Relationship Management Resume Samples

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H Heathcote

Hallie

Heathcote

1539 Yolanda Mews

Houston

+1 (555) 418 2057

1539 Yolanda Mews

Houston

Phone

p +1 (555) 418 2057

Experience Experience

Detroit, MI

Relationship Management Analyst

Detroit, MI

MacGyver-Schimmel

Detroit, MI

Relationship Management Analyst

Work directly with a relationship manager providing support on client firms
Assists with the development of regular reporting procedures, both formal and informal, and ensure that they are used (contact management)
Involvement on all proposed changes or improvements to the services with any relevant parties (change management, acceptance testing, project management, etc.)
Work closely with internal and external groups, including but not limited to, Client Business, Business Operations and Third Party Providers
Assist with sales/relationship management efforts
Update and manage client and sales activity information in the client relationship management system
Proactively generate leads and referrals through centers of influence,events, referral alliances, targeted seminars strategic networking, sourcing and introductions

New York, NY

Relationship Management Associate

New York, NY

Hoeger LLC

New York, NY

Relationship Management Associate

Perform other duties, as assigned by Management (assistant related tasks like managing agendas for RMs/FAs, appointment booking and confirmation, other)
Regularly monitor portfolio performance and work with senior sales to defend at risk mandates
Banking and Assets Advisory. Can manage TDs renewal strategy, and cross sell to another Banking products
Handling client requests directly and/or engage other associates inside and outside of the UK PCS team to provide timely responses to client inquiries
Working knowledge of financial markets, investment concepts, competitors and industry trends
Managing distribution to clients of sales aids, investment updates, manager changes, brochures, market updates and facts sheets
Managing and developing further client extranet sites and interactive tools

present

Chicago, IL

Director, Relationship Management

Chicago, IL

Bogan-Ritchie

present

Chicago, IL

Director, Relationship Management

present

Recommend and assist in product management and marketing including assisting in the development of new products/services
Work with other Relationship Managers to provide adequate coverage at all times
Provide leadership, coaching, and mentoring for a team of Relationship Managers, under the direction of the Managing Director
Responsible for the overall Performance of the Relationship Management Team
Work with direct reports to ensure a portfolio plan is developed and account-related objectives are met
Identify all opportunities for process improvement and escalate accordingly to Director, Relationship Management
Leverage relationships to create additional business development opportunities

Education Education

Bachelor’s Degree in Business Administration

The University of Alabama

Bachelor’s Degree in Business Administration

Skills Skills

Detailed knowledge of 1 function
Increase profitability of the large enterprise relationships
Leadership skills. Excellent ability to influence, motivate and lead others in growing revenues across a large portfolio of clients
Strong interpersonal skills that enable effective initial rapport-building with internal and external clients
Detailed knowledge of 1 product family
Sound judgment, problem solving and excellent organizational and time management skills
Demonstrated ability to comprehend and effectively adapt to new internal/external client information and situations
Ability to assess and strategically address gaps in coverage, organizational and operating model, territories, customer base
Track record of successfully delivering an excellent level of service as leader of a small team whilst mindful of cost control agenda
Highly effective communication (verbal and written), collaboration and influencing skills

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Ishares Capital Markets Broker Dealer Relationship Management Resume Examples & Samples

Overall marketing, education and distribution of existing and new fixed income iShares Products
Collaboration on advanced fixed income ETF education for the institutional buy-side community
Mapping/maintaining relationships among senior fixed income managers across the broker dealer community
Coordinate and deliver key iShares fixed income objectives within the overall BlackRock relationship at focus broker dealers
Assist Business Development Officers (BDO) in all aspects of the broker dealer relationship management process
Assist with broadening and deepening internal and external distribution of the iShares fixed income products across broker dealer platforms
Expand knowledge of iShares fixed income products and trading with the broker dealer platforms to drive deeper implementation and usage across the investment management ecosystem
Attend client and broker dealer meetings as required
Coordinate and structure presentation materials for broker dealer meetings
Oversee fixed income contact via CRM
Maintain intensive and extensive telephone and written contacts with the broker dealers
Sales presentation skills
Fixed Income background preferred
High energy, motivated individual, commitment to excellence
Ability to work in a team environment is critical
Clean compliance record required
NASD series 7, 63, and licenses required with 3 months
Strong skills in Microsoft Office including Powerpoint, Word, and Excel preferred

Relationship Management Analyst Resume Examples & Samples

Work directly with a relationship manager providing support on client firms
Help coordinate meetings and discussions between portfolio managers and client research analysts
Coordinate all portfolio information and data to facilitate the due diligence process
Responsible for communication of all portfolio information such as people, process, and performance
Interface with portfolio managers, retail sales, marketing, legal and compliance for RFP/RFI accuracy and completeness
Manage existing client schedule of monthly, quarterly and annual requests
Research and implement RFP best practices
Resourceful team player and ability to work independently
Exceptional work ethic
0-2 years previous experience working within the investment industry
Experience with equity and fixed income investment products preferred

Relationship Management, Associate Resume Examples & Samples

Day to day responsibility for the relationship management of existing institutional clients in Hong Kong
Execute new and terminated investment mandates through coordination with various operations teams
Coordinate client portfolio reviews or ad-hoc conference calls with clients and investment teams
Regularly monitor portfolio performance and defend at risk mandates
Proactively engage clients on conversations around investment themes and outlook
Manage client and sales activity information in the client relationship management system
Self-motivated individual, with the ability to take ownership to ensure outcomes are achieved
Fluency in Cantonese language is a must

Relationship Management Officer Resume Examples & Samples

Support Relationship Manager(s) in providing administration service to clients, especially of high visibility, or complex requirements
Assist in providing updated market information to clients
Handle clients request and instruction directly, including trade processing and inquiries on operational issues
Collect and prepare documentations for Account Opening, KYC and Risk Profiling
Work closely with internal departments on monitoring the entire trade processing, including system input, settlement arrangement, clients confirmation and remittance
Provide other administrative support as required

Relationship Management Specialist Resume Examples & Samples

Supports Relationship Managers in the overall servicing relationship of Chase Paymentech acquiring corporate clients, strategic relationships and affiliate banks
Provides active support necessary to solidify and expand acquiring relationships with corporate merchant accounts through the use of relationship development, effective communications, written and verbal, as well as problem solving skills
Responds to inquiries and problems directly from key contacts
Develops management and departmental reports
Bachelor's degree or the equivalent in business administration, accounting, marketing or other related fields. In lieu of a degree, may have relevant work experience
Typically will have two to four years of client relations, customer service or other related field
Ability to analyze and research to resolve issues

Financial Planner, Relationship Management Resume Examples & Samples

Actively manage and grow a portfolio of clients using value-based relationship management practices, achieving performance targets through the sale of RBC products and solutions
Provide ongoing financial advice leveraging RBC’s proprietary YFBD®AE and financial planning software to support financial planning recommendations
Broaden relationships with each client by providing advice and solutions that meet the client’s investment, credit and everyday banking needs
Develop relationships with local market partners to optimize business opportunities and refer clients to other partners/RBC business entities as appropriate
Fulfill all regulatory requirements to maintain financial planning accreditation and registrations
Ensure all financial advice and investment recommendations meet the client’s needs and are in keeping with compliance policies and procedures, and provincial regulations
Must have either the Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC)
Must have a Financial Planning designation, one of Personal Financial Planner (PFP), Certified Financial Planner (CFP), Chartered Strategic Wealth Professional (CSWP), Registered Financial Planner (RFP) or an IQPF designation in the province of Quebec
The ideal candidate will have previous work experience in financial planning and a successful sales track record in financial services
Proven success in client acquisition and networking (i.e. referral and centres of influence networks)
Proven track record of managing and growing profitable client relationships
Strong sales orientation with a demonstrated passion for putting clients first
Strong relationship builder – able to establish both internal and external working relationships to identify and implement strategies for business growth
Excellent communication, time management and organizational skills
Demonstrated PC literacy, including financial planning software and Microsoft Office
Demonstrated commitment to ongoing learning
LI-LC1

Director, Relationship Management Resume Examples & Samples

A graduate degree or equivalent work experience
Requires cross functional negotiation and influencing skills to resolve problems and issues
Ability to inspire, influence and guide individuals or teams towards a common direction and objective
Ability to interact collaboratively with multiple groups and disciplines to develop and refine ideas
Very good understanding of Business and Service partner lines and how that translates to their infrastructure needs
Detailed understanding of all RBC infrastructure services and organization
Demonstrate ability to drive deliverables to completion
Strong customer service and consulting skills
Collaborative skills and ability to handle complex issues, balancing strategic thinking and tactical skills
Maturity level and skill/judgment to be able to deal effectively with senior managers/executives
Effective collaborator – active listener, respectfully challenges, strong influencer and negotiator
Strong facilitation and presentation skills as well as excellent written skills
Ability to translate business “asks” into new or modified service requirements
Strong at building relationships and influencing without authority
Experience leading large complex enterprise-wide infrastructure initiatives, projects/programs with multiple interfaces and/or 3rd parties would be beneficial
Excellent communication and time management skills, both verbal and written, with the ability to deal internal stakeholders
Ability to work under pressure, with ambiguity and in the context of committed delivery schedules

Merrill Lynch Team Financial Advisor Program Relationship Management Resume Examples & Samples

Understand all aspects of an optimal practice and complete the training and development needed to prepare for a successful career as a Financial Advisor
Contact clients proactively and conduct client reviews in accordance with the team’s client service model, which may include client events, seminars and individual social outings
Build rapport with clients and get to know them on a personal level, beyond their investments and strive to deepen those relationships through ongoing profiling and identification of clients needs
Build relationships with clients’ external business professionals Document all client interactions in SalesForce
Establish and maintain relationships with the management team and inform them of any circumstances that require supervisory attention/review/approval per compliance guidelines and policies
Source prospective clients, capitalize on referrals and assess customer needs
Deliver highly customized solutions and through collaboration deliver the full resources of Bank of America Merrill Lynch
Exceptional interpersonal and relationship building skills
Proven ability to assess needs of clients and recommend appropriate solutions/interventions
Proven ability to work collaboratively on a team and with key partners
Goal and results oriented Effective communication skills (written and verbal)
Proven ability to engage with and influence others
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
At minimum a Bachelors Degree
Experience working in a client relations relationship management role in the Financial Services Industry
Strong understanding of the Financial Advisor role

Campus Relationship Management Team Manager Resume Examples & Samples

Ability to build strong client relationships, both internally and externally
Excellent oral and written communication skills with a sound grasp of spelling and grammar
Ability to multi-task and prioritize work in order to deliver on time
Ability to manage variety of team members at different levels
Flexibility to work autonomously as well as part of a diverse team with varied styles and remits while making significant contributions using your own skills and knowledge
Solid IT skills, with a competent working knowledge of Excel, Word and PowerPoint
Analyse data to present relevant information on which decisions can be made
Solid experience in planning events and a sound understanding of the process

Global Banking Coverage Relationship Management Resume Examples & Samples

The position requires a team-oriented self-starter who has the ability to work with limited supervision within a small, focused business group
BA/BS, all majors are considered, concentration in finance or economics a plus
Undergraduates heading into their graduating senior year with minimum 3.2 cumulative overall GPA
Appropriate eligibility and authorization to work in Canada
Superior quantitative, analytical, communication and leadership skills are essential
A second language is also advantageous, but not essential

Merrill Lynch Team Financial Advisor Program Relationship Management Resume Examples & Samples

Experience working in a client relations relationship management role in the FinancialServices Industry
Proficiency in using SalesForce / ClientRelationship Manager Tool
Strong understanding of the Financial Advisorrole

Relationship Management Associate Resume Examples & Samples

1) Service/Administrative Related
Prepare client correspondence for RMs/FAs, following Firm guidelines
Ensure compliance with all legal and regulatory requirements
2) Sales Support Related
Optimize every customer contact to assess additional customer needs and uncover additional sales opportunities
Banking and Assets Advisory. Can manage TDs renewal strategy, and cross sell to another Banking products
Responsible for business revenue generation through the vast Citi resources including Banking, Citi business and Asset products
3) Administrative and Compliance
Ensure Compliance with securities and banking regulations in the U.S. as well as Citigroup policies
FINRA Series 7 required within the first year of employment
Bilingual Portuguese and English
Detail-oriented and able to manage multiple tasks effectively

NAM Talent Management Lead Global Investor Sales & Relationship Management Resume Examples & Samples

Solicit key desks, sales & RM teams and product leads across the firm to identify talent as they become available, making sure to provide regular updates on the status of individual candidates back to the sponsors that submitted candidates
Provide white glove service to the more senior candidates in our talent candidate pool in terms of personalized meetings, proactive updates on the hiring landscape and feedback from hiring managers the candidate meets about their progress toward selecting a fit for their position
Build strong relationships with the hiring managers in key client organizations and ensure that there is an open dialog about current and upcoming searches
Solicit feedback on topics of interest and potential consulting opportunities for the talent managers in key client organizations and over time, extend the introductions service to include more thought-leadership based insights
Create a scorecard that tracks the intensity of introductions and conversion rates for key clients and incorporate this information into ongoing account reviews for key sales & RM teams
Strong networking skills & extremely personable, outgoing
Highly organized and able to manage an administratively intensive business
Key understanding of the roles & responsibilities required at large hedge fund organizations
Basic understanding of the main hedge fund strategies
Ideal Background
B.A. or equivalent degree from a recognized university
Talent Management or HR related role in large hedge fund organization
Consulting or advisory experience

Associate, Relationship Management Resume Examples & Samples

Preparing and collecting account opening documentation and ensuring compliance with KYC, AML and other internal/regulatory requirements
Assist RMs with servicing existing clients and consultants providing value added support and resources to effectively meet client deliverables
Develop partnerships with internal departments leveraging their skills and resources to service client requests
As a primary contact for assigned Client relationships, maintaining “Best in Class” client experience will be a priority through effective execution of ongoing and ad hoc requests,
Assume assignment of more complex client mandates and requests upon consistent demonstration of ability to effectively execute on challenging client deliverables
Provide timely, accurate and professional responses to client/consultant inquiries meeting service level agreements
Coordinate collection of data and reporting for client requests. Proactively provide clients with requested information when needed on an ongoing basis
Follow client servicing standards to ensure the client experience provided is consistent across the service team
Coordinate and facilitate meetings with internal stakeholders to support effective client on-boarding, client mandate changes and ad hoc requests as required
Ensure quality assurance with the final completion of Portfolio Reviews, provide guidance and support to Communications Team as required
Cross train on Sales Support deliverables to provide team support as required
Exhibit strong time management and organizational skills understanding what deliverables to prioritize and re-prioritize as additional tasks are received
Develop an understanding of the product offerings and investment management industry practices
Utilize and contribute to RFI type questions in database
Participate in project related initiatives to enhance client experience
Coordination and completion of client questionnaires
Collection of outstanding documentation and ad hoc compliance and audit requirements
Leverage a variety of communication options to ensure messaging is effectively communicated and easily understood by clients

Client Service & Relationship Management Resume Examples & Samples

Tertiary qualifications in finance, business, economics, commerce or a similar discipline
Prior experience in an institutional client facing and/or servicing role
Highly motivated individual who is prepared to take initiative and work with minimal supervision
Extensive computer skills (Microsoft Word, Excel & PowerPoint)
Effective communication skills, both written and oral
Ability to manage and prioritise multiple projects, adhere to deadlines and work well under pressure

Client Service & Relationship Management Resume Examples & Samples

Provide support in preparation for client meetings, including pitches, portfolio reviews and due diligence meetings
Provide timely and accurate responses to ad hoc requests from clients
Communicate, document and oversee changes to client accounts
Responsible for managing the upkeep of opportunities, at risk business and sales activities in Spectra in coordination with the Senior Relationship Manager and the ICB Australia Business Management team
Maintenance of Institutional Account Plans
Partner with Senior Relationship Managers to ensure sales targets are met
Proactively identifying opportunities to cross sell to clients
Responsible for liaising with relevant business groups including L&C, Investments, Operations, Performance
Collaborate and leverage firm-wide resources, locally and globally, within Business Operation to support the overall relationship management efforts for both clients and prospects, this includes but is not limited to Institutional Client Operations functions (Client Reporting, Client Contracting, On- Boarding and Billing)
Partner with the Billing function to follow up on aged billing issues and also review and approve invoices generated by Billing
At least 3 - 6 years experience in a client service / relationship role ideally within the Funds Management industry (client service experience within the broader Finance industry will also be considered)
Advanced Microsoft Word, Excel & PowerPoint skills
Ability to learn a broad range of software packages and propriety systems
Demonstrated aptitude for building service oriented relationships
Client focused attitude
Ability to plan and meet multiple deadlines within a fast paced, high pressure environment
Ability to resolve day to day issues independently or with minimal direction, with a strong work ethic
Proven ability to connect the dots across operating functions
Demonstrated ability to be an effective team player

Relationship Management Analyst Resume Examples & Samples

2+ years of relevant experience
College Degree or balanced experience in systems/applications/data relationships
Systems business acumen
Microsoft Office/Suite proficient (Excel, Access, Word, etc.)
Working knowledge of Oracle

Associate, Portfolio Relationship Management Resume Examples & Samples

Candidate will be responsible for a portfolio of 75 - 100 Mastergroups (clients and their subsidiaries) which are both existing and new relationships to HSBC, reporting to the Director of Specialized Industries. Candidate will be the designated relationship manager for these clients and will be responsible for undertaking KYC onboarding / renewals, annual credit reviews and new money applications, liaising with product areas to resolve operational issues, further develop relationships and marketing where appropriate. Portfolio is by design more limited in scale and comprises primarily single product clients, maintenance relationships and smaller opportunities, all for existing HSBC Global Banking & Markets clients
Strong knowledge and familiarity of trade / cash management products
Knowledge of credit risk analysis
Knowledge of KYC Procedures
Knowledge of the spectrum of Global Banking & Markets products and services
Ability to establish rapport with members of client’s management team
Ability to provide good analytical support where needed
Understanding of risk management and credit mitigants
Ability to undertake in depth review of industry, competitors, client and products and provide a high quality analysis of credit risk
FINRA Series 79 preferred
Knowledge of HSBC Group systems and global banking processes a plus

Consumer Relationship Management Analytics Intern Resume Examples & Samples

Assist in new/ad hoc analytics projects with support from regional agencies
Help drive the development of new reporting and analytics tools (Business Intelligence)
Assist in documentation and report generation on a regular basis
2nd year or 3rd year university Student / Non-final year university student (preferably in Business, Marketing, Statistics/Mathematics, Operation Management/MIS or related discipline)
Strong business acumen and project management skills
Reliable and attention to detail
Creative, self-motivated and displays initiative
Highly proficient in PC application especially MS Office Excel and PowerPoint

Consumer Relationship Management Intern Resume Examples & Samples

Support in developing Customer Relationship Management programs
Support in developing business analysis to identify key consumers insights
Support in coordinating with affiliate Customer Relationship Management team to implement strategies
2nd year or 3rd year university Student / Non-final year university student (preferably in Business, Marketing, Statistics or related discipline)
Independent, mature and well-organized
Proficient in PC application especially MS Office Excel and PowerPoint

Relationship Management Support Specialist Resume Examples & Samples

Responds to and resolves inquiries and issues directly from key contacts
Bachelor's degree or the equivalent in business administration, accounting, marketing or other related fields. In lieu of degree, may have relevant work experience
Two to four years of client relations, customer service or other related field preferred
Ability to build and maintain professional and productive relationships with peers, colleagues, and customers

Manager, Relationship Management Rms U Resume Examples & Samples

Self-starter who demonstrates courage to drive positive change
Successfully manages/leads projects from inception to completion
Must be willing and able to travel as needed for client meetings and sales presentations (<20% of time)
Must obtain FINRA Series 6, 63, and 26 within 120 of hire

Relationship Management Support Advisor Resume Examples & Samples

Provides active support necessary to solidify and expand acquiring relationships with corporate merchant accounts through the use of relationship development, effective communication, and problem solving skills
Knowledge of bankcard industry and procedures preferred
Ability to understand complex systems and processes
Knowledge of computer software systems including word processing and spreadsheets
Ability to effectively communicate both verbally and via written correspondence in a polished and professional manner in all interactions
Proven ability to interact with merchant senior management and understand contract negotiations
Ability to analyze and research requests to accurately resolve issues
Strong organizational skills with the ability to prioritize effectively to meet deadlines

Retirement & Institutional Services Relationship Management Consultant Resume Examples & Samples

Develop a broad understanding and ability to effectively present RIS capabilities relating to defined contribution services, investment management, foundation & endowment, benefit communication, investment advisory, Health Savings Accounts, flex benefit/section 125 plans, defined benefit services, nonqualified and actuarial services
Look for cross-selling opportunities within existing accounts to improve client service and bring additional revenue to RIS in order to support meeting revenue goals
Mentor less experienced Consultants
Represent BB&T in civic, government, community, banking and professional groups and associations to develop contacts and new business, promoting a positive image of BB&T
Continue to pursue professional designations in related field and maintain those already achieved
Seven years of Institutional Services and/or Philanthropic experience
Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Proven ability in delivering group presentations
Proven new business development skillsProfessional designations

Am Institutional Head of Relationship Management Resume Examples & Samples

10 years institutional asset management experience
Extensive experience with Defined Benefit and Defined Contribution plan sponsors
Client acquisition or cross-selling experience
Track record of collaboration and partnership across multiple internal teams (Client Advisors, Consultant Advisors and CPMs among others)
Significant management experience
Client relationship builder and trusted advisor responsible for retaining an existing, multi-product client base
Create and pursue cross-sell investment opportunities with existing clients and generate prospect referrals
Identify and develop new business opportunities with existing clients and partner with Client Advisor and Consultant Advisor to convert opportunities
Create and monitor new DC opportunities in SalesForce for existing client base
Develop a full view of client’s business and investment needs
Build annual strategic business plan for each client and drive completion
Maintain a broad view of client’s JPM relationships (Liquidity, Bankers, etc.)
Proactively monitor and manage business at risk in close coordination with the Client Portfolio Management (CPM) team
Establish calling and meeting frequency (market updates, CPM reviews, etc.)
Ensure that clients are invited to appropriate marketing events; influence development of targeted marketing campaigns
Coordinate with Client Account Management (CAM) team to ensure proper onboarding and execution of KYC / AML processes
Lead the coordination and execution of participant communication programs for new and existing clients
Develop effective feedback loop through relationships with Client Advisor team
Ensure cross-team cooperation by identifying and promoting best practices and working closely with Client Advisors and Consultant Advisors
Coach and mentor junior team members
Consistently displays integrity and trust in all client relationships
Ability to translate financial theory and empirical research into meaningful information for clients and prospects
Demonstrates in-depth knowledge on all targeted products
Demonstrates proficiency with DC trends, target date funds, capital markets, fixed-income, equities, alternatives, industry health and any other pertinent topics
Proactive and drives others for excellence
Positions and differentiates JPM’s products against competitors
5 or more years of portfolio management, investment, sales or relationship management experience (MBA or CFA preferred)
Series 7, 63 & 3

Senior Specialist, Relationship Management Resume Examples & Samples

Develop familiarity with the larger Branch/end user-customer relationships within assigned Channels and territory
Develop productive relationships with CSA sales and sales management counterparts within the assigned Sales Channel and Territory
Work with Channel counterparts to suggest to CFS Management and assist in developing sales financing programs and solutions and monitor metrics for Branch/customer satisfaction and program effectiveness
Act as the CFS liaison and knowledge source for CSA/BPC associates in the assigned sales channels market & sales financing needs in order to facilitate and grow business volume
Facilitate process improvement between CFS and CSA/BPC and work with channel counterparts to create efficiencies between organizations
Develop and present relevant trainings, as required
Provide creative solutions to move Direct Channel business forward when applicable
Communicates and collaborates with Credit, Collections and CSA Sales on resolving pended credit applications and delinquent accounts
Partners with Documentation Administrators/Bid Group to support terms and conditions modifications
Collaborates with Documentation Team to research issues and to facilitate resolutions on pended Purchase Orders
Assists with Documentation follow up activities, i.e. Follow up on outstanding/aged POs to obtain status updates on invoices for booking
Meets individual goals consistent with position level requirements
Pro-actively completes the responsibilities of the position while meeting performance standards with minimal supervision
Plan, organize and execute projects as approved and as assigned according to established parameters and milestones
Manage conflict and build trust with the assigned sales channel
Leverage relationship, sales and marketing knowledge and skills to increase application and booking volume in the assigned CSA ESS and BPC Channels
Maintain flexibility and effectively communicate changing conditions within CFS to Sales Channel Partners
Travel up to 50% as required
Education: Bachelor's degree preferred
7 plus years experience in sales, preferably leasing industry
Energetic, team player with positive attitude and professional demeanor
Strong desire to pursue a career in the financial services industry
Proven ability to handle multiple tasks and meet deadlines with accuracy
Exceptional ability to navigate and maintain organization of multiple tasks with accuracy in a dynamic, fast-paced environment
Intermediate knowledge level of Excel and Microsoft Office products
Excellent interpersonal skills with a focus on rapport/relationship building, listening, and follow up skills
Exhibits outstanding written and verbal communication skills and takes initiative to disseminate key departmental information
Strong analytical, problem solving, qualitative, and quantitative skills required

Senior Specialist, Relationship Management Resume Examples & Samples

Develop relationship with senior management counterparts within the Channel, as assigned
Develop familiarity with the larger end-customer relationships within Channel
Work with Channel counterparts to develop and monitor metrics for customer satisfaction and program effectiveness
Act as the internal knowledge source for CFS associates on the office equipment market & direct programs
Plans, organizes and executes projects according to established milestones
Facilitate process improvement within CFS PM and work with channel counterparts to develop better communication and process enhancements
Action oriented and adaptable to changing conditions within CFS
Ability to make sound, fact based timely decisions
Strong Leasing and Financial Services knowledge and skills
Creative and innovative. Strong planning and organization skills
Strong relationship skills
Responsibilities also include managing conflict and building trust throughout all of Canon
Management of an internal client services staff is a key responsibility of this position. Providing associates timely, candid and constructive performance feedback; developing associates to their fullest potential to enhance career growth; recognizing and rewarding associates for accomplishments
Develop relationships within channel
Drive development of programs which are embraced by channel partners
Facilitate ongoing process improvement
Requires a bachelor's degree, preferably an MBA or equivalent work experience
7 – 15yrs experience in the financial or customer service industry supporting the office equipment industry

Ocrm-relationship Management VP-institutional Securities Group Product Operations Resume Examples & Samples

Expertly navigate the Morgan Stanley organization across divisions to deliver timely and accurate issue resolution to complex, business critical issues which may include communication with senior stakeholders within Ops and the BU
Lead projects and initiatives that will further advance the OCRM strategic vision of providing value added services to our focus clients
Coordinate, establish agenda, and lead Roundtable discussions and provide product specific training to clients
Strong listening and verbal/written communications
Demonstrated leadership in developing and setting strategy

Senior Relationship Management Analyst Resume Examples & Samples

Investigate, analyze and accurately report financial and metric information related to GTI services
Maintain key relationships with GTI SMEs, Global Service Management and T&O Applications teams
Provide oversight to and continuously improve the IT Service Management (ticket tracking) process
Provide cost levers to enable informed decision-making without compromising the safety and soundness of services for Business/ Functional Partners
Assist in development of business cases to drive increased productivity and introduction of capabilities to Business/ Functional Partners
Contribute to identifying innovative opportunities to enhance client experience and business/process efficiency and effectiveness
Develop an understanding of the full impact of end-to-end business process and balances converging forces of superior client experience and business results accordingly
Prepare clear, concise and accurate documentation, presentations, operating guides and job aids, making it easier for the business to understand and leverage GTI service offerings
Support the management of business inquiries, special requests, escalations etc. related to the day-to-day operations for Relationship Management
Provide specialized Excel support by working on spreadsheets and providing output
Provide specialized expertise with the Technology Business Management solution toolset, including “what if” scenario activities and analysis
Represent the Service Provider in the event of service issues and identify the business impacts. This includes co-ordinating resolution when necessary of all issues that arise in connection with IT Services provided to the Business. Accountable and supports delivery of specific resolutions
Follows up on root cause analysis to ensure it is completed for escalated service problems
Assist with technical consulting services to the Business
Act as a key stakeholder in Service Level Management process for IT services delivered to all businesses
Regularly review key performance indicators and measures (services, costs, service trends, service achievements, service exceptions, etc.)
Be involved with proposed changes or improvements to GTI services with any relevant parties (change management, acceptance testing, project management, etc.)
Encourage an atmosphere of trust, openness and communication and an attitude based on working together and shared objectives
Assist with the development of regular reporting procedures, both formal and informal, and ensure that they are used
Identify and capture synergies and ensure that standard service offerings are leveraged where possible
Provide thought leadership to drive the generation of new cost savings ideas
Develop a good understanding organizational resources, priorities, needs and policies
Be a creative thinker as it relates to cost savings, opportunities and service improvement initiatives. Always look for opportunities to reduce costs
Provide support for Relationship Managers and Relationship Management Analysts as required
Manage upwards to ensure that senior management is informed about issues before they escalate, and can intervene as appropriate – proactive approach
Cost/benefit analysis and alternatives identification
Conflict and issue resolution/escalation
IT budgeting and/or project coordination experience
Strategy/forward plan development experience an asset
Undergraduate degree in an Information Technology or Business (or related discipline)
Experience in client service environment, operations service support and service delivery would be an asset
30% Financial and Business Reporting
30% Internal GTI Relationships

