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    Philanthropic Relationship Manager - Cleveland, United States - KeyBank

    KeyBank
    KeyBank Cleveland, United States

    3 weeks ago

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    Description

    Job Description

    Location:127 Public Square - Cleveland, Ohio 44114ABOUT JOB BRIEFThe Relationship Manager (RM) is the primary IAS client contact or all institutional asset services needs and inquiries outside of actual execution and processing.

    The main focus for the RM is client satisfaction/consulting; regulatory oversight/compliance; and accurate, superior, and proactive service delivery.

    The RM is principally responsible for the proper administration of trust, agency, and custody accounts in accordance with the terms of the governing documents, KeyBank policies and procedures, and regulatory requirements.

    In addition to overseeing day-to-day account activity and other members of the assigned client management team, the RM works closely with IAS Portfolio Managers, KeyBank Legal Department, Enterprise Operations, and other internal departments and frequently serves as the client's coordinator for all bank services and products in an effort to meet all client financial and reporting needs.


    The RM also works in conjunction with attorneys, accountants, and consultants to provide valuable ideas and solutions and must keep current with changes in trust, pension, and nonprofit laws and regulations, as well as keep abreast of major technological advances and improvements in service delivery models.

    The RM is responsible for the most complex and sensitive IAS client relationships and must maintain the highest standard of quality in the delivery of all client services.

    In addition, the RM is accountable for the retention and growth of the assigned book-of-business.

    Professionals in RM positions possess the strongest skill sets required of Relationship Managers in the IAS world, demonstrating extensive business knowledge, subject matter expertise, and sound decision-making.

    ESSENTIAL JOB FUNCTIONSDemonstrate depth of knowledge relating to institutional trust/custody client needs and KeyBank approved product offerings (i.e.

    Trust/Custody, Securities Processing, Benefit Disbursements, Master Trust Accounting/Reporting, Investment Management, Commercial Banking, Global Treasury Management, etc.) resulting in creative solutions to meet client requirements and produce additional revenue for KeyBank.

    Deliver consultative relationship management to institutional clients and deals effectively with all levels in the client's organization – strengthening relationships with senior financial officers/board members, human resource managers, and other fiduciary and administrative staff.

    Ensures appropriate and accurate coordination of all KeyBank Service issues, across all product lines, to deliver distinguishable service in order to meet or exceed client expectations.

    Directs KeyBank staff and resources to the appropriate management level at the client. Ensures that KeyBank has adequate and accurate representation at all levels within the clients' organization.

    Act as liaison within KeyBank to represent clients' needs and views and exercise sound judgment balancing the clients' requirements with KeyBank's best interests.

    Solicits and monitors client service delivery – in association with client/key influencers' feedback and identifies and resolves client issues, and assumes accountability for all delegated work on assigned accounts.

    Perform/participate in client relationship reviews.

    Mitigate risk by managing assigned institutional client relationships in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements.

    Analyze, interpret, and maintain legal documents for client relationships.
    Work through KeyBank Legal Department regarding legal issues and questions pertaining to matters as identified.
    Apply sound fiduciary judgment to trust matters in order to fulfill KeyBank's fiduciary responsibilities.
    Assist clients with required reporting to various government agencies (i.e. DOL, PBGC, IRS, etc.).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 service providers, i.e., consultants, third-party plan administrators, attorneys, accountants, auditors, outside R 1A's, etc.

    Identify improvement opportunities with internal support units, investment management, or other KeyBank business units, and proactively advise IAS clients on effective operational or investment processes and solutions.

    Identify opportunities to grow revenues through cross selling other KeyBank products – and develop and implement appropriate client action plans striving to continually improve client profitability margins.

    Provide subject matter expertise regarding IAS services and lead/participate in closing new business opportunities.
    Lead new relationship transitions or accounts restructuring and coordinate impact to related KeyBank service areas.
    Work with IAS Portfolio Managers to ensure that client investment expectations are met.
    Participate in IAS 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.
    REQUIRED QUALIFICATIONS10 years industry experience working with corporate, non-profit, public fund and/or Taft Hartley clients.

    Working knowledge of trust/custody administration, pension payment processing, securities lending, commercial banking, institutional banking needs, operating funds, and charitable plan client needs.

    Excellent analytical, communication (oral and written), interpersonal and problem resolution skills, as well as good securities processing and bank operations knowledge.

    Client consultation/advocate background.
    Bachelor degree.
    Strong PC skills, especially Excel, Word, and PowerPoint.
    KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture.


    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

    Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing
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