VP – Relationship Management

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

👔 Vice President

👻 Ghost score 15%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Ultimus

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1994

☁️ SaaS

🏢 Enterprise

🤝 B2B

💰 Secondary Transaction on 2022-01

SaaS • Enterprise • B2B

Ultimus is a vendor of low-code digital process automation (DPA) and business process management (BPM) software focused on automating complex, mission‑critical enterprise processes. Its product portfolio includes the Ultimus Digital Process Automation Suite, Adaptive BPM, DPA Portal/UATS, Citizen Development Workspace, prebuilt Solution Frameworks and Solution Starters, and services such as process consulting, training, and managed services. The platform emphasizes a composable architecture (Composed Process Solutions®), reuse of digital assets, hyperautomation (AI, blockchain, robotic/flobot automation, integrations), and governance to enable faster delivery and reduced implementation cost for industries such as banking & finance, healthcare, government, manufacturing, telecommunications, energy/utilities and insurance.

📋 Description

• Develop and maintain client relationship strategies and account plans for assigned clients • Address client satisfaction, retention, profitability, up-sell/cross-sell, and plan execution • Partner with Ultimus service teams and stakeholders to deepen client relationships • Execute client trust board responsibilities, including governance, reporting, and contract renewals where applicable • Formulate relationship management strategies with service department stakeholders • Foster internal partnerships and facilitate cross-divisional resolution of client issues • Develop and implement client action plans and execute company projects • Provide transparency into issues and client health for Senior Management • Collaborate with management to develop synergies, harmonize the operating model, and improve business relationships • Monitor and manage client health and assist with service issue resolution • Monitor, manage, report, and escalate risk, compliance, client satisfaction, and service quality issues • Support business development, marketing, sales, and marketing campaigns • Travel as needed to meet clients and attend conferences or company-related meetings • Manage department associates, including hiring, training, development, delegation, performance appraisals, salary recommendations, coaching, counseling, and corrective actions • Conduct regular one-on-one and team meetings • Establish team and individual department goals • Hold associates accountable for their work and mentor them through coaching and on-the-job guidance

🎯 Requirements

• Bachelor’s degree in business administration, financial services, or equivalent experience • Equivalent education and experience will be considered • 10+ years of financial services industry experience • Experience in 40 act products, asset management, asset servicing, business, and/or product strategy development • 5-7 years of management and leadership experience • Knowledge of client relationship management • Proficiency with Microsoft Office Suite • Proficiency with Adobe Acrobat • Ability to leverage relationships to enhance client satisfaction and achieve company goals • Strong financial principles and business knowledge • Ability to drive change and collaborate on innovative service or business improvements • Ability to motivate, develop, and train a Relationship Management team • Ability to plan and delegate work • Analytical, organizational, critical thinking, and problem-solving skills • Strong commitment to quality, efficiency, and effectiveness • Personal integrity, responsibility, and accountability • Clear and concise written and oral communication skills • Ability to establish effective working relationships with associates and clientele • Ability to adapt priorities and deadlines to changing conditions

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume