Institutional Relationship Manager II

Manage a portfolio of institutional client relationships focused on retention and growth within the Asset Management/Private Wealth organization. Serve as the primary point of contact (and escalation) for high-value, complex client needs, ensuring service levels are met, coordinating onboarding and reporting cycles, and partnering across Private Wealth and other business lines. Provide mentorship to relationship managers, proactively identify opportunities to enhance the value proposition, and maintain required documentation and operational risk reporting.