HealthEquity · 2 hours ago
AVP Relationship Management - Enterprise Clients
HealthEquity is on a mission to transform how consumers engage with their health and financial well-being. The AVP, Relationship Manager - Enterprise Clients is responsible for leading a team to drive growth and retention opportunities with existing employer partners, while championing strong client relationships and developing market-driven strategies.
Financial ServicesHealth CarePayments
Responsibilities
Managing and carrying out the personnel actions for direct reports, including but not limited to hiring and scheduling; training and evaluating; coaching and managing performance; making salary, merit, or other compensation recommendations for team of direct reports; and making recommendations and/or taking corrective or disciplinary action as appropriate
Supporting your team members in achieving their goals to expand the number of accounts (Health Savings Reimbursement Accounts, Lifestyle, Commuter, COBRA and Direct Bill) and custodial assets for existing employer partners
Supporting your team in establishing and maintaining strong relationships with their clients and their client’s consultant/broker, as well as other ecosystem vendor partners
Providing leadership to account executives in securing and building business partnerships with their selected customer base
Working with the team to gather information, analyze and develop strategies concerning dynamics that may affect their area of responsibility, such as changes in customer ownership or new affiliations; current market share and targets of opportunities for new growth; customers’ changing requirements; and competitor strengths and weaknesses. And continually communicating strategies to the SVP, Enterprise Client Relationships
Serve as an escalation point for your team members, in partnership with the SVP, Enterprise Client Relationships when advocating internally on behalf of the employer partner
Provide oversight to your team, to guide each member on consultative strategic activities with employer partners (such as overall corporate and benefits strategies benefit plan review, CDH account adoption best practices, financial health, RFPs)
Support the team in developing and reporting when asked for client financial performance including renewal planning, negotiation and profitability levels
Provide guidance for and oversight to your team members to ensure HealthEquity is delivering the service, support, and overall solution to our clients
Impart your healthcare industry knowledge as well as knowledge of your client’s industry
Be proactive in advocating the needs of your team members related to program/product needs
Engage with other leaders and teams across the business on cross-functional initiatives
Seek out and hire top talent, develop and promote existing talent, and build strong leaders
Actively engage in internal HealthEquity operational and leadership meetings to support our business
Other duties as assigned
Qualification
Required
Proven track record of over 7+ years of strategic and consultative selling and partnering with senior-level executives including but not limited to CHRO, CFO and EVP, SVP and VP Compensation and Benefits and retirement within the Insurance or Finance industry in the Enterprise space
Bachelor Degree
Expert relationship management skills including negotiation, collaboration, and listening skills
Familiarity with Health Insurance Industry and all types of Health Accounts
Presentation Skills including messaging and positioning information to meet and influence client need
Proactive problem solving
Proven leadership skills
Strong working knowledge of employer benefits framework and plan design
Occasional travel to attend training or meetings may be required
Preferred
Prior management experience preferred
Benefits
Medical, dental, and vision
HSA contribution and match
Dependent care FSA match
Uncapped paid time off
Paid parental leave
401(k) match
Personal and healthcare financial literacy programs
Ongoing education & tuition assistance
Gym and fitness reimbursement
Wellness program incentives
Company
HealthEquity
HealthEquity connects health and wealth by administering Health Savings Accounts (HSAs) and other consumer-directed benefits.
Funding
Current Stage
Public CompanyTotal Funding
$12.5M2014-07-31IPO
2011-09-09Private Equity· $12.5M
Leadership Team
Recent News
2025-12-18
2025-12-04
2025-12-04
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