Relationship Manager – Banking and Financial Services Job

Employer Name: CTR Group	SpiderID: 2505481
Location: Portland, Oregon	Date Posted: 10/9/2008
Wage:	Category: Finance/Investment
Job Code:

Job Description:
National financial services firm is seeking a Relationship Manager for its Bank Services Group. As the Relationship Manager, you will be the primary client contact for established business and grow that business through personal sales efforts in direct partnership with a leading financial institution.

Responsibilities:
Conduct plan and fund performance reviews with plan sponsors and conduct participant enrollment meetings and seminars.
Build long-term relationships with plan sponsors to understand overall objectives.
Develop new corporate retirement plans by cultivating referrals through the bank partner.
Manage multiple projects and workloads to meet business needs as required.

Must-have Qualifications:
Qualifications:
BA / BS; MBA preferred
Series 6 and 63 licenses.
5 + years of experience to include knowledge or the retirement plan industry; trust administration; participant recordkeeping; plan compliance; plan consulting; investment management; etc.
Ability to present complex material in a concise, clearly understandable manner to diverse audiences.

US Citizenship required.

Tabitha Ludwig
Executive Search Consultant
CTR Professionals, A Division of CTR Corporation
T: +1 800-945-9095
F: +1 757-361-9096
tabithal@ctrc.com
www.ctrsource.com

Job Criteria:
Start Date: 10/8/2008
Position Type: Full-Time Permanent
Years of Experience Required: 5
Education Required: Bachelors
Overnight Travel:
Vacation Time:

Contact Information:

Contact Name: Tabitha Ludwig	Company Type:
Company: CTR Group

City: Chesapeake
State: Virginia
Zip: 23320