Relationship Manager – Banking and Financial Services Jobs With CTR Group in Chesapeake, VA

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Relationship Manager – Banking and Financial Services

CTR Group

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Job Title:

Relationship Manager – Banking and Financial Services

Company Name:

CTR Group

Street:

1403 Greenbrier Parkway Suite 230

City:

Chesapeake

State:

Zip:

23320

Phone:

18009459095

Fax:

17573619096

Company Profile:

The firm is a 20+ year old executive search firm that works specifically within the capital markets medium. Searches are executed for professionals from five core business units including compliance, asset management, product management, operations, and distribution.

Contact Name:

Tabitha Ludwig

Send Resumes To:

Click here to send your resume.
If this link does not work, you do not have an email client configured, in which case you may copy and paste this address along with the subject below into your favorite email program. Email: tabithal@ctrc.com
Your email subject must be "luckydogjobs.com Application for Relationship Manager – Banking and Financial Services." All applicants are welcome.

Job Location:

US-Oregon

Job Title:

Relationship Manager – Banking and Financial Services

Job Code:

Position Type:

Full Time

Experience Required:

Job Description:

National financial services firm is seeking a Relationship Manager for its Bank Services Group. As the Relationship Manager, you will be the primary client contact for established business and grow that business through personal sales efforts in direct partnership with a leading financial institution.

Responsibilities:

Conduct plan and fund performance reviews with plan sponsors and conduct participant enrollment meetings and seminars.
Build long-term relationships with plan sponsors to understand overall objectives.
Develop new corporate retirement plans by cultivating referrals through the bank partner.
Manage multiple projects and workloads to meet business needs as required.

Must-have Qualifications:

Qualifications:

BA / BS; MBA preferred
Series 6 and 63 licenses.
5 + years of experience to include knowledge or the retirement plan industry; trust administration; participant recordkeeping; plan compliance; plan consulting; investment management; etc.
Ability to present complex material in a concise, clearly understandable manner to diverse audiences.

US Citizenship required.

Tabitha Ludwig

Executive Search Consultant

CTR Professionals, A Division of CTR Corporation

T: +1 800-945-9095
F: +1 757-361-9096
tabithal@ctrc.com

www.ctrsource.com

Click here to send your resume via email now.
If this link does not work, you do not have an email client configured, in which case you may copy and paste this address along with the subject below into your favorite email program. Email: tabithal@ctrc.com

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