The Institutional Advisor is integral in the client relationship of an assigned book of Institutional Business, driven by new business from Institutional Consultants. The Advisor's role is to provide exceptional client service and deepen client relationships with a wide variety of clients by delivering asset management, advice, and administration through day to day oversight of relationships.
Typical projects may be related to: plan set-up, plan documents, contributions, loans, distributions, enrollment, coordination of plan changes, product changes, fund adds/eliminations, plan amendments, statement narratives, statement reviews, banking/division/pay center changes, forms customization or updates, pricing changes/recoveries.Supports product pricing, projections and annual reconciliation. Help prepare forecasts and analyze trends.
Ensure the highest level of customer service and satisfaction
Proactively assist the team in streamlining services, implement new application and software, product enhancements and new Fiduciary Vault.
Coordinate production and/or roll out of custom or specialized reporting for clients as required. Assist CFO in pulling data to distribute quarterly billing
Acts as a resource and guides and advises (trains and mentors) less experienced staff.
Bachelor degree with a minimum of 6 years of trust, financial services or financial operations experience or 4 years First Citizens Bank trust experience
Bachelor's degree or with a minimum of 10 years trust, financial services or financial operations experience or 8 years First Citizens Bank specific trust experience.
• Possess valid Series 6, 63, 65/66, and State specific Life and Health Insurance licenses.
• Ability to read, interpret and communicate complex legal documents (wills, retirement plan documents, agency/investment management agreements, etc.).
• Strong communication skills.
• Strong negotiating and interpersonal skills.
• Strong understanding of the investment markets and economics in general.
• Work successfully in a team environment and deliver clear and effective presentations.
• Bachelor degree
• One or more ABAICB designations (CTFA, CRSP, CCTS, etc.)
• Experience in one or more of the following institutional trust fields: retirement plans, philanthropic, custody/escrow
• Relationship management experience