IIS Relationship Manager / Client Manager

Suntrust   •  

Orlando, FL

Industry: Accounting, Finance & Insurance


11 - 15 years

Posted 34 days ago

The IIS Relationship Manager/Client Manager is a strategic advisor who anticipates their clients' needs and pro-actively presents their clients with new product ideas, suggestions for alternate business strategies, and solutions to business problems. The key objective of this role is to provide exemplary service to new and existing clients leading to superior retention. The IIS Relationship Manager/Client Manager meets with existing clients to provide insight and knowledge on their current service portfolio and to expand our relationship through the introduction of new products, resources, and capabilities focusing on the Retirement Plan needs of the client and their employees. For some relationships the IIS Relationship Manager/Client Manager will be expected to present the current state of the financial and investment markets, provide economic outlooks, identify applicable industry trends an address a Plan's investment needs. For larger Plans the IIS Relationship Manager/Client Manager will partner with an ISS Investment Strategist.

In prospect situations, the IIS Relationship Manager/Client Manager may be asked to present with an Institutional Sales Representative.

The incumbent is accountable for ensuring that high quality service is delivered to clients whose needs are diverse and complex. The principal activities of this position are: demonstrate exceptional consultative skills that will include knowledge that is both business specific and oriented to the Fiduciary and investment needs of Retirement Plan Sponsors. Also, manage, cultivate, and expand client relationships; identify additional needs and make appropriate high quality referrals; manage risk through appropriate adherence to policies, procedures, and effective fiduciary oversight.

Works with mid-sized accounts and/or handles moderately complex ERISA and/or investment related relationships. May provide guidance and direction to less experienced staff. Will have both client retention goals.


Basic Qualifications:

  • Typically has a minimum of 10 years of client management experience in a finance or investment driven environment.
  • Bachelor's degree in business, finance, economic, accounting or other business related field is required.
  • In addition may have one or more professional designations, i.e., CFA, CFP.

Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws. To review the EEO Poster, copy and paste the following link into your browser: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf