Relationship Manager

Join to apply for the Relationship Manager role at Midwest Trust Company

5 months ago Be among the first 25 applicants

Join to apply for the Relationship Manager role at Midwest Trust Company

Description

Relationship Manager, Trust Investment Solutions

Firm Overview:

Description

Relationship Manager, Trust Investment Solutions

Firm Overview:

FCI Advisors, a nationally recognized investment advisory firm, is seeking to hire an experienced Relationship Manager. We offer the opportunity to join a fast-growing business unit, competitive salary, incentives, participation in a bonus pool and an outstanding benefits package.

Job Description:

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

Qualifications:

• 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
• Proficient in Microsoft Office and CRM-related software

Firm

Description:

Founded in 1966, FCI Advisors is an independent, privately-owned, fee-based registered investment advisor (RIA) which provides fiduciary-quality investment solutions to a broad range of clients. Please visit our website at  to learn more about the firm, our team and our services.

Salary Description

$100,400 - $169,400 plus sales+ service incentive

Seniority level

• Seniority level
  
  Mid-Senior level

Employment type

• Employment type
  
  Full-time

Job function

• Job function
  
  Sales and Business Development

Referrals increase your chances of interviewing at Midwest Trust Company by 2x

Sign in to set job alerts for “Relationship Manager” roles.

VP/SVP Private Banking Relationship Manager

Fairfield County, CT $-$ 2 days ago

Danbury/Bridgeport, CT Territory Account Executive

Danbury, CT $-$ 1 week ago

Fairfield, CT $30,000.00-$ 1 month ago

Business Banking Relationship Manager, Bridgeport, CT

Bridgeport, CT $-$ 2 weeks ago

Cheshire, CT $55,000.00-$ 7 months ago

Wallingford, CT $-$ 4 weeks ago

Principal Commercial Banking Relationship Manager

New Haven, CT $59,000.00-$86, hours ago

Fairfield, CT $30,000.00-$ 2 weeks ago

Milford, CT $60,000.00-$ 2 weeks ago

Southington, CT $-$ 1 week ago

Relationship Manager Law Firm Business Banking (Remote - NY Metro Area)

Southington, CT $-$ 1 week ago

New Haven, CT $65,000.00-$ 1 day ago

Danbury, CT $35,000.00-$40,000.00 3 weeks ago

Field Sales Account Executive (Luxury Consignment Executive) - New Haven

New Haven, CT $60,000.00-$65,000.00 6 days ago

Account Executive / Strategic Account Executive Account Executive / Strategic Account Executive

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr