|
|
|
|
|
077195 - Corporate Trust Relationship Manager
077195 - Corporate Trust Relationship Manager LOCATION: Tulsa, OK (74101) TRAVEL 10%
This is a retained Executive Search; our client is a Major Financial organization with offices headquartered in NYC, looking for a Corporate Trust Relationship Manager to work out of the Tulsa, OK location.
If you are interested please submit your resume and I will respond ASAP.
POSITION DETAILS
Salary Range: $80K to 90K
Best Industry: Financial Services
Best Department: Accounting/Finance
Reports to: Team Leader
Travel: 10%
10 years of experience
No sponsorship available/No relocation available
4 year degree
The relationship manger (RM) will coordinate the overall relationship management activities to existing small to mid-size institutional accounts.
The RM is responsible for addressing all client issues and working closely with various internal departments to meet all client requirements.
The RM will set up client meetings to discuss investment strategy, performance and service related issues.
The RM is also responsible for promoting new investment strategies and coordinating with a senior relationship manager when an active or complex new business opportunity is discovered.
The RM will be the primary client liaison during the initial funding of new account and strategy transitions.
In this position the RM is dually responsible for client satisfaction and minimizing risk to the firm.
The RM is responsible for reviewing legal documentation and for staying abreast of the Corporate Trust market and/or related financial products.
Possess excellent communication skills and has in-depth knowledge of the company's investment disciplines and services.
Considerable autonomy for managing account base while reporting directly to the Corporate Trust Administration Team Leader.
CANDIDATE MUST HAVE:
BS/BA required; MBA desired.
Has five or more years of portfolio management sales, marketing, or relationship management experience, and typically involved in the CFA program.
Related Link : (None)
Target State : Oklahoma
Target City : Tulsa
Ad Owner Name: The Barron/Carlington Group
Contact Phone: (None)
Contact Email: gg@barronsys.com
Last Update : 2008/08/25 01:04:28 PM
Number of Views: 19
|
|
|
|
|
|
|
FAQ -
User Agreement -
Privacy Statement -
About Us -
Contact Us -
Partnership
|
© 2008 Hot-Web-Ads.com.
Links:
USNetAds.com, Post Jobs, Canada Free Ads, UKFreeAds.ws, CNNetAds.com, Free Ads Website, Free Online Advertising,
|
|