SVP, Relationship Management

SUMMARY The SVP, Relationship Management is responsible for managing Ultimus client relationships including monitoring and ensuring client satisfaction, assuring client retention, contract renewals and profitability, communicating business changes, enhancing revenue, and pursuing cross-sales opportunities, and overall leadership of the client management process. KEY ACCOUNTABILITIES Ensures understanding of client’s future product plans and how Ultimus can help solution. Drives revenue and client growth working in partnership with the Ultimus Business Development and Product teams. Establishes strategic relationships with key industry Centers of Influence (COI) and industry groups. Occasionally serves as subject-matter expert in business development meetings. Works closely with Ultimus department management to ensure our service teams are fully aligned to exceed client expectations. Works closely with Senior management peers to achieve overall Company P&L goals. Manages the Relationship Management associates to achieve Ultimus business goals and their personal growth goals. Where applicable, participates in fund board activities and responsibilities, develops Board level relationships. Escalates issues in accordance with policy and own resolution working with the Ultimus department and executive management teams. Travels, as needed, to meet with clients and participate in conferences, COI, or other firm-related meetings. Reviews meeting materials and minutes to assure Ult