VP Relationship Manager

2 days ago

Minneapolis, United States Invest or Hire LLC Full time
VP of Relationship Management - Bank

Position Overview:

Control your own destiny and own a position that allows you to be the polished professional that you know you are. Want to meet new people and travel the country representing a niche organization that is not only established, but emerging into its next phase of growth and expansion? Stop dreaming and apply now

What you need to be able to do:
  • Serve as the main point of contact and Relationship Manager for Defined Benefit Pension and Health/Welfare and Investment Accounts. (Approximately 20 relationships) to begin with.
  • Have an interest and ambition for growing a book of business.
  • Serve as an Officer of the organization and participate in Trust Officer functions and responsibilities.
  • Be seen as a professional in the eyes of your direct and indirect clients.
    • These include Plan Sponsors, Third-Party Administrators, Investment Managers, Investment Consultants, Auditors, Legal Counsel, and any other agents of the client.
  • Review plan documentation, and other legal documents as necessary in our serving as Trustee or Custodian for assigned accounts.
  • Direct and oversee support personal to prepare analysis and special reporting as needed by clients and their service providers.
  • Review monthly account fees for accuracy and approval. Follow up for overdue fees.
  • Diligently work to meet with all clients, build on current relationships and foster a trusted partner relationship.
  • Attend client trustee meetings, on a national basis, as assigned or invited.
  • Assist in the completion of RFP proposals and participate in the business development process.
  • Attend periodic national and regional conferences and conventions as directed or recommended by the Head of Trust.
  • Assist in or assign research projects (both internal and client requested).
  • Travel required but accommodating to life circumstances and responsibilities outside of work.
  • Other duties as assigned.
Immediate Supervisor: Senior Vice President, Head of Trust

Preferred:
  • College Education or relative experience
  • Over five years' experience in a Relationship Management capacity (Trust and custody organization preferred)
  • Trust accounting software experience preferred.
  • 5-7 years of relevant experience in trust, financial services and or employee benefit plan experience.
  • Understanding of Defined Benefit plans, Defined Contribution Plans, and the role of the custodians, TPA's and Investment Managers preferred, other related backgrounds will be considered.
  • Understanding of employee benefit plans and experience with Taft-Hartley plans a plus.
  • Ability to manage and prioritize multiple projects, organize job responsibilities and work independently with attention to detail and follow through.
  • Excellent communication skills (oral and written).
  • Proficient in Windows office environment (Microsoft Word, Excel, PowerPoint, Access).
  • Professional presence and ability to thrive in a client facing role.
  • Strong demonstrated leadership and supervisory experience a plus.

  • VP Relationship Manager

    16 hours ago

    Minneapolis, United States Invest or Hire LLC Full time

    VP of Relationship Management - Bank Position Overview: Control your own destiny and own a position that allows you to be the polished professional that you know you are. Want to meet new people and travel the country representing a niche organization that is not only established, but emerging into its next phase of growth and expansion? Stop dreaming and...

  • Relationship Manager

    2 months ago

    Minneapolis, United States Disability Solutions Full time

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.We invite you to view the opportunity below.Under limited...

  • VP Operations-fresh produce

    1 week ago

    Minneapolis, MN., United States Global Recruiters of Medina Full time

    Job Title: VP of OperationsReports To: CEODepartment: Operations Exempt/Non-Exempt: ExemptObjective:The Vice President of Operations will be responsible for overseeing the planning, development, and execution of operational strategies. This role will align operational processes with the company's goals, enhance productivity, and ensure the highest quality of...

  • VP Sales Strategist

    5 days ago

    Minneapolis, Minnesota, United States Surescripts Full time

    Surescripts is a leading health intelligence sharing platform that serves the nation through simpler, trusted insights. As a VP Sales Strategist, you will play a critical role in achieving revenue growth and meeting our strategic plan.The ideal candidate will have a proven track record in selling services to pharmaceutical manufacturers and extensive...

  • Relationship Manager

    3 weeks ago

    Minneapolis, United States Associated Bank - Corp Full time

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.Job Description SummaryThis position will manage and...