Relationship Management Analyst Resume Examples & Samples

Investigate, analyze, and report on financial, service, and metric data
Prepare presentations and materials required for business and service partner meetings
Provide reporting and detailed usage information on GTI services consumed by business/ functional partners
Maintain key relationships with GTI SME’s, Service Management, and T&O Applications teams
Manage and resolve incoming requests from Business/Service Partners through the Online Channel
Provide cost levers to enable informed decision making whilst not compromising the safety and soundness of services for Business/ Functional Partners
Assist in development of business cases to drive increased productivity and introduction of capabilities to Business/ Service Partners
Develops and understanding of the full impact of end to end business process and balances converging forces of superior client experience and business results accordingly
Prepares clear, concise and accurate documentation, presentations, operating guides, job aids making it easier for the business to understand and leverage GTI service offerings
Supports the management if business inquiries, special requests, escalations etc. related to the day to day operations for Relationship Management
Provides specialized expertise with the Technology Business Management solution toolset
Participates in “what if” scenario activities and analysis
Represent the service provider in the event of service issues and identifying the business impacts. This includes co-ordinating resolution when necessary of all issues that arise in connection with IT Services provided to the Business. Accountable and supports responsible for the delivery of specific resolutions
Follow ups and ensures root cause analysis is completed for escalated service problems
Assist with technical and service consulting services
Act as a key stakeholder in Service Level Management process
Assist with negotiation and acceptance on IT service levels
Regular review of key performance indicators and measures (services, costs, service trends, service achievements, service exceptions, etc.)
Involvement on all proposed changes or improvements to the services with any relevant parties (change management, acceptance testing, project management, etc.)
Assists with the development of regular reporting procedures, both formal and informal, and ensure that they are used (contact management)
Provides thought leadership to drive the generation of new cost savings ideas
Always looking for opportunities to reduce costs
Develops a good understanding organizational resources, priorities, needs, and policies
Creative thinker as it relates to cost savings, opportunities and service improvement initiatives
Provide support for Account Managers and Account Analysts as required
Collaborate and communicate with managers and colleagues across T&O
Manage upwards' to ensure that senior management is informed about issues before they escalate, and can intervene as appropriate – proactive approach
Cost/Benefit Analysis & alternatives identification
IT budgeting and/or Project coordination experience
Undergraduate in an Information Technology related discipline
Demonstrated ability to build sustainable, transparent relationships / partnerships
LI-TS2

Relationship Management Senior Onboarding Specialist Str Resume Examples & Samples

Build relationships with external brokers and case managers through email and phone calls
Process and provide approval on quotes for brokers while providing superior service
Act as brokers main point of contact for all inquiries from assigned firms
Work with internal pricing unit to provide best possible pricing to broker inquiries on quotes
Occasional pre-sale document review
Manage lock-in process
Subject Matter Expert on applicable procedures
Recommend service and workflow improvements
Maintain department production and quality standards, as well as, Service Level Agreements through metric measurements
May travel to producer locations to train, assess and continue to build credibility with our clients
Minimum of 2-3 years related experience, preferably in a financial services environment. Bachelors degree preferred
Structured settlements knowledge considered a strong plus
Customer Focused - understands the importance of maintaining our customer base
Must possess strong problem solving skills
Strong time management skills and the ability to adjust priorities to meet changing business needs
Must possess strong attention to detail
Self motivated with the ability to work independently and provide timely results
Strong analytical and math skills
Based on work volumes and available resources, after hours coverage may be required

Team Leader Emsx Sell Side Relationship Management Resume Examples & Samples

Experience of senior level relationships with major client accounts
Ability to inspire, motivate and lead others to succeed
Proven Sales and Account Management skill-set
Knowledge of electronic trading markets, regulations and market structure
Equity background is essential and cross-asset knowledge is preferable
Able to translate client & market trends in to strategic sales with a planned approach
Highly organized individual with very strong communication skills
Ability to understand and discuss technical integrations

Lead Program Manager Relationship Management Resume Examples & Samples

Ensure program performance & sales goals are met
Ensure program is compliant following UDAAP and Fair Lending requirements and bank lending operating procedures
Develop, manage & execute a metric driven touch strategy focusing on organic growth in portfolio that meets sales and profitability targets
Pro-actively work with IVP/IMM/CSM to maximize opportunities within the portfolio, developing deep relationships with client management and store/field teams
Conduct face to face sales and program review meetings with the client
Partner with marketing to drive usage campaigns with client store locations leveraging indexing methodology to identify opportunities for growth
Partner with call center teams to drive usage campaigns
Leverage other channels including but not limited to phone, fax, webinars, email, & newsletters
Maintain market/competitive awareness (pricing/placement/marketing)
Drive contract renewal strategy and negotiations with client
Assist Senior Sales Leaders in gathering and preparing information needed to develop and communicate key strategic business plans (Growth Playbook, industry reviews, etc.)
Develop annual operating, sales, and profitability plans
Promote and lead in-person and webinar based training for store and telesales personnel
Serve as internal champion for external client needs
Interface cross-functionally with other departments such as Marketing, IT, Operations, Risk, & Training to support business objectives
Partner with team (IVP/IMM/CSM) to ensure all manager meetings and client touch activities are planned, scheduled, and well executed
Act as sales lead for New Client Implementation pertaining to program development and future enhancements within assigned portfolio
Help maintain competitive information and optimize how we differentiate vs. the competition
Act as key business partner to ensure client performance goals are met including sales and compliance
Manage client internal/external reporting and communications
Coordinate program enhancements
Conduct portfolio profitability analysis
Serve as contact for escalated operational/service problems and resolution
Provide leadership and direction to Client Service Managers and other team members
Bachelor’s degree with major in Business, Finance, Marketing, or related field or 6 years equivalent work experience
5+ years’ experience in sales and/or marketing with managing a consumer finance portfolio/major client
5 + years client facing sales experience including conducting in-depth program reviews
2+ years working with C suite externally
Strong communication, interpersonal and presentation skills, including experience delivering business presentations and management reports at a senior level
Highly motivated with ability to handle multiple tasks and deliver on deadlines
Experience integrating second look providers into sales process to insure seamless transaction from consumer perspective
Understanding of Music markets: Experience in Music industry preferred
Proactive problem solving skills
Excellent communication skills, both written and verbal, including presentations. (Internal/external)
Ability to travel 50%+ (including weekends), and be available during West coast business hours
Demonstrated self-motivation and initiative
Ability to leverage technology
Demonstrated ability to collaborate cross-functionally
Strong performance and results oriented track record
Understanding and working knowledge of the quality (Six Sigma) approach and tool-set
Strong analytical and financial skills
3+ years in a management/leadership role
Proficiency in Microsoft applications esp Word, Excel, and PowerPoint
Strong project management and analytical skills
Excellent understanding of procedures, systems, compliance, & sales processes as they relate to consumer credit and client programs with in-store, telesales, and online channels
Proactive management style with client and internal cross functional departments
Well-developed communication and diplomacy skills used to direct/persuade/influence others

Mastercard Global Relationship Management Resume Examples & Samples

Manage 2 direct reports, who are responsible for the global rollout of two critical work streams. This includes the financial remuneration of contract benefits and mapping of product gaps to ensure MasterCard delivers comparable products
Creates the strategy/processes to ensure that Citi maximizes the value derived from those assets with both MasterCard and the business areas. Throughout the rollout of the initiative this individual will be required to negotiate with both the regional stakeholders and the network to ensure the commitments are met
Accountable for overseeing the development of all financial related processes with MC to ensure proper reimbursement of fees, incentives and conversion expenses
10+ years business experience, particularly in a global project/program management function
Bachelors degree required, MBA preferred
Strong analytical skills with understanding of P/L drivers within Citi and its network partners
Strong sense of accountability and decisiveness in a strong work ethic culture
Outstanding facilitator, able to partner with business region leads and stakeholders to brainstorm, evaluate, select and implement solutions to project issues
Excellent verbal and written communication skill

Master Card Global Relationship Management Resume Examples & Samples

Accountable for MasterCard’s execution of their contractual commitments. Responsible for managing the negotiation of any of those commitments with MasterCard as needed across 5 regions and 28 markets. This requires excellent influencing/interpersonal skills and managing by a team approach
Serves as global escalation point on any issues related to MC commitments, remuneration or product gaps
Responsible for understanding and prioritizing MasterCard’s commitments to Citi, ensuring no dates are missed and works with business areas and markets to lead the execution of those commitments
Monitors financials to ensure we are meeting our expected expense savings targets. Responsible for having an in depth understanding of how deal is impacting market P&Ls (pre and post)
Update the CEPS Senior Management team and Cards Management Seniors on the progress
Financial services industry experience preferred
Exceptional negotiating skills with keen focus on building sound partnerships, that drive increased profitability for our business
Demonstrated ability to manage multiple tasks/projects simultaneously and synthesize, prioritize and drive results with a high sense of urgency
Demonstrated ability to manage and grow partnerships
Promote a culture of collaboration and teamwork across organizational boundaries; willing to break down functional silos to optimize business results and to facilitate the overall growth of the Citi Cards franchise

Director, Relationship Management Resume Examples & Samples

May maintain some dedicated client support responsibilities
Maintains strong relationships with key decision-makers within assigned accounts and the industry in order to ensure retention of all accounts
Mentor to more junior team members and serve as escalation point of contact for clients
Leads team members and is actively engaged in day to day management, skills training, coaching and development of less experienced team members
Assists with complex client matters as needed including contract negotiations
Works with internal departments to ensure a high level of support for the client
Ensure management is informed of developments
Bachelor's degree is required, secondary degree desired
At least eight years industry or relevant experience
Extensive knowledge of functional discipline with proven track record of successful relationship management experience
Prefer 2-3 years management experience
Extensive negotiation, selling, influencing and presentation skills required
Deep internal knowledge of platforms, technical capabilities is a plus

Sales & Relationship Management Resume Examples & Samples

Grow TD Merchant Services revenue and market share. Manages and executes our sales and revenue strategy. Develops long-term strategies and near-term tactics for building existing business relationships and uncovering new business
Leads sales teams to high performance standards and drives a disciplined approach to market opportunity, sales performance, reporting and measurement
Oversee strategies to attract, motivate and retain a highly qualified sales team
Maintains results by coaching employees; planning, monitoring, and appraising job results
As a senior leader in the organization, participate in the development of the strategic direction of the organization
Develop and maintain effective relationships and partnerships internally and externally to support the achievement of business objectives
Identify, mitigate and report on risk issues per Bank policy and guidelines,
Ensure that business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control of assets) and that appropriate escalation processes are followed

Ocrm Relationship Management VP Institutional Securities Group Product Operations Resume Examples & Samples

Serve as senior point of escalation for Morgan Stanley’s top revenue generating clients for operational issues across products and ops functions
Organize and lead face-to-face meetings with key senior managers at our focus clients, including service providers
Partner with Daily Processing teams to identify key Ops issues, trends and efficiency opportunities that can be addressed with clients with the goal of enhancing STP
Represent MS on Industry forums (eg: Advisory Groups, Panel Discussions, and Working Groups)
Maintain active dialogue with various vendor relationships and industry utilities across product and functional areas
Technical understanding of transaction lifecycle in one or more asset classes (Equity & FI Cash, Rates, Credit and Equity OTC Derivatives, OTC Clearing, Listed Derivatives, FX, Loans, Sec Lending, Commodities)
Ability to lead virtual teams and deliver on global initiatives
Ability to independently navigate the Morgan Stanley organization
Involvement in Industry initiatives via working groups, advisory groups or panel discussions is a plus

CO OP Relationship Management Assistant Prime Service Resume Examples & Samples

Design and maintenance of client related spreadsheets, databases and analytics
Produce daily reports for clients and team members
Trade matching and failed trade reports
Some administrative work may be required
Currently enrolled in a co-op program in a business discipline
Strong record of academic and extracurricular achievement
A clearly defined interest in Global Capital Markets
A high level of attention to detail
Demonstrated ability to manage multiple tasks simultaneously while maintaining a high standard of work
Demonstrated ability to excel under pressure amid demanding deadlines
Demonstrated ability to perform effectively in a team environment
Demonstrated ability to quickly adapt to new situations
High personal and professional standards
Display a high level of energy and have a keen desire to learn new concepts
Solid knowledge of spreadsheet applications (Excel) The Canadian Securities Course would be considered an asset
The successful candidate will possess strong interpersonal and analytical skills and feel comfortable working within a small results-oriented team

Manager, Relationship Management Resume Examples & Samples

Private placement COLI/BOLI/TOLI experience
Proven interpersonal and supervisory skills
Proven analytical and technical skills
Excellent customer service skills; ability to ensure all clients are satisfied and receive the appropriate level of attention
Ability to work well under pressure and meet scheduled deliverable dates
Ability to prioritize, handle, and complete multiple tasks simultaneously on a timely basis
Ability to identify and address complex insurance and investment issues, while mitigating risk for the business
Ability to represent PBF internally and externally
Ability to motivate and inspire
Positive attitude, enthusiastic, and flexible
Solid understanding of administrative systems, including but not limited to LINX-T, Plan Accounting Reporting Information System (PARIS), and Plan Accounting Client Reporting System (PACRS)

VP, IT Relationship Management Resume Examples & Samples

Strong organizational skills. Ability to grow, mobilize and motivate RM staff members as well as virtual project teams
Outstanding verbal and written communication skills. An ability to clearly understand and articulate the Business strategies, missions, goals, objectives and initiatives across GBTS (Global Business & Technology Solutions). In turn must be able to as effectively communicate CTM services and capabilities across the Businesses and Corporate departments supported
Solid problem management skills
Strong relationship management skills. 5+ years of IT Relationship Management experience required
Bachelors degree or equivalent relevant experience

Director, IT Relationship Management Resume Examples & Samples

A solid understanding of Individual Life and corporate departments supported: strategies, drivers, organization and key initiatives
An ability to foster a solid partnership between the Business and GBTS
3+ years experience within a Prudential Business or equivalent external experience
Will support the businesses or corporate departments interests within GBTS
Demonstrated leadership skills, will direct the activities of staff members on the relationship management team. At times will direct the activities of GBTS service provider staff on a collaborative basis to address business needs
5+ years of IT Relationship Management experience required
Outstanding verbal and written communication skills. An ability to clearly understand and articulate the Business strategies, missions, goals, objectives and initiatives across GBTS. In turn must be able to as effectively communicate CTM services and capabilities across the Businesses and Corporate departments supported
Ability to identify long and short term GBTS solutions and opportunities to address business needs
Solid knowledge of Technology Infrastructure and Applications products and services
Ability to develop and negotiate formal service level commitment agreements. Responsible for ensuring that performance results against commitments will be reviewed with the Business regularly with any issues identified and addressed
Solid negotiations and influence skills
Solid problem management kills
Strong project management skills, ability to communicate project status to business and as escalation point to resolve issues. 5+ years of IT project management experience required
Change management skills represent the business and corporate departments interests at weekly change management planning sessions. Coordinate change windows, testing etc. with partners

Relationship Management Resume Examples & Samples

Graduation & MBA
5-6 years post graduation / MBA
Relationship management skills/potential to manage
Knowledge of commercial banking products

Relationship Management Specialist Resume Examples & Samples

Supports all Relationship Managers in the overall servicing relationship of CPS’ Managed Account Portfolio, Special Handling Accounts including National Accounts, ISOs, Franchises, Trade Associations and affiliate banks
Serves as the central point of contact for all new franchisees requesting to sign up with CPS as part of the Managed Franchise program. Liaises with franchisee, franchise head office and internal groups to ensure a smooth sales/boarding process
Cross functional duties supporting Midmarket and National accounts
Individual will also work closely with the Franchise RM to ensure all tools used are accurately updated to reflect the most recent procedures, product and services pricing specific to the Franchisee boarding
Provides active support necessary to solidify and expand Major Merchant Relationships through the use of relationship development, effective communications, written and verbal, as well as problem solving skills
Responds efficiently and effectively to inquiries and problems
Utilizes knowledge of industry and internal systems to problem solve in the best interest of the Organization and the Customer
Continually liaises with Relationship Managers to brief them on activity pertaining to their accounts, including all account maintenance, additional locations/equipment, billing changes, duplicate processing and other research
Understands agreed-upon customer and inter-departmental SLAs and adheres to these timelines
An additional function may be to train entry level Relationship Management Specialists
Bachelor’s degree in business administration, accounting, marketing or other related fields. In lieu of degree, may have relevant work experience
Typically will have two to four years of sales, client relations, account management or other related field
Certification/Registration/Licensure
Basic sales/negotiation skills
Exceptional organization skills
Excellent problem analysis and resolution skills
Bilingual (English/French) required
Creative problem solver with strong data analytics and data input accuracy
Expertise with all internal CPS systems and technology
Efficient and independent worker with strong time management skills
High degree of proficiency in using N*/EBS
Accountability and sense of urgency
Ability to leverage internal resources to drive boarding and deployment to completion

Relationship Management Specialist Resume Examples & Samples

Minimum of 3 years of client facing experience in the financial services industry
Ability to handle other essential tasks as assigned
FINRA Series 6 and 63 and State Life & Health Insurance licensing required within 120 days of employment

Director, Relationship Management Resume Examples & Samples

Responsible for the overall Performance of the Relationship Management Team
Ensure monthly one-on-one coaching sessions are conducted with direct reports and ensure bi-weekly team meetings are conducted
Work with direct reports to ensure a portfolio plan is developed and account-related objectives are met
Meet with Managed Relationships as required to support direct reports and, more specifically, to assess team performance when dealing with customers
Identify all opportunities for process improvement and escalate accordingly to Director, Relationship Management
Work with internal departments to ensure a high level of support for the client base
Ensure the portfolios of direct reports are performing within a profitable contribution margin. If an account is highlighted as processing with a negative contribution, work with the RM to design a plan to convert the account to positive revenue
Report any risks affiliated with merchant attrition, loss of revenue, contract performance etc. and ensure they are reported to VP, Relationship Management
Assist with the creation and implementation of Pricing Strategy as it pertains to individual accounts. Review pricing models and submit to VP for approval
Seek out positive business relationships with external vendors including the Payment Brands, Hardware/Software Manufacturers and Value Added Resellers
Bachelor’s degree in business administration, accounting, marketing or other related fields. In lieu of degree, may have relevant work experience. Typically will have four to six years of experience within account management, sales or contract negotiations
Skills or Special Abilities
Proven strong management skills
Ability to provide professional and interpersonal communication when interacting with others
Proven ability to enhance revenue and market share through effective use of relationship management skills
Knowledge of Bankcard sales or support experience strongly preferred
Problem solving, analytical skills and the ability to balance multiple tasks simultaneously are essential

Retirement & Institutional Services Relationship Management Consultant Resume Examples & Samples

Develop a broad understanding and ability to effectively present our capabilities relating to defined contribution services, investment management, foundation & endowment, benefit communication, investment advisory, Health Savings Accounts, flex benefit/section 125 plans, defined benefit services, nonqualified and actuarial services
Make regular client visits as required to optimize the relationships
Continue to pursue professional designations in related fields and maintain those already achieved
Ten years of Institutional Services and/or Philanthropic experience

Senior Manager Partner Relationship Management Resume Examples & Samples

Manage ongoing Partner relationship
5-7 years of management experience, preferably in credit cards and marketing/strategy
Previous experience in relationship management, ideally managing a credit card Partnership

Manager, Relationship Management Resume Examples & Samples

Provide project management expertise to key projects and administrative tasks
Assist department leadership in ensuring key deliverables are met
Work closely with leadership team to ensure smooth flow of information between leadership, staff and stakeholders
Prepare presentations for leadership, conduct analysis and lead action planning efforts
Provide direct administrative leadership to Technical Support Specialists
Coordinate staff development, business continuation and metrics reporting efforts across the department
May also involve managing a service delivery team
The ability to effectively create strategic documents that clearly communicate business strategies and results of projects / analysis efforts
Strong interpersonal and organization skills as well as excellent oral and written communication skills
Creativity, initiative and the flexibility to manage in a fast-paced, changing environment
Solid analytical ability and judgment
Strong organization and prioritization skills
The ability to build relationships, foster team work and drive results across departments
Advanced PC skills including solid knowledge of Microsoft Office applications (Word, Excel, Powerpoint)
Bachelor degree or equivalent work experience preferred
Preferred location is Plymouth, MN or Jacksonville, FL

Manager TD Aeroplan Relationship Management Resume Examples & Samples

Min. 5 yrs in Credit Card/Payments/Loyalty industry
Forward / creative thinking and the ability to design & develop programs
Strong organizational skills and ability to work in a fast paced environment with competing priorities and deadlines
Experience in negotiating contracts an asset

Retirement & Institutional Srvs Relationship Management Consultant Resume Examples & Samples

Stay abreast of laws, regulations, trends, trust investment philosophy and other issues that may affect the administrative client service dynamics
Continually reevaluate client services to ensure suitability to the changing business environment
Actively participate in new business development activities early in the sales process to ensure the smooth and efficient transition into Institutional Services
Maintain good working relationships with clients, attorneys, accountants and other related professionals to enhance business opportunities
Look for cross-selling opportunities within existing accounts to improve client service and bring additional revenue to RIS in order to meet revenue goals
Bachelor's degree in Business or related field or equivalent education and related training
Professional designation such as Chartered Mutual Fund Counselor, Certified Retirement Services Professional, and/or Certified Employee Benefits Specialist
Demonstrate ability to deal with complex situations, which require sound judgment
Demonstrated proficiency in basic computer applications such Microsoft Office software products
Proven new business development skillsPossess professional designations

Director Intl Banking Systems Relationship Management Card Products Resume Examples & Samples

Direct and manage the development process through the various phases for multi-disciplinary projects, ensuring the results reflect the original strategies and objectives. This may involve rapid prototyping, with requirements and solutions developed on an interactive basis, that provides interim deliverables until a final production solution is completed. This also includes the development of implementation strategies processes and documentation
Define the overall benefits of projects from a business and operational perspective. Work closely and effectively with all parties involved. Ensure timely and effective involvement of all Product and Business areas. Negotiate with line management to ensure commitment to the delivery of the benefits from the various projects the incumbent is managing
Effectively manage and supervise project staff by setting performance expectations, monitoring performances, providing feedback including the preparation of performance appraisals, and as needed, providing counsel and coaching. This also includes assisting in the recruitment of qualified project management, business analysis, UAT and development staff
The incumbent is required to have a broad knowledge of the Bank's International structure, methodology and financial market best practices, performance management, current regulatory requirements, applications, systems, work flows and processes in order to conceptualize and analyze enhancements that meet the business needs and objectives of the International affiliates, branches, supervising offices and data centres
Strong leadership, ability coach, delegate and foster a team environment

Director Portfolio & Relationship Management Resume Examples & Samples

Operates autonomously, with a business, client-centric approach to facilitating the successful and efficient structuring and execution of capital markets documentation on behalf of the Bank and BNS affiliates globally
Highly engaged with credit officers, bankers, and marketers to provide advice on structuring transactions in line with current risk tolerances, and available to share a portfolio-wide perspective on appetite for specific terms and /or structures internally and externally. Leveraging their nuanced understanding of the Bank’s policies, risk tolerance, and market trends on documentation, manages direct communication with clients on complex, non-standard clauses under negotiation. Proactively seeks solutions to allow for a more efficient and client-centric experience. Escalates repetitive obstacles, within or across business lines, to his/her management and assists in bringing the appropriate stakeholders together to create and implement lasting solutions
Responsible for providing strategic direction on GCMD’s data management and traded product agreement search technology, allowing for relevant and up-to-date portfolio analysis and reporting by agreement type, region, non-standard provisions, and other trend and risk analysis. The incumbent will also leverage the technology to maintain a system of precedent decisions on material documentation issues, available to share with stakeholders routinely
Responsible for providing training and ongoing support to stakeholders Bank-wide on issues relevant to capital markets documentation, including training sessions, regular pipeline calls and advice on specific transactions. Liaises with other groups within the Bank on regulatory and other requests/special projects where GCMD input is required
Project leader for coordinating the timely and accurate response to documentation issues arising from OTC derivatives regulatory reform, including liaising with the Regulatory Onboarding group and Legal department. Responsible for coordinating with a number of other key partners such as GCM Risk Management, GWO, Counterparty Credit Risk and the Regulatory Initiatives Group to exchange information on market trends and participate in special projects where documentation expertise is required, including requests from Canadian and international regulators and internal risk assessments
Works closely with management to develop and maintain appropriate MIS on GCMD’s activities. Includes direction on and creation of custom reports used to assist in identifying trends in various desks’ client pipelines, and to promote early issue resolution in the negotiation of capital markets documentation
A sophisticated understanding of the capital markets business is required, having worked 8-10 years in the capital markets, banking and/or credit risk areas (preferably a combination thereof)
A client-centric approach to the role is essential. The international scope of the business, together with the multiplicity of stakeholders, will require work outside of traditional business hours from time to time
Excellent communication and organizational skills are critical to the role, including the ability to clearly communicate to internal stakeholders the implications and issues arising from capital markets documentation. Interaction with internal and external contacts includes Global Banking & Markets senior management, trading and marketing desks, corporate bankers, legal counsel, clients and industry players. Effective presentation skills are also essential
The position requires strong business acumen, sound judgement and critical thinking skills. The incumbent must be self-motivated, possess strong relationship management skills and a deep understanding of best practices in banking and risk management
Must be able to operate effectively within a stressful environment with changing priorities and tight time frames which are closely scrutinized by Senior/Executive Management

Global Head of Operational Relationship Management Resume Examples & Samples

Proven background in relationship management, client service or investment operations with exceptional written and verbal communication skills
Strong service orientation balanced by an understanding of the risk environment that exists between investment manager and custodian
Displays credibility at all levels
Heightened negotiation skills
Global outlook and an ability to operate within a matrix management environment
Be responsible for the management of the operational relationship between ourselves and client appointed investment managers, including but not limited to
O o Relationship management disciplines and standards
10 or more years experience in client servicing and/or related investment management outsourcing operations

Relationship Management Resume Examples & Samples

Goal setting, monitor work, and evaluate results to ensure that departmental and organizational objectives are met and are in line with the needs and mission of the organization
Examine trends and develop insights in order to better support the enterprises
Increase profitability of the large enterprise relationships
Identify opportunities and create programs to increase client satisfaction and retention
Identify opportunities and create programs for same stores sales growth
Manage attrition risk within the enterprises
Develop regular reporting and analysis, including key metrics reports
Attract, retain and motivate staff
Lead the annual business plan development and budgeting process
Bachelor’s degree in Finance, Business, Economics or related field; MBA a plus
Minimum of 10 years’ experience in financial services preferable in sales and/or client service/relationship management
50% travel anticipated

Relationship Management Specialist Resume Examples & Samples

Minimum of 4 years experience working in retirement service, financial service or similar industry
Experience with executive level presentations
Proven excellent customer service, negotiation and probing skills
Previous client service experience a plus
Knowledge and understanding of Pension Industry (primarily Defined Contribution; Defined Benefit and Non-Qualified knowledge) a plus
Up to 20% Travel required
FINRA Series 6 and 63, and State Life & Health Insurance required within 120 days of employment

