Trust Relationship Manager
Trust Relationship Manager
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$ 140000 - 160000
1 Vacancy
Job Description
Amalgamated Bank seeks a dedicated Trust Relationship Manager to be accountable for Relationship Management and Business Development for Investment Management and Institutional Custody. This role will be responsible for managing and developing relationships with existing and prospective labor unions not for profits and public funds as well as their Investment Consultants and other service providers. This role will also be responsible for meeting revenue and profitability targets by deepening existing relationships and building new ones leveraging a diverse product set designed to meet the needs of our target market clients.
By joining our team youll be joining a Bank that believes that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers
Essential Job Functions:
- Actively promote and sell investment management and custody products and offerings while achieving monthly quarterly and annual sales and profitability targets
- Drive growth of the banks portfolio of investment products including ResponsiFunds a suite of ESG funds as well as the banks index products the LongView Funds
- Maintain a high level of satisfaction with existing customers their Consultants and Auditors
- Collaborate with peers across the company to deepen existing relationships by cross selling investment management and custody and introducing banking services to existing institutional trust and investment customers
- Attend client/prospect meetings as necessary
- Participate in various conventions conferences and seminars
- Perform other duties as directed
Knowledge Skills and Experience Requirements:
- Bachelors degree; MBA or other equivalent preferred
- Minimum 8 years of institutional investment management experience with a quantifiable track record of building relationships and selling institutional investment products to a broad set of stakeholders including fund managers trustees and consultants
- Ability to work effectively with all levels of staff and management
- Excellent verbal/written communication and interpersonal skills
- Excellent presentation skills and selling techniques
- Ability to manage multiple tasks and projects
- Travel of 30 40 of the time
- Excellent working knowledge of PC applications email and Internet
Our job titles may span more than one career level. The starting base salary for this role is between $140000.00 $160000.00. The actual base pay is dependent upon many factors such as: training transferrable skills work experience business needs and market demands. The base pay range is subject to change and may be modified in the future.
Amalgamated Bank is anEqual Opportunity and Affirmative Action Employer Minorities / Females / Individuals with Disability / Veterans.AmeriCorps Peace Corps and other national service alumni are encouraged to apply. View ourPay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank we consider an applicant to be someone who has interviewed at least once in person with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.
Effective February 18 2025 employees in officebased positions will be working a Hybrid work schedule consisting of three days or more onsite per week Monday Thursday although the specific days may vary by site or organization with Friday designated as a remoteworking day unless business critical tasks require an onsite presence. This Hybrid work model does not apply to and daily inperson attendance is required for the contact center branch service roles and general services where the work to be performed is located at a Company site; positions covered by a collectivebargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note this Hybrid work model guidance does not apply to roles that have been designated as remote.
Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no preexisting agreement is in place. Where agency agreements are in place introductions are position specific. Please no phone calls or emails.
Required Experience:
Manager
Employment Type
Full Time
