About this role

Responsible for the overall strategy of the territory to improve business results
Focus areas include client retention and dedication, revenue growth, cross selling, and relationship risk mitigation strategies
Additional management duties include associate development, performance evaluation, compensation planning, and hiring
Develop and maintain strong client relationships, including multiple constituencies including HR, Treasury, Legal, Procurement, and Third Party Administrators
Serve as a senior point of contact for key Plan Sponsor and Advisor clients; address client issues and mitigate risk
Provide leadership and support for all client re-pricing, renewal, and competitive rebid activity on team
Collaborate with MD, Sales (when applicable) and other business partners in retention activities

College degree preferred
Relationship management experience preferred
Management experience preferred
Complete series 7, 24 & 63 exams within 90 days of hire
Strong proven negotiation skills spanning sophisticated financial and service delivery related topics
Ability to navigate and influence executive level business leaders
Strong revenue management and overall financial acuity
Leadership, mentoring, and career development skills with a tenured team of professionals
Validated consultative sales skills
Experienced presentation, meeting management, and interpersonal skills

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Vice President, Relationship Management – Team Leader

Key skills