Ultimus Fund Solutions
Cincinnati, OH, USA
SUMMARY The VP, Relationship Management is responsible for representing Ultimus Fund Solutions (UFS) on client relationships and developing and retaining assigned client and trust level relationships. Additionally, this role will assist in establishing and meeting firm goals including retaining existing business, growing wallet share, and developing and executing strategic client relationship plans. KEY ACCOUNTABILITIES Maintains extensive client contact including establishing relationships with centers of influence and client senior level management. Provides a consultative approach with clients and internal groups on new products, services, and industry insights, generating new business, including cross-selling services. Provides project leadership for fund/product start-up/conversions and ensures all service areas within the company deliver the best possible service in the industry. RELATIONSHIP MANAGEMENT Develops and maintains client relationship strategies and...