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About the Role
The VP, Relationship Management is responsible for developing and retaining client relationships, assisting in establishing and meeting firm goals, and providing a consultative approach with clients and internal groups. This role will generate new business, lead projects for fund/product start-up/conversions, and ensure excellent service delivery.
Responsibilities
- Develops and maintains client relationship strategies and account plans.
- Executes on client trust board responsibilities where applicable.
- Formulates and maintains relationship management strategies with service department stakeholders.
- Fosters and strengthens internal partnerships.
- Develops and implements client action plans and executes on company projects.
- Provides transparency into issues and client health for Senior Management.
- Collaborates with other management to develop synergies and improve business relationships.
- Assists in resolution of service issues and monitors client health.
- Anticipates, monitors, manages, and reports/escalates risk, compliance, client satisfaction, and service quality issues.
- Acts in accordance with Risk Excellence and ethical behavior.
- Supports Ultimus business development and marketing teams.
- Supports sales and marketing campaigns.
- Travels as needed to meet with clients and participate in conferences/meetings.
- Manages associates including hiring, training, development, delegation, performance appraisals, salary recommendations, coaching, counseling, and corrective actions.
- Conducts one-on-one and team meetings with associates.
- Establishes team and individual goals for the department.
- Fosters associate performance and holds them accountable.
- Mentors associates through instruction, coaching, and real-time experiences.
- Maintains extensive client contact and establishes relationships with centers of influence and senior management.
- May perform other duties as required and assigned.
Requirements
- 10+ years of financial services industry experience.
- 5-7 years of management and leadership experience.
- Experience in 40 act products, asset management, asset servicing, business, and/or product strategy development.
- Equivalent education and experience will be considered.
Skills
- Client relationship management.
- Microsoft Office Suite.
- Adobe Acrobat.
- Ability to leverage relationships to enhance client satisfaction and achieve company goals.
- Ensures good business decisions and judgments are made based on sound financial principles.
- Adaptable, responsive, and drives change.
- Seeks and collaborates on innovative ideas for service enhancements or business improvement.
- Motivates, develops, and trains the Relationship Management team.
- Develops a strong culture built around teamwork.
- Supports all internal service teams with the goal of exceeding client expectations.
- Provides excellent service and builds strategic senior level client partnerships.
- Aligns associates with company values and goals.
- Plans and delegates the work of others.
- Motivates and inspires others.
- Assesses the performance of self and associates.
- Plans and develops systems and procedures to improve operating quality and efficiency.
- Troubleshoots issues utilizing creative and critical thinking skills.
- Multitasking, analytical, and organizational skills.
- Initiative-taking, strategic, and meticulous approaches.
- Strong commitment to quality, efficiency, and effectiveness.
- Demonstrates personal integrity, responsibility, and accountability.
- Effectively uses resources such as time and information.
- Participates in solving problems and making decisions.
- Presents and expresses ideas and information, written and oral, clearly, and concisely.
- Actively listens to others to achieve understanding.
- Supports an open exchange of ideas and information.
- Identifies needs and obtains resources to accomplish goals.
- Establishes and develops effective working relationships with associates and clientele.
- Modifies team and individual priorities and deadlines in response to changing conditions.
- Ensures completion of work.
Experience Level
- 10+ years
- 5-7 years management
Education Level
- Bachelor’s degree in business administration, financial services, or equivalent experience.
Equal Opportunity
- Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws.
- No questions on our employment application are intended to secure information that is to be used for impermissible purposes.