This position is primarily responsible for providing the highest quality service to personal, corporate, non-profit or government clients through the administration of various types of investment management relationships and
serves as the client advocate, performs relationship and investment reviews and interfaces with clients for other Wealth Management (WM) services and solutions creating a single advisor within WM. The incumbent is the primary point of contact for assigned
clients and is responsible for the overall client experience, satisfaction and retention.
Prepares and presents group and individual employee education meetings.
Provides retirement industry
expertise to the plan committee and the participants. Identifies and matches client and participant needs with the corporation's lines of business services.
Coordinates overall service and interfaces with record keepers and third party
administrators as appropriate.
Maintains collaborative relationships with portfolio managers without actual portfolio management responsibilities. Works closely with portfolio managers to discuss investment needs of client and manages accordingly.
Provides investment oversight and guidance by providing industry updates, investment reviews and plan updates.
Proactively seeks opportunities either through enhancement of current client accounts or acquisition of new clients.
current on regulatory changes and identifies changes in laws which will affect assigned accounts and reports theses changes to assigned manager.
Adopts, advocates and effectively practices the guiding principles and tenets of the F.N.B. Wealth
Management endorsed Leadership Doctrine and Best Practices Coaching guidelines.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their
businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
F.N.B. Corporation is committed to achieving superior levels of
compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.