Ultimus Fund Solutions
SVP, Relationship Management
Full-timeExecutiveWorldwideacum o săptămânăOther
Salariu estimat
$160,000 - $250,000
Rol remote de vanzari pentru piete internationale
Despre rol
SUMMARY
The SVP, Relationship Management is responsible for managing Ultimus client relationships including monitoring and ensuring client satisfaction, assuring client retention, contract renewals and profitability, communicating business changes, enhancing revenue, and pursuing cross-sales opportunities, and overall leadership of the client management process.
KEY ACCOUNTABILITIES
Ensures understanding of client’s future product plans and how Ultimus can help solution.
Drives revenue and client growth working in partnership with the Ultimus Business Development and Product teams. Establishes strategic relationships with key industry Centers of Influence (COI) and industry groups.
Occasionally serves as subject-matter expert in business development meetings.
Works closely with Ultimus department management to ensure our service teams are fully aligned to exceed client expectations.
Works closely with Senior management peers to achieve overall Company P&L goals.
Manages the Relationship Management associates to achieve Ultimus business goals and their personal growth goals.
Where applicable, participates in fund board activities and responsibilities, develops Board level relationships.
Escalates issues in accordance with policy and own resolution working with the Ultimus department and executive management teams.
Travels, as needed, to meet with clients and participate in conferences, COI, or other firm-related meetings.
Reviews meeting materials and minutes to assure Ultimus materials are presented accurately.
Coordinates with Executive Committee, Relationship Manager, and team members for education opportunities for board members.
PERSONNEL MANAGEMENT
Manages associates within department including, but not limited to, hiring, training, and developing associates, delegating work assignments, writing, and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions.
Conducts one-on-one and team meetings with associates on a regular basis to discuss new procedures, problems, and issues.
Establishes team and individual goals for department.
Fosters performance of associates and the processes used by them; holds the associates accountable for their work.
WORKING RELATIONSHIPS
Serves as Ultimus liaison with board chairs and/or lead independent directors.
Occasionally (primarily for Ultimus contract renewals) attends board meetings for Tier 2 clients.
Attends periodic (quarterly and as scheduled) board meetings for Tier 1 clients.
Client executive level visits/conference calls on a regular basis.
Mentors associates with instruction, coaching, providing real-time on-the-job experiences, modeling effective practices, and advising on methods used.
Develops and maintains strong internal teamwork with Ultimus department management. Works with internal management and service teams to ensure we are meeting and exceeding client expectations.
Regular client communication and updates. Manages client account and action plans which focus on client satisfaction, communication, specific service needs, contract renewals, profitability, and product cross-sale.
Internal communication with service teams.
May perform other duties as required and assigned.
EDUCATION AND EXPERIENCE
Bachelor’s degree in business administration, financial services, or related field.
15+ years of financial services industry experience.
Experience in 40 act products, asset management, asset servicing, business, and/or product strategy development.
7-10 years of management and leadership experience.
Equivalent education and experience will be considered.
KNOWLEDGE
Client relationship management.
Microsoft Office Suite.
Adobe Acrobat.
SKILLS AND ABILITIES
Listat via Himalayas
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