Relationship Manager in SHELTON, Connecticut at Financial Counselors, Inc

Relationship Manager, Trust Investment Solutions

Firm Overview:

Midwest Advisors, a nationally recognized investment advisory firm, is seeking to hire an experienced Relationship Manager. We offer the opportunity to join a fast-growing business unit, competitive salary, incentives, participation in a bonus pool and an outstanding benefits package.

Job Description:

The Relationship Manager is responsible for building strong relationships with the Trust Investment Solutions team’s clients. This team delivers the firm’s fiduciary-quality investment solutions and white-glove supporting services to community bank trust departments and independent trust companies throughout the country.

We are seeking an ambitious and experienced professional who will utilize superior client service and relationship building skills to retain and grow existing and new client relationships. This role is multi-faceted and requires a willingness to collaborate with a range of investment professionals within the firm to deliver our client-focused investment solutions and supporting services. This role is consultative in nature as it is focused on understanding each client’s unique needs and developing a comprehensive plan to address their current and future business needs.

The Relationship Manager has the opportunity to leverage the team’s exceptional reputation and experience in the industry to serve as a trusted resource for our clients. Must be able to develop and implement strategies to enhance client retention and sustainable growth through exceptional service and proactive communication. Success in this role is measured by the ability to help our clients serve their existing clients and grow their business.

Qualifications:

· Bachelor’s degree

· 5-10+ years of relationship management experience in the financial services industry

· Extensive investment knowledge

· Strong time management and organization skills

· Excellent communication skills - interpersonal, verbal and written

· Strong work ethic – honest, reliable and disciplined

· Willingness to travel; Core hours are standard

· Proficient in Microsoft Office and CRM-related software

Work Schedule Expectations:
1. This is a full-time exempt position with a professional-level work schedule equivalent to 40 hours per week, generally aligned to Monday through Friday, standard business hours (e.g., 8:00 a.m. – 5:00 p.m.).
Due to the client-facing nature of Trust & Fiduciary Services, the position requires flexibility in scheduling, including adjusting hours as needed to meet client deadlines, attend meetings, or manage complex trust matters.

2. The role requires periodic travel to client sites, referral partners, and company offices.

3. Occasional early morning, evening, or limited weekend availability may be required for client meetings or events.

4. Actual hours worked may vary depending on business demands, but exempt status means the role is not eligible for overtime compensation.

Firm Description:

Founded in 1966, Midwest Advisors is an independent, privately-owned, fee-based registered investment advisor (RIA) which provides fiduciary-quality investment solutions to a broad range of clients. Please visit our website at www.midwestadvisors.com

to learn more about the firm, our team and our services.