Trust Relationship Manager

7 days ago


Charlotte, North Carolina, United States Ascensus Full time
Job Summary

Newport, an Ascensus company, offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.

Key Responsibilities
  • Serve as primary point of contact for high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies.
  • Nurture long-standing relationships with clients by delivering high-quality and responsive service that exceeds their expectations.
  • Lead efforts to onboard new accounts, gather relevant information, and coordinate the account opening process.
  • Review agreements and prepare internal documentation to ensure proper administration.
  • Meet periodically with contacts to ensure timeliness of client deliverables and field inquiries.
  • Direct Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub-accounting, and various reconciliation processes.
  • Work closely with Senior Management, Trust Administrators, Operations, Financial Analysts, and Attorneys to perform services.
  • Present annual account reviews at weekly committee meetings and actively participate in internal planning and coordination meetings.
  • Facilitate participant communications related to employer stock funds and distributions.
  • Promote procedural prudence by complying with policies and procedures, retaining records, and responding to audit inquiries.
  • Identify cross-selling opportunities to support business development within the organization.
Requirements
  • Bachelor's degree from an accredited university or college.
  • Minimum of five years of relevant professional experience.
  • Strong MS Office skills, including Outlook, Excel, Word, and PowerPoint.
  • Preferred education or skills include trust system experience (e.g., SEI's Trust3000) and Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates.
Competencies
  • Client Service Oriented
  • Personable
  • Team Player
  • Proactive
  • Problem Solver
  • Resourceful
  • Independent
  • Integrity
  • Time Management
  • Detail Oriented
Travel

Up to 5%

Ascensus is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition, marital status, military or veteran status, genetic information, sexual orientation, or any other protected category in accordance with applicable federal, state, or local laws.



  • Charlotte, North Carolina, United States Redwood Trust Inc Full time

    Job SummaryWe are seeking a highly motivated and experienced Senior Relationship Manager to join our team at Redwood Trust Inc. The ideal candidate will have a strong background in mortgage sales and a proven track record of building and maintaining relationships with large independent mortgage banks and financial institutions.Key ResponsibilitiesDeliver...


  • Charlotte, North Carolina, United States Computershare Full time

    About the RoleWe are seeking a highly skilled and experienced Relationship Manager III to join our team at Computershare Corporate Trust. As a key member of our Collateralized Loan Obligation (CLO) and Leveraged Loan Services team, you will be responsible for developing and maintaining strong customer relationships with large, critical, and complex...


  • Charlotte, North Carolina, United States Optiv Full time

    Role OverviewThe Client Relationship Manager will be responsible for cultivating and maintaining strong, effective partnerships with client executives across designated accounts. This role involves leading the development of comprehensive, multi-year strategic account management plans tailored for key clients, focusing on their unique business needs,...


  • Charlotte, North Carolina, United States Optiv Full time

    Position OverviewThe Client Relationship Manager plays a crucial role in fostering strong, effective partnerships with client executives across designated accounts. This position is essential for driving the development of comprehensive, long-term strategic account management plans tailored for key clients.Key ResponsibilitiesEstablish and maintain trusted...


  • Charlotte, North Carolina, United States Ascensus Full time

    Job SummaryWe are seeking a highly skilled Relationship Manager to join our team at Ascensus. As a key member of our organization, you will be responsible for providing exceptional service to our high-profile institutional clients, including Fortune 500 companies.Key ResponsibilitiesNurture Long-Term Relationships: Deliver high-quality and responsive service...


  • Charlotte, North Carolina, United States Jobot Full time

    Join Our Team as a Client Relationship ManagerWe are a thriving organization seeking a dedicated Client Relationship Manager to enhance our dynamic workforce. This position offers an exciting opportunity to contribute to our ongoing success in the distribution sector.About Us:We are a progressive retail distribution firm committed to making a significant...


  • Charlotte, North Carolina, United States Jobot Full time

    Join a Thriving Company as a Client Relationship ManagerThis Jobot Job is hosted by: Ronaq LakdawalaAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $72,000 - $80,000 per yearAbout Us:We are a rapidly expanding retail distribution company dedicated to making a significant impact in the market. We pride...


