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DB Retirement Relationship Manager

Job Description: This role is responsible for day to day oversight of all activities occurring within Institutional Retirement investment management client account relationships on the Bank of America proprietary trust accounting platform. By way of a thorough understanding of clients' needs and requirements, ensures client satisfaction through periodic client meetings and discussions covering service levels, planutilization, product offerings, and fund investment performance. Works with sales, plan administration, and operations staff to enhance and deepen relationships. Expected to participate in presentations to prospective clients; and on-going thought leadership communication. Expected to resolve complex problems; and is therefore assigned relatively larger and more intricate plans/relationships. Required Qualifications: Must have a minimum of  7-10 years of DC/DB related relationship management and plan administration experience Must have strong communication and presentation skills; and have an excellent working knowledge of ERISA fiduciary trust responsibilities and trading practices. Although not a registered position, a background or experience working in the investment management industry is helpful, as the candidate must be comfortable having frequent, on-going interaction with US Trust and Merrill Lynch wealth management representatives to discuss strategic investment initiatives for client accounts Bachelors degreerequired. Job number: 18063486
Salary Range: NA
Minimum Qualification
8 - 10 years

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