EXPERIENCE OUR CULTURE! JOIN OUR TEAM!

Recognized as a “Best Place to Work” for the 5th year in a row by Business Intelligence Group, Trust Point Inc. of Minneapolis, MN. is looking to hire a full-time Relationship Manager to join our Wealth Management team. We are looking for an individual that will use their passion for finance, investments, and planning to build impactful, trustworthy, and long-lasting relationships with their clients.

We offer a complete line of benefits including, health, dental, life, long-term disability, paid holidays, and paid vacation. In addition, we also offer a very generous 401k and profit-sharing plan.

ABOUT TRUST POINT INC.

For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses, and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.

Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year like locally sourced steaks, produce cheese, and homemade apple pies!

A DAY IN THE LIFE OF A RELATIONSHIP MANAGER

  • Providing thoughtful and objective advice to help clients succeed with their long-term financial goals.
  • Establishing client calling plans, including routine administrative, operational, and investment review meetings, as well as event invitations and entertainment within guidelines as established by management.
  • Making sound recommendations concerning matters on pricing, operations, and overall relationship enhancement opportunities.
  • Developing trustworthy relationships with other service providers of the client such as attorneys, advisors, consultants, and other financial services providers to accomplish the service goals and objectives of the client.
  • Compliance and risk management oversight.
  • Retaining and expanding existing accounts and development of new business and promoting trust services.
  • Continuing education through seminars, conferences, and related training (both trust and investment-specific and general trust industry knowledge) to promote skill growth and development and to maintain certifications.
  • Participating in and/or coordinating designing, implementing, and training on projects as requested. Specific responsibilities unique to an administrator are identified separately.
  • Willingness to volunteer and support the local community.

 

REQUIREMENTS:

  • 4 Year Degree in Business, Accounting, Finance, or another relevant degree, is required.
  • 5 -7 Years of Work Experience in a Relevant Business Environment, is preferred.
  • Certification as a CPA, CFP, and/or CTFA is desired or willing to work towards Professional Credentials

 

This position requires excellent communication and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building, and work coordination.