Vice President, Relationship Management

5 Maxwell Dr, Clifton Park, NY 12065, USA ● Boston, MA, USA ● Chicago, IL, USA ● Columbus, OH, USA ● Denver, CO, USA ● Virtual Req #275
Monday, March 1, 2021
Ultimus LeverPoint is looking to hire a Vice President of Relationship Management. The Vice President, Relationship Management job responsibilities include building and maintaining positive and constructive relationships with clients. Primarily responsible for client satisfaction, the role covers all aspects of client relationships, including strategic planning, client advocacy, problem-solving, conflict resolution, negotiation, and cross-selling, requiring a blend of leadership and management skill sets founded on industry-specific knowledge and experience.  

  • Responsible for high levels of client satisfaction through deep understanding of clients, our business, and the alternative fund administration industry;
  • Collaborate closely with Ultimus LeverPoint Operations teams and other internal stakeholders for optimal outcomes;
  • Coordinate production of client-facing materials such as proposals, agreement amendments, and presentations, providing direct support as needed;
  • Contribute to Ultimus LeverPoint success through effective client relationships enabling the achievement of firm sales growth;
  • Resolve any client complaints promptly and professionally;
  • Serve as Ultimus LeverPoint brand ambassador;
  • Maintain a high standard of business ethics;
  • Understand the problems and challenges of clients and identify ways our business could better address those needs;
  • Use effective and appropriate communication channels based on client profile and preference;
  • Provide excellent client service, and assist others in doing the same, to maintain a positive reputation for the business;
  • Participate in one-on-one meetings with clients to explain services to guide their choices;
  • Seek opportunities to cross-sell or upsell to existing clients;
  • Monitor and assess the activities of our competitors to proactively satisfy and retain our clients;
  • Support firm projects and initiatives;
  • Build, manage, further develop, and leverage relationships with centers of influence; 
  • Spearhead challenging client negotiations; 
  • Work with internal stakeholders to solution client problems;
  • Provide support to departmental efforts for compiling, reporting, and analyzing key metrics;
  • Perform general relationship management duties to support organizational goals;
  • Maintain client information and pipeline in CRM database;
  • Prepare executive reporting on a period basis;
  • Work on special projects as assigned by management.


  • 10-15+ years’ (relevant) experience in Relationship Management, Business Development or related field preferred; 
  • Minimum of a Bachelor’s Degree in Accounting, Finance, or related field;
  • Proficient in Microsoft Office Suite;
  • Ability to multitask, time management, attention to detail, planning and problem-solving skills required;
  • Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients;
  • Ability to actively listen; and
  • Ability to work in a fast-paced environment and handle multiple priorities and deadlines. 

Ultimus Leverpoint is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

Other details

  • Pay Type Salary
  • 5 Maxwell Dr, Clifton Park, NY 12065, USA
  • Boston, MA, USA
  • Chicago, IL, USA
  • Columbus, OH, USA
  • Denver, CO, USA
  • Virtual