Vice President, Relationship Management Remote (anywhere in United States)

The Company is seeking a Vice President of Relationship Management to develop and retain client relationships and support business goals, including client retention, revenue growth, and strategic account planning. Responsibilities include maintaining senior-level client relationships, identifying opportunities to expand services, and leading client projects such as new fund launches and conversions. The role also coordinates across internal teams to address client needs, monitor service quality and risk, and keep senior leadership informed about client health. The Vice President will contribute to business development and marketing efforts and represent the organization in client meetings and industry events. Candidates should have a bachelor’s degree in business administration, financial services, or equivalent experience, at least 10 years of financial services experience, and 5–7 years of management or leadership experience. Relevant experience in asset management, asset servicing, product strategy, or business development is valued, along with a proven record of generating business. The role requires strong relationship-building, negotiation, communication, analytical, and organizational skills, as well as the ability to lead teams, develop client plans, and make sound business decisions. Proficiency with Microsoft Office and Adobe Acrobat is also required.

Hiring Company

Ultimus Fund Solutions