Vice President of Relationship Management

Job Summary

A company is looking for a Vice President of Relationship Management.

Key Responsibilities

• Lead and manage the Relationship Management team, focusing on hiring, coaching, and performance development
• Oversee strategic client meetings and collaborate with cross-functional teams to ensure service delivery
• Guide the team in delivering analytics-driven insights and foster a high-performance culture

Required Qualifications

• 8-10+ years of experience in relationship or client management within the retirement plan or financial services industry
• 3+ years in a people leadership or team management role
• Expertise in qualified retirement plans (401(k), 403(b), 457, DB, etc.)
• Bachelor's degree required; advanced credentials like QKA, QPA, or AIF preferred
• Proficiency in CRM tools (e.g., Salesforce) and Microsoft Office Suite