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Relationship Manager - Trust and Fiduciary Services

Newport

in Minneapolis MN / Washington DC / New York NY / CA

Logo for Newport

Newport helps companies offer their associates a more secure financial future through retirement plansinsurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced and responsive.

Headquartered in Walnut Creek, California, Newport is a leading independent retirement services provider that helps employers—and the advisors who serve them—prepare employees for a more financially secure retirement. The company has more than $140 billion in retirement assets under administration and more than $270 billion in corporate retirement and insurance assets. Newport maintains investment objectivity, fee transparency and a commitment to flexible, responsive service. Staffed by an exceptional team of nearly 1,600 retirement, insurance, and consulting professionals, the company provides retirement solutions tailored to the needs of employers of every size, from small businesses to the Fortune 1000.

Newport Trust Company, a wholly owned subsidiary of Newport, provides America’s leading corporations and institutions with institutional trustee and independent fiduciary services.  Our team serves as a discretionary trustee responsible for administering deferred compensation arrangements, as an investment manager responsible for managing large blocks of employer securities, and as an independent fiduciary responsible for making prudent decisions.

Job Summary:   Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies. 

This position maybe based out of one of the following office locations, Los Angeles, Minneapolis, New York or Washington, DC.

What You Will Do:

  • Nurture long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations
  • Lead efforts to onboard new accounts, gather relevant information and coordinate account opening process
  • Review agreements and prepare internal documentation to assure proper administration
  • Meet periodically with contacts, ensure timeliness of client deliverables, and field inquiries
  • Direct Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processes
  • Work closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform services
  • Present annual account reviews at weekly committee meeting and actively participate in internal planning and coordination meetings
  • Facilitate participant communications related to employer stock funds and distributions
  • Promote procedural prudence by complying with policies and procedures, retaining records and responding to audit inquiries
  • Identify cross-selling opportunities to support business development within the organization

 Education, Skills and Experience:

  • Bachelor’s degree from an accredited university or college
  • Minimum of five years of relevant professional experience
  • Strong MS Office skills to include Outlook, Excel, Word and PowerPoint

Preferred (but not required):

  • Trust system experience (e.g., SEI’s Trust3000)
  • Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates

Competencies

  • Client Service Oriented
  • Personable
  • Team Player
  • Proactive
  • Problem Solver
  • Resourceful
  • Independent
  • Integrity
  • Time Management
  • Detail Oriented

 Travel

Up to 5%

Newport offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check and fingerprints.)

Newport unequivocally rejects racism and discrimination of any kind and fosters an environment of belonging to provide access and opportunity for all.  As an Equal Opportunity Employer we do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identify, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.

How to Apply

Apply Now


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