Vice President Customer Relationship Manager Jobs

Outstanding management experience with proven leadership ability to identify, develop and retain top talent

Manage ongoing delivery of VOCA, Brand Tracker, Customer Interview Program, Big Subscriber Surveys and Initiative-Driven Surveys

Use deep analytical capabilities and critical thinking to develop research approaches that define future direction of customer-driven growth

Build effective user experience research, digital diaries, and ethnographic research to inform Digital, Marketing strategies and action items

Manage external suppliers to execute research projects efficiently

Effectively manage the consumer insights budget and tools to proactively address both immediate and forward-looking strategic needs

Requires expert understanding and experience with total P&L management

Knowledge of both Category and Brand Management

Oversee the execution of brand strategies, innovation growth and category management initiatives.

Manage the Talent Management process with an emphasis on succession planning and development of future bench talent.

Business Planning and P&L Management

Manage trade spend budget across the team.

Strong organization and time-management skills. The ability to work independently without supervision

Mentor and elevate managers in growing team to support rapidly expanding business

Manage clients at risk and serve as an escalation point. Mitigate client frustrations before they bubble up to the executive team.

Conduct one-on-ones with managers and utilize all current tools to ensure their success in their positions

Maintain and strengthen cross-departmental alignment with Product, Dev, Finance, Sales, and Marketing

Responsible for optimizing and measuring the onboarding customer journey experience

Requires expert understanding and experience with total P&L management

Knowledge of both Category and Brand Management

Oversee the execution of brand strategies and category management initiatives.

Manage the Talent Management process with an emphasis on succession planning and development of future bench talent.

Business Planning and P&L Management

Manage trade spend budget across the team.

Experienced presentation, meeting management, and communication skills.

Strong revenue management and overall financial acuity

5 - 10 years of client-facing, institutional experience required. Previous advisor/consultant relations experience is desirable.

Strong negotiation skills spanning sophisticated financial and service delivery related topics, both internal and client facing

Confirmed leadership, coaching, and career developments skills with a tenured team of professionals

The role requires extensive travel throughout the assigned territory.

5+ years of experience in relationship management, sales, research and/or client-facing role

Interacts regularly with management and department leaders.

Ensure Client Risk Management & Front Office Regulatory & Conduct Duties

Be accountable for client portfolio risk management (Counterparty and Credit Risk, FS, ABC, PIC, ESG reputational risk, etc.)

2+ years of experience in KYC/AML/CTF and/or ability to demonstrate strong knowledge on these topics

Ensure KYC responsibilities as RM

Familiarity with buy-side investment management workflows

6-10 years of work experience in the financial services industry

Strong interest in FinTech, with prior knowledge of databases

Experience advising Clients on portfolio strategies, portfolio optimization, risk assessments, and attribution

Outstanding communication and presentation skills, with the ability to convey complex concepts simply and clearly to clients

Experience with SQL, UNIX, VBA , C++, PERL or similar tools, and/or Aladdin

Work with other Relationship Managers as well as Product Management teams on marketing

Previous role in sales for Asset Management Firm / Alternative Investments

Bachelor's degree and/or equivalent work experience preferred

Advanced degree or equivalent experience preferred

Minimum 8+ years of related experience

Strong communication and presentation skills

Strong knowledge of client relations, account management, and distribution channels.

Experience as a Supervisor or Manager.

Manage Federal Business opportunities websites in both the USA and Canada (example: FedBizOpps.gov) identifying emerging new business opportunities.

Submit proposals and address related FAR requirements for new business opportunities.

Manage business opportunities through the company’s CRM sales system providing a weekly-to-monthly forecast of new business opportunities.

Exceptional presentation skills with the ability to present to all organization levels

Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements. Escalate issues as identified.

7 or more years of experience in a Business Banking Relationship Management role or related business lending experience.

Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training.

Required qualifications, capabilities, and skills

Preferred qualifications, capabilities, and skill

Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines.