FULL_TIME

FEED

OTHER

The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG’s clients while supporting our new business efforts through teaming with IMG financial consultants and networking with centers of influence. Collaborate with our IMG team of internal advisors on financial and retirement planning, investment management, personal insurance, trust and estate services, special needs services and premier banking strategies and solutions.

Rockland Trust is currently seeking a Relationship Manager for our Osterville, MA office of the Investment Management Group, to support clients in the Cape Cod area.The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG’s clients while supporting our new business efforts through teaming with IMG financial consultants and networking with centers of influence. The Relationship Manager serves as the primary point of contact for clients, understanding their financial objectives and delivering comprehensive tailored solutions to meet all of their financial objectives.Key Responsibilities:<ul><li>Develop and nurture relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.</li><li>Provide personalized financial solutions and recommendations based on thorough analysis of clients' financial situations. </li><li>Collaborate with our IMG team of internal advisors on financial and retirement planning, investment management, personal insurance, trust and estate services, special needs services and premier banking strategies and solutions. </li><li>Act as a trusted advisor to clients, delivering exceptional service and ensuring their investment objectives are aligned with their long-term financial goals.</li><li>Proactively identify opportunities to grow client relationships, increase assets under management, and generate new business through referrals and networking.</li><li>Stay informed about industry trends, regulatory changes, and market developments, and communicate relevant information to clients.</li><li>Responsible for the day to day administration of accounts consisting of investment management portfolios, revocable and irrevocable trusts, and estates.  </li><li>Maintain accurate records of client interactions, investment decisions, retirement planning goals, ensuring compliance with regulatory requirements and internal policies.  </li></ul>Required Skills and Experience:<ul><li>A Bachelor of Arts or Science is required. Master’s degree is appreciated.</li><li>A minimum of 5-10 years’ experience in the financial services industry or related field with knowledge of trust administration, portfolio management, financial planning, and estate settlement.</li><li>Proven track record of building and managing client relationships.</li><li>Commitment to serving as a fiduciary in the wealth management arena.</li><li>Strong understanding of financial markets, investment products, and wealth management principles, with the ability to communicate complex financial concepts to clients in a clear and concise manner.</li><li>Excellent interpersonal and communication skills, with the ability to establish rapport with clients, understand their needs, and provide tailored investment advice and solutions.</li><li>Demonstrated ability to work effectively in a fast-paced, dynamic environment, with a focus on delivering exceptional client service and driving business results.</li><li>Trust certifications, attendance at Trust Schools, law degrees and CFP® designation preferred.  </li></ul>Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions<img alt=" " height="1" src="https://ars2.equest.com/?response_id=327747d22a93c538f78116a2f0a394dd&view" width="1"/>

Rockland Trust

Relationship Manager - Investment Management Group

Administrative Management

Asset Management

Banking Services

Certified Financial Planner (CFP)

Communication Skills

Customer Relations

Customer Relationship Management (CRM)

Customer Support/Service

Fiduciary

Financial Analysis

Financial Planning

Financial Risk

Financial Services

High Net Worth

Industry/Trade Analysis

Insurance

Interpersonal Skills

Investment Management

Investment Services

Maintain Compliance

Needs Assessment

Problem Solving Skills

Product Management

Record Keeping

Regulations

Regulatory Compliance

Regulatory Requirements

Relationship Management

Retirement Planning

School Attendance

Service Delivery

Special Needs

Stock Market

Trust Law

Wealth Management

equestftpin

UNKNOWN

Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, are required to manage portfolios. Knowledge of investment terminology, the laws and regulations governing trust investments and taxation, as well as the banks investment policies, procedures and strategies, usually acquired through work experience and formal education, is required to operate within the framework of trust documents.

