Position Description

Wealth Management - Relationship Manager
Location Des Moines, IA
# of openings 1
Apply Now

Job Summary:

The Relationship Manager performs daily activities related to the administration and maintenance of personal trust, investment management and probate relationships, including personal sales activity. This position responds to client inquiries and completes special projects for clients as necessary. This position also prepares necessary documents to open and maintain account compliance and works closely with the Trust Administrators to provide streamlined customer service delivery.

Primary Functions and/or Responsibilities:

• Account maintenance and administration

• Respond to customer inquiries

• Completion of special projects

• Completion of necessary documents relating to compliance

• Review and follow-up of sales activities

• Communication with clients and advisors

• Other duties as assigned

Education and/or Experience:

• Four-year college degree

• 10 years experience or equivalent combination of education and experience

• Minimum of seven years personal trust experience preferred

• Advanced degree or certification such as JD, CTFA, MBA or CPA preferred

Specific Skills, Knowledge & Abilities:

• Familiarity with legal fiduciary responsibilities

• Familiarity with account compliance responsibilities

• Ability to follow written and oral instructions



Back Apply Now