding client experience.
▪ Within established parameters, provides guidance to Retirement Plan Services clients on plan administration.
▪ Within established parameters, provides guidance to Personal Trust clients on trust administration.
▪ Within established parameters, provides guidance to Wealth Management clients concerning additions and distributions. This would include tax consequences.
▪ Possesses, maintains, and develops industry-specific technical knowledge.


Qualifications
▪ Bachelor’s Degree in Accounting or Finance preferred
▪ Three to five years of experience in relationship and investment management (specific to line of business: Retirement Plans, Personal Trust, Wealth Management)
▪ Strong written and verbal communication skills
▪ Ability to work with a wide range of client personalities and demographics
▪ Experience with High Net Worth clients a plus
▪ Organized and detail-oriented
▪ Must be able to multi-task and prioritize multiple deadlines
▪ Ability to work independently and in a team environment

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