SVP, Relationship Management – Retail Alternatives

Job Title: SVP, Relationship Management – Retail Alternatives

Job Location: Remote

Job Description:

• Drives additional revenue working in partnership with the Ultimus Business Development and Product teams.
• Ensures Ultimus has a deep understanding of client product plans in the future and how we can play a role.
• Establishes strategic relationships with key industry Centers of Influence (COI) and industry groups.
• Serves as subject-matter expert in business development meetings.
• Works closely with Ultimus management to ensure service teams are fully aligned to exceed client expectations.
• Works closely with Senior management peers to achieve overall Company P&L goals.
• Escalates issues in accordance with policy and owns resolution working with the executive management teams.
• Works with new clients, Ultimus onboarding, and Service teams to ensure a successful onboarding experience. Participates in onboarding meetings and calls with clients.
• Attends industry conferences and trade groups (ICI, IPA, ADISA, etc.) and participates in working groups and committees.
• Travels, as needed, to meet with clients, Boards, conferences, COI, or other firm-related meetings.
• Maintains a deep understanding of client’s future product plans and how Ultimus can solution.
• Develops and implements client action plans and executes company projects.

PERSONNEL MANAGEMENT

• Manages associates within department including, but not limited to, hiring, training, and developing associates, delegating work assignments, 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.
• Establishes team and individual goals for department.
• Fosters teamwork, high performance of associates and holds associates accountable for their work.

WORKING RELATIONSHIPS

• Mentors associates through instruction, coaching, providing real-time on-the-job experiences, modeling effective practices, and advising on methods used.
• Communicates and coordinates with Executive, Sales, Relationship Management, Product, and Service team members.
• Client executive level business update visits and conference calls on a regular basis.
• 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.

May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

• Bachelor’s degree in business administration, financial services, or related field.
• 15+ years of financial services industry experience.
• 7-10 years of management and leadership experience.
• Experience in 40 act products (interval funds, tender offer funds, BDCs, REITs, feeder funds, DSTs, opportunity zones), asset management, asset servicing, business, and/or product strategy development.

KNOWLEDGE

• Client relationship management for registered funds.
• Registered alternative products (interval funds, tender offer funds, BDCs, REITs, feeder funds, DSTs, opportunity zones).
• Administrator functions, including transfer agency, fund accounting, financial reporting, tax, compliance, distribution.
• Microsoft Office Suite.
• Adobe Acrobat.

SKILLS AND ABILITIES

• 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, executive, and senior management.
• Ability to leverage relationships to enhance client satisfaction and achieve company goals. Larger share of wallet/grow revenue.
• Ensures that good business decisions and judgments are made based on sound financial principles and knowledge of the business to broaden company goals.
• Seeks and collaborates on innovative ideas for service enhancements and business improvement.
• Motivates, develops, and trains the Relationship Management team.
• Develops a strong culture built around teamwork.
• Supports all internal service teams with the goal of exceeding client expectations.
• Demonstrates personal integrity, responsibility, and accountability.
• Open for change and innovative ideas.
• Aligns associates with company values and goals.
• Plans and delegates the work of others.
• Motivates and inspires others.
• Assesses the performance of self and associates to make improvements or take corrective action.
• Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures.
• Troubleshoots issues utilizing creative and critical thinking skills.
• Multitasking, analytical, and organizational skills.
• Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
• Demonstrates personal integrity,…