AVP Relationship Management

About the role

The AVP, RM Client provides strategic leadership to a team of Account Executives, driving the growth of HealthEquity's further account base and custodial assets with existing employer partners. This role champions strong client relationships, develops market-driven strategies, and ensures the team delivers consultative support and exceptional service.

Responsibilities

• Manages and carries out the personnel actions for direct reports, including but not limited to hiring and scheduling; training and evaluating; coaching and managing performance; making salary, merit, or other compensation recommendations for team of direct reports; and making recommendations and/or taking corrective or disciplinary action as appropriate.
• Lead and support your team in achieving account and custodial assets growth within existing employer partnerships.
• Guide your team in establishing and maintaining strong client relationships, including their client’s consultant/broker, as well as other ecosystem vendor partners.
• Provide strategic leadership to Account Executives in building business partnerships, analyzing market dynamics, and developing growth strategies, communicating these to the VP.
• Serve as an escalation point for the team, advocating internally for employer partners, in partnership with the VP.
• Oversee and guide the team on consultative strategic activities with employer partners (corporate/benefits strategies, plan reviews, CDH adoption, financial health, RFPs).
• Support the team in developing and reporting for client financial performance including renewal planning, negotiation and profitability levels.
• Ensure the team delivers exceptional service, support, and solutions to clients.
• Share healthcare and client industry knowledge with the team.
• Proactively advocate for team member needs related to programs and products.
• Collaborate with leaders across the business on cross-functional initiatives.
• Actively participate in internal HealthEquity operational and leadership meetings to support our business.
• Other duties as assigned.

Requirements

• Bachelor’s degree in related field
• Proven track record of over 8-10+ years of working with senior-level executives including but not limited to CHRO, CFO and EVP, SVP and VP Compensation and Benefits and retirement within the Insurance or Finance industry
• 8-10 years of strategic and consultative selling experience within the CDH, Insurance or Finance industry
• Expert relationship management skills including negotiation, collaboration, and listening skills
• Familiarity with Health Insurance Industry and all types Health Accounts
• MS Office and Salesforce, preferred
• Presentation Skills including messaging and positioning information to meet and influence client need
• Proactive problem solving
• Strong working knowledge of employer benefits framework and plan design
• Proven leadership skills. Prior management experience preferred
• Heavy travel may be required (more than 30%)

Benefits & Perks

• Medical, dental, and vision
• HSA contribution and match
• Dependent care FSA match
• Uncapped paid time off
• Paid parental leave
• 401(k) match
• Personal and healthcare financial literacy programs
• Ongoing education & tuition assistance
• Gym and fitness reimbursement
• Wellness program incentives
• Onboarding & Travel