Relationship Manager – Principal Custody Solutions

**What You'll Do**

In our Institutional Trust and Custody Customer Care team, the role of **Relationship Manager – Principal Custody Solutions** develops lasting relationships with advisors, plan sponsors, finance contacts, trustees, and third-party administrators that are in our institutional space. This role is the strategic partner to our clients to provide scalable solutions that meet business goals of retention and growth.

 Here are few examples of the kinds of things you’ll do:

+ Collaborate with the plan sponsor and the consultant on plan goals, investments, plan operations/financial reporting.

+ Identify opportunities to expand your client relationships by identifying additional products/services to help our clients achieve their goals.

+ Relationship plan reviews for your book of business highlighting best practices and technology solutions.

+ Building and cultivating relationships with key decision makers and C-Suite exe...