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, you’ll 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 bank’s portfolio of investment products, including ResponsiFunds, a suite of ESG funds, as well as the bank’s 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
- Bachelor’s 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, e-mail, and Internet
Our job titles may span more than one career level. The starting base salary for this role is between $140,000.00 – $160,000.00. 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 an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans . AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay 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.
