SVP

Ultimus Fund Solutions•Columbus, OH

11d

About The Position

The Senior Vice President, Relationship Management job responsibilities include building and maintaining positive and constructive relationships with clients. Primarily responsible for client satisfaction, the role covers all aspects of client relationships, including strategic planning, client advocacy, problem-solving, conflict resolution, negotiation, and cross-selling, requiring a blend of leadership and management skill sets founded on industry-specific knowledge and experience. The role also includes creating and managing Ultimus LeverPoint’s engagement strategy for achieving internal and client strategic objectives for a portfolio of key clients, with a focus on protecting revenue, increasing profitability, decreasing risk, and growing client relationships. This position works closely with Operations management and is responsible for collaboration and assistance in solutioning challenging client situations or needs.

Requirements

Ability to multitask, time management, attention to detail, planning and problem-solving skills required
Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients
Ability to actively listen
Ability to work in a fast-paced environment and handle multiple priorities and deadlines
Proficient relationship management skills for building, fostering, and maintaining positive and strong professional relationships, with an aptitude to understand the clients’ business and active listening
Dedication and motivation to achieve high standards of professionalism in the performance of duties
Ability to collaborate effectively with internal and external constituencies of all levels
Knowledge and application of relationship management best practices
Devotion to high-quality client service
Problem-solving and conflict resolution capabilities
Keen negotiation skills
Excellent interpersonal communication skills
Strong analytical and research abilities
15+ years’ (relevant) experience in Relationship Management, Operations, or related field preferred
Minimum of a Bachelor’s Degree in Accounting, Finance, or related field

Responsibilities

Responsible for high levels of client satisfaction through deep understanding of clients, our business, and the alternative fund administration industry
Collaborate closely with Ultimus LeverPoint Operations teams and other internal stakeholders for optimal outcomes
Coordinate production of client-facing materials such as proposals, agreement amendments, and presentations, providing direct support as needed
Contribute to Ultimus LeverPoint success through effective client relationships enabling the achievement of firm sales growth
Resolve any client complaints promptly and professionally
Serve as Ultimus LeverPoint brand ambassador
Maintain a high standard of business ethics
Understand the problems and challenges of clients and identify ways our business could better address those needs
Use effective and appropriate communication channels based on client profile and preference
Provide excellent client service, and assist others in doing the same, to maintain a positive reputation for the business
Participate in one-on-one meetings with clients to explain services to guide their choices
Seek opportunities to cross-sell or upsell to existing clients
Monitor and assess the activities of our competitors to proactively satisfy and retain our clients
Support firm projects and initiatives
Build, manage, further develop, and leverage relationships with centers of influence
Spearhead challenging client negotiations
Work with internal stakeholders to solution client problems
Provide support to departmental efforts for compiling, reporting, and analyzing key metrics
Perform general relationship management duties to support organizational goals
Maintain client information and pipeline in CRM database
Prepare executive reporting on a period basis
Work on special projects as assigned by management