VP, Relationship Management

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

📋 Description

• Act as the representative of Ultimus Fund Solutions in managing client relationships.

• Build and maintain assigned client and trust-level relationships.

• Set and achieve firm objectives, including retaining current business, increasing wallet share, and implementing strategic client relationship plans.

• Maintain extensive communication with centers of influence and senior management of clients.

• Provide guidance to clients and internal teams regarding new products, services, and industry trends.

• Create new business opportunities and promote cross-selling of services.

• Lead the initiation and conversion of funds/products.

• Formulate and sustain client relationship strategies and account plans focusing on satisfaction, retention, profitability, and up-sell/cross-sell opportunities.

• Fulfill client trust board responsibilities when applicable, including governance, reporting, and contract renewals.

• Collaborate with Ultimus service departments to enhance relationships and uncover revenue-generating possibilities.

• Facilitate cross-departmental resolution of issues, exceeding client expectations.

• Provide Senior Management with insights into issues and client well-being.

• Monitor client health and assist in resolving service-related issues.

• Oversee, manage, report, and escalate risks, compliance, client satisfaction, and service quality concerns.

• Assist the Business Development and Marketing teams with initiatives and campaigns.

• Work in conjunction with service teams and management to enhance operating models and business relationships.

• Travel around 25% as required.

• Execute other assigned tasks.

⛳️ Requirements

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

• Over 10 years of experience in the financial services industry.

• 5–7 years of experience in management and leadership roles.

• Experience in act product, asset management, asset servicing, business, and/or product strategy development.

• Proven track record in business development.

• Equivalent education and experience will be taken into account.

• Demonstrated expertise in client relationship management.

• Proficient in Microsoft Office Suite and Adobe Acrobat.

• Capable of negotiating and influencing others.

• Strong networking and strategic relationship-building capabilities.

• Excellent public speaking skills.

• Strong multitasking, analytical, and organizational skills.

• Strategic, detail-oriented, and proactive with a commitment to quality, efficiency, and effectiveness.

• Exceptional problem-solving, decision-making, communication, listening, planning, delegation, resource management, and relationship-building skills.

• Willingness to travel as necessary for client meetings, conferences, and company-related events.

🏝️ Benefits

• Approximately 25% travel required.

• Proficient use of Microsoft Office Suite.

• Access to Adobe Acrobat.