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Institutional Client Relationship Manager Jobs in Alabama

Assists Private Client Services RM's in providing financial services to qualified Private Clients as well as relationship management duties. Works under close supervision with focus on developing ...

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Institutional Client Relationship Manager information

What does an institutional client relationship manager do?

An Institutional Client Relationship Manager is responsible for managing and nurturing relationships with large, institutional clients such as pension funds, insurance companies, and endowments. They act as the main point of contact, ensuring clients are satisfied with the services provided and addressing any concerns or needs. These professionals work closely with internal teams to deliver tailored solutions, provide market insights, and facilitate communication between clients and their organization. Their goal is to maintain long-term partnerships and support client retention and growth.

What are the key skills and qualifications needed to thrive as an institutional client relationship manager, and why are they important?

To thrive as an Institutional Client Relationship Manager, you need a strong background in finance or business, expertise in investment products, and experience managing institutional accounts, often supported by a bachelor's or master's degree. Familiarity with CRM systems, portfolio management tools, and relevant certifications such as CFA or Series 7 are highly valuable. Exceptional communication, client service orientation, and problem-solving skills set top performers apart in this role. These abilities are crucial for building trust, retaining institutional clients, and driving business growth in a competitive financial environment.

What are some common challenges institutional client relationship managers face when managing multiple high-value clients?

Institutional Client Relationship Managers often juggle the demands of several large clients, each with unique investment goals and service expectations. One key challenge is balancing proactive communication and personalized support while staying organized and responsive to urgent requests. Additionally, these managers must keep up with industry regulations, market trends, and internal product updates to provide informed guidance. Effective time management, strong relationship-building skills, and leveraging digital tools are essential to successfully meeting these challenges.

What is the difference between Institutional Client Relationship Manager vs Financial Advisor?

AspectInstitutional Client Relationship ManagerFinancial Advisor
CredentialsTypically requires a bachelor's degree, certifications like CFA or CFP are commonRequires a bachelor's degree, CFP certification often preferred
Work EnvironmentWorks mainly with institutional clients such as pension funds, corporationsServes individual clients and families
Employer & IndustryFinancial institutions, asset management firms, banksFinancial planning firms, banks, independent practices
Primary FocusManaging relationships with institutional clients, providing tailored investment solutionsProviding personalized financial planning and investment advice to individuals

The Institutional Client Relationship Manager primarily focuses on managing relationships with institutional clients like pension funds and corporations, offering specialized investment services. In contrast, Financial Advisors serve individual clients, providing personalized financial planning. While both roles require financial certifications and industry knowledge, their client base and work environment differ significantly.

What are popular job titles related to Institutional Client Relationship Manager jobs in Alabama?

For Institutional Client Relationship Manager jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Institutional Client Relationship Manager jobs in Alabama look for?

The top searched job categories for Institutional Client Relationship Manager jobs in Alabama are:

What cities in Alabama are hiring for Institutional Client Relationship Manager jobs?

Cities in Alabama with the most Institutional Client Relationship Manager job openings:

Senior Executive Relationship Manager

Huntington

Birmingham, AL • On-site, Remote

Full-time

Re-posted 26 days ago


Key responsibilities

  • Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners.

  • Leads team of cross functional colleagues in collaborative pre-call planning sessions resulting in robust client interactions.

  • Identifies and mitigates credit risks, makes recommendations on credit structure, and articulates bank recommendations to clients and prospects.


Huntington National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 174 frontline employees who took The Breakroom Quiz

66th of 175 rated banks


Job description

Description

Looking for bankers across Tennessee to work from one of our corporate offices.

Summary:

The Sr. Executive Relationship Manager prospects and develops upper middle market banking relationships targeting companies with revenues $50M and above within assigned geographic territory. They draw upon established network to drive bank / customer profitability via loans, deposits, Treasury Management, fees, and capital markets. They provide customers valuable insights and introduce product and service partners to meet customer needs. They work in concert with portfolio management partners, to structure loans, manage underwriting and credit approval process, ensure appropriate documentation, and manage closing of complex commercial loans.

Duties and Responsibilities:

  • Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets, insurance, wealth and private banking, and retail banking.
  • Leads team of cross functional colleagues in collaborative pre-call planning sessions resulting in robust client interactions.
  • Leverages an established group of Centers of Influence to obtain referrals and continually works to grow this network.
  • Ability to identify and mitigate credit risks, make recommendations on appropriate credit structure, and effectively articulate bank recommendation to clients and prospective clients.
  • Adheres to bank policies and procedures and complies with legal and regulatory requirements.
  • Follows processes and procedures to ensure risks are measured, monitored and controlled and compliance requirements are adhered to on an on-going basis.
  • Performs other duties as assigned.

Basic Qualifications:

  • Bachelor's Degree or equivalent experience in accounting, finance, or a related field.
  • 10+ years related experience in financial services and banking with a focus on commercial banking relationships and knowledge

Preferred Qualifications:

  • 20+ years' experience working directly as a Commercial Relationship Manager.
  • Demonstrated ability to develop a new market, create brand awareness and successfully generate meaningful new client relationships.
  • Successful track record of recommending and cross selling important banking services including Treasury Management, Capital Markets, International Banking, Wealth Management, Private Banking, and Insurance to meet client needs and improve bank profitability.
  • Formal credit training and commercial banking underwriting experience.
  • Master of Business Administration Degree.
  • Actively involved in community and/or non-profit volunteering services
  • Ability to analyze corporate financial statements and make recommendations on credit structure.
  • Strong written and verbal communication and negotiation skill set.
  • Proficient with Microsoft Office products and ability and willingness to become proficient with critical proprietary systems.
  • Knowledge in Capital Markets (Debt and Equity) and understand how to succeed in a multi-bank/syndicated credit facility environment.
  • Disciplined and motivated self-starter who can manage business development efforts with minimal management oversight.
  • Consistently exceed production targets in call activity, new client acquisition, funding loans, capital markets and other fees, liquidity/deposits, client-level and portfolio profitability.


Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.


What Huntington National Bank employees say

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