Senior Account Manager at TD Insurance delivering legendary client experiences for high net worth clients. Focusing on tailored insurance plans and collaboration with financial advisors.
About the role
- Deliver consultative relationship management to institutional clients and deals effectively with all levels in the client’s organization.
- Ensures appropriate and accurate coordination of all KeyBank lines of business, across all product lines, to deliver distinguishable advice.
- Lead client relationship reviews and the creation of the agenda in collaboration with other internal relationship partners.
- Responsible for overseeing and coordinating the delivery of all fiduciary services.
- Apply sound fiduciary judgment to trust matters in order to fulfill KeyBank’s fiduciary responsibilities.
- Retain and expand client relationships.
- Foster close business relationships to develop client loyalty and new business opportunities by engaging with clients, prospective clients, attorneys, accountants, consultants, and co-fiduciaries.
- Develop references from relationships: clients and their external partners, i.e., consultants, third-party plan administrators, attorneys, accountants, auditors, outside RIAs, etc.
- Mitigate risk by managing assigned institutional client relationships in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements.
- Identify opportunities to grow revenues through cross selling other KeyBank products that will benefit the client – and develop and implement appropriate client action plans striving to continually improve client experience and engagement.
- Provide subject matter expertise regarding IA services and lead/participate in closing new business opportunities.
- Lead new relationship transitions or accounts restructuring and coordinate impact to related KeyBank service areas.
- Participate in IA product development evaluations and projects – bringing industry knowledge and expertise.
- Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees.
- Must be capable of managing multiple, and at times, competing priorities – internal and external.
Requirements
- A minimum of 10 years industry experience working with corporate, nonprofit, public fund and/or Taft Hartley clients.
- Working knowledge of trust/custody administration, foundation services, planned giving, pooled fund services, pension payment processing, commercial banking, institutional banking needs, operating funds.
- Excellent analytical, communication (oral and written), interpersonal and problem resolution skills.
- Client consultation/advocate background.
- Bachelor’s degree.
- Strong PC skills, especially Excel, Word, and PowerPoint.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
- Incentive compensation eligibility
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