SVP, Relationship Management

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee Ultimus client relationships, ensuring client satisfaction, retention, contract renewals, profitability, communication regarding business changes, revenue growth, and opportunities for cross-sales.

• Comprehend clients’ future product strategies and determine how Ultimus can deliver appropriate solutions.

• Propel revenue and client expansion in collaboration with the Business Development and Product teams.

• Cultivate strategic alliances with key industry influencers and organizations.

• Occasionally act as a subject-matter expert during business development discussions.

• Align service teams with client expectations and collaborate with senior management peers to achieve company P&L objectives.

• Supervise Relationship Management associates, fostering their professional and personal development.

• Engage in fund board activities and nurture board-level relationships where relevant.

• Address issues and formulate solutions in partnership with department and executive management teams.

• Travel as necessary for client meetings, conferences, COI meetings, and firm-related gatherings.

• Review meeting materials and minutes to ensure accuracy.

• Organize educational opportunities for board members.

• Recruit, train, develop, assign, evaluate, coach, counsel, and manage corrective actions for department associates.

• Conduct regular one-on-one and team meetings while setting team and individual objectives.

• Act as a liaison with board chairs and lead independent directors.

• Attend Tier 1 and, when applicable, Tier 2 client board meetings.

• Facilitate regular visits and conference calls with client executives.

• Mentor associates and promote internal collaboration with department management and service teams.

• Manage client accounts and action plans focused on satisfaction, communication, service requirements, renewals, profitability, and product cross-sales.

• Perform additional duties as required and assigned.

⛳️ Requirements

• Bachelor’s degree in business administration, financial services, or a related discipline.

• 15+ years of experience in the financial services industry.

• Background in 40 Act products, asset management, asset servicing, business strategy, and/or product strategy development.

• 7–10 years of experience in management and leadership roles.

• Equivalent educational qualifications and experience may be considered.

• Understanding of client relationship management principles.

• Proficient in Microsoft Office Suite.

• Proficient in Adobe Acrobat.

• Ability to build and maintain strong relationships with clients, executives, and senior management.

• Capability to develop and implement client action plans and execute organizational projects.

• Strong financial judgment and business acumen.

• Ability to inspire, develop, and train teams effectively.

• Skills in planning, delegation, multitasking, analysis, organization, strategy, and critical thinking.

• Clear and effective written and verbal communication skills.

• Ability to form productive working relationships and adapt priorities according to changing circumstances.

🏝️ Benefits

• Comprehensive benefits package.

• Opportunities for professional development and growth.

• Flexible work arrangements.

• Collaborative and inclusive company culture.