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VP, Relationship Management

Ultimus
remoteUSD 120,000 - 165,000 / year
Virtual Posted Aug 11, 2026

About this role

SUMMARY

The VP, Relationship Management is responsible for developing and retaining assigned client and trust level relationships and assisting in establishing and meeting firm goals including retaining existing business, growing wallet share and developing and executing strategic client relationship plans. Additionally, this role will provide a consultative approach with clients and internal groups on new products, services, and industry insights, generating new business (including cross-selling services), providing project leadership for fund/product start-up/conversions, and ensuring all service areas within the company deliver the best possible service in the industry.

KEY ACCOUNTABILITIES

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