Executive Search Consultants to the Financial Services Industry

Institutional Services Relationship Mgr. Minneapolis/St. Paul, MN

By on Jun 9, 2022 in |

Website BancSearch, Inc.

BancSearch, Inc.

Institutional Services Relationship Mgr. Minneapolis/St. Paul, MN

As Institutional Relationship Manager, you will work with plan sponsors and CFOs to develop and manage retirement plans and ESOPs. This position is with one of the top community banks in the country. They are known for caring for customers and employees. Additionally, they have been named “Best Place to Work.”

The Institutional Relationship Manager is a new position in the organization due to growth and offers continued career growth with the company and upcoming retirements. In this role, you will work closely with clients to advise on retirement plan design or ESOP design. Additionally, you will be responsible for developing relationships with new and existing clients. The ideal candidate will have experience working with retirement plans and ESOPS. You will have a desire to provide excellent customer service. If you are looking for an opportunity to join a growing company and make a difference, this is your role.

As Institutional Relationship Manager, you will:
● Work with plan sponsors and manage about 35 relationships
● Assist sponsors with individual plan design or prototype plan selection
● Build relationships with internal COIs to gain referrals for new business targeting plans with 100 to 250 participants
● Build relationships in the ESOP Association Minnesota/Dakotas to generate new business
● Participate in the business community to generate new business
● Promote bank products when appropriate
● Work with external recordkeepers
● Use open architecture for plan investments

As Institutional Relationship Manager, you will have:
● Previous experience working with plan sponsors or CFOs, designing and administering 401(k) or ESOP plans.
● Business-to-business sales experience
● Must be a “we,” not “me” team player
● Bachelor’s degree or equivalent experience.

#401(K) #ESOP #relationshipmanager #sales

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