Manager, Relationship Manager Job Description

Manager, Relationship Manager Job Description

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Manager, relationship manager provides independent oversight and control of all market risks across Corporate Credit, Structured Credit and Lending products.

Manager, Relationship Manager Duties & Responsibilities

To write an effective manager, relationship manager job description, begin by listing detailed duties, responsibilities and expectations. We have included manager, relationship manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Source and call on individual prospects organize and conduct sales presentations to groups, clubs, associations, companies and other organizations within the assigned branches
Providing proactive client support, primarily around commercial banking products commercial lending, transaction banking, basic global markets products
Approving client requests that entail a "material risk impact"
Project Security Certification tasks and procedures
Application & Supplier Security Risk Assessments process
Security Exceptions/ Risk Issues
General security consulting and awareness
Manage the security certification process tracking and reporting on IS project certification
Respond to queries and provide guidance on information security policies, standards and practices
Perform the initial evaluation of Application and Supplier Security Risk assessments gathering the required details to ensure the appropriate risk assessment is completed and if required, are assigned to security consultants accordingly

Manager, Relationship Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Manager, Relationship Manager

List any licenses or certifications required by the position: ICB, PFP, ITIL, PMP, CMFAS, CEBS, SHPR, PHR, CPP, CFA

Education for Manager, Relationship Manager

Typically a job would require a certain level of education.

Employers hiring for the manager, relationship manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Finance, MBA, Economics, Education, Accounting, Business/Administration, Management, Marketing, Graduate

Skills for Manager, Relationship Manager

Desired skills for manager, relationship manager include:

Market
Applicable policies and procedures
Bank products and services
Credit and credit quality
Financial services industry
From the basics of credit card transactions to complexities of statement analysis and pricing models/proposals
Organization products and operations
Payment processing industry
Products and solutions
Banking products and services

Desired experience for manager, relationship manager includes:

High school diploma or equivalent required- Bachelor's degree in Business, Accounting, Marketing strongly preferred
Strong knowledge of investment products and related issues and ability to discuss these with customers
Must be fluent in French and Arabic
Guidance and authority
Bachelors degree and five years financial services background required - previous key accounts experience with Independent Broker Dealers is ideal
Experience in client service and understanding of retail distribution, products and platforms is necessary

Manager, Relationship Manager Examples

1

Manager, Relationship Manager Job Description

Job Description Example
Our company is growing rapidly and is looking for a manager, relationship manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for manager, relationship manager
  • Interface with plan sponsors and brokers to understand overall objectives and requirements
  • Serve as a point of escalation for issues or activities that the plan sponsor encounters as a result of account service
  • Working with area RVP and RPSA to provide in-force plan support to “focus” Advisers
  • Partnering with focus Advisors to provide expertise and to ease the administrative burden associated with retirement plans
  • Providing customized education and enrollment solutions with the intent of increasing participation and AUM
  • Filling the role of consultant to advisers, TPA’s and plan sponsors, as it relates to the retirement plan business
  • To gain a strong understanding of the priorities of adviser relationships in the assigned territory and the effective interaction of the team’s various roles
  • To build knowledge of JH product and positioning in order to perform sales functions in the absence of an RVP for micro/small plans
  • To support sales finals
  • To build knowledge of Group Annuity Model in order to maintain and advance intermediary relationships (both adviser and plan consultant) in the absence of an RVP
Qualifications for manager, relationship manager
  • Strong background/experience in Human Resource Management highly preferred
  • Must be able to establish trusted, authentic and meaningful relationships with cross-functional internal teams and key corporate and industry prospects and partners
  • Must have excellent, creative and comprehensive internal and external communication skills
  • Must be comfortable with personal accountability for aggressive growth objectives
  • Experience working with vertical sales management
  • Ability to work dynamically within a large, matrix organization
2

Manager, Relationship Manager Job Description

Job Description Example
Our company is growing rapidly and is hiring for a manager, relationship manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for manager, relationship manager
  • Understand and interpret Solium contracts and any client exceptions to Solium standards with respect to pricing, plan management or service level commitments
  • Trouble shoot ad hoc client queries utilizing the Solium Shareworks™ application
  • Conduct client meetings, demonstrations, training sessions, user training sessions, and other client requests as required
  • Prepare specifications/gap analysis documents for client requests related to new functionality
  • Mentor colleagues with respect to client interaction, communication tactics and positioning strategies
  • Completes account reviews with the VP, Partner and Channel Relations
  • Participate in, and support, client training events as required
  • Remain current with new industry developments to interpret impact on client plans
  • Working with area Regional Vice President (RVP) and Retirement Plan Sales Associate (RPSA) to provide inforce plan support to “focus” Advisers
  • Filling the role of consultant to advisers, Plan Consultants and plan sponsors, as it relates to the retirement plan business
Qualifications for manager, relationship manager
  • Must have previous experience selling in complex environments and non-traditional industries
  • Experience in "start-up" environment a plus
  • 5+ years of previous account management/client relationship experience dealing with senior management
  • Face to face sales and public relations experience
  • Flexible and adaptable to changing situations and environments
  • Insurance agent/broker designation an asset
3

