Victoria Winstel
Charlotte,NC
Summary
Experienced large market Retirement Plan Relationship Manager with background in managing diverse client relationships, fostering partnerships, and driving customer satisfaction. Strong skills in strategic planning, problem-solving, and communication honed from previous roles. Known for cultivating productive relationships and making significant contribution to business growth through proactive relationship management.
Overview
2026
2026
years of professional experience
Work History
Founding President
National Charity League, Inc. Charlotte Chapter
Charlotte, NC
09.2019 - Current
- Created an effective board of directors to provide guidance and oversight.
- Assisted in the development of annual budget and monitored expenditures against approved budget.
- Monitored compliance with relevant regulations governing nonprofit organizations.
Relationship Manager
Charles Schwab & Company
Richfield, OH
- Identified client needs, developed customized solutions, and provided knowledgeable advice.
- Collaborated with internal teams to develop strategies that would increase participant engagement levels.
- Conducted regular plan review meetings with clients to assess their needs and adjust services accordingly.
- Collaborated with internal teams to create customized solutions for clients.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Monitored client satisfaction through surveys and feedback forms, implementing improvements based on results.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Developed and executed strategies for customer retention and acquisition.
- Conducted regular review meetings with clients to assess their needs and adjust services accordingly.
Relationship Manager
KeyBank
Cleveland, OH
- Reviewed plan documents and made recommendations for changes or improvements as needed.
- Created customized presentations for clients regarding retirement plans, investment strategies, and financial planning services.
- Monitored legislative updates that may affect client's retirement plans.
- Coordinated annual testing requirements mandated by the IRS and DOL regulations.
Relationship Manager
Morgan Stanley
Jersey City, NJ
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Assessed customer requirements on an ongoing basis in order to provide tailored solutions.
Small Market Retirement Plan Product Manager
Merrill Lynch
Princeton, NJ
- Created SIMPLE product for small businesses
- Managed SEP and Keogh Retirement Products
- Cultivated business partnerships to build lasting relationships with internal and external parties.
- Supervised creation of marketing materials and collateral.
Education
Bachelor of Arts - Marketing
Rider University
Lawrenceville, NJAssociate of Arts - Communications
Ohio State University
Columbus, OHSkills
- Relationship building and management
- Budget Oversight
- Board Collaboration
- Volunteer Management
- Strategic Planning
- Regulatory Requirements Adherence
- Mergers and Acquisitions M&A
- Client Needs Assessment
- Investment Performance Reporting
- Regulatory knowledge
- Requirements Determination
- Analytical Problem Solving
- Eligibility Determination
Timeline
Founding President
National Charity League, Inc. Charlotte Chapter
09.2019 - Current
Relationship Manager
Charles Schwab & Company
Relationship Manager
KeyBank
Relationship Manager
Morgan Stanley
Small Market Retirement Plan Product Manager
Merrill Lynch
Bachelor of Arts - Marketing
Rider University
Associate of Arts - Communications
Ohio State University