Director, Relationship Management Resume Examples & Samples

Provide leadership, coaching, and mentoring for a team of Relationship Managers, under the direction of the Managing Director
Define, with the Managing Director, the differentiated value proposition and manage an assigned book of business in a way that distinctively showcases TIAA-CREF’s leadership position
Evaluate the strategic importance and potential of largest accounts
Formulate and implement institutional relationship strategies that are consistent with our differentiated value proposition and overall business objectives
Allocate resources appropriately
Provide leadership in the delivery of services to our largest and most complex clients
Build relationships with key executives including Presidents, Provosts, CFOs and human resources leaders
Develop in-depth understanding of the client's needs
Develop strategic plans with clients to meet their long-term objectives
Leverage relationships to create additional business development opportunities
Drive targeted business development efforts across the company and TIAA-CREF’s various products
Responsible for strategic deployment of all TIAA-CREF resources including Individual Advisory Services that are aligned to the client’s needs
Recommend and assist in product management and marketing including assisting in the development of new products/services
Serve as a registered principal for NASD compliance purposes
Requires extensive travel
Ten or more years of experience related financial services consultative sales and client relationship management with large public and private higher education institutions and not-for-profit organizations
Demonstrated innovation, business acumen, and understanding of the Higher Education and not-for-profit marketplace
People management experience in the financial services industry
Proven track record of managing key relationships and projects of a critical and complex nature
Proven track record of developing and managing effective business relationships with third party consultants
Expert understanding of IRA, 403(b), 401(a)/(k), 457(b) and (f) defined contribution plan technical rules, including nondiscrimination rules and ERISA requirements, with an advanced understanding of retirement plan design for our institutions. Able to assist client's outside counsel and/or legal counsel on plan design as applicable. Knowledge of defined benefit plans as they relate to TIAA-CREF's business
Demonstrated business development skills
Expert analytical, strategic/advisory skills and understanding of consulting skills
Superior communication, negotiating, networking and listening skills
Exceptional interpersonal and leadership skills. Ability to lead, coach, motivate and collaborate with associates at all levels throughout the organization
Expert relationship development and team building skills, including the ability to work across the organization, both horizontally and vertically

Senior Specialist, Relationship Management Resume Examples & Samples

Develop familiarity with the Independent Dealerslargers/end user-customer relationships within assigned Channels and territory
Develop productive relationships with BISG sales and sales management counterparts within the assigned Sales Channel and Territory
Act as the CFS liaison and knowledge source for the Independent Dealer Community in the assigned sales channels market & sales financing needs in order to facilitate and grow business volume
Facilitate process improvement between CFS and BISG and work with channel counterparts to create efficiencies between organizations
Leverage relationship, sales and marketing knowledge and skills to increase application and booking volume within the Independent Dealer Channel

Supervisor, Relationship Management Resume Examples & Samples

Assist and participate in Partner recruitment, selection, and compensation reviews
Coach, train, monitor and appraise performance of team members
Monitor and assesses performance of the team and individual partners against metrics, team objectives, and departmental goals
Create, implement, manage and measure processes to meet production, customer and department needs
Ensure partners adhere to legal and operational compliance requirements
Set and maintain professional standards required to meet business unit and company objectives
Manage and measure department standards, systems, projects, and processes to ensure accurate and timely processing of lease-obligated payments
Approve base rent, annual additional rent, or lease-obligated exception payments within limits
Negotiate with landlords and/or influence partners to appropriately resolve outstanding complex lease related issues or defaults
Escalation point for team members to resolve complex issues between Starbucks and its Landlords or other 3rd parties
Partners with Starbucks 3rd-party vendors to ensure department specific needs are met through both processes and resources
Serve as department liaison to field management team and other functional groups at the SSC to assist in interpreting lease language and critical financial details
Administration of commercial real estate contracts or comparable business experience (3 years)
Property management, commercial real estate or lease administrator (3 years)
Supervision and team management (3 years)
Financial analysis and reporting (2 years)
Able to prepare and articulate recommendations and solutions in a thorough manner
Consistently display consensus building strategies that foster ongoing communication
Display strong delegation skills to maximize productivity
Able to identify operational improvement that drive customer satisfaction and minimize waste and inefficiency
Demonstrate the ability to apply logical thinking to gather and analyze information, design and test solutions to problems, and formulate plans
Ability to visualize, articulate, and solve both complex and uncomplicated problems and concepts
Proficiently analyze large quantities of data to determine relevant correlations and appropriately communicate trends to inform decision making
Ability to work in cross functional, collaborative relationships with business partners and to deliver excellent customer service
Ability to mentor, coach, develop others and deliver timely and appropriate feedback
Ability to recruit and hire for a variety of roles

Program Manager Front Office Relationship Management Resume Examples & Samples

Finalizing plan and leading implementation in line with agreed strategy
Finalizing rules of the road with Compliance and Legal and leading roadshow to socialize/implement in GSS
Creating and implementing process to publish standard deal and pipeline reports we could send to management, LOBs, and coverage teams
Creating and implementing process to publish standard deal and relationship updates
Partnering with Sourcing to define a more standard process for considering holistic relationship in sourcing decisions
Implementing KPIs, measurement of success and reporting to front office management
Socializing and implementing with sourcing (in line with the deal life cycle) and any other activities aligned to implementation of the front office relationship management capability
Must be a confident leader -- possessing a strength of personality and intellect to gain the respect of demanding business heads and stakeholders

Manager Consumer Relationship Management Campaign Strategy Resume Examples & Samples

Implement, drive and manage complex, multi-channel, inbound and outbound campaigns
Ensure standardization of processes for campaign setup, execution and delivery
Successfully gather and interpret requirements received from business owners, create campaign briefs, and identify any areas that require further clarification, approval & prioritization
Ensure marketing campaigns are implemented accurately and within the agreed upon timeframe
Ensuring the business is kept up to date with the progress of all campaigns, making them aware of any issues that may affect delivery
Adopt and encourage an open-minded approach to new projects, considering companywide implications as well as departmental
Identify opportunities to continually improve the process of running campaigns
Become the SME of Campaign Management tools and Marketing automation tools
Develop and manage enterprise campaign management best practices
Develop and manage enterprise campaign intake process
Fully understand the campaign data mart and identify new data requirements as business needs change
Oversee a team of associates who
Bachelor’s Degree in Computer Science, Engineering, Marketing or a related field
3-5 years project or campaign management skills
Experience with IBM Campaign Management tools (IBM Marketing Operations, IBM Campaign Management, Interact, Optimize)
Proficient in Excel
Experience interacting with all levels within an organization
Self-motivated, comfortable working independently as well as with a team
Ability to multitask in an atmosphere of ever changing priorities; flexibility and openness to change is crucial
Technical Knowledge to translate from the business to development teams a plus
Master’s Degree of Business Administration, Computer Science, Marketing/Communications or a related field
Demonstrated experience with relational databases, including Access, SQL, Server and Oracle
Healthcare and/or pharmacy industry experience
Traditional auditing and data analysis experience
Experience with Business Intelligence reporting tools (BusinessObjects, Cognos, Tableau, etc.)
Experience with SAS Enterprise Guide

Cib-sales & Marketing Relationship Management & Sales Analyst Resume Examples & Samples

Create and/or execute marketing materials, updates, RFPs or presentations for clients or internal use as needed. Ensure all materials meet brand and marketing standards
Develop an in-depth understanding of client needs and how Investor Services can address them
Provide analytics for client or internal use, master all sales, pipeline and analytical tools
Interact directly with clients to address requests and join client meetings when appropriate
Drive and/or support ad hoc projects for clients and internal partners
Assist sales coverage with market research and analysis
Coordinate with internal partners such as product, banking coverage, client service, onboarding, documentation management, legal and other support teams
Gain solid understanding of products and acquire expert knowledge of platform
Recommend and promote client solutions while working within established risk parameters
Help maximize revenue with existing clients while building relationships with prospects
Contribute to a disciplined marketing process, identify steps / strategy to effectively maintain and build relationships with clients and prospects
Strong quantitative skills as well as proficiency in Excel, PowerPoint
Solid understanding of financial markets and knowledge of the financial industry
Attention to detail, effective time management and multi-tasking ability required

Relationship Management Support Associate Resume Examples & Samples

Processing customer requests
Opening and identifying incoming mail from internal and external clients
Creating cases in the STARS Workflow System
Reconciling outstanding premium Filing
Coordinating Sub Standard Age Requests
Answering and resolving incoming calls on the 800 line
Preparing contracts for the Structured Settlement Web Site
Self motivated individual with strong organizational skills and the ability to multi-task
Customer Focused - understands the importance of building and maintaining our customer base
Must possess good problem solving and analytical skills
Ability to adjust priorities to meet changing business needs
Intermediate skill in Microsoft Word
Basic skill in Microsoft Excel
Experience with New Business System and STARS Workflow a plus
Knowledge of Structured Settlement Product a plus
Overtime may be required during peak periods

Director, Co-brand Relationship Management Resume Examples & Samples

Support Account Executives managing select Retail cobrand partnership accounts, by managing the cobrand marketing contractual obligations
Work with the cobrand Account Executive and cobrand Retail partner to develop annual marketing plans, provide quarterly cobrand marketing updates on implementation progress, and develop annual marketing showcase of client work and results
Where applicable develop case studies for internal use
Be accountable for all cobrand and non-cobrand related marketing insight, analytics and marketing activities and marketing-related contractual commitments
Help to develop marketing strategies, and implement comprehensive marketing plans for Visa activities with the assigned cobrand Retail accounts in conjunction with the Visa Account Executive and all key external and internal stakeholders
Manage detailed marketing programs from concept through execution (and results) Collaborate with key internal Visa partners - including Data Analytics, Loyalty, Legal, Product, Marketing, Financial Institution Sales and Merchant Sales
Relevant Bachelors degree required; MBA preferred
Payments industry knowledge; Minimum of 12+ years overall experience, 5-7 years Marketing experience with related payment, retail and / or co-brand marketing experience
Proven ability to implement marketing programs, manage marketing agencies, and develop timelines a must!
Must be extremely detail-oriented with ability to manage multiple projects at one time
Marketing agency, consulting and client management experience a plus
Ability to manage & grow internal and external resources and cross functional relationships
Ability to work independently and in collaboration with high level of success/ achievement
Proficient in Microsoft Word, Excel, and PowerPoint and SalesForce
Ability to travel 20% of the time

Investor Sales & Relationship Management Resume Examples & Samples

Planning and arranging extensive overseas travel arrangements (e.g., visas, flights and accommodation)
Be responsible for diary management, travel arrangements and scheduling meetings
Preparing travel and entertainment expense reports and provide deal expense breakdown reports
Maintain specific activity reports related to company policies and procedures specific to Investor Sales
Telephone cover, lunch cover and assisting/filling in for other support staff
Secretarial coverage during other secretaries’ absence
Coordinate team activities and events
Create and maintain files of manager’s correspondence, records, etc
May handle confidential company and employee information
Minimum of 5 years administrative experience
Highly proficient in English
Well organized, mature, independent and able to work under pressure in a fast-moving environment
Professional and service oriented
Enthusiastic team player
Flexible and willing to handle last minute changes and issues as they arise
Strong work ethic and strong sense of urgency
Eager to get involved and fully participate in the team, “can do” attitude
Ability to anticipate scheduling conflicts and recommend solutions
Time management - ability to prioritize
High degree of common sense and a willingness to assume responsibility
Tactful and good communication skills in dealing with all levels of people
Sense of confidentiality
Good Knowledge of Word, Excel, PowerPoint and Microsoft Outlook

Director Enterprise Relationship Management Resume Examples & Samples

Maintain an enterprise-view of partner priorities and influence Partner decisions, and provide roadmap input
Understand Partner priorities and drive project alignment with the overall HR technology strategy and roadmap
Work with the Director of Strategy and Architecture to advise and integrate enterprise input into the HR technology roadmap
Establish and implement a framework for effective relationship management
Establish a standardized and consistent structure for HR Relationship Management including cadence, templates, metrics and governance
Institutionalize partnership working between HRSS and Partners
Coach Relationship Managers to embed themselves within Partners’ business
Encourage Partners to proactively engage Relationship Managers to address business challenges through HR technology
Partner with talent leaders to achieve their strategic goals and objectives
Liaise with talent Partners to understand the structure, policies and operations of their function
Influence strategic priorities and decision making related to talent technology
Ensure talent Partners understand the implications of business decisions on HR technology
Bring HR / HR technology knowledge, thought leadership, and leading practice insight to advise talent Partners on how HR technology can address their challenges and needs
Review/probe/challenge Partner requirements to achieve the desired goals and impact
Ensure new projects and priorities align with the HR technology landscape and roadmap
Collaborate with HRSS and IT&S teams to meet partner needs
Work with Strategy and Architecture to ensure talent Partner needs are vetted at an enterprise level
Collaborate with Business Analysis and Project Management to ensure business requirements and dependencies are addressed
Partner with Project Managers in reporting status to talent Partners
Point of escalation for talent projects
Identify opportunities for operational efficiencies and engage the Process team
Assist with translating and resolving issues between talent Partners and HRSS
Accountable for talent Partner business case creation
Provide consultative advisory to Business Analysis and talent Partners to ensure that Partner requirements are appropriately identified, challenged, and captured
Ensure requirements are translated into sound HR technology business cases
Provide leadership, management and supervisory support to the Relationship Management team
Set performance expectations, monitor performance, provide performance feedback including the preparation of performance appraisals, and as needed
Provide leadership, counsel and coaching
Arrange for formal training
Participate in succession planning and the recruiting of qualified staff
Must hold a relevant and recognized degree in technology/systems, engineering, human resources management, business administration or related area, or possess equivalent work experience
10 – 15 years of strategic business partner or relationship management experience in a high-volume, complex, customer-oriented environment
Consulting experience is considered an asset
Experience leading an HR/HR technology team is required
Demonstrated in-depth knowledge of HR processes (core HR, talent, rewards) and HR technology
Highly skilled and knowledgeable in complex HR process and technology environments
Good understanding of banking business applications
An excellent communicator - both written and verbal
Keen interest in new and emerging HR technologies
Fluent in Spanish (oral and written) preferred
Thorough knowledge of Bank processes and major/key business units
Working knowledge of Bank accounting and budgetary process

Manager, TD Aeroplan Relationship Management Resume Examples & Samples

Maintain effective relationships with internal partners and with Aimia to support the achievement of business objectives, ensuring alignment with TD's top business priorities
Act as SME on Aeroplan loyalty program and the Aeroplan contracts, with a focus on the areas of customer service, communication, Broader Bank/TDAF and US Credit Card product
Influence Aimia to jointly develop and deliver on a TD/Aeroplan/AC Customer Experience strategy to optimize program and process opportunities through all touchpoints
Through working with Aimia, enhance the Air Canada benefit experience by leading improvements to benefit delivery and influencing resolution processes, governance and measurement
Develop and manage the strategy to leverage the Aeroplan Contact Center for acquisition and retention activities
Work with Aimia on joint business opportunities relating to Onboarding and Retention
Strong organizational awareness of functions and processes particularly in Phone Channel and in Retail
Ability to build and deliver presentations
Proven experience managing external relationships in Credit Card/Payments/Loyalty industry
Forward / creative thinking and the ability to plan, design & develop programs

Senior Manager Relationship Management Resume Examples & Samples

Liaise with assigned client groups and partners to identify and develop business solutions which provide a holistic view across product and process, identifying synergies, integration potential, and contribution to business strategies. Includes but not limited to
Identifying client needs and priorities
Acquiring and maintaining a strong knowledge of business drivers, products and processes
Liaising with IT&S and other partners to obtain input to strategic plans, objectives, prioritization, successes and threats etc
Leading the high level planning process, including liaising with ITS on solutions; and
Keeping apprised of initiatives in other areas of Scotiabank (ITS, Shared Services, Sales and Service, Electronic Banking, etc.) to leverage opportunities presented by these partners
Identify and communicate opportunities for improved efficiencies through system changes/enhancements, outsourcing opportunities, process improvements, and channel integration. Through collaboration with stakeholders, determine the most beneficial and cost effective solutions or system functionality/enhancements to meet the client’s desired objectives
Provide input into the feasibility and cost/benefit profiles for initiatives, profit impact, channel/user acceptance, customer satisfaction, and compliance (legislative, regulatory, policy and contractual)
Stay abreast of day-to-day production support issues and move effectively and efficiently to resolve critical issues, ensuring they are escalated appropriately and prioritized for resolution
Contribute to the continued development of Retail Lending & Commercial Solutions processes by bringing clients and partner experience and feedback to the Business Requirements Centre of Expertise and Delivery & Communication teams
Ensure achievement of beneits and objectives of project and support/maintenance initiatives through to post implementation by monitoring budgets, milestones, delivery dates
Participate in Vendor Management by
Engaging in contract negotiations to provide input on service levels, functions etc.,
Facilitating translation & communication between business & technical parties
Acquires and enhances knowledge of business drivers, products and processes across multiple business lines and the technology platforms that support them. Stays abreast of both Scotiabank’s and the Division's business strategies and policies, risk management practices and methodologies, product offerings, financial markets, financial instruments, regulatory requirements, Back Office processes, and rapidly changing technology to be able to provide effective business solutions and services to the end user business lines
Contribute & support the Relationship Management team by
Providing input into the strategic direction, objectives and metrics for RLCS
Providing wfscounsel and coaching to other team members
Identifying & requesting formal training as needed
Fostering and encouraging an environment of collaboration and teamwork between the Relationship Management, Business Analysis & Requirements Management, and Projects & Process Delivery teams in RLCS
Expert knowledge/understanding of Project Management Methodologies, ideally within the banking, financial, or insurance sectors
Strong knowledge of Business and Technical Processes and their applications within a Banking or Financial environment
Thorough knowledge of Automated Systems, Interfaces, Web Delivery, Communication and Presentation Logistics within an enterprise environment
Understanding of Accounting and Budgetary processes within a banking or financial environment
Extensive experience with Microsoft Office Applications (Word, Excel and PowerPoint)
Thorough knowledge/understanding of Business Requirements Methodologies
Experience/Knowledge of Microsoft Publisher, Outlook, Visio, Project and SharePoint
Most possess excellent communications and influencing skills with the ability to influence staff and senior management to promote a high level of understanding and acceptance of the project’s associated risks, issues and practices
The incumbent must be a very strong manager with excellent interpersonal, communication and negotiation skills in order to build consensus and obtain co-cooperation from all stakeholders
The incumbent requires the ability to directly interface with Scotiabank Executives

Strategic Relationship Management Banking Analyst Resume Examples & Samples

Current experience as an investment banking analyst (or related financial position)
Strong quantitative and technical abilities
Strong communications, multi-tasking and time management skills

VP, Strategic Relationship Management Resume Examples & Samples

Provide strategic managerial direction for all account management activities with an increased focus on creating cross channel synergies and talent development. Leverage best practices and develop strategies for supporting both key account and non-key account relationships to drive stronger business results
Partner with our National Sales Managers, Divisional Sales Managers, and external wholesalers in identifying key accounts and developing appropriate strategies and marketing materials. Ensure alignment with sales goals and business strategy. Understand and address client business challenges in creating unique solutions and planning meaningful events and activities
Provide strong direction on all business development activities to identify new potential sources of business across all channels. Launch new firms and manage all new relationships
Possess a strong understanding on the Prudential enterprise and bring synergies and partnership opportunities with other business lines to the annuity group
Develop and execute a Sales and Distribution wide strategy for conference planning and attendance. Establish an annual calendar and determine key messaging for all events, trade shows and conferences. Coordinate participation with Sales and develop materials with Marketing and Communications
Track and report account management activities to evaluate impact and return on investment. Develop and analyze firm scorecards and recommend changes to existing account management strategy. Leverage and utilize customer and competitor intelligence
Ensure Strategic Relationship Management is represented on any corporate or Annuities specific projects. Determine project management resources, as needed

Director, IT Relationship Management Resume Examples & Samples

Strong organizational skills. Ability to grow, mobilize and motivate RM staff members as well as virtual projects
Outstanding verbal and written communication skills. An ability to clearly understand and articulate the Business' strategies, missions, goals, objectives and initiatives across GBTS (Global Business and Technology Services). In turn must be able to as effectively communicate GBTS services and capabilities across the Businesses or Corporate Centers
Strong project management skills, ability to communicate project status to businesses and act as escalation point to resolve issues. 5+ years of IT project management experience required
Change management skills - represent the businesses and/or corporate interest at weekly change management planning sessions. Coordinate change windows, testing etc. with partners
Solid knowledge of GBTS products and services - a plus
ITIL certification a plus

Manager, Consumer Relationship Management Resume Examples & Samples

Demonstrate fundamental understanding of multi-touch, multi-channel marketing (direct mail, email, mobile, etc.)
Strong experience in CRM and Consumer Analytics with a proven track record of driving CRM strategy and implementing effective Omni-channel communications
Experienced in CRM technology management, with an understanding of marketing and operational databases, segmentation, campaign management and statistical modelling
Organizational leadership & collaborative management style
Resourcefulness to successfully operate with limited budgets and people resources
Analytical and strategic planning to make quick, fact-based decisions
Complex problem-solving skills
Innovative and creative thinking and proven ability to persuade others towards an idea or goal
Comfortable presenting to all levels of management and working within a matrix organization
Experience in multi-channel retail or consumer products is preferred, but not mandatory
An MBA degree desired, but not essential
Advanced skills in PowerPoint, Excel (Pivot Tables, VLookup, etc.) and/or MS Access
Experienced performing analytics, segmentation, and data mining using SQL, SAS or similar package

Senior Manager Partner Relationship Management Resume Examples & Samples

Manage ongoing Partner relationship (inter-personal)
Manage ongoing Partner relationship (contractual)
Effectively prioritize multiple initiatives and work streams with business stakeholders and/or external partners
Seek to maximize profitability and drive growth

Data Services Relationship Management Resume Examples & Samples

Participate in BlackRock Solution’s client implementation data onboarding and ensure security level data is accurate, different vendor feeds are setup and all quality control reports are up and running prior to the go-live
Participate in the investment management data processes and special Financial Market Advisory (FMA) assignments and projects from the data side
Daily support of trading process with regard to data requirements for BlackRock and BlackRock Solution’s Clients
Liaison with market data vendors and market dealers to obtain the most accurate data
Interact with internal and external clients to serve as a financial security knowledge desk, managing expectations of service delivery, and provide superior customer service
Maintain procedural documentation and update as necessary
Partner up with Data Services Product owners to perform testing of in-house software and external vendor products related to BlackRock Solution’s clients’ asks

Pods Relationship Management Consultant Resume Examples & Samples

Serve as the relationship manager for PODS team(s) and business partners on special programs and projects within Medicare, Medicaid and Commercial areas by providing accurate and timely PM, reports, leadership, and documentation of all assignments and tasks
Optimize business performance by managing and coordinating special projects and programs with the internal department partners for all business purposes related to PODS; and, provide direction for all partnership, projects and program functions
Work closely with internal PODS teams and consult with associates in other business areas, identifying business requirements and inserting those requirements into PODS business processes
Maintain and improve engagement with core PODS teams and providers across the markets
Serve as a concierge and trouble shoot issues for providers enrolled in the Enhanced Engagement and/or Provider Self-Service Programs
Develop internal and external partnerships and related strategies to meet requirements of varying project and program models
Assist in creating initiatives for special projects through developing a greater understanding of business and environmental issues
Bachelor’s degree in any field
Previous experience understanding different business processes, operations, strategy or related experience
Experience partnering with cross-functional teams
Demonstrated ability to manage multiple projects and/or programs to meet deadlines
Excellent PC skills (including MS Word, Excel and Access)
Previous experience maintaining complex spreadsheets
Master’s Degree in health- or business-related field
Four or more years of consulting experience
Experience building and maintaining relationships with clinicians
Experience working in a matrix environment

Senior Associate, Relationship Management Resume Examples & Samples

The Senior Associate is to provide an integrated wealth management service for ‘Core’ Clients responding to their requests and providing valued and trusted advice on an ongoing basis whilst protecting and retaining NIAT/Revenue for WM-I
The Senior Associate will be responsible for providing excellent service to clients in order to develop profitable new business for WM-I and the wider RBC organization
The Senior Associate will jointly carry an annualised revenue target for the core client book
Success in this role will provide clients with a trusted and professional point of contact for matters relating to their financial affairs
The role will require the Senior Associate to comply with all regulatory and internal standards and policies
Support the development of the business in line with RBC strategy and any regional business guidelines as distributed from time to time
Create exceptional client experience by providing superior service and comprehensive advice and guidance within the scope of the Senior Associate role
Identify and contribute towards proactive client contact strategies based on individual client preferences
Provide ongoing review and update of client strategy and action plan, as appropriate
Solid and developed experience within a wealth management role
Potential to grow business development skills
Desire to complete professional qualification

Manager, Relationship Management Team-rms Resume Examples & Samples

5+ years financial service experience with background in Defined Contribution, Defined Benefit, and Non-Qualified Benefit products
Minimum of 2 years management or supervisory experience preferred
Strong partnering, negotiation, and influencing skills
Open to new approaches and is adaptive and receptive to change

Associate, Sales & Relationship Management Resume Examples & Samples

Provide full support to Director/Associate Director(s), assisting with the management of core clients. Acting as a supporting point of contact to clients, assisting in the planning/implementing of investments and other service offerings and the day-to-day functional/administrative support of the clients’ portfolios
Monitor and ensure action is taken on all service requests, acting as a point of escalation to resolve issues
Oversee the coordination of investment dealing, banking and administration requirements, in close liaison with other areas of the business
Act as escalation point for client on-boarding queries and support Directors/Associate Director(s) to resolve issues, in liaison with Operations and Compliance teams
Dedicated to meet and exceed client expectations. Responding to client telephone calls, e-mails, letters and faxes and investigation of queries. Consistently provide excellent service (internal and external). Can represent Director/Associate Director(s) in their absence as necessary. Ownership and execution of urgent and/or high profile cases
Maintain relationships with Investment Managers and internal product providers, and develop a good understanding of the integrated wealth management product offering including RBC’s tax, trust, banking, credit, investment management, capital markets and custody products and services
Solid experience within a wealth management role
Polished client service skills: Has an ability to communicate effectively with clients; to identify and articulate issues and solutions; the integrity to earn the client’s trust and the business acumen to recognize mutually beneficial opportunities for the client and RBC
Experience working within a matrix organisation – managing internal relationships and influencing partners

Business Problem Relationship Management Resume Examples & Samples

Drive projects and deliver results
Strong business analysis and problem solving skills (Note: this position is on the business side, not in IT)
Self-starter, comfortable in a fast paced and dynamic environment
Ability to work with and influence partners
Passion for client advocacy and challenging the status quo
Five + years of experience
MBA or top-tier consulting experience a strong plus
Prior brokerage industry experience is a plus
Brokerage or retail financial services experience desirable

Third Party Adminstration Relationship Management Resume Examples & Samples

Responsible for providing leadership and oversight of the performance of the TPA, including successful management of critical key performance indicators (KPIs)
Establishes and maintains operating guidelines and rules of engagement for ILI and the TPA that define how ILI, Corporate Functions and the TPA will interact
Partners with TPA to set priorities to achieve business objectives and to ensure deliverables are in alignment with contractual obligations
Define, develop and monitor implementation plans and controls to meet service level metrics
Acts as Business Owner for Information Governance as it relates to the Systems and Records maintained by the TPA
Responsible for managing and escalating emerging issues to ensure contractual agreements are met within the specified timeframe
Partners with cross-business functional leaders to enable successful business operations through the TPA
Provide management with monthly reporting results, identifying areas of strength and/or opportunity
Directly manages and provides administrative leadership to internal TPA Management team
College degree in a related field and/or 10 years of progressive leadership experience in operations environment, preferred
Proven experience building and leading multiple operations, including development of metrics and training programs to deliver solid customer service results
Demonstrated ability to develop solutions in a complex, rapidly changing service-related operations environment
Strong problem solving and strategic thinking skills, including solid analytical capabilities
Established ability to effectively communicate with all levels within the organization, with fully developed collaboration and influencing skills
Strong management and leadership experience, with proven results in building high-performing teams
Demonstrated ability to lead teams and develop internal talent
Solid project manager; self starter and results oriented
Vendor management experience highly preferred
Previous Life Insurance knowledge and experience, preferred

Analyst, Relationship Management Resume Examples & Samples

Work directly with Relationship Managers on client deliverables and special projects
Maintain a working knowledge of assigned client portfolios and the investments within these portfolios
Work with other departments internally, including FIT, legal, research and reporting, to aggregate information needed to help prepare client deliverables
Assist in client portfolio development including development of pacing models, responding to allocation decisions and preparing strategic plans
Coordinate assigned projects and special project work with allocated resources
Review quarterly and annual reports for clients
Respond to client questions and special requests (analyze reports/informational requests), interact with Relationship Managers to ensure that the required level of client service is being provided
Assist with other duties and special projects (including RFP preparation and business development requests) as needed
0-1 years of work or internship experience in an accounting/financial industry setting, a plus
Must be proficient in Microsoft applications (Word, Excel, PowerPoint)
Must be detail oriented and organized and possess good analytical skills
Must be able to handle multiple assignments/initiatives
Ability to operate in a high pressure environment

