Institutional Relationship Manager - Retirement Plan Services

Location: hirify.global Center, New Orleans, Louisiana, United States

Company

hirify.global is a banking and financial services organization providing trust, wealth management, and retirement plan services.

What you will do

• Manage and develop large, complex trust relationships, including defined benefit and defined contribution retirement plans.
• Administer, invest, and solicit business for assigned accounts in accordance with governing documents, bank policies, and applicable laws.
• Serve as a primary contact for clients, attorneys, CPAs, beneficiaries, co-trustees, and other parties connected with assigned accounts.
• Coordinate account management with investment officers, trust tax officers, Trust Operations, and other business partners.
• Develop new business through client calling programs, professional networks, conferences, proposals, and relationship-management reporting.
• Supervise and mentor assigned team members and provide guidance to junior relationship managers.

Requirements

• Bachelor’s degree, preferably in business or a related field.
• At least 8 years of relationship management experience in banking or financial services.
• Ability to analyze and apply governing documents, banking regulations, and trust account requirements.
• Ability to work under stress, meet deadlines, interpret documents, and operate related equipment.
• Ability to travel when required to perform essential job functions.

Culture & Benefits

• Full-time employment in a banking and trust-services environment.
• Opportunity to represent the organization at client meetings, professional conferences, trade shows, boards, committees, audits, and court proceedings.
• Work is performed in compliance with federal, state, and local banking and industry regulations, including the Bank Secrecy Act.