Vestmark

VP of Relationship Management, RIA Channel

Vestmark

full-time

Posted on:

Origin:  • 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Job Level

Lead

About the role

  • Manage customer relationships from initial engagement through project definition, implementation, deployment, production, and maintenance
  • Manage client programs from contract through development, deployment, and production
  • Take the lead role in developing the overall strategic direction for the client and campaign
  • Cultivate client relationships to win follow-on programs
  • Partner with clients to develop new opportunities for Vestmark
  • Manage day-to-day interactions on multiple client relationships to increase gross profits, improve client satisfaction, and set delivery teams up for success
  • Act as liaison across different business functions
  • Interact with clients to define business requirements, operational procedures, and associated product requirements
  • Interact with internal organizations to define and prioritize product roadmaps and plans
  • Serve both operational client service and strategic relationship management functions, requiring strong client-facing skills and attention to detail

Requirements

  • 10 years’ experience within the Financial Services / Software industry, serving in Relationship Management or National Accounts roles.
  • Extensive experience supporting independent Registered Investment Advisors (RIAs)
  • Ability to resolve complex issues and problems at both a commercial and operational level
  • Ability to effectively deal with various levels of customer organizations, especially at the C-Suite level
  • Outstanding organizational, project management, communication, and presentation skills
  • Ability to operate and communicate at executive level – both internally and with clients.
  • Highly motivated self-starter with strong ability to multi-task
  • Ability to operate effectively in a highly entrepreneurial start-up environment
  • Able to cultivate trust and credibility with peers and maintain strong working relationships with all levels and functions of the company
  • Demonstrated understanding of the challenges faced by rapidly growing RIAs, including a working knowledge of the competitive landscape for TAMP platforms.
  • Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It
  • BS degree in Business Administration / Marketing or equivalent (MBA preferred)
  • Industry designations such as CFA, CFP, CIMA, etc. are a plus