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Retirement Plan Services Relationship Manager
2 months ago
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.
▪ Proactively serves clients by understanding their goals, knowing their preferences, and anticipating their needs. Our
clients are the reason we exist
▪ Manages and builds relationships with key decision makers. Approaches each situation in a consultative manner to
become their trusted advisor.
▪ Schedules periodic plan review meetings with plan sponsors being inquisitive about their situation, introducing plan
design changes when appropriate and providing relevant updates.
▪ Identifies opportunities where The Trust Company can provide additional services to existing clients collaborating
with appropriate team members with specialized knowledge.
▪ Prospects new business and builds relationships with centers of influence.
▪ Gains familiarity with current economic headlines and translates what they mean to clients.
▪ Has advanced knowledge of retirement plan concepts and is able to communicate topics such as plan design and
annual testing in an easily understandable manner.
▪ Works with our internal operations teams on client related tasks for plans where we provide record-keeping and
administrative services.
▪ Coordinates service with third parties for plans where we work with external record-keepers,
▪ Oversees employee communication efforts by coordinating the scheduling of enrollment meetings and participant
education/advice with Client Specialists.
▪ Learns and utilizes internal programs to facilitate client management and accomplish tasks.
▪ Provides meeting minutes (or follow-up summary) for all client review meetings and follow-through on all post meeting tasks timely.
▪ Responds to both external and internal tasks with a sense of urgency.
▪ Escalates issues to Team Lead or Senior Management as appropriate.
▪ Other duties as assigned.
Qualifications
▪ Bachelor’s degree in accounting or finance preferred.
▪ 3-5 years of experience in the retirement plan or investment industry preferred.
▪ Have advanced industry credentials (QKA, RPA, etc.) or be willing to pursue retirement plan certifications.
▪ 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