  • Charlotte, North Carolina, United States United Community Bank Full time

    Job SummaryThe Service Specialist is responsible for the day-to-day activities and interaction between the client and United Community Bank in terms of establishment of documentation, accounts, maintenance, and servicing of the relationship.Key ResponsibilitiesServices customers by providing detailed information and addressing account serving needs.Assists...


  • Charlotte, North Carolina, United States Fifth Third Full time

    About the RoleWe are seeking a highly skilled Newline Relationship Manager III to join our team at Fifth Third Bank. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing expert advice on our Newline money movement...


  • Charlotte, North Carolina, United States Truist Full time

    Job SummaryThis is a Remote position, preferably within the geography of Truist. The role involves directly administering and providing fiduciary advice and oversight for all types of Wealth trust accounts, including personal trusts, special needs trusts, investment management, custodial and guardianship accounts.Key ResponsibilitiesUnderstand and interpret...


  • Charlotte, North Carolina, United States Fifth Third Full time

    About the RoleFifth Third Bank is seeking a highly skilled Newline Relationship Manager III to join our team. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing expert financial solutions to meet their needs.Key...


  • Charlotte, North Carolina, United States U.S. Bancorp Full time

    Position Overview:As a key member of the Corporate Trust division within U.S. Bancorp, you will play a vital role in managing and overseeing trust accounts. Your expertise will contribute to the effective handling of cash and assets, ensuring optimal performance and compliance.Key Responsibilities:Cash Management: Oversee the cash flow and liquidity of trust...


  • Charlotte, North Carolina, United States Endava Full time

    Job DescriptionAt Endava, we're seeking a seasoned professional to join our Commercial team as a Client Partner. This is a senior leadership role that requires a deep understanding of the Energy & Resources industry, as well as exceptional client management and business development skills.Key ResponsibilitiesDrive business growth by implementing strategic...


  • Charlotte, North Carolina, United States Katelyn Hand - State Farm Agent Full time

    Job OverviewBenefits:Performance-based bonusesCareer advancement opportunitiesPaid time offParental leaveSigning bonusesTraining and development programsTuition reimbursementROLE SUMMARY:We are looking for a driven and enthusiastic individual to become part of our team. In this role, you will focus on lead generation, nurturing relationships with both...


  • Charlotte, North Carolina, United States TAT Technologies Ltd Full time

    Job DescriptionTAT Technologies Ltd is a leading provider of aerospace thermal management, power, and actuation products and repair services. As a strategic global partner to top players in the aerospace industry, we specialize in delivering innovative commercial, defense, OEM, and repair/overhaul solutions.We are seeking a highly skilled and experienced...


  • Charlotte, North Carolina, United States BrightView Landscapes Full time

    Position Overview At BrightView, we pride ourselves on cultivating exceptional teams. If you envision a rewarding career, imagine yourself as part of a premier team where your potential can flourish. We are currently seeking a Business Developer. Can you see yourself thriving in this role?Your Responsibilities:In this position, you will actively expand our...


  • Charlotte, North Carolina, United States Endava Full time

    Job OverviewCompany Overview:At Endava, we leverage technology as our means and prioritize people as our core motivation. For over twenty years, we have been utilizing technology to foster significant transformation.By merging top-tier engineering, industry knowledge, and a focus on human connections, we collaborate with prominent brands across diverse...


  • Charlotte, North Carolina, United States Truist Inc Full time

    Job DescriptionJob Summary:The Director of Client Experience and Relationship Management will be responsible for developing and delivering differentiated value propositions to client segments served by Truist Wealth, driving competitive advantage. This role will focus on designing and executing client loyalty initiatives, developing the Truist Wealth client...


  • Charlotte, North Carolina, United States Pinnacle Group Full time

    Municipal Relationship ManagerWe are seeking a highly skilled and motivated individual to fill this key role. The successful candidate will possess a strong understanding of municipal processes and be able to form and maintain effective relationships with local government officials.Key Responsibilities:Develop and maintain relationships with municipalities...


  • Charlotte, North Carolina, United States Redwood Trust Inc Full time

    Job Title: Trading AnalystRedwood Trust, Inc. is seeking a skilled Trading Analyst to join our team. As a Trading Analyst, you will play a critical role in managing our $3.4 billion investment portfolio.Key Responsibilities:Perform in-depth financial analysis on existing and new fixed income investments for Redwood Trust.Develop and maintain complex...