Institutional Retirement Services Relationship Manager (Hybrid) - SE PA / S NJ
Company: Disability Solutions
Location: King Of Prussia
Posted on: October 7, 2024
Job Description:
Value PropositionOur values define us and our inspires us to Our
employees are the heart and soul of our company, and every success
we experience begins with them. Together we are committed to making
a positive impact in our We champion a culture of and We promote a
digitally enabled work environment to continuously enhance the
experience of our OverviewRelationship Manager for most complex
Retirement Services client relationships as assigned. Responsible
for retaining and expanding existing relationships, and new client
acquisition. Has overall responsibility for the maintenance of
client relationships and the delivery of all products and services
provided through Fulton Financial Advisors.This position will be
located in King of Prussia, PA or Mount Laurel,
NJ.Responsibilities
- Lead the delivery of a consistent and integrated client
experience through superior execution against Fulton's value
proposition. Achieve consistent delivery of Retirement Services
relationship management to assigned clients. Coordinate service
execution with internal partners to ensure seamless service
delivery and maintain client satisfaction. Develop activities and
initiatives to retain and expand Retirement Services client
relationships and increase fee revenue to Fulton Financial
Advisors. Responsible for organizing, documenting and executing the
Retirement Services client relationship plan.
- Retain, expand and broaden existing Retirement Services client
relationships by identifying cross sell opportunities for Fulton
services and collaborating across Fulton Financial to achieve
results. Develop relationships with internal and external centers
of influence to facilitate an effective referral network of new
prospects. Participates in community and business activities to
enhance the image and position of Fulton Bank, N. A. Coordinate the
completion of responses to Request For Proposals for assigned
Retirement Services accounts and new business prospects. Provide
technical sales support in the development of new business. Achieve
annual sales goals. Act as a mentor and trainer for Level I
Retirement Services Relationship Managers. Act as a Retirement
Services technical resource for other Relationship Managers for
certain administrative, leadership or management functions as
assigned by the Relationship Team Manager.
- Ensure assigned accounts are administered within the terms and
conditions of the governing account documents. Complete all
required reviews and reports in a timely and accurate manner.
Review and analyze assigned Retirement Services accounts for their
efficient and effective operation. Advising clients, both employee
and corporate, concerning the design and administration of assigned
accounts. Deals with Retirement Services client contacts, and
others to maintain their confidence without compromising trust
principals or Fulton Bank, N. A. 's fiduciary responsibility.
Confers with client contacts to respond to routine and general
inquiries concerning trust services, investments and administrative
matters, and handles routine problems and requests raised by them
while referring problems which exceed authority to superiors.
- This role sometimes has the responsibility for coaching and
managing jumior staff.QualificationsEducationBachelor Degree or the
equivalent experience. Specialty: Relevant degree pertaining to the
essential duties of this role. (Required)Experience10 or more years
Institutional Retirement Services Relationship management which
includes overseeing new client acquisition, retaining and expanding
existing relationships, and servicing institutional retirement
plans. (Required)Strong knowledge of ERISA, defined contribution
and defined benefit plans. (Required)CertificationsAIF and QKA
(Preferred)Other Duties as Assigned by ManagerThis role may perform
other job duties as assigned by the manager. Each employee of the
Organization, regardless of position, is accountable for reading,
understanding and acting on the contents of all Company-assigned
and/or job related Compliance Programs, regulations and policies
and procedures, as well as ensure that all Compliance Training
assignments are completed by established due dates. This includes
but is not limited to, understanding and identifying compliance
risks impacting their department(s), ensuring compliance with
applicable laws or regulations, and escalating compliance risks to
the appropriate level of management.Pay TransparencyTo provide
greater transparency to candidates, we share base salary ranges on
all job postings regardless of state. We set standard salary ranges
for our roles based on the position, function, and
responsibilities, as benchmarked against similarly sized companies
in our industry. Specific compensation offered will be determined
based on a combination of factors including the candidate's
knowledge, skills, depth of work experience, and relevant
licenses/credentials. The salary range may vary based on geographic
location.The salary range for this position is $84,100.00 -
$140,200.00 annually. Additional Compensation Components This job
is eligible to receive equity in the form of restricted stock
units. This job is eligible to participate in a short-term
incentive compensation plan subject to individual and company
performance.BenefitsAdditionally, as part of our Total Rewards
program, Fulton Bank offers a comprehensive benefits package to
those who qualify. This includes medical plans with prescription
drug coverage; flexible spending account or health savings account
depending on the medical plan chosen; dental and vision insurance;
life insurance; 401(k) program with employer match and Employee
Stock Purchase Plan; paid time off programs including holiday pay
and paid volunteer time; disability insurance coverage and
maternity and parental leave; adoption assistance; educational
assistance and a robust wellness program with financial incentives.
To learn more about your potential eligibility for these programs,
please visit .EEO StatementFulton Bank ("Fulton") is an equal
opportunity employer and is committed to providing equal employment
opportunity for all qualified persons. Fulton will recruit, hire,
train and promote persons in all job titles, and ensure that all
other personnel actions are administered, without regard to race,
color, religion, creed, sexual orientation, national origin,
citizenship, gender, gender identity, age, genetic information,
marital status, disability, covered veteran status, or any other
legally protected status. Sponsorship StatementAs a condition of
employment, individuals must be authorized to work in the United
States without sponsorship for a work visa by Fulton Bank currently
or in the future.
Keywords: Disability Solutions, Reading , Institutional Retirement Services Relationship Manager (Hybrid) - SE PA / S NJ, Executive , King Of Prussia, Pennsylvania
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