Salary Grade: 23SUMMARY
Manages assigned fee revenue producing investment accounts ranging from moderately sized to large and sensitive personal trust and individual relationships. With fiduciary accounts, operates within the framework of the underlying document, developing strategies designed to achieve specific investment goals. Assignments generally involve a high level of client service, in some cases as primary client contact.The responsibilities associated with the management of individual investment portfolios are a major portion of the duties. In addition, a significant responsibility is assisting the Chief Investment Officer with the selection and monitoring of the departments equity focus list. The incumbent is required to function as the day-to-day supervisor of various types of investment portfolios including charitable institutions, investment management, and fiduciary accounts. A basic component of this position is a broad understanding of the capital markets (stocks, bonds, etc.) and the ability to execute timely decisions that are consistent with the investment objectives of accounts supervised.ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIESInvestment Management<ul><li>Analyzes investment portfolios to assure that asset allocation and stock selection are consistent with each clients long-term investment objectives.</li><li>Communicates with clients and with the organization as a whole (account officer support and new business development). Responds to client inquiries and concerns in a timely manner.</li><li>Ensures that the Equity and Fixed Income segments of portfolios are properly diversified and that investment changes are guided by our overall strategy within the framework of our sector weighted discipline.</li><li>Manages investment activities for assigned accounts, representing moderately sized to large and sensitive high net worth personal trusts, individual investment, and court appointed accounts. Considers the nature of the relationship, size, or type of assets managed, sensitive customer issues, and coordinating shared authority with clients/co-trustees.</li><li>Develops, recommends, and directs the execution of programs designed to achieve investment objectives for account relationships utilizing investments on the departments approved list.</li><li>Monitors the performance of the clients portfolio to ensure it is consistent with their objectives. Maintains continuous contact with the client so as to be aware of any changes in their investment objectives or ability to assume risk.</li><li>Maintains extensive contact with personal trust administration officer, customers, co-trustees, consultants, and outside attorneys to ensure communication of trust/agency requirements and coordinate portfolio activity.</li><li>Maintains a current awareness of new investment strategies and instruments through regular contact with the investment community and other industry professionals, as well as through personal research.</li><li>Act as primary backup to Investment Securities Trader.</li></ul>Compliance<ol><li>Must maintain current knowledge and understanding of legal, tax and/or legislative changes that affect trust and investment activities.</li><li>Must have knowledge of trustee responsibilities relative to investing trust assets, specific securities laws, OCC Regulation 9 and relevant ethical issues.</li><li>Performs all duties in accordance with prescribed regulatory compliance guidelines.</li></ol>Business Development<ul><li>Participates in the development of new investment business with sales staff.</li><li>As part of the role of Bank Officer, promotes the Banks products and services in daily interaction with others.</li><li>As opportunities arise, promotes additional products and services to existing or prospective customers.</li><li>Actively participates in community and professional organizations.</li></ul>Team Collaboration<ul><li>Working in cooperation with other members of the group and a willingness to extend oneself beyond the general demands of the position are essential. A specific important part of this professionalism includes an ongoing concern for the business success of the organization as a whole.</li><li>Represents the Bank through participating in various community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible.</li><li>Participates on various committees on behalf of the business unit. Provides input and advice on business issues.</li><li>Provides any support necessary to promote and support the acquisition of new applicants and customers at the Bank.</li><li>Supports the efforts of the senior manager and other department managers in team building with other internal customer contact areas.</li></ul>QUALIFICATIONSEDUCATION & CERTIFICATIONS
(Minimum education required to perform the duties of this position)<ul><li>Appropriate professional certifications, e.g. CFA.</li><li>Bachelors degree required; preferably in business, finance or accounting. Advanced degree a plus.</li></ul>KNOWLEDGE, SKILLS & ABILITIES<ul><li>Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, are required to manage portfolios.</li><li>Knowledge of investment terminology, the laws and regulations governing trust investments and taxation, as well as the banks investment policies, procedures and strategies, usually acquired through work experience and formal education, is required to operate within the framework of trust documents.</li><li>Along with strong analytical, decision making and communication skills, the position requires personal work habits and attitudes that enhance the overall professional dimension of our organization and contribute directly to successful job performance.</li><li>Decision-making, sales, and negotiating skills are required to guide sensitive or difficult situations through to agreement.</li></ul>COMPETENCIES<ul><li>Must have cyber security awareness to protect the digital environment, the Bank, and customers.</li></ul>

Investment Jobs in Centerville, MA

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Investment Jobs in Centerville, MA

Relationship Manager - Investment Management Group Rockland Trust

Senior Investment Officer The Cape Cod Five Cents Savings Bank

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