Relationship Management Analyst Resume Examples & Samples

Bachelor’s degree required; a minimum of two years of relevant work experience, preferably in development and/or data and report analysis required
Demonstrated skill and knowledge of, or ability to learn quickly, the internal workings of the University as well as the technology tools available
Microsoft Windows computer environment, Microsoft Outlook, Word, Excel, PowerPoint, and Access required
Scrupulous attention to matters of discretion and confidentiality required
Demonstrated ability to comfortably manage multiple routine tasks, shifting priorities, and special projects in timely and organized fashion preferred
Knowledge of complex fundraising and development operations and an understanding of how relationship management system enterprises are integrated into those operations preferred
Knowledge of the University of Southern California or an environment of a large research institution preferred; high motivation level required
Initiative to take action for improvements in areas of immediate responsibility required
Excellent analytical skills with attention to detail and accuracy along with strong written and verbal communication skills required
Ability to establish and maintain strong working relationships with all members of University Advancement, and the University community at large required
Willingness and ability to travel to campus and/or non-campus locations for University business required
Willingness and ability to work evenings and weekends required
Applicants must be currently authorized to work permanently in the United States
A cover letter and resume are required to be considered for this position

International Subsidiary Banking Relationship Management Support Resume Examples & Samples

Provide full operational support to the team, as required, anticipating workload and supporting with appropriate materials
Manage projects on behalf of the Line Manager/team
Ensure timely and accurate maintenance of customer information in Group systems
Perform adhoc duties as required by the team or business
Broad knowledge of the Bank’s structures, products and services

Director, Relationship Management Resume Examples & Samples

Ensure compliance with all jurisdictional regulations, specifically those related to client confidentiality, Know Your Client, suitability, account opening documentation and verification of client instructions
Identify opportunities to engage, refer to and collaborate with colleagues across the specialist groups to provide sophisticated, bespoke client solutions
Up to date maintenance of all critical information including CRM, contact management, call reports and sales pipeline
As a Director you may also have responsibility for supporting the Geographic Head as a “Point Person” for a team of Directors and Associate Directors within a Segment. This responsibility will make up approx. 10% of the role and the areas of accountability for this part of the role will be outlined in goals and objectives
Superior business development skills
Registration with the appropriate regulatory body: as permitted to give investment advice
Qualification Expectations: An appropriate professional qualification (minimum Level 4)

Associate Director, Relationship Management Resume Examples & Samples

Undertake responsibilities in accordance with UK Principle of Treating Customers Fairly (TCF)
Maintain up to date knowledge of 6 TCF Outcomes by completing annual mandatory training
Adhere to RBC WM UK TCF Policies, Procedures and other controls comprising the UK TCF Framework with the objective of achieving a fair outcome for all RBC WM UK clients
Is dedicated to meeting and exceeding expectations of both internal and external clients. Is proactive and places the client’s needs top of mind. Is able to gain and retain the client’s trust and respect
Ensure all RBC procedures are adhered to and implemented
Has a broad understanding of the relationship between RBC’s tax, trust, banking, credit, investment management, capital markets and custody products and services
Adhere to RBC Code of Conduct and associated policies
You will need significant experience within a wealth management role (previous experience in a non-retail network environment will assist in ability to be effective)
Proven Relationship Management skills: Has an ability to understand client needs, the knowledge and communication skills to identify and articulate issues and solutions, the integrity to earn the client’s trust and the business acumen to recognize mutually beneficial opportunities for the client and RBC
CeMAP (Level 3) in order to discuss UK Regulated Mortgages with clients
LI-MM2

Team Private Wealth Advisor Relationship Management Resume Examples & Samples

Understand all aspects of an optimal practice and complete the training and development needed to prepare for a successful career as a Private Wealth Advisor
Ensure delivery and ongoing evaluation of effectiveness of client service model
Uncover opportunities with client by leveraging and partnering with our internal specialist and product experts
Build relationships with clients’ external business professionals. Document all client interactions in SalesForce
Complete required training, obtain industry licenses (Series 7 & 66), master assessments, maintain continuing education requirements and meet minimum performance standards
Proven ability to listen and probe for clarity and understanding
Ability to work in an environment where the majority of your compensation is tied to your performance
Strong follow-through skills
Proficiency in using SalesForce / Client Relationship Manager Tool
Strong understanding of the Private Wealth Advisor role

Relationship Management Associate Resume Examples & Samples

Day to day responsibility for the relationship management of existing institutional clients in China
Manage client queries on portfolio related matters. Follow through on issues with relevant internal teams
Execute new and terminated investment mandates through coordination with various operations teams and client service team
Act as team’s product specialist for assigned strategies and provide regular knowledge sharing to teammates
Develop strong internal relationships with portfolio managers, product specialists and other teams globally to enhance delivery of our services to clients; continually seek process and service improvements
Manage client and sales activity information in the client relationship management system, prepare monthly pipeline & at risk mandate report, update organization chart by client on regular basis
Mandarin fluency is a must and ability to work with China institutional investors required
At least 5 years’ experience in financial services
Asset management industry experience necessary
Degree in related field (Economics, Finance, Accounting, or Marketing)

Head of Institutional Relationship Management Boston Resume Examples & Samples

Serve as the central point of contact for Columbia Threadneedle Investments institutional clients. Proactively reach out to clients to discuss matters related to their portfolio(s) and provide firm updates. Respond to all client inquiries including, but not limited to, questions regarding performance, portfolio attribution, statements/custom client reporting, portfolio guideline changes, investment management agreements, trading-commissions-directed brokerage and soft dollars, personnel changes at firm, capabilities, etc
Conduct in-person client meetings, portfolio reviews and/or Board Meetings with clients and other key personnel from Columbia Threadneedle Investments. Arrange logistics, create presentation materials, host internal pre-meeting, manage meeting, responsible for follow-up and documentation in SalesForce. Travel is required
Broaden existing relationships through solutions-based cross-sales in partnership with sales and consultant relations. Maintain a detailed knowledge of Columbia Threadneedle Investments focus strategies and initiatives along with all policies and procedures relating to client facing personnel. Educate clients about the firm’s strengths and capabilities
Manage strategic projects for the team to enhance our delivery of services
As a player coach, this role requires leading by example, and directing & overseeing the activities of Associate Relationship Managers and potentially other Relationship or Senior Relationship managers. Responsible for People Management and Performance management of the team
Bachelor’s degree or equivalent experience required, advanced degree preferred
A minimum of 15+ years in an institutional client service capacity with a demonstrated track record of successful institutional relationships
In depth knowledge of investments
Demonstrated ability to develop deep long lasting client and consultant relationships
FINRA series 3, 7, 63/66, 24 required within specified timeframe (90 days per license)

VP, Sgli Product & Relationship Management Resume Examples & Samples

Define, plan and execute strategic direction of the SGLI Product. In doing so, serve as product management and development lead, developing and implementing innovating product features and aligning product goals to those of Group Insurance and Prudential. Act as subject matter expert and provide solutions to the organizations most complex issues. Establish and maintain an in-depth understanding of the different customer needs of the client and maintain a close relationship with key client contacts
Serve as Prudential lead for legislative, regulatory and contractual issues, which includes monitoring and managing changes to the group policy and to the federal laws and regulations that govern the program
Lead internal and external communications strategies and tactics. Include development and execution of marketing and communication strategies to support the program and internal communication strategies to drive employee engagement
Oversee all aspects of performance management for direct and indirect reports
Manage and coach cross functional teams as appropriate on projects that help to provide the ultimate customer experience
Develop and maintain deep relationships with the customer and program constituents and across the organization (OSGLI, GI and Prudential) to leverage best practices and share information
Partners with other members of leadership team, as well as GI and Prudential business partners to ensure proper alignment of projects and objectives across all teams
Strong leadership, communication, motivational and coaching skills
Experience in Product Management and/or Relationship Management (5 years +)
Awareness of Group Insurance and Industry best practices
Proactive issue identification and problem solving
Ability to strategically contribute to department objectives
Ability to work effectively with all levels of an organization
Proven track record in Process Management
Business analysis and process redesign skills
Budget management and staff modeling experience

Global Procurement VP Relationship Management Resume Examples & Samples

Partner with Functional, Geographical Leaders and Category Leads to develop a vendor relationship management programme to complement the category strategies including but not limited to
12+ years of post-qualification work experience in Procurement or related field
Experience working with complex relationships
Strong influencing and interpersonal skill, capable of engaging with C-Level
Articulate with strong communication, people, and leadership skills
Strong problem solving ability and change management knowledge
Vendor management / negotiation experience
Able to maintain an impartial high level view of what the business is trying to achieve remaining results and outcome focused
Experience working in a global corporate environment with a matrix management structure is desirable
Post graduate qualifications (MBA/Masters) or professional certifications in any area within operations is desirable

Senior Manager Relationship Management Resume Examples & Samples

Maintain strong and productive relationships with business partners
Participate in business meetings with business partners and BSC management
Maintain strong and detailed understanding of how the business partner supported operates and their mission/vision
Maintain full understanding of the priorities of business partners
Communicate effectively and regularly with business partners on the priorities, major initiatives and issues of the BSC
Articulate effectively and regularly to business partners how the BSC supports their area and works with them to achieve an optimum client experience
Maintain exceptional knowledge of relationship management techniques and methodologies
Effectively and timely resolve issues and escalations from business partners
Ensure strong relationship maintained with business partners so that they remain confident that issues/challenges reported are effectively and timely resolved
Analyze issues/escalations presented to determine how it will best be investigated and managed while adhering to established policies and regulations
Identify appropriate staff within BSC to assist in investigation or resolution of matter and track progress
Ensure ongoing communication with business partner regarding progress when immediate resolution is not possible
Ensure each issue has been analyzed for cause and resolution and where appropriate documented and escalated within BSC to ensure there is no recurrence
Identify systemic issues and ensure matter is documented and presented to BSC Management
Maintain knowledge of BSC processes, procedures, requirements and major change initiatives
Ensure thorough understanding of all changes introduced within the BSC big or small
Maintain a schedule of touchbases with key members of the BSC team
Maintain a regular schedule in order to participate in individual department huddles to ensure full coverage of the BSC
Where appropriate document and escalate problems to BSC Support for further resolution where business partner issues/escalation identified a gap in the business process and/or procedure
Successfully manage or assist with managing the change process for the BSC and its business partners
Keep up to date on change management methodologies and techniques
Maintain knowledge of and relationship with key change agents for BSC and business partners
Maintain knowledge of and relationship with agents within BSC and business partners that are resistant to change to understand their concerns and issues
Where appropriate evaluate and analyze the road blocks and challenges inherent within each major change initiative and discuss with appropriate representatives within BSC and business partners
Be the champion of change for BSC and business partners
Consult with BSC Management and business partners in the establishment of priorities and initiatives
Maintaining a complete understanding of Bank, business and BSC priorities and the alignment of same
Understanding and analyzing downstream implications of priorities and changes of priorities between Bank, business partners and BSC
Work with BSC management to determine issues and challenges and where necessary document planned approach to how it will be addressed within BSC or with business partners
Negotiate modification of priorities with business partners where appropriate and approved by BSC management
Through effective relationship management techniques ensure that you are at the table with the business partners
Ensure the Bank’s risk profile is mitigated by
Escalating exception conditions to the appropriate authority in an accurate and timely manner
Ensuring timely and meaningful data is provided to applicable business partners and BSC management ensuring as much information as possible is readily and easily available, thereby facilitating the decision making process
Being responsible to maintain integrity of client and financial records, ensuring operations conform to established Bank policies and procedures
Consistently comply with established Anti Money Laundering, Anti-Terrorist, Privacy, Guidelines for Business Conduct, Internet Guidelines and Know Your Customer policies
Maintain ongoing program of self-development to enhance behavioral and functional knowledge by
Establishing a schedule to obtain reliable and regular 360 feedback from peers, supervisors and business partners
Participating in E2E and internal BSC huddles
Establishing a development plan that includes focus on relationship management, change management, communication and problem solving skills so as to continue to develop and enhance these key capabilities
Ensuring good understanding and timely completion of training for Anti Money Laundering, Anti-Terrorist, Privacy, Guidelines for Business Conduct, Internet Guidelines and Know Your Customer policies
Business degree or working experience equivalent
Strong managerial experience in a position where breadth of responsibility was a factor
Strong communication skills with sound interpersonal skills and a demonstrated ability resolve escalated issues effectively to reduce business impact
Exceptional problem solving skills
Effective team skills to foster development of others
Experience in an operational or support function
Thorough knowledge of

Relationship Management & Business Development Associate Resume Examples & Samples

Relationship Management and Business Development: the Analyst/Associate will report to a senior member of the North America West team and will support several existing client and consultant relationships. The Analyst/Associate will work in collaboration with other members of the team in developing relationships with BlackRock’s institutional marketing teams
Custom Portfolio Solutions: the Analyst will closely coordinate with Portfolio Managers and senior members of hedge fund manager research, risk management and operational due diligence to create customized hedge fund portfolio solutions for sophisticated investors
Content/Marketing Materials Development: the Analyst/Associate will conduct research and develop written content and marketing materials in support of prospect development and client relationship management in the North America West region
Due Diligence: undertake comprehensive due diligence on each potential client opportunity
Investment Research: the Analyst/Associate will receive exposure to a variety of hedge fund investment strategies through conference calls and occasional onsite meetings with invested and prospective managers
Strong research and writing skills to clearly articulate sophisticated concepts, ideas, and processes (applicants will be asked to submit a writing sample)
Ambitious work ethic and professional disposition
Ability to creatively and proactively support BAA’s client relationship management and capital raising activities in the North America West region
Intellectual curiosity and interest in capital markets and advanced hedge fund strategies
Collaborative and cooperative approach to client assignments
Proven organizational skills and ability to manage multiple objectives simultaneously
Strong project management skills and ability to meet deadlines
High attention to detail and drive for perfection
Presence, maturity and credibility to effectively represent BAA internally and externally
Unimpeachable integrity with an uncompromised reputation
Good commercial instincts and strong understanding of the sales process
Desire to complete the Chartered Finance Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) program
Applicant would be required to complete the Series 7 and Series 66

Relationship Management Analyst Resume Examples & Samples

Manage client and internal queries, ensuring we are meeting inquiry deadlines for client deliverables
Update and manage client and sales activity information in the client relationship management system
Contribute to pre- and post-meeting logistics. Coordinate client portfolio reviews or ad-hoc conference calls, seeking relevant internal approvals for external presentations
Establish working relationships with Operational key stakeholders within BlackRock
Work closely with internal and external groups, including but not limited to, Client Business, Business Operations and Third Party Providers
Participate in projects and initiatives as requested
Seek process improvements wherever possible
BS/BA in business, finance, accounting, economics, or related field preferred but not essential
1-3 years of financial services experience related to client servicing and operations is preferred
Understanding of investment operation processes preferred
Client facing experience is preferred but not essential

Manager, Relationship Management Resume Examples & Samples

Lead a team of 7 individuals focused on supporting our managed portfolio
Supporting Senior Manager by overseeing day to day administrative activities for the managed relationships
Liaise with internal partners to help drive process change focused on client deliverables
Provide quality service at every customer/business partner interaction demonstrating our commitment to being a client centric institution where customer experience is a priority
Focus on account retention & managing attrition to meet business goals
Support preparation for customer reviews, providing industry leading knowledge in an effort to create value-add for merchants
Portfolio profitability

Cib-multinational Corporations Relationship Management Professional Associate Resume Examples & Samples

Bachelor’s Degree in Finance or other related field
Strong Commercial Banking and cash management background with experience navigating complex global organizations
Significant experience and proven capabilities in managing complex projects
Highly self-motivated to work independently and on broad based teams that cross lines of business
Broad financial services product knowledge across Trade Products (including Commercial and Standby LC's), Syndicated and Bilateral loans and cash management

Relationship Management Leader Resume Examples & Samples

Develop partner marketing plans with P&L responsibility for managing marketing budget and CV hurdles
Lead quarterly strategy planning session with partners; participating in additional partner meetiRsgs including weekly status updates, process improvement, trouble-shooting, or growth-focused meetings
Mentor/guide direct reports’ development of annual partner marketing plans, understanding/balancing their Critical to Qualities (CTQs) with Allstate Roadside Services’ goals
Develop solid partner relationships at highest levels as a proactive business strategist; responsible for proposing and implementing new products/channels to expand partner relationships and responding decisively to changes in market; clarify partner expectations for successful program execution and integration; primary point of partner contact for the business in managing/resolving strategy partner issues and providing leadership for internal best practices sharing and strategy building across business functions; ensures each direct report relationship manager
Becomes a key advocate for assigned partners
Identifies/documents client CTQs
Ensures marketing execution team is meeting goals set for monthly campaigns and work with them to find solutions for growth and improvement
Develops action plans to facilitate achievement of all partner CTQs
Leads weekly partner update calls and follows through on action items
Develops, maintains, and enhances excellent working relationship with assigned partners and proactively ensure deepening of senior relationships with partner and Allstate Roadside Services
Understand partner performance dynamics to develop and support key business strategies
Become key driver of financial and campaign reporting to ensure Allstate Roadside Services’ P&L hurdles are met with assigned partners
Experienced marketer with 7+ years of experience leading partner relationships and developing strategic marketing plans
Experience developing presentations and pitching to all levels of management
Strategic mindset
Open and active listener
Strong negotiation and organization skills

Director, IT Relationship Management Resume Examples & Samples

Bachelors of Science or Arts degree in business, finance, information systems, computer science, computer engineering or a related discipline, or an equivalent combination of education and experience
Minimum of 5 to 7 years of experience in information technology and a general working knowledge of the IT operational and product/service development/delivery environment
Minimum of 3 years of demonstrated experience serving in a liaison role between business and IT or as an IT project manager
Experience in developing business requirements and user acceptance testing requirements
Experience in project management, with skills necessary to interpret what is needed for the success of a project and to create appropriate schedules for timely delivery. A strong background in agile software development methodology is preferred
Strong orientation towards data-driven decision making
Global cultural orientation and working experience will be a plus
Excellent interpersonal skills including a professional and diplomatic demeanor
Excellent communication skills including written, verbal, listening, and presentation
Willingness to ask questions rather than just follow directions is required
Must demonstrate good judgment

Director, Relationship Management Resume Examples & Samples

Deliver proactive account management and direct the overall retention strategy of ICMA-
Regularly support and implement corporate initiatives
Ensure long-term client satisfaction and reference ability
Identify new business and service/product expansion opportunities for ICMA-RC
Demonstrated ability to develop effective relationships at all levels, examples include top

AVP, Relationship Management Resume Examples & Samples

10+ years’ experience in Relationship Management or Retirement Plan Services with a proven track record that directly aligns with the responsibilities of this role
3+ years’ managerial, supervisory, or demonstrated leadership experience
Demonstrated strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations
Demonstrated ability to hire, retain, coach and develop staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills
Excellent project management leadership skills including, critical ability to coordinate and balance multiple tasks in a time-sensitive environment, under pressure, and meeting deadlines
Understands the interdependencies of how people and organizations function, and can negotiate through complex political situations effectively
Demonstrated ability to build and maintain relationships at all levels of a matrixed organization
Finds common ground and can gain collaboration among senior management, colleagues and peers; can influence outcomes without directing or commanding
Demonstrated excellent relationship management skills with internal clients (i.e. senior leadership and colleagues); proven ability to develop creative and collaborative approaches to driving client-focused solutions which also benefited the company’s top and bottom lines

100

Senior Analyst, Relationship Management Resume Examples & Samples

Communicate with a portfolio of Institutional clients on all aspects of their relationship with Russell. Support Relationship Managers in all aspects of client management, including preparation of client presentations, delivery of customised reports, liaison with the investment division, middle and back office. Establish a strong working relationship with clients and provide effective and timely response to clients’ requests
Supervise all functions outsourced to the client service (middle office) team, including client onboarding, audit queries, distribution of quarterly reports, and others
Assist relationship managers in proactively planning and executing strategies to retain and expand client relationships
Prioritisation of work to ensure client deadlines are met
Provide input into decisions about the suitability of reporting materials produced for clients
Provide input into individual client strategies
Find out which Russell group/associate is the appropriate source of solutions to client issues
Liaise with the investment division to prepare relevant and informative presentation content
Communicate some responses to the client and their representatives, and decide when to seek senior UKI Team guidance
Knowledge of financial services sector, especially funds management
Good organisational skills and the ability to meet deadlines
Excellent communication (written and oral) and presentation skills
Ability to work well in a team and independently
Ability to see beyond current client servicing procedures and devise new and more effective procedures
Tenacious attitude to problem solving
PC literacy, in particular familiarity with Microsoft applications such as PowerPoint, Word and Excel
Prior institutional client management experience is highly desirable
Undergraduate degree required, Finance, Economics, Business preferable
Candidates who are studying or intending to study for CFA (or other finance related professional qualifications) will be preferred

101

Strategic Relationship Management Analyst Resume Examples & Samples

Demonstrated ability to drive results across many key stakeholders
Good business and strategic acumen with analytical and conceptual thinking skills and the ability to translate business goals and objectives to contract terms
Strong written/verbal communication skills
Ability to work effectively both autonomously and collaboratively across all levels and functions of the company
Commitment to personal excellence in terms of data integrity
Demonstrated ability to think analytically
Comfortable synthesizing data from multiple sources
Ability to deliver against deadlines
Ability to draft client facing materials and value propositions
Microsoft Suite proficiency

102

Director, Strategic Relationship Management Resume Examples & Samples

Develop an integrated National Strategic Relationship Management (SRM) strategy to increase the breadth, depth and strength of relationships across a pre-defined population of influencers and buyers
Substantially ingrain the relationship strategy and its related behaviors through ongoing advocacy and tactical implementation of initiatives
Necessitate a deep understanding of marketing strategy and program development to assess efficacy in achieving relationship management objectives
Maintain a strong CRM orientation to leverage and build-out firm systems, tools, resources, and reporting
Create internal programs that will help various levels of leaders to define their respective relationship management objectives and effectively coach their constituencies
Drive accountability and measure progress against established objectives and optimize best-in-class relationship and contact management technology
Minimum twelve years of progressive marketing, relationship management, or business development, experience, preferably within a professional services firm or similar environment
Bachelor's degree from an accredited college or university; Master's degree from an accredited college or university preferred
Experience creating and implementing complex and strategic plans, as well as framing and collaboratively addressing complex and sometimes non-concrete business challenges
Experience participating in substantial projects with large teams from project inception to implementation Advanced understanding of marketing disciplines, multiple functional areas, business strategy, the external market and value propositions
Knowledge of general consumer behavior principles particularly the application of business-to-business marketing principles
Strong relationship, networking and communication skills in working across organizational and geographic boundaries, both in a local and national level

103

Team Lead-relationship Management Specialist Resume Examples & Samples

Participate in the all hiring and Performance Management activities pertaining to all the Support Teams
Resolving merchants’ and RMS’ escalations within a timely manner
Provide the leadership and support necessary to solidify and expand assigned Relationships through the use of relationship development, effective communications, written and verbal, as well as problem solving skills
Ensure departmental and inter-departmental SLAs are met and provide RMS Manager with reporting to track progress and trends
Identify opportunities to improve the efficiency and overall effectiveness of the Relationship Management Specialist Team
Work with RM/AEs, RMSs and Management to resolve any process-related inefficiency
Respond efficiently and effectively to inquiries directly from principal relationship contacts
Utilize knowledge of industry and internal systems to problem solve in the best interest of the organization and the customer
Provide analysis and liaise with the Relationship Management team on all operational activities
Work with the Management of the Relationship Management Specialist team to implement changes to SOPs and processes to improve operational inefficiencies, strengthening control measures, and improving the overall customer experience
Work as the Operations Relationship Manager for the top 20 National and Strategic accounts in Canada
Any other duties as assigned
Typically will have four years or more of client relations, customer service or other related field
Certification/Registration/License
Strong knowledge of merchant industry and related procedures
Evidence of proven management experience preferred
Creative problem solver with strong data analysis capability
Efficient and can work both independently and within a team, with excellent time management skills and excellent follow through on tasks to ensure resolution and completion
Ability to effectively communicate both verbally and written with both internal and external merchant contacts
Requires strong business acumen and confidence in internal and external interactions

104

Senior Relationship Management Analyst Resume Examples & Samples

Support the Senior Relationship Managers in day-to-day management of all initiatives in support of Sales and Trading
Assist SRMs in prioritizing and staying on top of daily workflow streams and client driven requirements
Create and maintain daily/weekly/monthly meeting agendas and presentation materials for SRMs use internally and externally
Perform financial, strategic and competitive analysis of Oliver Wyman, Simfund and other data sources
Work closely with SRMs and other ISG teams to research materials and draft presentations, and perform background research and drafting of speeches, talking points, data analyses and memorandums

105

IT Director, State Relationship Management Resume Examples & Samples

Participating in the strategic planning process for both the business and IT organizations
Maintaining an 18 - 24 month rolling portfolio of demand
Assisting in estimation and capital planning activities
Working with business leaders to identify and frame their IT needs, mapping them to strategic plans and prioritizing them
Assisting in the creation Business Vision Documents/business cases and CBAs (cost benefit analysis)
Partnering with leaders to determine funding and budget requirements, timing and resources for projects
Facilitating request intake and ideation process
Navigating processes for funding and execution of programs
Participating in the evolution of work intake and demand management processes
Working with Program and Project Managers to ensure that programs / projects are delivered on-time, on-budget, on benefit and on-quality (and intervening to resolve issues as required)
Participating in resource management discussions including IT resources, business resources and vendor resources
Performing portfolio balancing activities
Gathering portfolio performance data for the business, analyzing the data and reporting results
Understanding, evaluating and managing risks to the portfolio
Facilitating regular on-going portfolio performance review meetings with leaders
Creating status reports and presentations for delivery to executives
Experienced in the delivery of technology solutions and deep understanding of business requirements
Ability to analyze and take action on key performance indicators (KPIs)
Prior success building collaborative business partner relationships
Deep working knowledge of how business and IT organizations interact and operate together
5+ years of in developing solutions to business problems
Demonstrated knowledge of the entire SDLC
Program and project management experiences
Experience with capital planning and CBA development
Ability to translate a business agenda into technology terms and vice-versa
Demonstrated influencing and negotiation abilities
Undergraduate degree, or equivalent experience
Prior interactions within the cSuite of a Fortune 500 company
Experience in a highly matrixed environment
Process mapping and process improvement / redesign experience (using Visio)
Prior portfolio management experience
Experiences within the health care industry, including knowledge of Provider business flows

106

Relationship Management Associate Resume Examples & Samples

Producing reports for financial advisers that analyse the composition their HNW clients’ portfolios to identify issues and potential improvements
Managing and developing further client extranet sites and interactive tools
Fielding ad hoc requests and coordinating with other associates inside and outside the UK PCS team to respond to these requests
Producing and updating client specific sales aids, marketing materials, newsletters and client / prospect presentations
Overseeing client reporting (which is mostly undertaken by the Client Service Team) and managing those reports which require direct input from UK PCS
Managing distribution to clients of sales aids, investment updates, manager changes, brochures, market updates and facts sheets
Coordinating with other teams on RFPs and DDQs, operational issues and setting up new accounts
Respond to data requests from platform and industry bodies and produce internal management information sales data
Strong ability to work across an organisation, building effective working relationships with colleagues
Working knowledge of financial markets, investment concepts, competitors and industry trends
Ability to adapt to changing professional and business needs
Advanced skills in MS Office applications, in particular Word, PowerPoint and Excel
Experience of working with fund performance and relevant adviser market(s)

107

Account Development / Relationship Management Resume Examples & Samples

The successful candidate will be responsible for managing a portfolio of existing corporate clients
He/she will develop and maintain relationships, make outbound calls to encourage transaction activity, and manage client’s foreign exchange needs, business requirements and strategy as it relates to their International Payments to ensure that full revenue potential is realized
Candidate will be responsible for and targeted on meeting specific revenue goals and handling all queries from active corporate customer base quickly and efficiently. This includes responsibility for customers accessing our on-line payment system, initiating and following up payment-related inquiries/investigations by liaising with operations team as required
Identify and contact non-transacting clients to discover reasons, overcome any objections, resolve issues and reactivate them wherever possible
The Account Manager / Rep will be responsible for maintaining customer profiles and records in a CRM system on a timely basis
The successful candidate will also develop strong working relationships with operations and foreign exchange dealing teams and must maintain strict adherence to Company KYC Policy and Anti-Money-Laundering procedures in setting up and maintaining customer relationships
Must have demonstrated account management experience in Corporate Foreign Exchange
Strong knowledge of and experience in spot and forward foreign exchange
Strong analytical skills required in order to develop customized solutions and prioritize portfolio management activities
High proficiency in verbal and written communication
Demonstrated strong negotiation and influencing skills in order to handle objections convert and activate prospects
Ability to clearly communicate product benefits and up sell existing client base
Demonstrated capability to function optimally in team setting
Must understand the individual and group responsibilities impact to department profit and revenue targets
Creative problem-solver
Experience in foreign exchange spot and forward transactions and international payments is necessary
Minimum educational qualifications, Bachelors Degree

