VP, Strategic Client Partnerships

Ultimus Fund Solutions; United States; Hybrid; USD 150,000 - 230,000; Full time

Job summary

Ultimus Fund Solutions is seeking a Vice President of Relationship Management to lead and maintain high-value client relationships, focusing on retention, growth, and strategic account plans.

This role collaborates with sales, service, and product teams to deliver superior service, drive cross-sell opportunities, and ensure client satisfaction across assigned accounts. Travel may be required for key client meetings and conferences.

Qualifications

• Bachelor’s degree in business administration, financial services, or equivalent experience.
• 10+ years of financial services industry experience.
• 5-7 years of management and leadership experience.

Responsibilities

• Maintains extensive client contact with senior level management.
• Provides consultative input on new products and services to generate cross-selling opportunities.
• Leads projects for fund/product start-up/conversions and ensures high service levels.

Skills

Client relationship management

Negotiation

Public speaking

Strategic relationship building

Leadership

Problem solving

Education

Bachelor’s degree in business administration, financial services, or equivalent experience

Equivalent education and experience will be considered

Tools

Microsoft Office

Adobe Acrobat

Job description

Ultimus Fund Solutions is seeking a Vice President of Relationship Management to lead and maintain high-value client relationships, focusing on retention, growth, and strategic account plans.

This role collaborates with sales, service, and product teams to deliver superior service, drive cross-sell opportunities, and ensure client satisfaction across assigned accounts. Travel may be required for key client meetings and conferences.