Relationship Management, VP

What You Will Be Responsible For

• Manage a grouping of client relationships commensurate with a Vice President title.
• Strengthen and deepen relationships with clients.
• Deliver constant monitoring of the client's perception of the quality of our services (NPS score).
• Partner with business leads to maintain strong focus on client service and requirements.
• Manage assigned client(s) to develop new business and/or products while retaining existing revenue streams.
• Achieve organic, incremental growth, new business committed revenue, and overall target revenue goals with assigned client(s).
• Prepare account plans and the delivery of business overviews to internal stakeholders, including pipeline, trending, and year over year analysis.
• Maintain all relevant data for their assigned accounts in SF360 CRM, including account information, contacts, opportunities, meetings, current provider insights, and campaigns.
• Support the deployment of marketing strategies that promote the full range of Company products/services through close collaboration with the various business partners.
• Introduce new products and service solutions to clients wherever possible.
• Drive cohesive coordination of State Street Services to the client between client delivery, product groups, regional teams, sales staff, and the client to deliver our solutions to the client.
• Serve as an escalation point for critical service issues or roadblocks.
• Shepherd issues through to resolution.
• Prepare and execute client presentations, client meetings, product collaborations, RFPs, and sales execution.
• Manage the finalization of Due Diligence Questionnaires for supported clients when received.
• Ensure client onboarding for new assets and/or risk management activities are conducted with a high degree of client satisfaction.

  What We Value

  • Excellent verbal and written communication skills.
  • Ability to effectively facilitate meetings, with all levels within the client organization – from Executive Leadership to Operational points of contact.
  • Proven ability to earn client trust and develop relationships (internal and external).