108

Relationship Management Associate Resume Examples & Samples

Prioritisation of work and coordination with associates inside and outside of the UK PCS team to ensure timely response and follow up on client meetings, events and inquiries
Handling client requests directly and/or engage other associates inside and outside of the UK PCS team to provide timely responses to client inquiries
Supporting Regional Directors (RDs) and the UK PCS team in organising, conducting and following up on client meetings and client facing events
Supporting the Head of Russell Investments Wealth Management (RIWM) and Adviser Blueprint (AB) as well as RDs in responding to client inquiries and servicing RIWM and AB advisers
Supporting the rest of the UK PCS team to produce ad-hoc reports or illustrative data to respond to client queries and support sales efforts
General administrative support to the UK PCS team including printing and binding reports, data cleansing and assisting with event organization
Ad hoc projects for the UK PCS leadership team related to AUM raising and business development activities
Advanced skills in MS Office applications, in particular Word, Excel and PowerPoint
Experience of working with fund performance and relevant adviser market(s) beneficial

109

Director, Sales & Relationship Management Resume Examples & Samples

Success in this role will help produce competent and driven Associates, Cross Border Relationship Group (CBRG) and Core Client Group (CCG) who provide clients with a trusted service and support for all their financial affairs and create profitable multi-disciplined relationships
The role requires compliance with all regulatory and internal standards and policies
Help Develop the business in line with RBC strategy and any regional business guidelines as distributed from time to time
Develop proactive client contact strategies based on individual client preferences
Determine client’s preference for frequency and method of communication
Assist in development and distribution of new banking products and services in line with Banks overall deposit growth strategy

110

Data Services Relationship Management VP Resume Examples & Samples

As a Vice President in Data Services Relationship Management, you will support a growing area in a dynamic and challenging environment. Day-to-day responsibilities include
Responsible for individual product/application ownership, business design and delivery as it relates to security/pricing related data for BlackRock and BlackRock Solutions clients
Work closely with product/investment/data teams both internally and externally to stay abreast of business requirements and market trends in order to align product delivery with business needs
Build, maintain and effectively manage high performing data relationships with our product vendors & core internal development partners to achieve a comprehensive, quality data offering
Direct responsibility of drafting of business requirements for enhancements, maintenance and brand new builds within the security data/pricing model
Regular meetings with key product stakeholders to ensure the client data experience is aligned and exceeding expectations
Regular monitoring of individual product health through metric reporting
Ongoing engagement with technology on ways to innovate and deliver high quality data solutions through robust storage, maintenance, management and delivery methods
Provide solutions and product expertise to changing business needs created by market events, regulatory change, new financial products being trades or launched, etc…
Candidate must possess and demonstrate working knowledge of financial markets and general knowledge of the entire investment landscape
Candidate is expected to think critically about complex business challenges and possess strong problem solving skills in order to deliver holistic solutions
Candidate must have enthusiasm for, and comfort with, working in a high pressure and fast pace environment while maintaining quality and the integrity of investment data
Candidate must be able to work in both an entrepreneurial and team oriented environment
Candidate should have comfort with working with technical tools such as Excel functions, SQL, Unix commands, etc
Candidate must have excellent communication skills to enable clear articulation while working with internal and external clients
Candidate must have impeccable organizational skills and demonstrate project management experience
Candidate must demonstrate strong working knowledge and experience in Business Process Improvement
Minimum of 3-6 years of experience in the financial services realm
Bachelor’s degree is required, preferably in Business or Computer Science discipline

111

AS Client Service / Relationship Management Resume Examples & Samples

Supporting and executing customer experience, control, and performance aligned solutions for managing the Asset Servicing relationships of the firm’s top tier Hedge fund client base, internal FO businesses, counterparties, Agents / Vendors and Operational Partners
Maintaining and supporting the group with their primary activities. These include Query Management across all Asset Classes / Asset Servicing event types, Relationship Management of key clients and businesses and issue resolution / conflict Management
Executing strategy to improve Client Service, Process, Control and Performance; while also Identifying and exploiting opportunities to differentiate Barclays from the competition. All responsibilities will be performed while maintaining team controls, procedures and governance to protect the firm and their client base
Performing presentations and relationship building exercises in front of clients, business heads and senior operational partners
Reporting directly to the VP of EMEA AS Client Services
Accountable for maintaining all key EMEA Client Service team controls and processes, Query and relationship management of key clients/counterparties and delivering on objectives to support the group’s wider strategy and vision
Differentiating Barclays from the competition and implementing a commercial advantage for the firm’s stakeholders
Ideally have managed high performance AS / client service teams historically
Be accountable for maintaining all key EMEA Client Service team controls and processes, Query and relationship management of key clients/counterparties
The role holder will uphold Query/ Relationship management excellence at all times and be accountable for maintaining all Client Service KRI’s and KPI’s
Will require minimum supervision, while also being able to demonstrate strategic vision
Have a good understanding of all processes, applications and techniques within the department and continuously seek out areas for process improvement. The successful candidate will require minimum supervision, while also being able to demonstrate strategic vision
Manage the relationships of a number of External / internal clients / stakeholders and be accountable for fostering a mutually beneficial relationship with Asset Servicing and other key operational partners
Be required to represent Barclays on client / stakeholder visits, presentations and industry events
Be responsible for supporting all of the group’s stakeholders – including the firm’s Hedge fund client base, internal FO businesses - EFG inc. prime, Equity / Debt trading, legal & compliance etc., counterparties, Agents / Vendors and Operational Partners

112

Relationship Management Resume Examples & Samples

Relationship management, risk management and related administrative work
Business promotion jointly with other Account Officers in ACBD#1 as well as LA Branch, other departments of Mizuho Bank and group companies
Financial statement analysis of borrowers and their parent companies
Preparation of credit applications for new, renewals, amendments and extensions
Preparation of credit rating application, both for borrowers and for each facilities
Maintenance and updating credit and other files such as KYC (Know Your Customer)
Credit monitoring including conducting covenants checks
Promotion of asset quality assessment
Information gathering related to clients’ business, industries and market competitors
Correspondence with other Mizuho Bank and group companies' offices to exchange information as to Mizuho’s business strategy toward a specific client, business conditions of a parent company, etc
Preparation for regulatory examinations and internal/external audit and coordinating and providing timely response to the reports and resolution to citations/issues related to the examination and audit
Preparation of various applications and documents relating to non-credit business such as fee waiver, daylight overdraft, etc
Correspondence with clients as to various kind of inquiries, requests, etc
Other tasks determined necessary and appropriate by General Manager and Deputy General Managers
Bachelor’s or higher degree in Finance, Accounting, Business or Economics
10 or more years of Banking or other Financial Institutions experience
Strong computer skills, including word processing and spreadsheet
Effective verbal and written communication skills in both Japanese and English
Strong presentation and negotiation skills and knowledge to promote relationship management
Solid analytical and organizational skills
Capacity to work with people at all levels

113

Head of Corporate Relationship Management Resume Examples & Samples

To achieve uplift in existing portfolio of €x per annum
Control and maintain margin in line with business plan for portfolio and conduct all pricing reviews (including pricing of new pieces of business and/or change requests)
Have in place a rolling relationship plan clearly distinguishing activities by sector / customer
Working with the appropriate internal/external stakeholders and providers, relationship plans should include key CRM agenda items
Drive a proactive relationship agenda that specifically targets and has a pre-defined associated target benefit through adding value to the customer
Establish a re-bid strategy through cataloguing re-bids over a rolling period and assess critical priority levels
Ensure that the division of Corporate Account support is maintained in line with clearly defined SLAs from internal Corporate Account Specialist (CAS) Team and relevant Helpdesk/s
Ensure that CRM tool is optimally utilised in line with business requirements
Gather and disseminate market analysis information appropriately to target potential revenue growth opportunities and opportunities for enhanced sales service delivery
Through consultation with Finance, actively relay structured information to the Commercial Management group to ensure capture of all useful market data to enhance commercial initiatives
Establish regular working reviews with Client Delivery/CAS Team to ensure that the most comprehensive service delivery model for the customer is in place and confirm adherence to SLAs
Take full responsibility for driving self development and remaining up to date with all domain knowledge updates and developments/trends/changes in the industry and in each of the sectors within portfolio
Set business and personal objectives for each team member in line with achieving overall business strategy and targets for the relevant sectors
Assign ownership of clear targets and deliverables against annual business expectations
Capture, communicate and disseminate key growth (and all other relationship activity) metrics for management team as required
Identify and coordinate training and development requirements for the team – as well as planning individual training interventions as necessary
Ensure that CRM system is used across the team fully and consistently and that the data is used proactively and effectively
Manage the overall expenditure of team to agreed levels and within budgetary constraints
Identify and proactively address/escalate issues that may impact on target achievement and operational effectiveness – ensuring that performance improvement plans are implemented as required
Manage and maintain effective relationships with Account Support team and all other internal/external stakeholders supporting the Relationship Management function

114

VP, Relationship Management, Fpcms Resume Examples & Samples

You possess a passion for business partner service
Your demonstrated ability to lead the most demanding and complex Business Partner relationships, while understanding the various dynamics contributing to both general and business partner-specific business challenges, issues, and opportunities
Your demonstrated ability to think strategically and deliver results
You are able to plan effectively, respond immediately, and change decisively
Your ability to build and nurture relationships internally and externally to achieve mutually rewarding results
You have exceptional organizational skills, time management focus, attention to detail, consultative skills, and verbal/written communication skills
Your ability to ensure overall business partner satisfaction and reference ability by monitoring the level of quality service being delivered
You are able to provide feedback and is explicit about development, and provides challenging assignments to develop employees
Your ability to coach, develop and manage performance and output of direct reports
You work to create a climate that values and rewards contributions, drive, initiative, and achievement of results

115

Director, Relationship Management Resume Examples & Samples

Manage a team of experienced Relationship Managers
Provide high level, responsive, quality service to clientele
Oversee the preparation of relationship plans ensuring strong client focus and direct the implementation of new and existing services to accounts within the group or region, including providing advice and guidance
Assist Relationship Manager with complex account relationships and guide less experienced representatives in policy, procedure and product matters
Responsible for client negotiations; pricing of the product within the target rate of return; proper documentation and closing of the transaction; and compliance and conformance with company policy and regulatory requirements
Monitor and analyze relationship plan results and account activities, determine account profitability, recommend which accounts should be further developed or eliminated and prepares various reports for management
Analyze problem accounts and meet with them to develop solutions
Exercise delegated authority regarding staffing, performance appraisals, promotions, compensation recommendations and termination. Guides and motivates employees in accomplishing goals via follow-ups, on-the-job training or formal training
Experience managing a team of Relationship Managers
High sales accumen
Excellent soft skills and likeability factor
Strong organizational, problem solving, interpersonal, and verbal and written communication skills
Able to work under pressure and deadlines
Self-motivated and able to work in an autonomous environment
University or College education

116

Relationship Management Resume Examples & Samples

Meet revenue targets and other quantitative targets like yield, AUMs, account growth and fee income ratio
Implement geographical focused strategy in line with business strategy
Acquire and retain clients
Understand client requirement and daily maintenance ofaccount relationships
Provideinvestment advise to clients & fully responsible for clients under management
Ensure compliance with bank’s and regulatory requirements
Maintain regular contact with clients including sales, visits, offer services and products, and understand the client’s background and source of wealth
Grow investable AUM for individual targets
Provide investment advisory
Prepare KYC and call reports
Ensure audit trail and maintain records for all client communication & comply with documentation requirements
Perform regular reviews on client accounts for suitability & existing AUM and qualification criteria and recommend unsuitable clients to other business segments
Provide detailed call reports on all travels & document expenses
Assist in implementing market focus strategy, contain cost, provisions & write offs

117

Director, Relationship Management Resume Examples & Samples

Bachelor's degree or equivalent required and 8+ years work related experience
Must have demonstrated leadership skills, as well as time management and decision-making skills. Ability to maintain confidentiality is essential
Active FINRA Series 6, Series 63, Series 65 and Life/Health licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. If you do not have active licensing, all must be obtained within 4 months of employment
Knowledge of business and retirement products preferred (Defined Contribution, Defined Benefit, ESOP, Non-Qualified, Non Profit)
Prior experience working with financial professionals , consultants, and clients preferred
Experience leading Finalist Sales Presentations, Client Presentations, and/or Participant Education meetings
Travel required (50 -60%), including overnight stays (10 - 20%)

118

Account / Relationship Management Assistant Resume Examples & Samples

Work with key colleagues (VP Student Experience, Director of External Relations and the two academic Deans) to create and implement an alumni strategy and programme which reflects the mission of the College
Development of high quality relationships with alumni of Pearson College London
Identify and build relationships with key alumni so that they engage in identified opportunities within the College to support the College’s strategic objectives in terms of student experience, employability and recruitment
Identify and develop meaningful engagement opportunities for key alumni (e.g. mentoring, guest speaking, internship provision)
Management and development of the PCL Alumni Society
Development of an alumni communications plan (in conjunction with the External Relations function)
Development and delivery of regular alumni newsletters and a vibrant social media presence, supported by the External Relations function
Management of an alumni database ensuring all contact details are kept current
Management of the DLHE survey at PCL, including data collection, coding and submission
Organisation and delivery of all alumni events (in conjunction with the External Relations function)
Liaison between alumni, industry personnel, marketing and academic staff members in the organisation of events - including industry workshops, guest lectures, residential activities and other such events
Ensure External Relations and the academic schools are alerted to alumni achievements in order to support with marketing, student recruitment and brand activity
Working with the External Relations function to produce collateral in relation to the alumni function for marketing and promotional purposes
Assistance with student recruitment activities, including attendance at UCAS fair, school visits and other similar events
Liaison with the careers function in helping alumni find suitable graduate employment
Organisation of feedback collection from alumni
Relationship management between PCL and alumni
Liaison with facilities, IT and the careers function to ensure that all services promised to alumni (in terms of ongoing access to resources) are delivered to and used by alumni students
Liaison with academic staff to ensure that use of the alumni voice is optimised in terms of knowledge transfer to existing students
Developing a sense of community at PCL which includes alumni
Knowledge of the international job market
An undergraduate degree at 2:1 or above
A coaching qualification
Experience in an alumni function or talent management role

119

Cib-brazil ADR Relationship Management Resume Examples & Samples

Including, but not limited to, update and put together new presentations and pitches,
Be part of meetings and calls,
Joint contract reviews,
Daily updates to Clients with movements on their DR programs
Ad-hoc market updated to Clients
Adding a fresh view to the business
Students of: Business Administration, Economics, Accounting and or Engineering - preferably studying at night
Graduation in or later; December 2018
Fluent in English; Spanish desirable
Knowledge of MS Office package

120

Associate Director of Relationship Management Resume Examples & Samples

Relationship Management Systems
Pipeline Management
Minimum of 3-5 years related development and relationship/prospect management experience required. This should include experience with maintaining prospect information and data management systems, and creating policies, procedures and support services. Demonstrated strategist and skilled at implementing and managing new programs and services
Must be a self-starter with a proven ability to set priorities, manage detailed multiple projects simultaneously, learn and execute new areas quickly, take ownership of major areas of responsibility, work well under pressure, meet deadlines and function in a team environment
Ability to build and maintain relationships with DAR staff and leadership, foster teamwork, and work collaboratively with others to drive results and achieve office goals
Outstanding written and verbal communication skills to present and deliver information effectively and the ability to interact with a wide variety of communication/work styles
Possess strong problem solving abilities and be able to exercise independent judgment and initiative as appropriate
High degree of accuracy and attention to detail, with ability to synthesize, analyze, and critique
Ability to learn new software programs and databases such as ALADIN, Tableau, etc
Capable of appropriately handling confidential and proprietary information, and using sound judgment in working with sensitive material
Experience in large, complex fundraising organizations, preferably for higher education or health-care institutions, is preferred
Minimum of 1-2 years of experience managing staff
Demonstrated proficiency in data analytics/visualization (Excel, SAS, SPSS, Tableau, etc) is a plus

121

Executive Assistant to the Executive Director of Relationship Management Resume Examples & Samples

Manage daily administrative needs and ensure confidentiality of all sensitive information
Manage the daily schedule and assist with meeting preparations
Proactively manage calendars and resolve scheduling conflicts
Manage e-mail and telephone traffic
Organize mail and maintain correspondence
Conduct research regarding client questions and assist in the resolution as appropriate. Partner with internal and external contacts to achieve resolution, escalating as needed
Assist with compiling and coordinating weekly and monthly new business reporting
Make travel and entertainment arrangements and process related reimbursements and expense reports
Plan small events, i.e. conferences, presentations, dinners, sports games tickets
Coordinate various business development activities as needed
Provide project support with PowerPoint presentations, spreadsheets, and other research. (This may also involve working with direct reports.)
Draft professional written correspondence. Ensure timely response following events, speaking engagements, receipt of incoming letters, etc. This may involve research and interviews of other staff members for appropriate content
Provide back-up support to designated staff and other senior management
Perform other duties as required by position
Minimum of five years of relevant work experience in a financial services environment is required
Excellent verbal and written communication skills. Utmost discretion is required
Mastery of Microsoft Office and ability to adapt to IT applications as needed. Knowledge of Client Relationship Management (CRM) system is required; Salesforce.com is preferred
Motivated individual with professional presence. Must be proactive and anticipate needs
Proven organizational, multi-tasking and problem solving skills
Proven ability to work well under pressure
Accuracy and attention to detail is essential

122

ICB Intermediated Relationship Management Resume Examples & Samples

Deliver against team sales and revenue targets by generating leads from existing clients and prospects and delivering against opportunities created across the full range of BlackRock's products and services
Share best practices across ICB, demonstrating strong teamwork ethic
Work with Officers and their consultants to create and develop solutions for Pension Fund clients utilising product and investment knowledge
Defend "assets at risk" through on-going dialogue and positioning other options where appropriate
Demonstrate proactivity to build in-depth knowledge of BlackRock’s full product set and operational capabilities to aid query resolution and to assist with the design and delivery of external communication/reporting
Gather information from clients and consultants to provide feedback to help support sales planning by representing the needs and trends of the client base
Take responsibility for progressing business introduced by consultants via the Global Consultant Relations Team (GCR) to deepen relationships with field consultants including closing the gap sessions
Take ownership for account reviews and new business pitches, monitor progress to resolution and ensure that responses are timely and of a high quality
Share information internally, ensuring that service team members are fully supported in delivering client and consultant service levels and including service enhancements
Mentor and train junior members of the team
Guard against exposing BlackRock to operational risk
Represent and promote BlackRock at client conferences, industry forums, and client entertainment events as appropriate
Relevant experience within a similar role, preferably with LGPS clients
Strong track record in sales, cross-selling and defence
High level of technical, product and market knowledge, preferably CFA. IMC essential
Broad understanding of the UK pension fund market, investment industry and competitive landscape
A self- starter who can develop deep relationships with Investment Committee Chairs, Finance Directors, consultants, independent advisors, administrators and other third party stakeholders
Demonstrated aptitude for building service-oriented business

123

Senior Relationship Management Specialist Resume Examples & Samples

Travel is required
4 year degree or related business experience or advanced degree. Defined Contribution experience required
Excellent verbal and communication skills and presentation skills
Strong commitment to timing and quality standards
Proven ability to work on multiple tasks simultaneously

124

IPB Bilingual Relationship Management Associate Resume Examples & Samples

Service/Administrative Related
Communicate regularly with clients and provide full customer service, both proactively and on demand. Full responsibility over IPB unit communications and channels (excellers mainly)
Perform other duties, as assigned by Management (assistant related tasks like managing agendas for RMs/FAs, appointment booking and confirmation, other)
Alerts and Compliance information requests
Solicits clients actively via telephone, mail, referrals, etc
Maximizes the number of accounts per customer by attracting new business from the clients, and by following a referral culture to attract new money to the firm
Complies with CIFS/CBNA and regulatory policies and procedures to ensure the safety and security of bank and customer assets
Responsible for the Compliance and Control side of his client relationships - Customer ownership

125

Director, HR Relationship Management Resume Examples & Samples

Minimum 8 years in a client service or implementation environment
Superior client service skills (both verbal and written) and strong active listening skills
Ability to collaborate & work effectively within cross functional teams
English/French Bilingualism is strongly preferred

126

Relationship Management Specialist Resume Examples & Samples

Manages relationships with the top manufacturer partners
Primary point of contact for partner account managers
Acts as liaison and point of contact for engagement between partner and other areas within sales (inside and outside), solution architects, marketing, legal, finance
Communicates partner programs/initiatives throughout the organization, including deal registration, special pricing programs, partner marketing campaigns, new product announcements
Works with Marketing to develop campaigns that align with EUE go-to-market strategy
Relationship Managers are responsible for submitting and tracking any required documentation for MDF expenses – prior approval, claiming/POP, etc. – through confirmation of payment receipt
Manages and track partner Marketing Development Funds (MDF) and COOP (rebate) programs

127

Manager, Relationship Management Resume Examples & Samples

Strategy Operationalization
Collaborates with Enterprise Services – Strategic Sourcing to develop an annual strategy to support the Life and Disability regional offices
Establishes practices and guidelines for the selection of external providers that reflect SLF’s disability management philosophy and principles
Researches the market to determine the best and emerging supplier/partner trends within the disability prevention and management as well as establishes strong working relationships with the provider community
Maintains constant communications both internal and external stakeholders
Assists in the development of communication to ensure messages are well positioned and timely for end users of these services
Maintains effective working relationships with SLF’s vendors while performing appropriate level of due diligence over the relationship as defined by the above mentioned policy and standard
Maintains effective working relationships with internal stakeholders including executive sponsors and operational leaders ensuring the vendor relationships continue to deliver value to the business
Participates in the resolution of issues raised on the performance of the vendor and monitors progress on the resolution. Tracks issues for discussion with the vendor and for trending purposes
Manages internal and external expectations regarding our current capabilities (what we can and cannot do) and provides support to Business Development in the preparation of client RFPs
Engages internal and external customer/provider feedback to assist in developing more effective working relationships and take action on feedback
Complete annual relationship management reporting
Agreement Management
Supports the Director, Life Claims & Vendor Management to provide Strategic Sourcing with business requirements when new services are required and assist with the due diligence process
Supports the Director, Life Claims & Vendor Management to provide Shared Services with direction in contract negotiation process
Engages internal partners (Legal, Compliance, Finance, Privacy, IT Security, Taxation, etc.) to create comprehensive contract documentation and service agreements for providers
Outcome Management
Ensures quality-monitoring system is in place internally to track performance to contractual KPIs (Key Performance Indicators)
Ensures Supplier Quality Assurance Programs are in place and reported on the agreed upon schedule
Manages unique / special customer requests / requirements
Manages ongoing communication with suppliers
Assist in development of budget forecasts, performance and trending reports, identify issues, strategies and opportunities for cost containment and take appropriate action
Provide leadership to the Vendor Management Coordinator and Vendor Management Administrator, as well as other team members that may be added to support the L&D vendor management strategy

128

Director IBS Relationship Management Card Products Resume Examples & Samples

Define the general concept and requirements of an overall project which includes Product, Business and Operational needs, conceptualizing from a macro perspective the strategies and objectives agreed by the Global/International Product areas and Snr. Management
Ensure that the project fits into the overall business/operational structure of the Bank. Ensure that management information system requirements are clearly defined to support senior management and the critical success factors for the business lines
Continually acquire and enhance knowledge of International banking business strategies and policies, risk management practices and methodologies, product offerings, financial markets, financial instruments, regulatory requirements, back office processes, and rapidly changing technology to be able to provide effective business solutions and services to the end user business lines
Coordinate multiple Internal and External Teams, to ensure the End to End requirements for Credit Cards projects are met, including: Architecture, Infrastructure, Business Requirements, Development, Testing, Deployment, Implementation and Operational Readiness
Appropriate manage external vendors
A thorough understanding of the Bank's methodology
Strong interpersonal and communication skills for interacting with international offices with varying cultural and language differences
Excellent analytical, innovative and creative skills
Mature and experienced judgement in weighing the various system solutions proposed with the product and operational business needs always in focus
Demostrated experience in Credit Card related projects, both for Acquiring and Issuing functionalities
Deep knowledge of Credit Card processing schemes, systems, networks, payment methods, transactions, and operational processes

129

Account Manager, Relationship Management Resume Examples & Samples

Builds, enhances and maintains effective relationships with clients to ensure client satisfaction and increase sales revenues/profitability
Collaborates with internal stakeholders on proposals and/or promotional materials
Conducts site visits to clients to achieve sales targets
Cultivates, directs, and maintains client relationships within assigned area(s)
Develops an understanding of existing/targeted clients including market segments, how they operate, and/or their value proposition(s)
Develops and maintains plans to support retention sales and product breadth growth within existing clients
Develops, maintains and executes more complex client relationship plans to ensure the clients' overall service needs are satisfied and achieve the business and profitability/retention objectives for assigned area(s) of responsibility
Develops/maintains relationships with internal stakeholders to achieve sales objectives
Identifies and resolves more complex client issues in a timely and collaborative manner
Identifies clients with retention risk, develops and executive more complex plans to retain clients, and notifies management
Increases awareness of LFG's products and services within his/her assigned territory
Maintains sales call data in appropriate systems and/or completes sales reports
Meets or exceeds all department and/or sales goals/targets for his/her assigned clients
Profiles area of responsibility to identify those who would be interested in LFG offerings and build relationships with them
Provides feedback and intelligence to internal partners on clients
Provides information, education, training, and advice on companys products and services to assigned clients
Provides sales support tools, sales/marketing ideas on LFG's products/offerings to assigned clients
Serves as a resource to internal stakeholders and consults on more complex relationship management/sales solutions to optimize satisfaction/retention and achieve business results
Supports retention efforts and looks for opportunities to cross sell/partner with appropriate internal stakeholders
1 - 3+ Years experience in relationship management that directly aligns with the specific responsibilities for this position(Required)
4 Year/Bachelors Degree or equivalent work experience (4 years of experience in lieu of Bachelors) in (Minimum Required)

130

External Relationship Management Team Lead Resume Examples & Samples

Accountable, for assigned services or categories, External service strategy meeting the needs of GDD and beyond GDD stakeholders, driving value beyond cost
Accountable for driving ESP oversight, governance, and issue management / escalation across the Novartis Pharma Development portfolio spanning across multiple therapeutic/ disease areas and phases of development
Accountable for the development, innovation, productivity and optimization of ESP processes, services, relationships and performance to enable high quality ESP outputs, enabling clinical trial excellence across Novartis. Build and maintain a strong partnering with Novartis divisions (e.g. NIBR)
Provide strong and consistent support to the goals of the External Development Organization (EDO) and the individual business teams ensuring a delivery of purchased services to the required quality, time and cost that supports trial delivery with optimal productivity across the entire development organization
Provide oversight of the ESP landscape and capabilities across GDD and perform oversight and management activities to ensure Novartis gains access to best in class services and performance delivering sustainable value
Maintain clear consistent communication with each ESP organization and have a degree of familiarity with the structure and processes of the selected ESPs; develop aligned performance measures and report internally
10+ years relevant industry experience, including expertise in clinical operations leadership of multidisciplinary teams, experience management outsourced trial activities at an operational and strategic level
Proven people leadership in ESP management
Experience with clinical processes and associated ESP services, with excellent understanding trial management, trial monitoring and overall integration of clinical data system and processes
Strong technical and problem solving skills Excellent understanding of clinical trial methodology, GCP and medical terminology
Excellent understanding of clinical dev., quality & regulatory standards and policies relevant to defined Services
Proven ability to effectively lead major non-clinical initiatives requiring EDO expertise and processes
Provide thought-leading insights to the competitive environment and internal partner interfaces
Outstanding skills to facilitate/optimize contribution of team members as individuals and members of cohesive team
Excellent interpersonal and communication skills, able to naturally bridge scientific and business participants; Track record in enabling effective international collaboration

131

Corporate Banking, Relationship Management Resume Examples & Samples

Handle execution of operational duties with regard to business origination process at direction of GRM’s (deal progress and timing, deal documentation and troubleshooting, problem solving, transaction follow-through, market research, internal/external communications)
Coordinate preparation of value-added information for marketing materials/customer research
Act as the secondary point of customer contact handling all aspects of client relationship with the exception of negotiation of pricing or complex structures
Handle execution of operational aspects of business origination as directed by GRM’s, such as analyzing portfolio profitability, performing all follow-through of any deal origination process, preparing economic capital analysis and managing customer intensive processes (other than credit analysis)
Proactively manage in-depth and up-to-the-minute knowledge of market trends, customer developments and credit issues
Minimum of 2-3 years of structured debt and equity investment experience, preferably within a recognized leveraged lending, asset management, private equity and/or investment banking firm
Bachelor’s degree, with a preference in Accounting, Finance or Economics
Capable of analyzing company financials with a focus on EBITDA, Adj. EBITDA, cash from operations and the interrelationship between all financial statements
Understanding of transfer of financial statements into financial analysis and modeling for interpretation of debt metrics
Familiarity with the capital markets (knowledge of debt and equity security terms and valuation methodologies)
Structuring experience as relates to terms and conditions and working knowledge of debt and equity term sheets
Strong writing, interpersonal and communication skills
Skilled at using computer applications, including MS Excel, PowerPoint and Word
Ability to work independently with a wide variety of people, including internal and external parties, and meeting deadlines while managing several assignments
Participation in the Chartered Financial Analysts® (CFA) program is a plus

