Institutional Relationship Manager II

Duties & Responsibilities

Type of Role: Individual contributor, experienced

Area of Responsibility and Purview: Institutional relationship manager within the Asset Management function

Role Specific Job Duties:
• Primarily focused on servicing high-value clients and/or clients with complex needs
• Senior mentor for other relationship managers on the team; regularly providing guidance and feedback on best practices and opportunities for Private Wealth products and services
• Point of escalation within the team for resolving time sensitive client inquiries
• Works collaboratively with other functions in Private Wealth to resolve complex client related issues, escalations, and special projects
• Demonstrate a high level of teamwork with a focus on achieving business unit and team goals. Be a positive influence in the group
• Report operational risk irregularities or concerns
Function Specific Job Duties:
• Manage a bo...

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