Vice President, Relationship Manager job in Chicago, IL| Recruit Arrow
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Wednesday, April 24, 2024
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Title
Vice President, Relationship Manager
Location : Illinois, Chicago
Refer job # KHFE338355
 
Job Responsibilities and Requirements: The Expertise We re Looking For Bachelors degree 10 years direct client and/or financial services experience in Sales or Relationship Management function Direct experience in RIA, Custody or Brokerage industry Series 7 and 63 registrations The Purpose of Your Role The Vice President will inspire client loyalty while managing strategic relationships with FCCS RIA clients in the Midwest region. You will focus on nurturing existing client relationships with the goals of helping our clients grow their business and increasing overall profitability. In this role you will also identify root causes/drivers of client requests by asking detailed questions in order to develop a deeper understanding of client goals and challenges. You will also spend time thinking critically about key topics including industry trends, products, platforms and client opportunities and sharing best practices with your peers. This position will be based in Chicago. The Skills You Bring Proven ability to successfully build and manage relationships with demanding and complex clients Track record of success with clients and prospects interactions Financial business analysis and/or consulting experience is a plus Client operations experience is preferred Strong communicator with a consultative approach Strong multi-tasking, project management and organizational skills The Value You Deliver Assume primary relationship management responsibility for a complex portfolio of clients Develop and implement business plans and goals for the territory Prioritize clients accurately and develop territory management strategies Analyze data to inform priorities, decisions and to create a point of view to share with your clients Initiate strategic business discussions with clients. Provide proactive consultation and practice management solutions to clients, uncovering opportunities to gather additional assets. Stay informed of critical operational issues and escalations that impact the client. Monitor trends impacting client satisfaction within your book of business, including competitive, industry, and marketplace data. Develop a response plan to maintain or improve client satisfaction. Share information and collaborate with colleagues across Fidelity to leverage best practices and work on cross-company initiatives.
 
 
 
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