132

External Relationship Management Team Lead Resume Examples & Samples

Accountable for driving ESP oversight, governance, and issue management / escala-tion across the Novartis Pharma Development portfolio spanning across multiple therapeutic/ disease areas and phases of development
Accountable for the development, innovation, productivity and optimization of ESP processes, services, relationships and performance to enable high quality ESP out-puts, enabling clinical trial excellence across Novartis. Build and maintain a strong partnering with Novartis divisions (e.g. NIBR)
Provide strong and consistent support to the goals of the External Development Or-ganization (EDO) and the individual business teams ensuring a delivery of pur-chased services to the required quality, time and cost that supports trial delivery with optimal productivity across the entire development organization

133

Relationship Management Specialist Resume Examples & Samples

Supports specific, assigned Relationship Managers in the overall servicing of select Relationships requiring special handling
Provides active support necessary to solidify and expand assigned Relationships through the use of relationship development, effective communications, written and verbal, as well as problem solving skills
Continually liaises with assigned Relationship Manager on activity pertaining to their accounts, including all account maintenance, additional locations/equipment, billing changes, duplicate processing and other research
Certification/Registration/Licensure N/A
Creative problem solver with strong data analytics
Efficient and independent worker with good time management skills
Requires strong business acumen and self-assuredness in internal and external interactions

134

Ipb-trilingual Relationship Management Associate Resume Examples & Samples

Respond to client inquiries and resolve various problems. Initiate account investigations as needed
Assist in training of less experienced team members as requested by Management
Negotiates transactions ensuring Citigroup’s profitability standards
Administrative and Compliance
Trilingual - English, Spanish and Portuguese
Strong interpersonal and team-building skills

135

Ipb-bilingual Relationship Management Associate Resume Examples & Samples

Gather and process new account and KYC documentation as well as maintain existing client information
Input profiles in One Source. If required, information provided by Senior RM/FA who met customer
Sales Support Related
Responsible for business revenue generation through the vast Citi resources including Banking, Citibusiness and Asset products
2 years of financial industry experience
Registered FINRA Series 7

136

Senior Manager, DC Relationship Management Resume Examples & Samples

A client facing role responsible for retaining and developing an existing portfolio of large complex DC plan & workplace saving relationships
Responsibility for the financial performance of the client portfolio including the management of revenue against a target
Take ownership of SLA reporting for global clients and provide input into the global green scores for strategic clients
Responsible for managing complaints and dispute resolution for the client portfolio and supporting junior members of the team with any client complaints or disputes
A key focus is to ensure client satisfaction through meetings covering plan design, utilisation of services, developments, product offerings and investment performance. This will be measured via NPS scores and informal feedback
Preparation and participation in relevant governance meetings representing DC full service (administration and investment) business
Works closely with other departments responsible for DC service and the staging of clients e.g. business development in sales presentations, CAM (client administration manager), proposition development, implementation and client marketing
Take a lead role in providing client facing input to significant internal projects
Cultivate a thorough understanding of the client’s organisation, business drivers and metrics. Use this information to create a strategic business plan for each client and delivery against those plans
Ensure effective service delivery and reporting is achieved and maintained
Maintain personal knowledge and comprehensive understanding of retirement rules and practices, DC investment products and workplace savings offering
Identify areas of best practice from external sources such as CPD opportunities and personal networks
Build, influence and enhance relationships both internally and externally; including clients and their consultants
Segmenting and targeting own portfolio of clients based on their potential to develop and the current and future value to the DC business
Support the team leader in running the team and provide guidance and mentoring to more junior members of the team
Take personal responsibility for delivering suggested innovation to the group and drive changes to best practice
Proven ability to act as a highly competent, proactive relationship contact for DC strategic, investment, pensions, reporting and business development matters
Excellent communication and relationship building skills, with the ability to communicate effectively at all levels
Proven problem solving, organisational skills and effective management of priorities – with the ability to ‘multi-task&#8217
Team player who can gain the support, and gain confidence and commitment of internal and external stakeholders
Ability to work under pressure to deadlines and on own initiative
Proven experience of presenting, influencing and negotiation with clients and colleagues at senior level
Commercial attitude to business relationships and identification of new opportunities
Strong interpersonal and communication skills, written and oral
Demonstrate ownership, prioritisation and urgency in relation to client and business requests
‘Can do’ attitude reflected in pro-active internal problem resolution and follow-up
A strong working knowledge and understanding of DC including the legislative and regulatory framework of the pensions industry. Knowledge of DB pensions, hybrid pension schemes and flexible benefits an advantage
A high level of general investment knowledge is required
APMI, IMC and CFP an advantage
Several years in similar role and several years’ experience of corporate DB and DC pension plans

137

Integrated Relationship Management Consultant Resume Examples & Samples

Direct and develop plans and strategies to implement “IRM in 7”, identify obstacles to IRM and unlock IRM potential. Lead “IRM in 7” sessions that generate solutions around the seven primary areas
Create and direct IRM presentations, best practices and highlight IRM execution. Make presentations to LOB leadership, IRM Council and Executive Management, as appropriate
Provide highly-valued strategic consulting to LOBs to help execute IRM strategies
Drive the development of LOB IRM goals and benchmarks to support focused improvement
Proactively serve as primary point of contact from Enterprise Marketing, Sales and Experience for LOB executives, managers and key contacts related to IRM
Facilitate needs assessment and strategic sessions with LOB senior leadership to uncover pain points, revenue drivers, market conditions, overall business models/strategies, barriers and IRM execution concerns
Drive the implementation of approved technology, training and communications solutions with LOBs and cross-functional teams
Champion continued growth and adoption of sales technology and sales enablement platforms (e.g. Salesforce.com, business intelligence tools, Marketing Automation, Data.com)
Observe and discuss sales process and associated documentation to ensure sales processes are aligned with Corporate culture
Make sales presentations with sales professionals
Bachelor’s degree in Business Administration, or equivalent education and related training
Eight years of relevant financial services or consulting experience, with a broad range of exposure to varying business models
Ability to effectively manage competing interests, multiple priorities and work under pressure
Ability to effectively lead personnel and/or cross-functional teams
Ability to influence, challenge and present concept/ideas at the executive level
Strong client focus and relationship building skills
Excellent written and verbal communication skills and strong presentation skills
Structured logical thinker with a creative and analytical approach to problem-solving
Strong process management skills, including design and implementation skills
Six Sigma or other process certifications
Knowledge of Salesforce.com

138

VP, Relationship Management & Outreach Resume Examples & Samples

Ten or more years’ experience with demonstrated success in account management, business development; preferably in the education industry
Five or more years’ experience managing business development teams
Insatiable drive to succeed, and the ability to motivate, develop and challenge team members
Ability to plan and implement an organized and aggressive outreach and client support strategy
Mastery of negotiations, client relationships and implementing services
Exceptional polish and presence to deal with clients at an Executive level
Must have exceptional presentation skills, and the ability to quickly alter approach based on client response

139

Director, Strategic Relationship Management Resume Examples & Samples

Develop and execute 360o strategic account management plans by partner
Collaborate with team leaders on account and retail channel strategy, as well as new product constructs; help prepare and communicate recommendations to Senior Leadership
Partner with internal teams (e.g. Finance, New Product Development, Marketing) to determine feasibility of new or enhanced existing products that will attract new customers
Conduct business intelligence/market research, competitive analysis, and benchmarking activities to shape insights into market environment, major business trends, competitive landscape, customer expectations and organizational best practices
Develop a robust set of financial reporting by product, partner, and channel
Produce and package channel / partner performance and data insights to Senior Leadership
Use customer and retailer insights, marketplace trends, and competitive knowledge linked with portfolio strategy to identify and lead development of new distribution opportunities
Work with cross-functional teams to prioritize strategic objectives and evaluate partnership and acquisition opportunities against identified strategies
Coordinate with other Amex Business Units to drive awareness and collaboration opportunities
7 + experience with a proven track record in sales / marketing / client management or development roles
Superior analytical skills required; demonstrated ability to synthesize complex data into winning strategies and executable plans
Strong communication and interpersonal skills, along with proven ability to lead and inspire cross-functional teams; must be able to influence at all levels
Entrepreneurial spirit with high levels of self-motivation
Passion for payments and technology and driving results yielding high growth
Team-player who is passionate about developing and leading a team of high-performers
Ability to synthesize large amounts of information and data for use by leadership and ultimate presentation to partners
Good financial acumen and strategic planning skills
Ability to adapt to fast-paced, entrepreneurial environment; think and respond quickly while maintaining attention to detail
Excellent PowerPoint and organizational skills

140

Index Relationship Management Support Associate Resume Examples & Samples

Elicit and document business and system requirements, functional and non-functional requirements
Manage new index request via dashboard and bring them to closure as per the implementation process
Liaise with market data managers, product managers, product developers and key index data users and technology to deliver on key objectives and milestones
Familiarity with index/benchmark providers such as MSCI, S&P, FTSE, Barclays (Legacy Lehman and Barcap) and Russell
Keen understanding of index holding analytics such as duration, convexity, spread, yield, var and tracking error
Prior experience with Unix, SQL, Pearl, data mapping, process modeling and evaluating for best practices including, implementation of robust and scalable processes
Keen understanding of Vendor Methodologies/Benchmark Construction experience, including composites
Analyze systems and processes to find efficiencies and improve accuracy and timeliness of reporting
Provide 2nd level support to Operations for ad-hoc enquiries, where either content or volume of request is unusual
Experience in gathering and developing detailed functional requirements or equivalent experience
Experience in leading process improvement efforts
Proficient in Structured Query Language (SQL) and relational database concepts (tables, indices, procedures, triggers, etc.)
Proficient in Unix desired
Strong team player and experience working in a global team
Passion for solving investment business problems
Ability to adapt to changing requirements and priorities

141

Large Corporate Relationship Management Trainee Resume Examples & Samples

Meet quality and production standards set during two rotations with Loan Analysis for work on
Guarantor assessments
Middle Market annual reviews and/or Commercial Real Estate property level reviews
Support Relationship Managers in assigned region through assistance with
Credit analysis and underwriting
Portfolio management and monitoring of new and existing customers within the regional loan portfolio
Attend client/prospect calls to gain a thorough understanding of the client/prospect and their business in order to effectively assist in credit memos, annual reviews, renewals, and prospect conversions
Ability to balance priorities and exhibit organizational skills to manage both individual and multiple team priorities
Ability and willingness to travel overnight extensively during program
High degree of professional maturity, outgoing personality and comfortable in social situations at all level

142

Relationship Management Director Resume Examples & Samples

Would be oversight for sales and risk management in the region, detecting negative trends, trouble signs
Ability to manage a transaction team on behalf of Banker or Market Manager
A minimum of 10 years commercial banking/lending experience including extensive credit, structuring and
Thorough knowledge of the Bank's policies and procedures, as well as its products and their inherent risks
Recognized leadership capacities
Effective leader in complex transactions including syndications and multi-level capital structures
Providing leadership in the market by being a positive contributor to the team including: being a mentor to
The ability and courage to voice your opinion in a clear, concise manner and to defend that position with

143

Head of Private Equity Relationship Management Resume Examples & Samples

Manage the PE key account programme ensuring there are clear responsibilities and a clear plan to further grow priority clients
Arranging and attending regular business development and sales meetings with our PE accounts
Support the development of A&M relationships with key individuals at target PE accounts, including regular meetings with clients (in a coordinated fashion with the MDs who serve them)
Serve as “internal epi center” of best-in-class material and as the conduit for credentials to ensure target PE relationships are being exposed to relevant content from A&M (deal ideas, examples of recent work, key industry or functional experts etc.)
Oversee, manage and coordinate our outreach to PE by organizing and delivering client events and other initiatives in conjunction with Marketing
Provide leadership coordination and guidance to the PES team in their efforts to penetrate target relationships
Day-to-day management / coaching / guidance for the Private Equity Relationship Analyst in the team
Ensure effective use of Salesforce.com
Capacity to thrive in a fast-paced, challenging, and uncertain environment
Strong facilitation skills, forging consensus around credible, executable solutions
Passionate about affecting real change
Excellent written and oral communications skills, confident and impactful presenter
Objective, fact based approach to problem solving
Hands-on and non-hierarchical operator who is equally effective in managing up and down and relates well at all levels and cultures
Driven by values and integrity, talks straight, builds confidence and leads by example

144

Senior Relationship Management Resume Examples & Samples

Maintains awareness of market and industry trends to understand competitive environment. Participate in sales conferences and events
6-8 years of sales and marketing experience and broad industry knowledge
Experience in dealing with challenging situations, i.e. objection handling, overcoming gatekeepers etc
Strong MS office (Word, Excel, PowerPoint) skills are required, and any knowledge of CRM databases (such as Salesforce.com) would be advantageous

145

Relationship Management Director Resume Examples & Samples

Develops, maintains, and executes complex plans which ensure that the advisors’ overall needs are satisfied and achieve business, profitability and retention objectives
Develops and executes complex practice management and succession plans with advisors to grow their practices and to retain clients
Develops, executes and collaborates with internal partners, including the Life Insurance Team, Advisory Team and AdviceNext team, to develop proactive and creative practice initiatives for advisors
Serves as a subject matter expert and provides guidance to both internal stakeholders and advisors on complex solutions which optimize advisor satisfaction retention and achieve desired achieved business results
Proactively builds, enhances and maintains relationships with new and existing advisors
Identifies and resolves complex advisor issues/concerns in a timely and collaborative manner
Identifies advisors with risk of retention and partners with management on retention solutions
May collaborate with internal stakeholders on processes/procedures, proposals and/or promotional materials for advisors
Champion programs and initiatives undertaken by LFA Retail distribution to planners and staff
Identifies and directs the implementation of process improvements that significantly improve quality across the team, department and/or business unit for his/her assigned area(s) of responsibility
Develops, maintains, & executes complex client relationship mgmt plans which ensure that the clients' overall service needs are satisfied & achieve the business, profitability & retention objectives for his/her assigned area(s) of responsibility
Builds, enhances & maintains relationships with existing internal/external clients for his/her assigned area(s) of responsibility
Develops, executes and/or collaborates with internal partners to develop proactive, creative, & ongoing complex client contact initiatives
Advises clients on the advantages & disadvantages of different financial products and/or services
Provides information, education, training, & consults on complex processes, procedures, products and/or services to assigned clients
5-7+ years of experience in financial services sales or relationship management that directly aligns with the specific responsibilities for this position
Demonstrates strong relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients

146

Manager, Relationship Management Resume Examples & Samples

Manages, mentors and coaches a Relationship Management team and manages the allocation of team resources effectively to drive account and renewal growth
Monitors team members' account plans and account penetration and provides guidance as necessary
Reviews team's strategic account plans and renewal pricing. Enforces documentation and account management activity standards. Tracks progress towards team goals
Trains team on new procedures. Suggests strategy to improve existing Relationship Management processes
Understands customer problems and correctly interprets requirements to implement a solution strategy and proposes products and services to meet the client's needs. Problems may be complex due to size or scope
Regularly interacts with internal/external clients at multiple levels, senior management and the commercial leadership team
6-8 years of sales, relationship management or marketing experience and broad industry knowledge. Experience in Product Ops or at a client or prospect company a plus
Strong communication skills, both verbal and written with the ability to engage a senior level audience

147

Foundations & Endowments Relationship Management Consultant Resume Examples & Samples

Make regular client visits as required to optimize relationships
Actively participate in new business development activities early in the sales process to ensure the smooth and efficient transition into RIS
Act as liaison between commercial bank personnel and RIS by establishing interpersonal relationships
Maintain compliance with departmental policies and procedures to ensure superior service and acceptable audits and examinations
Professional designation such as Chartered Mutual Fund Counselor, Certified Retirement Services Professional, Certified Employee Benefits Specialist
Possess or currently working towards Series 65 license
Demonstrate ability to deal with complex situations which require sound judgment
Master's degree in a business-related field

148

Director, Relationship Management Resume Examples & Samples

Build and strengthen relationships with the firm’s client relationships through proactive in-person, verbal and written contact including on-site visits, with a focus on client retention, AUM preservation and customer satisfaction. Identify opportunities to grow and improve the relationship
Serve as primary contact for assigned institutional clients with responsibility for coordinating various internal resources e.g. portfolio management teams, performance analytics, operations, compliance, legal etc. required to deliver products, resolve operational issues and provide high quality service to the clients
Arrange periodic due-diligence meetings and conference calls with clients and/or their investment consultants to review assigned portfolios, investment guidelines, fund objectives and investment process. Prepare and deliver presentations at these meetings along with the portfolio managers and/or other relevant internal teams e.g. Compliance, Operations
Provide monthly, quarterly and ad-hoc client reports that are typically comprised of portfolio characteristics, performance data and performance attribution, as well as economic and mandate-specific commentary. The Relationship Manager will be specifically responsible for the review and dissemination of each report, to ensure that the report contents are accurate, reasonable and relevant
Provide value-added analysis of portfolio performance to clients through the use of industry software e.g. Mercer MPA, Principia, Evestments, etc
Provide support to the Portfolio Management Team via the assessment and analysis of assigned portfolios. This involves working with the managers to ensure that the client guidelines are relevant in the current economic environment, reviewing results to ensure they are in keeping with expectations
Partner with the Sales and Consultant Relations teams in building relationships with prospective clients and consultants. Provide support in the acquisition of new clients and assist in the on-boarding and transition of new client accounts
Participate and provide support in organizing client events e.g. Workshops, Conferences, Dialogues etc. Follow up to ensure assigned clients attend the events
Document all client relationship activities including calls, emails, visits, meetings, conference calls and events via our Client Relationship Management system - Salesforce
Work with other Relationship Managers to provide adequate coverage at all times
University degree in business related discipline (B.Com. Econ., Finance etc.)
CFA preferred
10 years of relevant industry experience in the areas of sales, client service/relationship management or product
Solid understanding of the investment management industry
Knowledge of investment management principles, asset allocation, risk assessment, and portfolio management techniques
Ability to work independently and juggle a number of tasks simultaneously in a fast-paced and team-oriented environment, where priorities change frequently and deadlines are often under significant time pressure
Comfort engaging with all levels of firm management and investors
Keen understanding of sales and marketing process and developed relationship management skills
Completion of Canadian Securities Course
Strong computer skills (Microsoft Word, Excel, PowerPoint), with ability to learn and easily adapt to new applications
Experience using industry software (Morningstar Principia, Mercer MPA)
Experience utilizing Client Relationship Management system (Salesforce.com)

149

Executive Relationship Management Specialist Resume Examples & Samples

Crafting a sustainable way to track executive engagements in the field, so that reps and CSMs have the most up to date information in our CRM about executive engagement with our top accounts
Maintain records around the activity level of the Executive Engagement and sponsor program to represent the impact our executives are having on our ability to communicate the value of Box
Proactively drive executive engagement and connections while Box executives are on the road
Act as a quarterback to ensure that Box exec time out of the office is maximized with customer and prospect engagements, and to ensure adequate communication, planning and tracking for executive engagements
Manage executive outreach process for all executives, and assist executives in drafting & sending Executive Outreaches to customers & prospects
Coordinate across multiple internal teams to ensure executive engagement is tracked and planned efficiently
Document most recent engagements or executive conversations with contacts at our customer and prospect accounts
Strong understanding of SFDC reporting and tracking, Sales Ops knowledge a bonus
2-4 years of experience and a proven track record in SFDC reporting, sales enablement, customer success, or related fields
Proven builder of internal and external relationships, understand the needs of both customers and internal stakeholders
Extremely detail-oriented with a proven ability to follow-up with the appropriate parties to ensure projects are completed on time, and to the highest quality
Data-driven mindset to execute on requests, track progress and report on successes/failures
Ability to build and maintain strong interpersonal skills and comfortable working on cross-functional teams
Strong project management skills and a can-do attitude
An aggressive go-getter who takes the initiative to get things done

150

Relationship Management College Internship Resume Examples & Samples

Business administration major preferred or equivalent education/experience
Working knowledge of Microsoft Office products
Ability to build formula driven Microsoft Excel spreadsheets
Flexibility with work hours as required to support client needs
Demonstrates ethics and integrity, adhering to USBFS’ core values. Holds others accountable for upholding ethics and values
Is a team oriented professional, interacting collaboratively with team members and others across the organization
Meets expected results within time, budget, and quality standards even under shifting priorities
Shows initiative, including eagerness to work on projects. May offer suggestions and / or take action to implement new or more effective solutions for work procedures, issues, or to meet client needs
Produces high-quality work that is accurate and thorough, with attention to detail
Demonstrates effective work habits and organizational skills by prioritizing and planning, with the ability to handle multiple tasks simultaneously and adapt to changing client priorities

151

Executive, Relationship Management Resume Examples & Samples

Partner with the Business Development Managers in the development of broker strategies
Support Broker Contact Strategy for assigned book of business to develop and maintain relationships with brokers and clients
Handle brokers’ enquiries & act as key contact to brokers for defined book of business
Work with brokers on a daily basis responding to complex inquires and solving problems using independent judgment and ensuring client satisfaction
Train the brokers on our Broker Portal and administrative processes and procedures
Maintain knowledge of all systems, products, programs, services, benefits and utilize this knowledge in effective resolution of broker and customer issues regarding the quote and buy process
Ability to manage multiple and divergent priorities and deadlines, work independently and proactively, negotiate and manage expectations for mutually acceptable solutions and creatively problem-solve effective customer solutions
Identify improvements to prevent issues from re-occurring
Required to work closely with Operation Team in the execution of their duties
Prepare broker commission report and handle related issues
Support our communication and broker retention strategies
Provide daily administrative support to the team
University education with minimum 2 years’ working experience in sales administrative functions
IIQE Paper 1,2,3 required
Sales/Brokerage or Health insurance background preferred
Self-motivated and able to manage priorities in meeting tight deadlines
Detailed oriented, organized and able to work independently
Excellent interpersonal skills required in order to develop key relationships at a sufficiently intimate level
Excellent communication skills in both written and spoken English and Chinese
Solid knowledge of Microsoft applications including Word, Excel, PowerPoint and Outlook

152

Leader, Ecommerce Relationship Management Resume Examples & Samples

Perform quantitative research using large data sets
Do the fundamental research behind new and refine existing data products
Guide the software implementation of data products and drive adoption
Identify opportunities for Vantiv clients to grow revenue and reduce costs
Provide scientific support across all departments and for end customers
Innovate new ways data analysis can be used to the company's advantage
Collaborate with other business units and functional areas to understand business requirements
Other duties as requested
Extensive experience working with large, real world data
Experience with predictive analytics, data mining/pattern recognition and machine learning preferred
Strong programming and algorithm development skills as applied to working with large data sets
The mentality to get initial results very quickly and iterate
Connoisseurship of good science: attention to experimental design, causality, bias, significance, etc
Insatiable curiosity, passion and skepticism
Big picture thinking and interest in solving fuzzy business problems
Extreme attention to detail and motivation to minimize error
Excellent communication skills and a team player attitude
Ability to maintain professional composure in a dynamic work environment that often requires management/completion of multiple tasks

153

VP, Relationship Management Resume Examples & Samples

Works cooperatively with other WageWorks departments to coordinate resources where appropriate and take necessary steps to manage, meet or exceed client expectations in support of a mutually satisfactory business partnership. This includes supporting sales and client implementation efforts
Builds and maintains relationships with decision makers in client companies to develop a deep understanding of client business objectives, challenges, opportunities and needs. Assesses clients’ ongoing needs by conducting periodic strategic reviews, uncovers areas for additional revenue growth, and helps them to make informed decisions regarding WageWorks’ offerings
Manages evolving client expectations, needs and priorities, and collaborates with Relationship Management, Service Delivery, Sales and Information Technology teams to ensure effective integration with consulting and service delivery capabilities and priorities
Advises Company executives, directors, and managers regarding client services operations and plans. This includes reporting on client services activities and results as well as providing guidance and sharing information as required by other internal organizations to achieve their objectives
Directs, defines and establishes operational processes, controls and review mechanisms. This includes the review and analysis of activity, customer surveys and business reports to evaluate performance. Designs and implements cost reductions and program improvements where appropriate. Modifies strategies, the organization of resources and business plans where necessary. This position has full cost center accountability and specific responsibility for margin and revenue targets
The ability to effectively plan, develop and direct the activities of teams of client services professionals, as described, as normally obtained through at least 7 - 10 years of full-time employee leadership work experience and proven success working for a customer centric industry
The ability and skill to effectively service clients with 5000+ employees, as obtained through at least 10 - 15 years of account management experience in a related field or environment is required
Significant and proven successful experience leading and directing high performing client relationship teams, including coaching, training, guiding, developing, and managing performance is essential
The ability to foster strong relationships with Clients and internal WageWorks’ departments is required

154

SVP, Strategic Relationship Management Resume Examples & Samples

Establish effective working relationships at the senior-most levels of key relationships and engage Voya executive management to drive a deeper understanding of current and future needs
Establish collaborative relationships with key Voya stakeholders across business development, product development, risk, finance, technology and operations
Construct a thorough understanding of strategic relationships as clients, including Voya’s positioning relative to the competitive landscape
Drive profitable growth and spend optimization across the portfolio via sophisticated relationship assessments, planning and execution
Inform the development of new business capabilities and innovative economic models that best position Voya as a strategically-aligned business partner
Facilitate an enterprise governance model which both promotes transparency regarding performance against targets and which provides incisive perspectives from partners to Voya executives
Deep knowledge of the industries and product sets core to Voya
Extensive relevant industry contacts
10+ years of experience in strategic relationship management in financial services, preferably with and/or covering professional services firm(s)
Executive presence, stature and ability to influence at the C-Suite levels of our key accounts
Innovative problem solver who can conceptualize solutions and drive implementation within Voya
World class listening skills, verbal and written communications skills and proven ability to execute
Strategic thinker who can innovate to highlight the Voya enterprise-wide value proposition
Open to new ways of thinking and acquiring new skills to maintain a competitive advantage
Collaborator who can build consensus around complex and fluid issues
MBA or other advanced degree preferred

155

Manager, Relationship Management Resume Examples & Samples

The ability to effectively plan, develop and direct the activities of teams of client services professionals, as described, as normally obtained through at least 3 - 5 years of full-time employee leadership work experience and proven success working for a consulting, software, or other technology or business solutions company
Experience performing consulting, client service, account management, customer service or call center experience in a sales support environment is required. The ability and skill to effectively service clients with 500 or less employees, as obtained through at least 5 - 7 years of account management experience in a related field or environment is preferred
Excellent organizational, leadership, communication, presentation, listening and interpersonal skills are required to perform the functions as described. Incumbents must have the ability to navigate political arenas with ease as well as persuade, influence and sell change effectively while projecting a professional image. Requires self-confidence and the ability to work independently. Ability to interact effectively with clients, sales team members, operations, customer service and other internal departments as described is required
Requires excellent data gathering and analysis skills, utilizing reports, spreadsheets, web-based applications, and other software tools. The ability to assess and resolve simple to complex issues related to products, service delivery or payroll issues is essential
Exceptional organizational and time management skills, orientation to detail as well as a high commitment to client satisfaction are required. The ability to handle multiple tasks/priorities under time constraints is required. The abilities to proactively identify client needs and offer solutions as well as build rapport and effectively communicate at multiple levels in the client organization are essential
Knowledge and expertise in or the ability to rapidly learn the Company’s products and services is required
Knowledge of FSA, HSA, Commuter or other tax-advantaged benefits, payroll, GL and accounting is desirable

156

Relationship Management Teamhead Resume Examples & Samples

University graduate with minimum 3 years’ experience in sales management role with retail banking
Good knowledge of banking products, compliance and branch operations and procedures
Strong people management, communication and problem solving skills
Passed HKSI 1,7, 8 & IIQE 1, 2, 3, 5 qualifications or equivalent

157

Head of Digital Relationship Management Resume Examples & Samples

Strong leadership skills with the ability to drive a team to work cross-functionally
Significant experience in multi-channel content creation for b2b and b2c target groups
Ability to influence, negotiate and gain buy-in effectively at all levels
Passion for a fast paced dynamic environment and focus on great results rather than process
Fluent English, other language skills welcome

