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Institutional Retirement Services Relationship Manager

Fulton Bank

(Harrisburg PA / Hybrid)

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 require routine business travel throughout North and Central PA. The home office will be located at our Fulton Bank location in downtown Harrisburg, PA.

Responsibilities

Lead the delivery of a consistent and integrated client experience through superior execution against Fulton’s value proposition. Achieve consistent delivery of 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 client relationships and increase fee revenue to Fulton Financial Advisors. Responsible for organizing, documenting and executing the client relationship plan.

• Retain, expand and broaden existing 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 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 Relationship Managers. Act as a 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 accounts for their efficient and effective operation. Advising clients, both employee and corporate, concerning the design and administration of assigned accounts. Deals with 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's 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)

PI267147733

How to Apply

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