  • Relationship Manager

    4 weeks ago

    Minneapolis, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are in search of a Relationship Manager to join our team in the financial sector, based in Twin Cities. The role involves providing comprehensive client services, with a keen focus on maintaining client relationships and managing investment accounts. Responsibilities:• Uphold and manage client relations effectively and...

  • VP/Director of Finance

    1 day ago

    Minneapolis, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are offering an exciting opportunity in the Healthcare, Hospitals, and Social Assistance industry in Minneapolis, Minnesota. We are seeking a VP/Director of Finance to join our team. This role involves a wide range of responsibilities, including supervising finance and accounting activities, overseeing healthcare billing and...

  • Relationship Manager

    2 months ago

    Minneapolis, United States Disability Solutions Full time

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.This position will manage and develop a portfolio of...

  • Relationship Manager

    2 days ago

    Minneapolis, United States Associated Banc-Corp Full time

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. This position will manage and develop a portfolio of...

  • Institutional Relationship Manager

    2 days ago

    Minneapolis, United States FundFire Full time

    Minneapolis, MN or Remote across the U.S. We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our...

  • Insurance Relationship Manager

    4 days ago

    Minneapolis, Minnesota, United States Lockton Companies Full time

    About the RoleWe are seeking a highly skilled Insurance Relationship Manager to join our team. This role will involve acting as an intermediary between insurance companies and clients, acquiring new business for a growing firm with an emphasis on client relations, service, and teamwork.

  • Client Relationship Manager

    7 days ago

    Minneapolis, Minnesota, United States Edward Jones Full time

    About the RoleWe are seeking a skilled and detail-oriented Client Relationship Manager to join our team at Edward Jones. This is a unique opportunity to work in a fast-paced environment, building strong relationships with clients and providing exceptional support to financial advisors.Key ResponsibilitiesBroaden and deepen client relationships through active...

  • Business Development Manager

    4 weeks ago

    Minneapolis, United States CarePool Full time

    Carepool's transportation software that connects healthcare and government. Our B2B software platform automates state programs to fit federal regulations. This role's focus is to break ground in our new markets! We know who the customers are, we just need healthcare expertise to implement our transportation solution. Business Development Exec's will be...

  • Business Development Manager

    4 weeks ago

    Minneapolis, United States CarePool Full time

    Carepool's transportation software that connects healthcare and government. Our B2B software platform automates state programs to fit federal regulations. This role's focus is to break ground in our new markets! We know who the customers are, we just need healthcare expertise to implement our transportation solution. Business Development Exec's will be...

  • Business Development Manager

    1 month ago

    Minneapolis, United States CarePool Full time

    Carepool's transportation software that connects healthcare and government. Our B2B software platform automates state programs to fit federal regulations. This role's focus is to break ground in our new markets! We know who the customers are, we just need healthcare expertise to implement our transportation solution. Business Development Exec's will be...

  • Portfolio Manager

    2 weeks ago

    Minneapolis, United States Associated Bank - Corp Full time

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.We invite you to view the opportunity below.As a Portfolio...

  • Relationship Manager

    18 hours ago

    Minneapolis, MN, United States Amplify People Full time

    Location: Minneapolis, MN Job Type: Full Time Company Overview We are partnering with a dynamic technology integrator based in the Minneapolis area, specializing in high-end residential and commercial AV solutions. With a focus on building strong client relationships, this company provides cutting-edge technology systems that enhance both...

  • Relationship Manager

    3 weeks ago

    Minneapolis, United States Disability Solutions Full time

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.Job Description SummaryThis position will manage and...

  • Client Relationship Manager for Business Growth

    7 days ago

    Minneapolis, Minnesota, United States Gallagher Benefit Services Full time

    About Us:Gallagher Benefit Services is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper.Overview:We are seeking a talented Client Relationship Manager to join our team. As a key member of our team, you will play a critical role in driving business growth by delivering...

  • Regional VP Sales

    2 days ago

    Minneapolis, United States Mohawk Industries Inc Full time

    Are you looking for more? At Mohawk Industries, we're committed to more - more customer solutions, more process improvements, more sustainable manufacturing and more opportunities for our team. As a Fortune 500, global flooring leader with some of the best-known brands in the industry, Mohawk is a great place to start or develop your career with an emphasis...