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Ultimus Fund Solutions · 1 month ago

EVP, Relationship Management

Hauppauge, NY, USA

Full-time

Onsite

Director/Executive

20+ years exp

Ultimus Fund Solutions is a company focused on client relationship management, and they are seeking an EVP, Relationship Management to oversee their client relationship managers. The role involves ensuring client satisfaction, retention, revenue growth, and leading the client management processes and team.

ConsultingFinanceFinancial ServicesInformation Technology

Responsibilities

Oversees the client relationship management team providing support, guidance, and mentorship to team members

Ensures understanding of client’s current business and key decision makers as well as future product plans and how Ultimus can help solution

Drives client revenue growth

Serves as executive to address client issues as necessary in conjunction with the rest of executive management as needed

Establishes strategic relationships with key industry Centers of Influence (COI) and industry groups. Speaks at conferences on relevant topics

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. Including messaging fee adjustments, where appropriate for clients

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

Executive sponsor of client conference

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

Coordinates with Executive Committee, Relationship Managers, and team members for education opportunities for board members

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

Serves as Ultimus liaison with board chairs and/or lead independent directors

Occasionally (primarily for Ultimus contract renewals) attends board meetings for clients

Attends periodic (quarterly and as scheduled) board meetings for 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

Qualification

Client relationship managementFinancial services experienceLeadershipMicrosoft Office SuiteAdobe AcrobatAnalytical skillsOrganizational skillsCommunication skillsTeamworkProblem-solving

Required

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

20+ years of financial services industry experience

Experience in 40 act products, asset management, asset servicing, business, and/or product strategy development

10+ years of management and leadership experience

Client relationship management

Microsoft Office Suite

Adobe Acrobat

Fully embraces Ultimus Culture. The power of the team, owning the process, and striving for relentless improvement are key aspects of our Culture Playbook

Establishes and maintains strong relationships with clients, executives, and senior management

Leverages relationships to enhance client satisfaction and achieve company goals

Develops and implements client action plans and executes company projects

Ensures that good business decisions and judgments are made based on sound financial principles and knowledge of the business to broaden company goals

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 based on knowledge of client business requirements

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