Regional Consultant, Special Services

Location:

Job Summary:

The Regional Consultant, Special Services manages a book of business for institutional clients focused on custodial services, including management of benefit payments. This role partners with Institutional Advisors (IAs) and Philanthropic Consultants to deliver special servicing advice and solutions, supporting client expansion and acquisition across corporate, ERISA, government, and nonprofit markets. The Regional Consultant is responsible for complex custody relationships ensuring exceptional service delivery and proactive client management.

Essential Job Functions

• Manage a portfolio of clients for custodial services, including benefit payments.

• Partner with Institutional Advisors on new special servicing opportunities in the markets (corporate, ERISA, government, and nonprofit).
• Serve as regional sales support and client advisory support with travel required as needed.
• Support client expansion efforts by identifying and delivering solutions tailored to client needs.

• Responsible for delivering service and advice, including both custody and benefit payments.
• Ensure accurate, superior, and proactive service delivery in accordance with governing documents, policies, and regulatory requirements.

• Partner with Philanthropic Consultants to deliver special services, reporting, and solutions for nonprofit client acquisition and servicing.

• Foster and maintain strong client relationships, acting as a trusted advisor and advocate.
• Serve as a mentor to others on the team, further enhancing their consulting and advisory capabilities.
• Conduct regular client reviews and solicit feedback to enhance service delivery and identify new opportunities.
• Retain and expand client relationships through consultative engagement and proactive solutions.

• Ensure all client relationships are managed in compliance with organizational policies, procedures, and regulatory requirements.
• Analyze and interpret legal documents for client relationships and apply sound fiduciary judgment.

Required Qualifications

• Bachelor's degree in business, finance, accounting, or related field.
• A minimum of 10 years of experience in institutional banking, trust/custody administration, or investments.
• Experience managing complex custody relationships.
• Strong analytical, communication (oral and written), interpersonal, and problem resolution skills.
• Working knowledge of custodial services and benefit payment processing
• Familiarity with regulatory requirements and compliance standards.
• Strong PC skills, especially Excel, Word, and PowerPoint.

Required Skills

• Client Service Excellence:Proven ability to deliver high-quality, proactive service and advice to institutional clients.
• Relationship Management:Skilled in building and maintaining strong client relationships, with a consultative approach.
• Collaboration:Effective partner with internal teams and external advisors to deliver comprehensive solutions.
• Market Knowledge:Understanding of corporate, ERISA, government, and nonprofit markets.
• Analytical Ability:Strong problem-solving skills and attention to detail in managing complex client relationships.
• Communication:Excellent written and verbal communication skills, with the ability to present complex concepts clearly.
• Compliance:Knowledge of regulatory requirements and ability to manage risk appropriately.

COMPENSATION AND BENEFITS

Please click here for a list of benefits for which this position is eligible.

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