EVP, Relationship Management

The EVP, Relationship Management is responsible for overseeing the Ultimus client relationship managers including monitoring and ensuring client satisfaction, assuring client retention, enhancing revenue, pursuing cross-sales opportunities contract renewals, and profitability, communicating business changes, and overall leadership of the client management processes and team.

• Oversees the client relationship management team providing support, guidance, and mentorship to team members.
• Ensures understanding of client’s current business and key decision makers as well as future product plans and how Ultimus can help solution.
• Drives client revenue growth
• Serves as executive to address client issues as necessary in conjunction with the rest of executive management as needed
• Establishes strategic relationships with key industry Centers of Influence (COI) and industry groups. Speaks at conferences on relevant topics.
• 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. Including messaging fee adjustments, where appropriate for clients.
• 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.
• Executive sponsor of client conference.
• 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.
• Coordinates with Executive Committee, Relationship Managers, and team members for education opportunities for board members.

• Manages associates within department including, but not limited to, hiring, training, and developing associates, delegating work assignments, writing, and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions.
• Conducts one-on-one and team meetings with associates on a regular basis to discuss new procedures, problems, and issues.
• Establishes team and individual goals for department.
• Fosters performance of associates and the processes used by them; holds the associates accountable for their work.

• Serves as Ultimus liaison with board chairs and/or lead independent directors.
• Occasionally (primarily for Ultimus contract renewals) attends board meetings for clients.
• Attends periodic (quarterly and as scheduled) board meetings for clients.
• Client executive level visits/conference calls on a regular basis.
• Mentors associates with instruction, coaching, providing real-time on-the-job experiences, modeling effective practices, and advising on methods used.
• Develops and maintains strong internal teamwork with Ultimus department management. Works with internal management and service teams to ensure we are meeting and exceeding client expectations.
• Regular client communication and updates. Manages client account and action plans which focus on client satisfaction, communication, specific service needs, contract renewals, profitability, and product cross-sale.
• Internal communication with service teams.
• May perform other duties as required and assigned.

• Client relationship management.
• Microsoft Office Suite.
• Adobe Acrobat.

• Fully embraces Ultimus Culture. The power of the team, owning the process, and striving for relentless improvement are key aspects of our Culture Playbook.
• Establishes and maintains strong relationships with clients, executives, and senior management.
• Leverages relationships to enhance client satisfaction and achieve company goals.

• Develops and implements client action plans and executes company projects.
• Ensures that good business decisions and judgments are made based on sound financial principles and knowledge of the business to broaden company goals.
• Adaptable, responsive, and…