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Relationship Manager (401k)

SunTrust Bank

in Richmond VA / Atlanta GA

The Relationship Manager will serve as the primary client service and investment contact for assigned clients.  Serves as a strategic advisor who provides insight and knowledge on the clients’ current portfolio and pro-actively presents clients with new product ideas, suggestions for alternate business strategies, and solutions to business problems.  Provides exemplary service to new and existing clients leading to superior sales and retention. Responsible for fielding all account questions and problems with assigned client base.  Works with customers to resolve investment issues and questions.  Acts as main point of contact to assigned clients.  Will meet with clients and/or prospects via phone to explain the investment philosophy, process, and performance of specific investment products; provide updates on overall financial market performance, economic trends and the firm’s economic outlook.  Manages risk through appropriate adherence to policies, procedures, and effective fiduciary oversight. Demonstrates exceptional consultative skills that will include knowledge that is both business specific and investment oriented.

Minimum Qualifications

  • Client service or investment experience within the 401(k) retirement space
  • 5+ years of experience, including 5 years in a client facing capacity
  • An undergraduate degree
  • Excellent written, verbal and interpersonal skills
  • Strong knowledge of ERISA, plan design and financial markets, fiduciary relationships and investment concepts

This position is available in Richmond, VA or Atlanta, GA


How to Apply

The position is available on our website --- search for position ID W447402 for Richmond, Virginia or W447960 for Atlanta, GA

Visit our web site.

This ad has been viewed 1020 times. It expires on 4/14/2018.

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