California Licensed Relationship Manager

Job Summary

A company is looking for a Relationship Manager - Trust and Custody (Retirement Solutions).

Key Responsibilities

• Collaborate with plan sponsors and consultants on investment and operational goals
• Identify opportunities to expand client relationships through additional products/services
• Conduct relationship plan reviews and implement client projects successfully

Required Qualifications

• Bachelor's degree or 8 years of equivalent experience with 6+ years in DB and DC products
• Deep Trust and Custody experience preferred for retirement and non-retirement assets
• Post-graduate degree (MA, MS, or MBA) preferred
• Experience in relationship management and sales preferred
• Proven ability to build relationships with key decision makers