VP – Relationship Management

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

📋 Description

• Create and sustain strategies for client relationship management and account planning for designated clients.

• Focus on enhancing client satisfaction, retention, profitability, up-selling/cross-selling, and executing plans.

• Collaborate with Ultimus service teams and stakeholders to strengthen client relationships.

• Fulfill responsibilities related to the client trust board, including governance, reporting, and contract renewals as needed.

• Develop relationship management strategies in conjunction with service department stakeholders.

• Cultivate internal partnerships and facilitate the resolution of client issues across divisions.

• Create and implement client action plans and execute company projects effectively.

• Provide transparency regarding issues and client health to Senior Management.

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

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

• Monitor, manage, report, and elevate risk, compliance, client satisfaction, and service quality concerns.

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

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

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

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

• Set team and individual departmental goals.

• Ensure associates are accountable for their responsibilities and guide them through coaching and hands-on support.

⛳️ Requirements

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

• Equivalent education and experience will be taken into account.

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

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

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

• Understanding of client relationship management principles.

• Proficiency in Microsoft Office Suite.

• Proficiency in Adobe Acrobat.

• Capability to leverage relationships to enhance client satisfaction and meet company objectives.

• Strong understanding of financial principles and business acumen.

• Ability to drive change and collaborate on innovative service or business enhancements.

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

• Competence in planning and delegating tasks.

• Strong analytical, organizational, critical thinking, and problem-solving abilities.

• Commitment to quality, efficiency, and effectiveness.

• High personal integrity, responsibility, and accountability.

• Excellent written and oral communication skills, clear and concise.

• Ability to build effective working relationships with associates and clients.

• Flexibility to adjust priorities and deadlines in response to changing conditions.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health benefits including medical, dental, and vision.

• Retirement savings plan with employer match.

• Professional development opportunities and continuing education support.

• Flexible work environment with remote options.

• Generous paid time off and holiday policies.