55ip - Enterprise Relationship Manager - Vice President
Aumni
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Boston, MA, USA
Posted on Jul 17, 2024
Job Description
Job summary:
As an Enterprise Relationship Manager - Vice President you will serve as the primary point of contact across the client’s organization, and work with internal partners to maintain relationship oversight, triage escalation issues, support sales enablement, and provide strategic planning at the relationship level. The individual will be expected to work in partnership with both Enterprise Sales and Product to drive successful engagement with clients and ultimately increased platform adoption.
Job responsibilities:
- Strategic Relationship Management: Support, maintain and expand relationship with a segmented list of existing clients with the goal of driving continued platform adoption, designing enterprise support models, and deepening partnership.
- Product and Operational Collaboration: Have a deep understanding of 55ip’s technical product architecture and operational workflows that are integrated with clients to support and triage client workflows/issues.
- Business Development Planning: show an aptitude and appetite to deliver high-quality outbound client engagement activity in coordination across 55ip clients, partners, and own resources
- Facilitate Feedback: Own the cadence and collection of feedback from clients and partners to ensure success and collection of “data” to formulate Client Engagement and Integration Planning for enhancements, including Executive engagement/reporting results
- Client Engagement Planning & Process: Coordinate activities and training in conjunction with clients to align and execute business plans to increase awareness and adoption of the 55ip platform among a subset of financial advisors, in orchestrated team selling process, using the expertise and resources within 55ip to deliver a commercial outcomes
- Business leadership: Must have an appetite to grow and expand as 55ip continues its push to becoming the “Industry Standard” in tax-smart investment management and be capable of identifying areas where there's a need to design new processes
Required qualifications, capabilities and skills:
- Willingness to develop a deep understanding of current industry trends and experience working with Financial Advisor
- At least 5+ years financial services experience
- Superior communication skills and previous executive engagement experience
- Exposure to or working directly with products/capabilities that integrate into advisors technical/operational workflows
- Bachelor’s degree from accredited 4-year university
Preferred qualifications, skills and capabilities:
- A strong familiarity of investment products and services, model portfolios , tax management and/or knowledge of ETFs a plus
This job is no longer accepting applications
See open jobs at Aumni.See open jobs similar to "55ip - Enterprise Relationship Manager - Vice President" NEXT Frontier Capital.