Ultimus Fund Solutions · 20 hours ago
VP, Relationship Management
United States
Full-time
Remote
Senior Level, Lead/Staff
$80K/yr - $125K/yr
10+ years expUltimus Fund Solutions (UFS) is seeking a VP of Relationship Management who will be responsible for managing client relationships and developing strategies to retain and grow business. This role involves extensive client contact, project leadership for fund start-ups, and collaboration with internal teams to enhance client satisfaction and service quality.
ConsultingFinanceFinancial ServicesInformation Technology
Responsibilities
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
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
Supports the Ultimus Business Development and Marketing teams as needed
Supports Sales and Marketing campaigns
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
Qualification
Required
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
Demonstrated knowledge of client relationship management with ability to leverage relationships to enhance the company's position
Microsoft Office Suite
Adobe Acrobat
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
Company
Ultimus Fund Solutions
Ultimus Fund Solutions, LLC provides highly customized and comprehensive mutual fund services to small and medium size mutual fund groups.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-11-19Acquired
2012-06-18Private Equity
Leadership Team
Gary Tenkman
CEO
Jason Stevens
Chief Technology Officer
Recent News
2026-01-20
EIN Presswire
2025-12-15
2025-12-10
Company data provided by crunchbase