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Institutional Retirement Services Relationship Manager

Fulton Bank

(King of Prussia PA / Hybrid)

Requisition ID: 2024-20489
Category: Investment Services
# of Openings: 1
Position Type (Portal Searching): Full-Time
Oak Hill Plaza
Montgomery
FLSA Status: Exempt

Value Proposition
 

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

Overview
 

Relationship Manager for most complex Retirement Services client relationships as assigned. Responsible for retaining and expanding existing relationships, and new client acquisition. Has overall responsibility for the maintenance of client relationships and the delivery of all products and services provided through Fulton Financial Advisors.

This position will be located in King of Prussia, PA or Mount Laurel, NJ.

Responsibilities
 

• Lead the delivery of a consistent and integrated client experience through superior execution against Fulton’s value proposition. Achieve consistent delivery of Retirement Services relationship management to assigned clients. Coordinate service execution with internal partners to ensure seamless service delivery and maintain client satisfaction. Develop activities and initiatives to retain and expand Retirement Services client relationships and increase fee revenue to Fulton Financial Advisors. Responsible for organizing, documenting and executing the Retirement Services client relationship plan.
• Retain, expand and broaden existing Retirement Services client relationships by identifying cross sell opportunities for Fulton services and collaborating across Fulton Financial to achieve results. Develop relationships with internal and external centers of influence to facilitate an effective referral network of new prospects. Participates in community and business activities to enhance the image and position of Fulton Bank, N. A. Coordinate the completion of responses to Request For Proposals for assigned Retirement Services accounts and new business prospects. Provide technical sales support in the development of new business. Achieve annual sales goals. Act as a mentor and trainer for Level I Retirement Services Relationship Managers. Act as a Retirement Services technical resource for other Relationship Managers for certain administrative, leadership or management functions as assigned by the Relationship Team Manager.
• Ensure assigned accounts are administered within the terms and conditions of the governing account documents. Complete all required reviews and reports in a timely and accurate manner. Review and analyze assigned Retirement Services accounts for their efficient and effective operation. Advising clients, both employee and corporate, concerning the design and administration of assigned accounts. Deals with Retirement Services client contacts, and others to maintain their confidence without compromising trust principals or Fulton Bank, N. A. ’s fiduciary responsibility. Confers with client contacts to respond to routine and general inquiries concerning trust services, investments and administrative matters, and handles routine problems and requests raised by them while referring problems which exceed authority to superiors.
• This role sometimes has the responsibility for coaching and managing jumior staff.

Qualifications
 

Education

Bachelor Degree or the equivalent experience. Specialty: Relevant degree pertaining to the essential duties of this role. (Required)

Experience

10 or more years Institutional Retirement Services Relationship management which includes overseeing new client acquisition, retaining and expanding existing relationships, and servicing institutional retirement plans. (Required)

Strong knowledge of ERISA, defined contribution and defined benefit plans. (Required)

Certifications

AIF and QKA (Preferred)

Sponsorship Statement
 

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

EEO Statement

Fulton Bank (Fulton) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

PI250751338

How to Apply

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