Client relationship manager Jobs in Minneapolis, MN

Relationship Manager - RIA

Job Locations US-WI-Milwaukee | US-MN-St Louis Park | US-IL-Chicago

Category / Function

Trust / Wealth Management

Position Type

Regular Full-Time

Requisition ID

2024-15464

Workplace Type

On Site

Salary Min

USD $98,400.00 / Yr.

Salary Max

USD $199,000.00 / Yr.

Overview

Old National Bank has been serving clients and communities since 1834. With over $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

Responsibilities

Salary Range

The salary range for this position is $98,000 - $258,600 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.

Position may be filled as a Relationship Manager - RIA or Sr. Relationship Manager - RIA. Depending on the skills, qualifications and number of years of experience.

1834 Investment Advisors is a SEC registered investment adviser focused on helping individuals and organizations manage complex financial needs through financial planning, asset management, retirement plan services, and private banking.

The Relationship Manager - RIA is responsible for deepening relationships with prospective and existing clients. The incumbent will coordinate a team of financial professionals to meet the financial planning, asset management, and banking needs of the client. Relationsip Manager - RIA works as part of a team of specialists across 1834 Investment Advisors and its affiliate Old National Bank. The incumbent will work closely with financial planners, portfolio managers, trust officers, retirement plan service administrators, and philanthropy officers as appropriate.

Key Accountabilities

Within the team-based coverage model, the Relationship Manager's key accountabilities include :

Prospect And Develop Wealth Business Referrals

Develop relationships with existing and prospective clients and external centers of influence

• Foster productive relationships with affiliate business partners in Old National Bank Consumer and Commercial lines of business
• Works closely with affiliate Old National Bank Private Bankers to develop and expand wallet share with existing wealth relationships.

Manage a Portfolio Of Client Relationships

Provide Advice To Clients Through Financial Planning

Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle :

Key Competencies for Position

Qualifications

Qualifications and Education Requirements

Key Measures Of Success / Key Deliverables

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position

Our culture is firmly rooted in our core values.

We are optimistic. We are collaborative. We are inclusive. We are agile.

We are ethical. We are Old National Bank. Join our team!

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