158

Carrier Relationship Management Resume Examples & Samples

Monitor and control operations KPIs: Lead time, On-time In-Full, Fail delivery, Customers and Merchants complaints, etc
Develop logistics partners to support business strategy
Build and maintain long-lasting, sustainable relationships with logistics partners
Control and improve transportation operations process (Pick-up, Delivery, Reverse logistics)
Support Transport as required to deliver improvement projects/initiatives and efficient processes as needed
3-5 years of working experience in logistics or related fields
Bachelor or Master’s degree in Supply Chain, Engineering, Business or related fields
Proactive with can do attitude
Fast learner and strive for results
Strong leadership and ownership
Ability to perform automatously and multitask in a fast paced, high pressure environment and utilize effective problem solving and analytical thinking skills
Developed interpersonal and communication skills required to work across all aspects of the organization and partner agencies at all levels
Demonstrated ability to handle multiple tasks, to prioritize those tasks and meet deadlines
Fluent in both speaking and writing English and Thai

159

Director, Learning Relationship Management Resume Examples & Samples

Assess, develop, implement and evaluate Onboarding/New Hire Program for new to role Branch Managers and District Executives
Ensure Onboarding Program aligns with the Santander brand, includes an introduction to the key elements necessary for success in the respective role (key skills, behaviors and routines), outlines milestones at 30, 60, 90 and 180 day mark for participants, and includes ongoing support from the line of business (e.g. mentor, peer coach)
Identifies and monitors risk factors, issues, and action items to ensure the project deliverables are executed as agreed upon between the business line and L&D
Analyzes all relevant data and take the appropriate actions to improve overall quality and effectiveness of programs
Bachelors or equivalent experience: Between 8 - 10 years
Collaborative team player with proven track record of establishing long-term relationships with business partners and senior leaders

160

Head of Technical Relationship Management Resume Examples & Samples

Own, develop and execute the strategic technical account plan for the designated sub region to deliver the mandate on retention, growth and client satisfaction
Able to articulate and integrate the TR technical propositions, capabilities, and describe our content capabilities as part of the strategy
Establish and maintain relationship with client stakeholders with focus on high levels of customer satisfaction and driving more value for client
Thorough understanding of customer technology infrastructure, business roadmap and strategy, and broker the customer technical requirements and access to expertise
Identify opportunities where TR technology, content and partners could meet or exceed clients’ business needs by embedding TR enterprise services into the customer workflow
Utilize intelligent data on customer enterprise consumption to identify risks to customer satisfaction
Develop and execute plans to develop knowledge of enterprise level consumption, drive adoption of TR API’s, content and solutions
Provide project management skills and techniques where required to ensure stakeholder management and successful task execution
Ensure technical service risks are mitigated
Playing an integral role by actively engaging and participating at regional client and customer service forums within Thomson Reuters and with clients
Own and develop relationships with the frontline account management and specialist sales, service and support organizations of our clients
Managing technical issues escalations in a way that not only responds to their immediate needs but addresses the root cause of those issues, improving service across the customer base
Experience in a technical role, systems development and/or integration in a financial organization and demonstrates strong understanding of complex technologies, data content and financial markets
Proficient at discussing technology, systems and developments pertinent to the financial market place
Knowledge and experience with Thomson Reuter’s products and technologies
Excellent understanding and ability to articulate customer requirements and priorities
Confidently and effectively engage with senior management and work across diverse teams (function/geography)
Strong interpersonal and team leadership skills to manage through influence

161

Relationship Management Administrator Resume Examples & Samples

The ability to increase knowledge of Collective Investments, Financial Markets and the development process for our funds
Be able to work within driven and motivated sales team
The opportunity to engage with a variety of different distributors
To engage directly with Fund Managers and Investment Specialists
Working within the Relationship Management Team to provide key administrative support
To work closely with other members of the Relationship Management Team to increase investment and product knowledge
To work closely with and support Relationship Management Team and Marketing to co-ordinate and organise sales or training events (lunches, seminars, presentations & conferences) and ensure all required materials are collated and available
Production of regular sales and activity MI using in-house and external IT solutions
PA support & diary management for the Senior BDDs
Proficiency in excel/database management and report production
Proficiency in Microsoft Office Applications (Powerpoint, Word, Outlook etc)
Basic Industry awareness
Ability to resolve issues in a customer focused manner
IOC – Collective Investment Scheme Administration (or working towards)
To be fully conversant with the FCA’s Principles relating to TCF

162

Relationship Management & Service, Wholesale Resume Examples & Samples

The opportunity to engage with a variety of different distributors globally
To engage with all relevant teams within Aviva Investors to assist in progression of identified business opportunities and provide ongoing client service
To engage directly with Fund Managers and Product Specialists
Working within the Relationship Management & Service Team to provide key support
Work closely with members of the Relationship Management and Service Team by utilising existing industry knowledge to achieve a high level of client service
To work closely with and support the Global Client Solutions Managers, and Head of Relationship Management and Service in reaching strategic business targets
Production of regular sales MI, reporting and account plans
Production of fund performance data (charts and graphs) using Lipper IM
Co-ordinate completion of fund questionnaires and RFPs
To use technical knowledge to assess and evaluate customer requirements to ensure a quality solution
Maintenance of CRM system
Provide general Relationship Management across all distribution channels
Ensure fair treatment of customers in line with TCF principles is defined and embedded into all activities of self and team
Experience of operating in an asset management retail environment
Experience of working in a customer service environment
Experience of delivering an agreed set of targets and objectives
Industry awareness
Proficiency in powerpoint, excel/database management and report production
Effective organisation and communication skills
Ability to work effectively within team environment
Previous experience of dealing with intermediaries both on the telephone and face to face and awareness/understanding of Collective Investments

163

Associate / VP, Relationship Management Resume Examples & Samples

Day to day responsibility for the relationship management of existing institutional clients in China. Serve as a trusted partner and advisor to the business, working collaboratively with senior sales to ensure a positive client experience
Proactively engage clients on conversations around investment themes and outlook, help to arrange meetings, visit, training etc
As a primary relationship manager, building and maintaining strong relationships with clients, including: anticipating client needs and prompt responses to client inquiries; cultivating an awareness of client specific investment and operational priorities and sensitivities
Regularly monitor portfolio performance and work with senior sales to defend at risk mandates
Manage client and sales activity information in the client relationship management system, e.g., update organization chart by client on regular basis
Perform sales supports in collaboration with senior sales when required
4-7 years’ experience in financial services industry with similar capacity, asset management industry preferred
A Self-Starter, Self-motivated individual, with the ability to take ownership to ensure outcomes are achieved
Effective communication skills & Strong results-orientation
Superior attention to detail and ability to manage multiple tasks to tight deadlines
Strong representative of BlackRock at client conferences/industry forums
Track record of building strong working partnerships and effectively managing client expectations
Fluency in spoken and written Mandarin is a must

164

Representative, Relationship Management Resume Examples & Samples

Analyzes moderately complex situations/data/information utilizing appropriate methodology, criteria factors, and standards. Recommends and votes complex issuers and deals. Writes reports in a timely manner
Develops effective relationships with issuers, intermediaries and investors
Adheres to the analytical guidelines, procedures and policies established for ratings. Coordinate with analysts, managers, and staff at all levels of the organization to ensure smooth and efficient analytical work process/procedures while complying to regulatory requirements
Participate and support criteria and analytical projects
Supports junior analysts within group on analytical matters and help them resolve day-to-day situations
Under general guidelines and a large degree of independence, has the ability to analyze unique, non-routine analytical or business problems in a timely and insightful manner but requires management oversight on most complicated issues/situations
Meets with issuers and investors on analytical matters and assists in resolving client needs, contributes to media requirements in conjunction with senior members of the organization, and takes the lead at in external meetings related to the credit, as assigned by a more senior manager
Aids in identifying market trends, client development, criteria development needs and client’s financial projections
Minimum 3-5 years in financial services experience (7-10 years without advanced degree)
Must have an understanding of financial markets and business environment including implications for S&P’s analytical products and services
Must be able to command work level English. Understands written Japanese laws and regulations
Must have a well-developed ability to analyze unique, non-routine analytical or business problems in a timely and insightful manner
MBA or CFA preferable
Must be able to work effectively in a team-oriented, global, and multi-cultural environment
Have the ability to undertake rigorous analytical work and be proficient at writing analytical reports

165

VP-ihc IT Data Relationship Management Administrator Resume Examples & Samples

Understand how data and metadata flow to and from various applications
Understand how job scheduling and production processes are setup and maintained
Understand how to open tickets to get other groups to perform services
Support Hyperion application maintenance requirements
Perform some production support duties during off-hours on rotation

166

Manager, Third Party Relationship Management Resume Examples & Samples

Collaborate with EMEA counterparts to align processes and reporting
Act as escalation for TPRM team
Generate, interpret and action Management Information Statistics (MIS) metrics; monitor key metrics for trends and act accordingly
Create, document, maintain and improve 3rd party process flows, operating procedures and controls
Participant on business and technology enhancement initiatives effecting custodian/broker communication
Ensure appropriate operational controls in order to manage and mitigate risk to Northern Trust. Following NA IOO TPRM negotiation of client compensation document
Research, analyze and resolve complex client inquiries
Build working relationships with 3rd parties (Custodians and Brokers) and internal parties
Responsible for the delivery and continuous enhancement of Custodian/Broker operations and client services
Serve as a point of escalation, work to resolve client servicing issues timely
Responsible for creating and reporting on internal partner’s client satisfaction on Custodian and Broker relationships
Oversee/conduct Quarterly Service Reviews, Due Diligence meetings, and other client meetings as required
Build relationships with IOO Partners / Shared Service Managers and NT support groups
Responsible for obtaining in-depth knowledge and understanding of Custodian/broker services and how they are manufactured and delivered
Ensure internal and client issues are communicated and escalated in a timely manner
Knowledge of financial services, asset management and/or investment operations
Leadership and organizational skills to develop periodic goals and to manage and motivate team members towards achieving the goals set
Highly flexible and adaptable to change
Ability to coach and develop team members
A college or university degree and/or 5-10+ years of financial work experience
Previous Financial Industry Operations, Asset Management and/or Investment Operations experience
Previous client management and client service experience in a service oriented environment
Previous custodian experience required ( 3 years minimum)
Previous broker experience required ( 2-3 years minimum)

167

Supervisor Account / Relationship Management Resume Examples & Samples

Enthusiastic, energetic team player who has the ability to take the lead and manage priorities as we as understand priorities and escalation structures
Ability to work positively within a wider team
Ability to manage multiple projects and meet deadlines
Ability to exceed customer expectations
Ability to adapt to new business practices and respond positively
Excellent English, both written and verbal
Full valid and non-restrictive passport
Ability to work with Sales and Operations teams
Excellent communication and negotiation skills. Fully familiar with the Microsoft Office suite and associated packages - especially excel and word
International work experience and cultural awareness preferred
Experience of co-ordinating a range of event types & channel activities. Previous experience in educational services or testing businesses
Ability to physically support manual handling of equipment
Collaborative Working
Commitment to Improving Quality
Performance Maximisation
Effective Communication and Business Acumen

168

VP, Amrs Senior Relationship Management Resume Examples & Samples

Drive and implement key initiatives that impact the global SRM team
Devise strategic business plans and prepare presentations for senior management
Facilitate communication and drive coordination among all members of the sales coverage teams
Arm junior members with effective sales, leadership and strategic skills
Streamline processes and routines to more efficiently execute day to day tasks
Solid quantitative and analytical skills
The ability to work independently and function as part of a team

169

Head of Relationship Management Resume Examples & Samples

As both a player and a coach, the incumbent leads a team of relationship managers and client service managers in their roles as primary day-to-day contacts for all institutional investment management clients including public and corporate pensions, endowments, foundations, and mutual funds
The incumbent will oversee the effective communication and relationship management of all company clients by the client service team. S/He will lead the institutional client service managers in developing and executing proactive, creative, and ongoing contact initiatives intended to identify and satisfy client needs
The incumbent will work with portfolio managers, client service managers, investment strategists and marketing and sales staff and any other relevant stakeholders to develop and implement policies and procedures for serving existing institutional clients
S/he will be responsible for effective communication and relationship management of all distribution channels that the company services
Other significant areas of focus are the continued professional development of the team; continue the evolution of the team support structure; support existing and create new management tools that enable the status of the client base to be known; support existing and new initiatives (i.e. client retention, client rationalization, etc.)

170

Consumer Relationship Management Intern Resume Examples & Samples

Analyze and interpret customer metrics
Assist in implementing a program to increase customer retention
Create a customer report which will detail our “Katherine” customer’s psychographic profile, and highlight any events or apparel preferences that can be helpful to design
Understanding of and genuine appreciation for the Lilly Pulitzer® Brand and consumer
Excellent attention to detail and follow-through
Excitement to learn
Ability to introduce creative, innovative ideas
Ability to maintain a strict calendar of deadlines
Ability to influence individuals outside of direct supervisory relationships
Currently acquiring a four year college degree
Experience in an analytically focused job or coursework is strongly preferred

171

B-account / Relationship Management Assistant Resume Examples & Samples

Continuously research, learn, understand and engage with all key institutional stakeholders involved in the partnership model
Work with the ED to continuously use qualitative decision criteria to evaluate the viability of each opportunity and make collaborative decisions to pursue only those that fit mission and purpose
Be a strong team player within the Strategic Partnerships group but also actively utilize the local sales team members to develop relationships and opportunities within the territory to maximize current key partnerships and drive partnership close ratio
Stay current to communicate internally and externally on current industry issues in the Higher Education industry and at each key institution they are partnered with within the territory
Demonstrate leadership in sales process by directing all internal and external stakeholders involved in order to ensure advancement of the opportunity
Summarize and communicate follow-ups and next steps for every partnership engagement with respectful requests for confirmation
Collaborate with the Account Managers to ensure a successful implementation roll-out and execution of key metrics for a successful deployment
Exemplary client service
A Bachelor's degree or an equivalent combination of education and successful work experience
A minimum of 5 years of increasingly successful sales achievement
Experience selling in the higher education market
Outstanding track record of defining an effective sales plan and achieving its implementation and execution
Demonstrated proficiency in MS Office, CRM and Sales Reporting tools
Accomplished in pulling out customer needs, coordinating decision processes and consulting within the Higher Education institutional framework
Possesses a high level of comfort working with highly complex situations where numerous sources of information must be integrated and interpreted and then have the ability to make connections between issues that arise and feasible solutions
Proficient in sales account planning and execution; understands financial models and then is able to create the P&Ls that support and demonstrate those models
Thinks strategically and creatively when presented with ambiguous opportunities and is able to be analytical in pursuit of new opportunities

172

Team Leader, Relationship Management Resume Examples & Samples

Understands clients' business needs and develops solutions to maintain and grow business
Maintains awareness of market and industry trends, reviews all available collateral and develops an understanding of competitive situation
Provides regular account reports to management. Understands new procedures. Provides support and advice to team
Basic understanding of the customers' business to help identify their needs
Broad-based knowledge of S&P GMI products and services and how they relate to customers
Solves moderately complex customer problems in the account management process. Takes a new perspective using expertise and judgment
Regularly interacts with internal and external clients

173

Client Service & Relationship Management Co-op Resume Examples & Samples

Establishes, maintains and enhances administrative policies, projects and procedures pertinent to the division
Provides Product Management, Relationship Management, and Client Service with office administration services such as binding presentation materials and updating of databases
Assist Office Associate with the scheduling and arranging onsite client meetings (presentation materials, refreshments, conference rooms)
Attend weekly Product Management and Relationship Management team meetings
Special projects for the department as needed
Performs a variety of specialized duties, which may be complex or confidential in nature, to assist teams and ensure smooth and efficient operations
Strong interpersonal skills and passion for developing relationships
Strong analytical, communication, organizational and project/people management skills
Expertise in spreadsheet, data base and word processing applications including Microsoft Word, Excel, PowerPoint, and Outlook
Work effectively in a team-oriented environment
Ability to work independently, as well as highly motivated with minimal direction, and must have the ability to meet deadlines

174

Senior Relationship Management Specialst Resume Examples & Samples

Series 6, 63, and Life Insurance licensing is required to be obtained within set timing standards
4 year degree or related business experience or advanced degree. Defined Benefit experience desired
3+ years proactive service skills
Ability to work independently and be a team player
Proven organizational skills and prioritization skills
Ability to think quickly in stressful situations
Ability to communicate ideas in a clear, concise, and articulate manner
Ability to react to change productively and handle other essential tasks as assigned

175

Strategic Relationship Management Summer Student Resume Examples & Samples

Manage ad hoc assignments supporting the Strategic Relationship Management Group Head (Managing Director) and senior team
Research strategic relationship organizations, leveraging publicly available and subscription resources, to develop new insights into partner firms and share with key internal stakeholders
Contribute to the successful launch of a new Partner Intelligence database
Support the full deployment of a new Client Relationship Management (CRM) system
Assist with presentations to senior internal councils and committees
Actively pursuing undergraduate degree
High attention to detail and timely delivery

176

Senior Manager, Relationship Management Resume Examples & Samples

Build solid relationships with key Merchant Solutions customers within the portfolio
Leadership oversight and model quality service at every customer/business partner interaction to demonstrate the business commitment to being a customer centric institution where the merchant experience is priority
Accountable to develop department targets and goals for the retention and expansion of the existing portfolio of customers
Responsible for the formulation of portfolio growth objectives, and measurement of performance against department targets and goals
Responsible for the business planning process and strategic initiatives for the Relationship Management team
Build and leverage internal stakeholder relationships to help drive results against client deliverables
Model and coach team towards exceeding customer expectations in all interactions, and achieving CEI results

177

MS Relationship Management Group Resume Examples & Samples

Interface regularly with investment bankers, company management, MSWM management and introducing MSWM capabilities and advisors to Morgan Stanley relationships/clients outside of MSWM
Ensure business opportunities provided to MS by external parties are properly monitored
Manage these introductions and relationships, providing value-added feedback to all relevant parties as appropriate
Track and monitor pipelines, group metrics and cross-divisional revenue and asset databases
Be results oriented and quickly turn around high quality work in a fast paced environment
Provides support on products and services
Create a comprehensive list of the firms’ external third party vendor relationships in an effort to identify new business opportunities
7+ years’ experience in financial services with a deep understanding of Investment Banking transactions
Self-starter who will take initiative, learn quickly and work independently
High level of attention to detail, with excellent written and verbal communication skills
Team-oriented, with high level of administrative and interpersonal professionalism
A track record of success and a demonstrated ability to exercise good judgment and discretion

178

Director, Relationship Management Resume Examples & Samples

5-7 years direct supervisory experience, including managing other Managers of People 　
Demonstrated leadership abilities, influencing those within and outside of direct reporting lines and proven success leading cross-functional teams. Recognized as a trusted, collaborative leader. 　
Experience in supporting life insurance distribution channels, new business and related processing is preferred.　
Excel/Word/Powerpoint proficiency. Experience in developing and delivering effective presentations. 　
Excellent written and verbal communication skills, including effectiveness with tailoring the message and medium to meet the needs of the audience. 　
Strong problem solving and organizational skills. Demonstrated ability to think about business problems/opportunities in a new way and clearly articulate priorities & strategy. 　
Talent development focused. 　
Ability to build and sustain strong business relationships with key stakeholders. 　
Series 6 registered or willingness to obtain within 6 months. 　
BA/BS preferred

179

Ccar Projections Data Relationship Management & Controls Lead Resume Examples & Samples

Maintaining the Projections Aggregation and Collection Engine (PACE) database, using the Data Relationship Management (DRM) platform to lead hierarchies/charts of accounts
Partnering with FR Y-14A/Q, business line, and functional area teams to ensure data dimensionality supports both regulatory reporting and internal reporting requirements
Ensuring process flows and risk-mitigating controls are up-to-date, documented, inventoried, and tested; writing process narrative and controls descriptions
Identifying and documenting data lineages, including mapping regulatory report submission lines (FR Y-14A) to upstream sources (e.g., models)
Maintaining the Projections Category (PCAT) Dictionary and other supporting documentation
Serving as a PACE subject matter expert and providing ad-hoc assistance to users both in and out of the production cycle

180

Relationship Management Manager Senior Resume Examples & Samples

Responsible for development and execution of specialized sales strategy by actively managing/growing revenue within partner portfolio, understanding client needs, applying consultative selling, cultivating references and developing appropriate product solutions
Lead a team of Portfolio Relationship Managers to cultivate business from new and existing partners, and grow the profitability of those relationships through key account development, consultation, strong analysis, reporting, consultation and presenting back results to partners suggesting areas for optimization & performance improvement
Adhere to and execute people manager responsibilities including developing talent, providing timely feedback, clearly communicating priorities, managing resources and supporting diversity
Responsible for leading the end-to-end renegotiation of agreements with partners as they expire (including midterm addendums designed to provide performance based incentives) while also leveraging the firm’s resources to bring those agreements to fruition. Successful candidates understand client needs, and have an innate ability to creatively solve business objectives delivering the appropriate products and services to meet needs through extraordinary consultancy
He/she will liaise with other lines of business (e.g. Investment Bank/Commercial Bank, Card Services, and Treasury) identifying additional opportunities to delve deeper into the partner portfolio while cross selling the firm’s products and services; lead efforts to incorporate wider small business banking solutions (BB, Retail, Card) into our Partner sales portfolio
Development of sales reporting and KPI criteria encompassing performance of entire Partner Management performance
Determine and allocate marketing resources against existing client base to more efficiently leverage availability and improve resultant revenue
Create and implement financial incentive programs for merchants to ensure long term participation in program and/or approval of expansion opportunities, with requisite reporting and tracking to ensure continued engagement
Partner with other functional teams to ensure necessary technology and tools are delivered that are integral to the retention and growth of the portfolio
Provide a face to strategic partners of the firm to develop and grow strategic relationships through public speaking engagements, panel discussions, events, and trade shows

181

Manager, Relationship Management Support Resume Examples & Samples

Uplift morale and motivation of direct reports and being the driving force for continuous growth and development in S&P Global Market Intelligence (SPGMI) as a whole
Monitor the quantitative and qualitative performance of team members and communicate key points to global Relationship Management Team Leads
Ensure all team members are meeting or exceeding expectations and continuously mentoring team members to support individual and group initiatives
Monitor required workflow-centric and product-specific training completion and ensure team members are adept on Salesforce.com, consolidated usage cube, product knowledge, new functionality and all related continuous education
Track market and customer developments and trends
Understand customer problems and suggest ways to help Client Relations Associates address them by providing supervisory support in resolving issues on reporting, user and account data management, end user product-related concerns. Serves as a subject matter expert on the business being supported
Manage workforce requirements, as needed
Manage team meetings and actively participate in local operations leadership meetings
Communicate to all team members any new requirements, changes, updates on all support related information as well as company information, especially mandates from local HRBP, Finance, and Senior Management
Represent the team on special projects/initiatives driven by the Commercial Organization Senior Leadership
Maintain customer satisfaction with regards to processes for proactive client outreach and client presentations
Act as the main point of contact for onboarding newly hired employees and ensuring that the positive and goal-oriented department culture is maintained throughout
Bachelor’s degree (Finance, Economics or related field preferred)
3-5 years’ related work experience (at least 2 years of experience in Sales or Account Management or in similar industry as SPGMI, preferred) with strong managerial capacity
Knowledge of finance and accounting principles is a plus
Excellent presentation, communication, multitasking and customer service skills
Positive, proactive attitude and ability to engage and motivate the team
Ability to coordinate cross-functional teams
Demonstrate sound ability to analyze client information quickly, respond logically, and use data to influence client purchase decisions
Amenable to work in Makati and working in a variable working schedule

182

Analyst, Relationship Management Resume Examples & Samples

Work directly with Bala-West Relationship Managers and RM-Support on various client presentations, inquiries and portfolio development tasks
Assist in client portfolio development including running pacing models, responding to allocation decisions and preparing strategic plans
Respond to ad hoc client questions and special requests
Learn and maintain a working knowledge of iLevel, InDesign and Cobalt to aggregate and present information needed for client deliverables
Work with other departments internally, including FIT, legal, research and client service to gather information and coordinate resources as needed
Attend weekly meetings to learn and distribute information about investment pipeline
Assist with writing and reviewing quarterly reports and presentations for clients
Attend client pipeline calls to ensure all information is captured and is communicated out to the team effectively
Work alongside other global RM-Support to coordinate and monitor client training sessions
Assist with other duties and special projects (including business development requests) as needed
0 to 1 year of work experience in an accounting/financial industry setting

183

Relationship Management Consultant Resume Examples & Samples

Negotiating/conflict resolution
1-3 years of insurance relationship management experience
Ability to intelligently prioritize day-to-day tasks to focus on those that are most critical
Ability to manage day-to-day dynamics of insurance partner relationships with support from immediate manager
Advanced organizational and time management skills

184

Relationship Management Senior Consultant Resume Examples & Samples

2-5 years of insurance relationship management experience
Basic understanding of commercial and personal ins. products (i.e. homeowners, work comp, dwelling fire, BOP)
Ability to take on additional projects as needed
Ability to communicate at all levels within the client-facing environment
Ability to understand P&C insurance industry and insurance company financials
High level of comfort dealing with ambiguity and upper level management

185

Team Leader, Relationship Management Resume Examples & Samples

Leads, mentors and coaches a Relationship Management team and manages the allocation of team resources effectively to drive account and renewal growth
Manages client relationships and educates team on revenue enhancement. Monitors health of team's accounts. Enforces account management best practices. Ensures client contracts are appropriately priced
Keeps current on market and industry trends to ensure strong market position and promotes the overall goals of the organization. Shares knowledge with team. Participates in industry conferences and events
Provides monthly account management and sales reports to sales and business management
Significantly impacts the revenues of the business unit through renewal price increases and cross-sell/upsell opportunities that are referred to sales
Proven experience sales, relationship management or marketing experience and broad industry knowledge. Experience in Product Ops or at a client or prospect company a plus
Experience managing, coaching and developing a team
Significant experience in a sales or a client facing role (inside sales, prospecting, sales support, customer support)

186

Money Manager Services Relationship Management Resume Examples & Samples

Effectively manage a book of relationships and be accountable for all aspects of the Client's experience
Grow and maintain strong relationships with main Principals at top-tier firms
Manage Client relationship to drive profitability and increased use of Money Manager Services platform
Act as a liaison to the Merrill Lynch U.S. Wealth Management Financial Advisors when a dual relationship exists
Resolve issues and recommend more effective methods of working with Clients and internal business partners
Respond to escalated Client requests
Drive projects and deliver end results
Coordinate ongoing Client reviews of profitability and vetting
Frequent and detailed reporting to senior Merrill Lynch leadership
Present issues and solutions to Money Manager Services decision makers including Legal, Risk and Compliance for approvals
Help identify and manage risk in the Money Manager Services business
Client meetings including travel
Input into overall running of the business and operations
Completed 3-5 hrs of Investing in You curriculum
Excellent communication skills in order to effectively interface with business partners, Branch Office personnel and Third Party Registered Investment Advisors
Strong organization skills and proven ability/experience in multi-tasking in order to maintain performance
Ability to produce quality work within tight timeframes
Flexibility to work in an evolving environment as automation of processes and reorganization of process flows are implemented to achieve efficiencies
Excellent applied knowledge of Excel
Series 7/66 Registrations
Good Manager of risk environment
Knowledge of financial transaction processing
Perform in a proactive and strategic manner
Understanding of Wealth Management Policies, Procedures and systems

187

Data Relationship Management Developer Resume Examples & Samples

Business acumen and understanding of organizational issues and challenges with the ability to advise implement and apply the right tools/processes to meet these challenges
Good experience in the data and reference data integration space in development capacity
Exposure on DRM core concepts like Exports, Imports, Blenders, Action Scripts, Property Definition and Property Categories
An understanding of audit trials and transaction logs
Track record of integrating DRM with any of the ERP systems like SAP, Oracle GL and PeopleSoft
Track record of integrating DRM with Hyperion tools like Essbase, Planning and HFM
Working experience on DRM security features like Node Access Group and Node Type
Exposure on DRM metadata migrations
Basic knowledge in Oracle or SQL Server DB
Technical background in IT and/or Computer Science Related degree
Experience of Oracle Hyperion Products (Oracle DRM & FDMEE) would be beneficial
Previous experience with DRM across multiple functions/programmes is a beneficial. Knowledge of other Reference data management tools like SAP RDM will be advantageous
Well versed with Systems Development Life Cycle (SDLC) and various phases and project milestones
Familiarity with project management approaches, tools and phases of the project lifecycle. Well versed with Systems Development Life Cycle (SDLC) and various phases and project milestones

