VP, Relationship Management

SUMMARY

The VP, Relationship Management is responsible for representing Ultimus Fund Solutions (UFS) on client relationships and developing and retaining assigned client and trust level relationships. Additionally, this role will assist in establishing and meeting firm goals including retaining existing business, growing wallet share, and developing and executing strategic client relationship plans.

KEY ACCOUNTABILITIES

• Maintains extensive client contact including establishing relationships with centers of influence and client senior level management.
• Provides a consultative approach with clients and internal groups on new products, services, and industry insights, generating new business, including cross-selling services.
• Provides project leadership for fund/product start-up/conversions and ensures all service areas within the company deliver the best possible service in the industry.

RELATIONSHIP MANAGEMENT

• Develops and maintains client relationship strategies and account plans for assigned clients which address client satisfaction, client retention, profitability, up-sell/cross-sell, retention, own execution of the plan.
• Where applicable, executes on client trust board responsibilities, including but not limited to, board governance, reporting, and contract renewals.
• Formulates and maintains relationship management strategies with Ultimus service department stakeholders to deepen partnerships with appointed relationships with particular emphasis on client satisfaction and exploring all revenue-generating or potential business opportunities for UFS.
• Fosters, promotes, and strengthens all internal partnerships facing off with the applicable relationships. Facilitates cross divisional resolution to exceed client expectations.
• Provides transparency into issues and client health for Senior Management.
• Where applicable, assists in resolution of service issues and collaborating with client service partners to effectively, monitor and manage client health.
• Anticipates, monitors, actively manages, and reports/escalates all risk, compliance, client satisfaction, and service quality issues.
• Acts in accordance with Risk Excellence and role modeling ethical behaviors and decision-making as part of our Core Values.

BUSINESS DEVELOPMENT

• Supports the Ultimus Business Development and Marketing teams as needed.
• Supports Sales and Marketing campaigns.

WORKING RELATIONSHIPS

• Travels, as needed, to meet with clients and participates in conferences and or firm related meetings. Approximately 25% travel.
• Works closely with and in partnership with the Ultimus service teams.
• Collaborates with other management to develop synergies, harmonizes the operating model, and improves overall business relationships.

May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

• Bachelor’s degree in business administration, financial services, or equivalent experience.
• 10+ years of financial services industry experience.
• 5-7 years of management and leadership experience.
• 40 act product, asset management, asset servicing, business, and or product strategy development.
• Proven business development record.

KNOWLEDGE

• Demonstrated knowledge of client relationship management with ability to leverage relationships to enhance the company’s position.
• Microsoft Office Suite.
• Adobe Acrobat.

SKILLS AND ABILITIES

• Ability to negotiate and influence others.
• Networking and strategic relationship building skills.
• Provides excellent service and builds strategic client partnerships based on knowledge of their needs and by exceeding mutual expectations.
• Presents innovative ideas for services or business improvement based on actively solicited feedback from our clients.
• Adaptable, responsive to change, and intellectually curious, while rigorous in pursuit of client solutions.
• Develops solutions and provides counsel to ensure effective decisions are reached by employing timely, rigorous, and logical analysis.
• Ensures that good business decisions and judgments are made based on sound financial principles and knowledge of the business and broader corporation.
• Develops and implements client action plans and executes corporate projects.
• exceptional public speaking skills.
• 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 to make improvements or take corrective action.
• Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures.
• Troubleshoots issues utilizing creative and critical thinking skills.
• Multitasking, analytical, and organizational skills.
• Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
• Demonstrates personal integrity, responsibility, and accountability.
• Effectively uses resources such as time and information in conjunction with associates.
• 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 and supports an open exchange of ideas and information.
• Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
• Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
• Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

Equivalent education, experience, and KSA’s will be considered.