Relationship Manager

Job not on LinkedIn

Yesterday

🧀 Wisconsin – Remote

Although this job is listed in Wisconsin, this company may be open to hiring remote in other states.

💵 $95.9k - $127.8k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

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PARC Street Partners

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Finance • Investment Management • B2B

PARC Street Partners is a financial services and investment management firm that specializes in providing tailored investment solutions to individuals and institutions. The firm focuses on delivering strategic asset allocation, portfolio management, and financial planning services to help clients achieve their financial goals.

11 - 50 employees

Founded 2023

💸 Finance

🤝 B2B

📋 Description

• Responsible for the planning, successful execution and follow-up on a diverse range of major client requirements promoting mutual growth and profitability. • Maintain a high level of client trust and respect ensuring client retention. • Carry out innovative and sometimes complex projects to their completion. • Thoroughly analyze maturing data in order to make sound recommendations for next steps that aim to exceed client expectations. • Conduct on site client visits on a regular basis with emphasis placed on client growth, satisfaction and retention. • Develop prospective client relationships and follow up on referrals with the assigned region to identify opportunities, generating additional revenue through the marketing and sales of all NBT Capital Management services. • Manage communications between all parties, trade partners, trust system and NBT Capital Management. • Maintain open communication with all levels of management. • Assist with resolution of escalated major client issues. • Solicit feedback from internal and external partners to continually improve NBT Capital Management deliverables such as client service experience, on line tools, conversions, plan document management, quarterly statement process, year-end compliance testing and 5500's. • Coordinate new client onboarding. • Perform other duties as assigned.

🎯 Requirements

• Bachelor's degree from a four-year college or university • At least ten (10) years related experience and/or training; or equivalent combination of education and experience • Demonstrated knowledge of ERISA requirements • Experience with administering a broad range of qualified plans including but not limited to 5500’s • Willingness to attain ASPPA certifications, including the Qualified Plan Administrator (QPA) and beyond • Ability to manage client relationships in a professional manner • Position requires the ability to understand and perform complex allocations such as new comparability, integrated plan formulas, earned income calculations, compliance testing to include 402(g), ADP/ACP, 415, Top Heavy, 414(s) compensation test, 410(b) coverage • Excellent oral and written communication skills combined with the ability to effectively present information and respond to inquiries from clients, company management and colleagues. • Ability to read, analyze and interpret legislative changes, general business periodicals, professional journals, technical procedures, or governmental regulations. • Ability to create reports, professional business correspondence and procedures. • Ability to work with mathematical concepts such as probability and statistical inference. • Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. • Ability to define problems, collect data, establish facts, and draw conclusions. • Ability to interpret an extensive variety of technical instructions in mathematical or written form and deal with several abstract and concrete variables. • Must have knowledge of advanced Microsoft Office applications. • Position requires domestic travel for client meetings, conferences and trade shows.

🏖️ Benefits

• Generous Paid Time Off : At least 22 days annually, prorated in the year of hire. • Parental Leave : Six weeks of paid leave at 100% of your salary. • Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. • Dental and Vision Coverage : Ensuring your overall health and well-being. • Flexible Spending Accounts : For healthcare and dependent care expenses. • Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage. • Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage. • Voluntary Benefits : Including hospital, accident, and critical illness coverage. • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. • Adoption Assistance : Supporting your growing family. • Tuition Reimbursement : Invest in your education and career growth. • Employee Assistance Program (EAP) : Access to support and resources. • Financial and Banking Services : Various benefits and financial planning assistance .