Manager, Relationship Manager Job Description

Job Description Example
Our company is searching for experienced candidates for the position of manager, relationship manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for manager, relationship manager
  • Drive client initiatives and revenues that include pilots, contracts, billing, metric reporting, customer service, and account management
  • Understand the client’s business and strategic goals and objectives
  • Ensure Relationship Plans are in place and the objectives executed
  • Regular client meetings with follow up call reports produced
  • Preparation and delivery of client presentations
  • Preparation of Exec summaries to support the Exec calling programme
  • Ensure that complete documentation for the Client is held on file
  • Ensure the correct and efficient prioritisation of the team’s workload to meet all deadlines
  • Proactively lead and assist with the development of staff and promote teamwork
  • Ensure a succession plan is in order to allow for own growth within Northern
Qualifications for manager, relationship manager
  • Ability to manage multiple projects simultaneously and working in a fast-paced environment
  • Ability to work autonomously, work with a tem and solve problems quickly
  • Address and resolve day to day issues as raised by the business and suppliers, effectively escalating issues that cannot be resolved
  • Sound verbal and written communications skills and decent command of English as a language
  • Strong interpersonal skills with an ability to interface with clients at a management level
  • Knowledge of operational procedures, documentation requirements, banking practices and regulations related to commercial banking
4

Manager, Relationship Manager Job Description

Job Description Example
Our company is growing rapidly and is looking for a manager, relationship manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for manager, relationship manager
  • Make regular visits to our existing client base
  • Ensure that the Eclipse CRM is up to date at all times, with details of all Contacts, Opportunities, Activities and Tasks
  • Maintain good knowledge of Eclipse product set and their unique selling points (USPs) over key competitors
  • Project a positive image of oneself and the Company to others at all times
  • Plan to optimise the achievement of results by showing concern for excellence in customer service at all times
  • Foster positive working relationships with Sales Team and creating an environment of teamwork, cooperation and profitability
  • Attend conferences and industry related activities
  • Deeply understand client’s business goals, plan / benefits strategy and major priorities
  • Deliver satisfaction by addressing client needs and driving participant engagement
  • Perform all aspects of account management, including new account opening, follow-up, communications and maintenance
Qualifications for manager, relationship manager
  • Ability to mentor and develop junior bankers
  • 7+ years experience in financial services desired
  • Expert knowledge of the retirement industry and competitive environment, including Intermediaries
  • Independently leads difficult conversations and negotiations with clients and intermediaries, and internal partners with positive results
  • Ability to identify, solve and escalate complex issues with multiple stakeholders
  • High level of integrity and accountability- trusted business advisor
5

Manager, Relationship Manager Job Description

Job Description Example
Our company is searching for experienced candidates for the position of manager, relationship manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for manager, relationship manager
  • Builds and maintains strong relationships with both internal and external customers for the success of clinical trial delivery and the overall growth of the partnership(s)
  • Communicate and escalate issues at the appropriate time and to the appropriate level of management
  • Maintain current list of key relationship touchpoints within partner organization with mapping to Sarah Cannon points of contact
  • Coordinate, plan, and facilitate pipeline review meetings and maintain regular dialogue with Sponsor contacts to identify high-quality study leads
  • Co-develops and supports strategy for delivering performance metrics for Sarah Cannon lines of business to our partners
  • Serve as the process owner for building, maintaining, and refreshing of the database containing key sponsor partner contacts and organizational structure
  • Lead new initiatives and special projects as directed by Strategic Development team
  • Guide planning, preparation and execution of conferences and road-shows as required
  • To develop a strong relationship with departments that will lead to customer’s satisfaction and translate into new business opportunities
  • Liaise with senior stakeholders and developing relationships across the Civil Service and Wider Public Sector
Qualifications for manager, relationship manager
  • Ability to interface with multiple levels within a client's organization
  • Proven performance and credit track record
  • Proficiency with Microsoft Excel/PowerPoint and experience building reports
  • Understand what the business requires from Events, Hospitality and Roadshows
  • Implement strategic business objectives into meaningful event programs that are aligned with the wider firm’s priorities
  • Understand which event activity works best for the business and varying client profiles and influence decisions based on experience of past event successes and failures

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