The Investment Relationship Manager (IRM) is the investment planning and investment and insurance products lead on the Private Client Group Team. The IRM is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. I
Deliver proactive account management, including, but not limited to; understanding client goals & objectives, implementing a strategic relationship process, developing and maintaining client specific business plans, deepening existing client relationships, assisting plan sponsor in managing fiduciary responsibilities, ensuring client is aware of Lincoln products and services capabilities and identifying opportunities to increase assets under management.
Responsible for the development and expansion of low and high level relationships for existing high net worth clients leading to the growth of assets and revenues under their administration through successful account retention and sales to both existing and new customers.
Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services.
In this role, the selected candidate will maintain regular meeting schedules with clients and drive quarterly/stewardship meetings to track, discuss and ensure client short- and long-term sales initiatives are being addressed.
In this role, the selected candidate engages new business by searching market for new contacts; researching active networks; diversifying opportunities; and becoming familiar with the clients business.