Vice President, Relationship Management Greater Philadelphia, PA Area + 2 more

The Company is seeking a Vice President of Relationship Management to develop and retain client relationships, grow business, and execute strategic account plans. The role provides consultative guidance on services and industry developments, supports cross-selling and business development, and leads fund or product launches and conversions. The successful candidate will coordinate internal teams to improve service, resolve client issues, monitor client health, and escalate risks, compliance concerns, and service-quality matters. Responsibilities also include managing and developing team members, setting goals, delegating work, and maintaining senior-level client partnerships. Candidates should have a bachelor’s degree in business administration, financial services, or equivalent experience, along with at least 10 years of financial services experience and 5–7 years of management or leadership experience. Experience with investment products, asset management or servicing, and business or product strategy is required. The role calls for strong relationship management, strategic judgment, communication, analytical, and organizational skills, as well as proficiency with Microsoft Office and Adobe Acrobat. The ideal candidate can motivate teams, manage change, make sound business decisions, and build effective partnerships with clients and colleagues.

Hiring Company

Ultimus Fund Solutions