About this role
Senior Strategic Relationship Manager
Job Profile Summary: Responsible for driving revenue by selling and retaining investment products and services with a focus on ETF, Mutual Fund, Separately Managed Accounts, Alternative Investments and Multi Asset Class products and services to prospective clients generating revenue for the bank. Acts as the technical expert and lead on major national accounts regarding the bank's products and services and the outside marketplace. Identifies prospects by various research and analyzes client's needs to recommend new services or products. Responsibilities: 1. Sells ETF, Mutual Fund and Multi Asset Class products and services to suitable prospects producing fee revenue for the bank. 2. Identifies new prospects by researching potential needs and prioritizing and producing a business plan. 3. Acts as the technical expert and lead on major national accounts regarding the bank's products and services and the outside marketplace including competitors. 4. Makes customized sales presentations to large and complex clients utilizing knowledge of our products and services. 5. Utilizes knowledge of bank's investment, trust, custody and securities products and services to work with other internal partners and recommend new services or products to clients where possible. 6. Maintains on-going relationships with advisors, home office personnel, and other centers of influence making them aware of the bank's products and services. Responsible for optimizing revenue and profitability of key strategic relationships. 7. Maintains knowledge of our products and services by initiating frequent contact with other financial institutions, partners and keeping abreast of laws and regulations affecting the industry. 8. Maintains knowledge of competitors and their products and services. 9. Seasoned multi-disciplinary expert with extensive technical and / or business knowledge and functional expertise. 10. Focus of role is on execution of strategic direction of business