VP, Relationship Management

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

📋 Description

• Develop and sustain strategies for client relationships and account planning for designated clients.

• Carry out relevant client trust board duties, which include governance, reporting, and contract renewals.

• Create and uphold relationship management strategies with stakeholders from service departments.

• Enhance internal collaborations and promote cross-divisional resolutions of client concerns.

• Formulate and execute client action plans, along with company project initiatives.

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

• Work with management to cultivate synergies, align the operating model, and enhance business relationships.

• Aid in resolving service-related issues while monitoring and managing client health.

• Oversee and report or escalate risks, compliance, client satisfaction, and service quality matters.

• Assist in business development, marketing, sales efforts, and promotional campaigns.

• Travel as required to engage with clients and participate in conferences or company meetings.

• Supervise department associates, which includes hiring, training, development, delegation, performance evaluations, salary recommendations, coaching, counseling, and corrective measures.

• Conduct regular one-on-one sessions and team meetings.

• Set team and individual departmental objectives.

• Ensure associates are held accountable while promoting performance.

• Mentor associates through teaching, coaching, practical experiences, modeling, and guidance.

⛳️ Requirements

• Bachelor's degree in business administration, financial services, or a related field.

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

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

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

• Knowledge of client relationship management practices.

• Proficiency in Microsoft Office Suite.

• Proficiency with Adobe Acrobat.

• Ability to utilize relationships to enhance client satisfaction and meet company objectives.

• Understanding of financial principles and business acumen for effective decision-making.

• Capability to drive change and collaborate on service enhancements or business improvements.

• Skill in motivating, developing, and training a Relationship Management team.

• Ability to organize and delegate tasks effectively.

• Competence in assessing performance and implementing corrective actions.

• Ability to develop systems and procedures that enhance departmental quality and efficiency.

• Problem-solving through creative and critical thinking.

• Strong multitasking, analytical, and organizational skills.

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

• High level of personal integrity, responsibility, and accountability.

• Excellent written and oral communication skills.

• Active listening skills and an openness to exchanging ideas.

• Ability to foster effective working relationships with colleagues and clients.

• Adaptability to modify priorities and deadlines in response to evolving conditions.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• Flexible work environment and work-life balance initiatives.

• Employee recognition programs and team-building activities.