Sr. Relationship Manager - RIA - ref. j01452123

Overview:

Old National Bank has been serving clients and communities since 1834. With over $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

Responsibilities:

Salary Range

The salary range for this position is $98,000 - $199,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.

1834 Investment Advisors is a SEC registered investment adviser focused on helping individuals and organizations manage complex financial needs through financial planning, asset management, retirement plan services, and private banking.

The Sr. Relationship Manager – RIA works as part of a team of specialists across 1834 Investment Advisors and its affiliate Old National Bank. The incumbent will work closely with financial planners, portfolio managers, trust officers, retirement plan service administrators, and philanthropy officers as appropriate.

Key Accountabilities

Within the team-based coverage model, the Relationship Manager’s key accountabilities include:

Prospect and develop Wealth business referrals:

• Develop relationships with existing and prospective clients and external centers of influence
• Foster productive relationships with affiliate business partners in Old National Bank Consumer and Commercial lines of business
• Works closely with affiliate Old National Bank Private Bankers to develop and expand wallet share with existing wealth relationships.

Manage a portfolio of client relationships:

• Including, but not limited to regular client meetings to review and update client goals, financial information, and investments.

Provide Advice to clients through Financial Planning:

• Be able to complete a basic plan and work in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies.

Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:

• Consistently researching and developing subject matter expertise to consult clients appropriately.
• Maintain knowledge of current developments and trends in all relevant technical/professional knowledge area.
• Understands the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.

• Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
• Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.
• Collaboration - Actively seeks, develops, and maintains trusted relationships with others to achieve business goals and objectives.
• Communication - Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods.
• Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one’s own behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients.

Qualifications:

• Bachelor’s degree in finance, business, or related field
• 10+ years of wealth/investment experience required
• Ability to build and develop a robust sales pipeline
• Must possess strong relationship building skills including verbal and written communication skills
• Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals
• Must possess excellent sales and closing skills
• CFP, MBA, or other professional designation(s) preferred.
• Series 65 or exemption required for registration with the RIA. In the absence of a Series 65 license or exemption, candidate must be willing and able to pass Series 65 within 6 months of start date. The RIA does not require and does not hold securities licenses (e.g., Series 7).

Key Measures of Success/Key Deliverables:

• Client Retention
• Client Acquisition
• Holistic financial services provider- Clients view us as their true Relationship Manager

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position

Our culture is firmly rooted in our core values.

We are optimistic. We are collaborative. We are inclusive. We are agile.

We are ethical. We are Old National Bank. Join our team!