VP, Relationship Management

🔥 1 hour ago

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

👔 Vice President

👻 Ghost score 10%

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Ultimus Fund Solutions

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💸 Finance

☁️ SaaS

🤝 B2B

💰 Private equity on 2012-07

Finance • SaaS • B2B

Ultimus Fund Solutions is an independent provider of fund administration and investment operations solutions for advisors and asset/fund managers. The firm delivers high-touch, scalable services across public and private markets — including transfer agency, middle-office and investment operations, ETF launch and conversion support, and specialized administration for mutual funds, private equity, private credit, retail alternatives, REITs and other fund wrappers. Ultimus combines these services with integrated, AI-enabled technology platforms (Ultimus Connect, Portfolio Analytics Portal, Workflow Manager, Investor and Advisor Portal, Private Investor Portal and related tools) to provide data, reporting and workflow automation. According to its public materials it administers $775B+ in assets, supports 2,500+ funds, 450+ clients, and 1,200+ associates.

📋 Description

• Represent Ultimus Fund Solutions on client relationships • Develop and retain assigned client and trust-level relationships • Establish and meet firm goals, including retaining existing business, growing wallet share, and executing strategic client relationship plans • Maintain extensive client contact with centers of influence and senior-level client management • Advise clients and internal groups on new products, services, and industry insights • Generate new business and cross-sell services • Lead fund/product start-ups and conversions • Develop and maintain client relationship strategies and account plans covering satisfaction, retention, profitability, and up-sell/cross-sell opportunities • Execute client trust board responsibilities where applicable, including governance, reporting, and contract renewals • Partner with Ultimus service departments to deepen relationships and identify revenue-generating opportunities • Facilitate cross-divisional resolution of issues and exceed client expectations • Provide Senior Management with transparency into issues and client health • Monitor and manage client health and help resolve service issues • Monitor, manage, report, and escalate risk, compliance, client satisfaction, and service-quality issues • Support Business Development and Marketing teams and campaigns • Collaborate with service teams and management to improve operating models and business relationships • Travel approximately 25% as needed • Perform other assigned duties

🎯 Requirements

• 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 • Experience in act product, asset management, asset servicing, business, and/or product strategy development (source text states “40 act product…”, which appears truncated or erroneous) • Proven business development record • Equivalent education and experience will be considered • Demonstrated knowledge of client relationship management • Knowledge of Microsoft Office Suite and Adobe Acrobat • Ability to negotiate and influence others • Networking and strategic relationship-building skills • Exceptional public speaking skills • Multitasking, analytical, and organizational skills • Strategic, meticulous, initiative-taking approach with commitment to quality, efficiency, and effectiveness • Strong problem-solving, decision-making, communication, listening, planning, delegation, resource-management, and relationship-building abilities • Ability to travel as needed for client meetings, conferences, and firm-related meetings

🏖️ Benefits

• Approximately 25% travel • Microsoft Office Suite • Adobe Acrobat

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