VP, Relationship Management Team Lead, Tax -Exempt Market
About The Position
In this leadership role, you will guide a team of Relationship Management professionals supporting our national Core Market segment with the Tax-Exempt Market. You'll be leading client engagement, strengthening partnerships, solving complex challenges, and helping clients achieve their long-term goals. Your work will directly contribute to client satisfaction, retention, growth, and the financial well-being of millions of workplace retirement plan participants. We are seeking an experienced leader who combines strong relationship management skills with a passion for developing talent and delivering exceptional client experiences. The ideal candidate brings deep experience managing institutional client relationships, influencing senior stakeholders, and leading teams through change and growth. You have demonstrated success in building credibility with executives, fostering collaboration across organizations, and helping teams achieve ambitious goals. You are comfortable navigating complex business discussions, balancing multiple priorities, and making thoughtful decisions that support both client and business outcomes.
Requirements
- Holds FINRA Series 7 license upfront; will also require series 24 and 63 licenses to be acquired within 90 days of hire.
- 15 years of experience in client relationship management, institutional client service, participant services, or related areas within financial services, retirement, or benefits organizations.
- Expected travel is minimum of 50%
- Ability to build relationships with executive decision-makers and key business partners.
- Expert presentation, communication, facilitation, and negotiation skills.
- Proven ability to navigate and influence executive level business leaders, both internal and client facing across multiple functions and businesses.
- Strong revenue management and overall financial acumen.
- Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.
Nice To Haves
- Minimum of 5 years people leader experience preferred
Responsibilities
- Leading client engagement
- Strengthening partnerships
- Solving complex challenges
- Helping clients achieve their long-term goals
- Leading teams through change and growth
- Building credibility with executives
- Fostering collaboration across organizations
- Helping teams achieve ambitious goals
- Navigating complex business discussions
- Balancing multiple priorities
- Making thoughtful decisions that support both client and business outcomes
- Leading client retention, renewal, or business growth initiatives
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
