Job description

Choose your next journey as Senior Relationship Manager with Millennium Trust Company and join a culture that empowers and where you can innovate. You will be celebrated, you will be challenged, and you can aspire to inspire. You are more than a colleague here; you are part of a COMMUNITY that goes ABOVE and BEYOND professionally and personally to make a difference.
Don’t meet every single requirement? Here at Millennium, we believe there is NO “PERFECT” candidate and want to encourage applying even if all the requirements listed aren’t met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Millennium Trust is the place for you! We look forward to receiving your application! Check out a video on our Company Culture! Millennium Trust Culture
HOW YOU WILL SOAR:
The Relationship Manager (RM) is responsible for managing client relationships and working closely with record keepers, plan sponsors, third party administrators and other channel partners as assigned. The RM will work with the Sales Directors within assigned territories to on-board new opportunities while maintaining and identifying areas of opportunity to retain and grow client relationships. The Relationship Manager and Sales Director will work as a team within their assigned territory to achieve overall territory goals and objectives.

• Work with Sales Director within assigned territory to establish annual plan to effectively work territory as a team to meet new account and revenue goals

• Deepen existing client relationships through email and calling efforts to create opportunities for Millennium Trust

• Research and demonstrate knowledge and understanding of client’s business focus, plan design, and company news for assigned relationships

• Maintain knowledge of current and proposed legislation, sharing relevant information with key contacts

• Develop a plan for recurring touchpoints with assigned relationships and pursue opportunities for additional business that may include, but is not limited to, communication through email, phone calls, in-person meetings and presentations, after-hours events, conferences attendance, etc.

• Provide scheduled and ad-hoc reporting to select clients and assist with special projects as requested

• Organize daily workflow to determine client needs, tracking all activities and communication in Salesforce.com

• Work cross-functionally with various individuals at all levels of the business, both internally and externally

• Participate in internal meetings to identify, design and implement strategies and project plans

• Attend 2-4 conferences annually

• Create relationships using Brightscope lists through calls and emails

• Conduct in-person visits with existing accounts to strengthen relationships and find new opportunities

• Other tasks and duties as assigned

• Other duties as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• Bachelor's Degree in Business, Accounting, Finance or related field

• 1-3 years of applicable experience

• Experience in retirement plan industry and knowledge of IRAs

• Proven ability to up-sell and develop new business

• Strong verbal and written communication skills; positive attitude; ability to work as team member

• Self-starter with strong planning, organizational and time management skills

• Demonstrate proactive, problem-solving, decision-making and client contact skills

• Experience with Salesforce.com or other CRM tool

• Strong proficiency with MS Office

MILLENNIUM TRUST COMPANY is a rapidly growing, leading financial services company offering specialized retirement and institutional services and recently acquired PayFlex, a consumer directed benefits provider, to create a personalized, holistic approach to financial wellness. To that end, we provide a diversified multi-product business with a holistic focus on financial wellness. Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture.
We have been recognized for our tremendous growth on lists, such as Crain’s Fast 50 and Inc. 5000, as well as our dedication to our customer’s wellbeing receiving the 2021 Gallagher Best-In-Class Employer and the 2020 Greater Oak Brook Chamber of Commerce Exceptional Service Award.

Job Type: Full-time

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