188

Senior VP, Claims Relationship Management Resume Examples & Samples

Cultivate and execute a claims agency engagement strategy that maximizes external understanding of the claim value proposition and successfully drives acquisition and retention of profitable business
Implement a disciplined process that ensures a deep understanding of claim customer satisfaction results and drive appropriate action to consistently improve results
Promote inter-departmental collaboration between Claims and key business stakeholders to increase knowledge sharing, ensure transparency relative to claim performance and improve customer satisfaction
Drive effective use of the Relationship Management function as single point of contact to troubleshoot technical/service issues from agents/policyholders and ensure lessons learned are documented and shared and the highest-quality customer service is delivered
Develop a deep understanding of each business segment’s strategies and communicate key information to claim stakeholders to ensure claims is appropriately aligned to the business
Gain a deep understanding of claim service offerings in the market and along with key business stakeholders ensure a competitive offering to drive acquisition and retention of business
Establish a professional, polished company reputation by understanding, applying and upholding organizational values during outward-facing interactions and guiding team to ensure communications consistently aligned with company image
Ensure successful implementation of off-shore model by building support for change, guiding project execution and overseeing change management, communications, and vendor processes to achieve business goals and deliver financial benefit
Drive a performance management culture by mobilizing and developing individuals at all levels, encouraging cross-team collaboration and leading department to achieve positive results for the organization
Plan, allocate and manage financial budget by anticipating expenditures, accurately forecasting resource needs/costs and properly accounting for expenses to meet requirements and achieve fiscal responsibility
Foster a positive environment by modeling cultural expectations and guiding leaders to reward performance and value "can do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity and fun
Inspire QBE values in personal work behaviors, decision-making, contributions and interpersonal interactions; manage own career development by soliciting feedback and valuing other perspectives
10+ years' relevant experience
Current and possible future policies, practices, trends, technology and information affecting his/her business and organization
Advance working knowledge of claims processes and best practices
Comprehensive knowledge of project management, continuous improvement methodologies and application
Advanced working knowledge of change leadership and management principles and best practices
Identify opportunities and implement strategies for synergy and integration
Negotiate skillfully in tough situations with both internal and external groups
Communicate information in a clear, well-organized, and professional manner
High degree of financial acumen and awareness of financial responsibility
Analyze risks, benefits and opportunities to ensure organizational competitiveness and satisfaction of established long-range objectives
Manage, influence and collaborate with people, including vendors, at different levels within the organization to accomplish a common goal
Manage geographically dispersed teams
Develop and use metrics to promote desired results
Create and re-engineer processes to gain efficiency and effectiveness
Develop and manage budgets
Provide vision; think creatively and innovatively

189

Analyst, Affiliates Relationship Management Resume Examples & Samples

Support onboarding of new Affiliate business, including preparation and presentation of new-to-bank forms, and raising HRRs when identifying KYC concerns, amongst other onboarding related activities
Support credit review and approval process, including review and management of intragroup limits, and submit limit increases and/or new money credit limit proposals for Affiliates to address operational and credit risk issues identified in the daily operation
Support submission and/or amendment of documentation requests for Affiliates (i.e. ISDA, CSA, MRA amendments, etc.)
Support Nostro account opening and closing working closely with the Nostro Coordinator and Network Management
Assist Nostro Coordinator in management of inbound KYC/EDD, RFI and account activity requests through to completion
Support Canada and Global projects designed to support and advance the Global Group Affiliate Relationship management strategy and priorities as needed on an ad hoc basis
Assist in the development of the Affiliate Relationship Management Committee monthly report
Assist in the development of new and amendments to current procedures, processes and other documentation
Ability to provide superior analytical support to the Affiliate Relationship Management team members
Ability to establish a working rapport with local LoBs, products, operations and FCC
Ability to design, organize, and deliver complex projects under tight timeframes with limited resource
Knowledge of HSBC Transactional Banking products and services, including GLCM and GTRF, and related credit support
Knowledge of HSBC Group structure, business lines, strategy, policies, and procedures
Ability to communicate effectively across various cultures, business areas and functions, and levels of seniority within the organization
Understanding of risk in its broadest sense
Knowledge of applicable KYC/AML/EDD policies and procedures
A resilient patience and appreciation for process, a passion for problem solving, and a keen sense of mission

190

Associate, Affiliate Relationship Management Resume Examples & Samples

Responsible for creating and reporting of MI to provide for effective financial crime risk management of HBCA Affiliate relationships, including but not limited to, metrics to measure the overall health of HBCA’s Affiliate financial crime control environment and to indicate any relationships that are nearing or outside of risk appetite thresholds
Conduct periodic reviews of historical transaction activity of HBCA Affiliates, provide additional examination and transactional analysis observations. If required, make requests for additional, targeted reviews of observations giving rise to potential financial crime or other serious concern involving the transactional activity of the Affiliate
Identify exceptions and trends that would alert the business to financial crime risks of dealing with an Affiliate
Where required, submit requests for information to HBCA Affiliates to gain an understanding of any unusual activity
Serve as a key point of accountability for research and analysis associated with HBCA’s Affiliate activities
Provide significant intelligence overlay to basic research findings and large data sets
Contribute to refinement of definition of transactional/activity variances and required escalation and decisioning activity
The role holder needs to provide quality and timely analysis to the Affiliate Relationship Management team
The individual must be seen as responsive and supportive, but also ensure diligence and quality is demonstrated
The need to influence stakeholders and other partnering groups is important and therefore must be an inherent skill set of the candidate
Very strong knowledge financial services, financial crime compliance and the external regulatory/industry environment
Strong knowledge of due diligence, risk identification and mitigation activities
Highly developed analytical and strong mathematical/statistical skills
Advanced Excel and database knowledge is preferred
Comfortable with large quantity of data and using it for analysis
Industry knowledge and understanding of Correspondent Banking and GLCM products preferred, however training will be provided
Energetic, positive attitude, and team player who enjoys building operations and data analysis tools
Ability to work well under pressure and multi-task in a fast paced environment
The ability to work with minimal supervision
The ability to make decisions regarding assigned projects independently
Willingness to support side projects to enable development of operating model
Able to deliver to deadlines
4+ years relevant work experience

191

Manager Account / Relationship Management Resume Examples & Samples

Provides solution oriented subject matter expertise during the sales process (as a means to surface a shared vision of the customer experience across the administration, partners, faculty and students as well as Pearson functional areas)
Works with assigned Sales leadership to define appropriate courses for inclusion in programs based on both Pearson and customer capacity to deliver on desired relationship and CX outcomes
Identifies with internal Pearson stakeholders what will be delivered and when as part of P&L and deal planning discussions, ensuring expectations are understood and Pearson has the ability to deliver on commitments before they are expressed or communicated to the customer
Reviews customer agreements before they are delivered to the customer to ensure they reflect the agreed upon commitments discussed during the sales process
Facilitates the pre-implementation kick off meeting with key stakeholders to engage on implementation activities
Identifies the desired program experience for the Administration, students and faculty, guiding the Administration through a laser focused discovery phase and securing agreement on expected outcomes for the target term start
Confirms scope, business requirements and expected outcomes relative to the population that will be be leveraging Pearson’s products and services, including number of courses, term start date, enrollment projections, delivery and product model, content selection, add/drop period, opt in/out needs, LMS integration requirements, faculty training and readiness, communications, reporting, billing and outcomes research
Ensures customer and Pearson stakeholders have clear visibility and timely access to requirements, commitments and risks (including contingency plans)
Tracks and documents all decisions, follow ups and risks, managing risks to closure or through escalation
Liaison to all Pearson functional areas for the customer, and represents Pearson functional areas to the customer (bringing in subject matter expertise on a deliberate basis when needed)
Responsible for all set up activities including the translation of customer operational and billing needs into Pearson systems
Responsible for ensuring that an accurate profile of the customer is reflected in our CRMs and that sales and finance teams have the information they need around what is in place for assigned customers to drive billing and invoicing to the administration and revenue/growth at a local level
Responsible for presenting the installation at internal review meetings and managing all follow ups and risks through resolution
Responsible for assessing customer outcomes against expectations across key customer moments of truth to ensure quality
Responsible for providing escalation support for Administration stakeholders throughout the semester, working with both Pearson and external stakeholders to resolve critical and sensitive customer issues
Provides input into Account Planning with a focus on installation planning and service delivery planning, including key recommendations to retain and grow the business (from a service and installation perspective)
Monitors the health of the customer experience for assigned accounts throughout the semester and surfaces a view of progress, challenges and action plans which is reviewed with key stakeholders regularly
Must be able to travel up to 3o - 40% of the time
3-5 years of management experience in a business operations role with focus on business analysis/ requirements gathering in either the Higher Education, Healthcare or Insurance industries
3-5 years experience directly managing customers (in a customer facing role) and serving as a customer liaison with internal teams with a proven track record of influencing towards shared expectations and outcomes
Deep knowledge of how the Digital Direct Access business model works and what needs to be set in place and when in order for it to be operational for a customer
Experience with implementing and supporting MyLabsPlus with customers
Understanding of access channels, integrations and operational set up processes
End to end customer set up experience with a general understanding of holistic program design & inner workings
Experience managing expectations and coordinating deliverables across both internal and external stakeholders and influencing teams to resolve issues that impede progress
Experience with mapping requirements to standard solutions before customization, and managing the customer expectation of outcomes throughout an engagement
Strong critical thinking skills that connect decisions to outcomes, surface scalable process solutions, including workarounds and contingency plans
Problem solver, deliberate
Ability to analyze, interpret and draw conclusions based upon data, decisions, business and technical procedures, as well as government regulations
Experience with using data to support strategic and tactical decision making
Excellent verbal and written communication skills coupled with an ability to effectively present information, insights and stories guided by facts
Ability to quickly establish a rapport with internal/external customers
Working knowledge of or ability to pick up process mapping , ideation, journey mapping as well as requirements elicitation/ documentation techniques
Must be able to travel up to 30- 40% of the time

192

Director It-state Relationship Management Resume Examples & Samples

Undergraduate Degree or equivalent work experience
10+ years of professional IT experience
7+ years of professional IT management experience in a large, enterprise environment
3+ years of professional Director level experience in a large, enterprise environment
5+ years of experience leading teams and/or managing workloads for IT team members
Prior experience leading distributed teams

193

Manager, Relationship Management Resume Examples & Samples

Maintains current knowledge and understanding of Company products, services and other aspects on which this position provides service to the client, as well as applicable laws and regulations affecting client installations
Reviews and analyzes reports of activity, customer surveys and business to evaluate performance of the assigned group of accounts and team. Designs and implements cost reductions and program improvements where appropriate. Modifies strategies, the organization of resources and business plans where necessary
Assists Client Services leadership in establishing goals and objectives and for defining strategic/tactical plans that ensure attainment of WageWorks’ client relationship, satisfaction, retention and revenue targets
Manages and oversees the activities of the assigned Client Services team, which includes but is not limited to hiring and assigning employees; coaching, training and evaluating employees; coaching, counseling and managing performance; and making salary, merit or other pay increase recommendations. Ensures staff receives proper training on products, systems and services. This position may also make recommendations and/or take corrective action to manage performance as appropriate
Experience performing consulting, client service, account management, customer service or call center experience in a sales support environment is required. The ability and skill to effectively service clients with 5000+ employees, as obtained through at least 5 - 7 years of account management experience in a related field or environment is required

194

Prospect Relationship Management Transversal Analyst Resume Examples & Samples

On P&L production,
Help on resolution of any risks and issues arising from the production of the daily P&L’s : answer request from partners
Maintain, and where appropriate, help in defining an independent daily P&L verification process which incorporates validation of trading results,
Help in proposing new process simplification and enhancement : automation of reportings and policy of comments
Ensure documentation of all procedures relating to daily reporting and control processes are kept up-to-date
Automation / Process Improvements
Maintain, and where appropriate, define automation for existing processes and ensure that team managers define appropriate controls within any change being made, whether in the Run-the-firm or Change-the-firm space. Many processes contain room for automation and improvement, whilst other reporting processes are still being developed and need further enhancements
Support member and the team to move to SG standards
Provide support and help to understand SG processes and tools when necessary

195

Relationship Management Analyst Resume Examples & Samples

BS/BA required, or equivalent work experience
2 to 3 years investor servicing industry experience
2 to 3 years of sales/marketing experience desired but not essential
Familiarity with Financial Institutions (banks, mutual fund managers, insurance companies etc) Core
Investor Services product knowledge
Strong communication skills with demonstrated presentation skills and excellent writing ability (writing sample required)
Attention to detail with proven ability to see open issues through to resolution
Ability to juggle several duties and troubleshoot while maintaining an upbeat personality
Ability to quickly learn new about new products/materials

196

Head of Relationship Management, Zurich Resume Examples & Samples

BA/BS degree and/or equivalent work experience
10+ years of financial services industry experience
5 + years of leadership experience
A proven track record in developing and managing effective internal & client relationships
Fluent in English, German and French
Proven ability to motivate staff to perform and deliver high levels of client service
Ability to communicate openly and sincerely
Ability to conduct oneself with a high level of professionalism exhibiting the highest respect for the client and BBH colleagues
Proven ability to manage and implement change
Demonstrable curiosity
Ability to think and work independently
Related financial services industry qualifications

197

Account Development Relationship Management Resume Examples & Samples

Service, manage and develop a portfolio of clients with regard to their international payments
Provide exceptional customer service with regard to pricing, problem solving, and information flow
Maintain client relationships in and across multiple levels within the client’s organization in order to drive incremental growth
You will be required to create winning client strategies as well as internal account plans; client business plans and account reviews
Provide additional support for larger Corporate clients as required
You will also have a strong focus on client retention and cross sell opportunities across all lines of the business
Ability to work closely with other departments within Amex and take ownership of client queries to resolution
Previous experience in client servicing or sales environment, preferably in financial markets
Strong knowledge of domestic and global macroeconomic drivers as well as strong all-round business acumen
Preferably degree qualified in a business related discipline
Knowledge and understanding of compliance frameworks and risk management in financial markets and business will be highly regarded
Knowledge and/or experience at an operational banking level with regard to international payments is preferable
Passion for customer service and driving results is a must
Previous experience of managing a portfolio of SME segmented clients would be an advantage

198

Senior Manager Operations Strategy & Relationship Management Resume Examples & Samples

At least 5 years of experience in a vendor management position, Customer Service environment preferred but not a must
At minimum one job experience in an international / global environment including periods of time worked outside Mexico
Exceptional relationship & partnership management skills Ability to develop integrated strategies and manage the execution Excellent oral / written communication, problem solving, analytical and time management skills Microsoft Office especially comprehensive knowledge and experience in Excel University degree (Bachelor / Master or Country equivalent)

199

CIB F&BM Global Investment Bank-relationship Management Professional Resume Examples & Samples

Bachelor’s Degree in relevant field
Broad corporate finance product knowledge and strong understanding of banking processes
Superb attention to detail and time management skills

200

Relationship Management Specialist Resume Examples & Samples

Coordinates and manages events, programs, and screenings sponsored by the organization
Coordinates and distributes content for marketing and advertising materials
Oversees the logistics and production of marketing materials, campaigns and special projects. Manages requests for marketing materials, signs, event-based materials, and related items
Organizes events and delivers event materials in a timely and cost-effective manner
Minimum Qualification: Three years of experience coordinating corporate and/or community projects
Preferred Qualification: Experience working in marketing within a healthcare environment

201

Data Relationship Management Platform Lead Resume Examples & Samples

Play a significant role in the CPR program, and input into the definition / requirements gathering, technical definitions, proof of concept, design, test, implement, and sustain phases
Work with the MDM solution lead to define roadmap timeline expectations
Responsible for project level status tracking, issue management, and reporting
Develop project plans to support engagement with CPR projects
Prioritize current business initiatives and CPR deliverables. Communicate reasonable and attainable deadlines
Work with DRM analysts to deliver DRM functional design documents
Partner with IT team on technical solutions, infrastructure support, and CPR projects
Ensure a successful development and integration on the delivery of the DRM application
Lead the configuration of DRM across multiple Hyperion applications ensuring all requirements are implemented timely
Develop and present data solutions to other members of the organization
Solve problems and develop new/enhanced control procedures. Streamline existing business processes using LEAN methodology
Partner with business teams to understand requirements of new business initiatives. Design and partner with IT to implement system solutions based on requirements
Understand data structure, data interfaces and how data flows and transforms from source systems to the downstream systems
Work with DRM analysts to develop standardized processes for application support. Document work steps necessary to achieve consistent results
Provide on-going process and system support during Close and Consolidation and Forecast processes, inclusive of evening and weekend hours when required
Ensure DRM is SOX compliant and meets GM security requirements
Bachelor’s degree with a major in accounting, finance, business administration, information systems, mathematics, computer science, economics, or equivalent experience
Strong understanding of Master Data Management and Data Governance as it relates to chart of accounts, metadata hierarchies, attribute definitions, etc
4 or more years of administration of Hyperion Planning, Hyperion Financial Management or other relevant financial systems experience
Led or have been part of an Oracle’s Data Relationship Management (DRM) implementation project
Experience in planning and deployment of global systems and/or processes
Ability to interpret system logic including DRM properties
Complex problem solving and analytical abilities
Ability to validate, analyze, and identify anomalies for a population of data
Strong interpersonal skills and demonstrated commitment to teamwork and partnerships
Highly proficient Personal Computer skills and technology driven
Ability to project manage while prioritizing assignments/projects and multi-tasking within time constraints
Willing to take on additional responsibilities, attend training, mentor others, and learn new technical skills
Advanced Excel skills including vlookups, pivot tables, if / then statements, concatenation, nested functions and formulas. Ability to create other logic formulas with ease

202

Relationship Management Coordinator Resume Examples & Samples

Sales Support and Relationship Management
Assist with local sales/relationship management efforts
Coordinate responses to Requests for Proposal (RFP) and Requests for Information (RFI) for review by the Relationship Manager (RM)
Assists local Client Service Management and RM teams in preparing Due Diligence Questionnaire (DDQ) responses
Assist RM in preparation of pricing, FTE allocations, and White Zone Models
Qvidian Product Management and Content Administration
Ongoing user management including license management, user maintenance, and license reconciliation
Serve as a technical expert of the tool within BBH including inquiry management and documentation
Act as a central administrator of the Library and provide support to SMEs
Facilitate and assist Risk and Compliance with their reviews of content on the tool
Apply Project Management Practice skills while supporting Relationship Excellence working groups and steering groups
Support Qvidian-related projects for quality and process improvements
Learn to manage and record meeting decision points during project meetings
BS/BA or equivalent education and/or work experience
Native-level English speaker
Familiarity with financial institutions and asset gatherers
Core Investor Services and cross product knowledge
Strong communication skills with strict attention to detail
Ability to interact in a professional manner at all times both internally and externally to BBH
Ability to juggle several duties and troubleshoot with decorum
Ability to quickly learn new products/materials

203

Relationship Management Resume Examples & Samples

Deliver the highest standard of service to internal and external clients against agreed SLAs
Ability to identify, escalate and report risks and issues
Ensuring you and your team uphold personal conduct in line with the Barclays Way and call out behaviours, actions or decisions that fall short of these standards or are inconsistent with our Values
Identifying rationalisation opportunities to ensure an efficient delivery of service by your team
Bachelors Degree or equivalent
Minimum 3-5 years financial services experience
High level understanding of 2-3 functions
Detailed knowledge of 1 function
High level understanding of 2-3 product families
Detailed knowledge of 1 product family

204

Relationship Management Coordinator Resume Examples & Samples

Gather information, prepare documents, and compose letters. Work directly with Managers, Franchise Developers, franchisees/licensees and members of senior management as necessary to affect an execution of a new construction deal, conversion, transfer or renewal of a property as well as complete three party agreements
Responsible for follow-up on all licensing/franchising activities related to transfers or renewals for Wyndham hotel brands. This includes discussion with the franchisee/licensee as well as their attorney and their financial institution. This requires follow-up by telephone contact and significant written correspondence to bring all franchise/license agreements to execution or closure
Responsible for the integrity of all information related to every agreement within Oracle. Enter information related to all aspects of the negotiated agreement including system fees that drive the accounting system. Also, maintain an up to date checklist of all relative information related to the deal within the Oracle
Provide research information as needed to attorneys (outside and inside of Wyndham). Provide updated and summary information by deal as requested by senior management within the company
Following protocol and procedures for MyPortal updates. Continue to monitor the accuracy of information within Oracle and its flow of information to MyPortal. Track tickets and issues surrounding the integrity of information within the data flow and feed from Oracle to MyPortal. Monitor the effectiveness of the tools and the ability of the Franchisee to pay, determined by their access to WynPay

205

Alternative Investment Fund Support & Relationship Management Associate Resume Examples & Samples

1-3 years working with data in an analytics experience, related BA/BS degree and a demonstrated interest in the financial services industry
Strong competency with Microsoft Excel required
Solid written and verbal communication abilities
Exceptional organizational skills and strong attention to detail
Ability to perform in a fast-paced environment; strong time management skills, with an ability to manage to deadlines, prioritize and handle multiple assignments concurrently
Demonstrated ability to work independently and as an effective team player
High level of self-motivation, with strong integrity & ethics

206

IS Contract & Relationship Management Coordinator Resume Examples & Samples

Understanding of IS/IT sourcing, procurement and vendor contract management processes and tools
Good knowledge of information systems project management
Background in vendor partnership management
A certification from IACCM or E-SCM will be a plus

207

Head of Relationship Management Resume Examples & Samples

Ownership of an annual DCC origination target and ongoing relationship revenues relating to our GC client segment globally
Establishment and implementation of a DCC sales strategy against GC clients, including the provision of recommendations as to the allocation of team resources and individual sales manager coverage responsibilities
Senior calling in respect of both DCC and broader transaction services products with the brief to open doors and resolve client issues, often at Treasurer/CFO level
Solicitation and engagement of internal product and banking partners at senior level to establish DCC product opportunities and ensure senior calling results are achieved
Promotion and representation of the DCC business within the market including attendance and presentation at industry events and market forums
Ownership and management of a global DCC bid pipeline for the GCclient segment
Promotion of new products and services to support complex market driven initiatives and regulatory changes such as Hong Kong/Shanghai stock connect
The candidate should have a detailed understanding of the transaction services business, ideally picked up over a five to seven year period
Prior experience of managing and co-ordinating teams, preferably in a sales environment
A good understanding of the prevailing regulatory environment, particularly as it relates to the provision of custody services
Excellent PC skills with specific emphasis on presentation and written client materials
Ability to reach and disseminate key information contained within complex transaction documents
Aptitude for personnel management
Ideally ten to fifteen years experience in an operational, or client facing role

208

Senior Analyst Relationship Management Resume Examples & Samples

Ensure contractual obligations are satisfied, including performance of service level agreements and payment authorization of vendor invoices
Coordinate and facilitate periodic meetings/calls with line of business (internal clients) and third party vendors to discuss current events, service issues, and ongoing concerns
Design and implement oversight reviews of third party fund accounting and middle office services vendors
Analyze internal and external information to ensure that vendor provided data is accurate, including Fund Net Asset Values and yield information. Review procedures, conduct interviews and prepare recommendations to improve vendor performance
Support nightly NAV delivery as necessary, including notification to the internal Transfer Agency of fund accounting agent pricing delivery delays
Bachelor’s degree required. Progress towards the CPA or similar credential would be considered a plus
At least five years of experience with mutual fund accounting operations and/or administration
Experience with oversight and management of third party vendors
Team player with a strong client focus; ability to effectively and quickly build relationships and establish trust, respect, competence and confidence
Strong conceptual, strategic and tactical planning, communication skills, effective establishment of, and commitment to business goals, while constructively motivating people to achieve superior results
Experience in managing complex matters and demonstrates the potential to take on broader leadership responsibilities within a team
Ability and willingness to identify anomalies and challenge co-workers and business partners on a variety of accounting, operational and compliance matters
Proven ability to adhere to deadlines, while possessing the flexibility and maturity to address all elements of ones responsibilities, despite continually shifting priorities

209

RVP, DI Relationship Management Resume Examples & Samples

Responsible for creating and executing annual business plans, sales objectives and financial budgets for each of the entities under the supervision of this position. These plans are to be reviewed on a quarterly basis and corrective actions implemented when needed
Responsible for providing relationship management, proper supervision, and appropriate advocacy of all entities in the DI Center channel
Responsible for growing DI focused distribution by recruiting and selecting new DI Center Managers, Brokerage Representatives, and other new DI focused distribution opportunities
Responsible for delivering the agreed upon sales objectives for the channel
Responsible for managing the financial resources dedicated to the DI Center channel
Handle complex long-term focused projects involving multiple disciplines or business units
Working directly with the appropriate functional support management, remove barriers, escalate and resolve systemic issues related to functional support that disrupts new sales, agency/agent on boarding, retention, and/or issues related to functional support. Assume ownership of the issue from inception to satisfactory outcome
Collaborate with peers and support areas to ensure we are providing the right tools and resources to foster the greatest return on investment. This includes classroom training on selling skills, selling systems/tools, product information, needs analysis and assessment, marketing, compliance and technology
Work across distribution channels to effectively manage and resolve channel conflict issues or seize new opportunities
Moderate travel – approximately 25% of time

210

Manager, Technical Relationship Management Resume Examples & Samples

Lead and manage a team of Technical Relationship Managers and responsible for the overall direction and performance of the team
Assist with setting the vision, direction, and culture of the team by managing individual and team performance expectations and goals, monitoring real time service levels and schedule adherence, and holding the team accountable for meeting and exceeding performance targets
Roll-up up one’s sleeves and get deeply engaged in accounts directly and also to develop/deliver sales enabling content to facilitate program success
Applying business development methodologies, grow TRM offer penetration across the region
Proactive monitoring of routine account deliverables and execution of internal team goals and deliverables
Interact with account and regional sales team to stay on top of any new/desired content deliveries and/or reporting
Participate in and drive Sales Account Planning and support account penetration/pipeline growth strategies
Consistently improve content the customer experience by delivering superior engagement
Understand the talents and goals of team members, and support their development and career growth

211

Lead, Consumer Relationship Management Resume Examples & Samples

Work with brands, consumer planning and digital team to devise robust consumer journeys consisting of multi-channel tactics
Consult brands on consumer journey measurement plans, ensuring the objectives and KPIs are aligned to business value
Monitor journeys, document suggested optimizations, and work with key stakeholders to activate those optimizations
Collaborate with Digital Director, Growth Lead, E-Commerce Director, Legal, IT Team and Agencies to ensure up-to-date CRM infrastructure and data collection across owned and partner channels
Deploy multi-channel CRM programs across e-mail, SMS, websites, social media, paid digital media and third-party e-commerce partners (with potential to extend to offline channels in future)
Analyze performance of campaigns across channels and audience including robust RFM analysis to optimize selections of audiences and campaign messaging and timing
Structure A/B tests to optimize assets, campaigns and channels
Work closely with Data Scientist and Growth Lead to help optimize CRM data, audiences and tactics
3-5 years of experience in managing CRM at a B2C company, ideally selling indirectly through retail partners
Bachelors degree in a 4-year educational institution
Ability to maintain high productivity in the midst of ambiguity

212

Constituent Relationship Management Specialist Administ Resume Examples & Samples

Use reasoning and the interpretation and application of theories and principles to develop and recommend alternatives and best courses of action
Take initiative and independently plan, organize, coordinate and perform work in various situations where numerous and diverse demands are involved
Effectively interpret, organize and present information and ideas in written or presentation form
Train others on new skills and procedures, and provide lead work direction
Make independent decisions and exercise sound judgment
Compile, write, and present reports using judgment and discretion in selecting and analyzing information for inclusion, and effectively present the information
Bachelor’s degree in computer science, information systems, educational technology, communications, or related fields, or similar certified coursework in applicable fields of study
Three years of experience supporting information systems and technology
Working knowledge of Salesforce and/or other CRM applications
Demonstrated experience providing technology related customer service
Knowledge of database management systems
Demonstrated experience building web forms and communication templates
A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for the position. This considered a sensitive position. Current CSU, Chico employees are subject to a background check (including a criminal record check) if voluntarily moving into a sensitive position, regardless of any background checks previously conducted. Incumbent is responsible for the safety and security of Level 1 data, sometimes also referred to as Level 1 protected data. This is confidential information that is in most cases protected by statutes, regulations, or other legal mandates

213

Client / Account Relationship Management Resume Examples & Samples

This hire will also manage existing and future projects in Northern California and throughout the Southwest region, as appropriate, as well as position local teams for strategic pursuits
Identifies, charters, and leads client/account relationship management teams. Includes team members from multiple business groups and markets. Identify and engage in activities related to business development
Ensures that CH2M is the assigned strategic clients' consultant of choice and that we have a thorough understanding of their needs
Consistently maintains contacts at high staff and modest political levels. Understands dynamics of clients' entire organizations and related internal and external politics
Understands and provides input to CH2M goals, strategies, and decisions
Builds and implements client relationship succession plans
Mentors and coaches client/account relationship management team in skills development
Leads communication with clients at multiple levels
Serves as Client Service Manager for key clients
Manages local projects as the Project Manager on record
15 years experience in transportation industry, preferably in the Central and Northern California

214

Account / Relationship Management Analyst Resume Examples & Samples

A minimum of three years’ experience in project management or account management or a related area
Must have strong client relationship management skills in long-term
Manages daily activities, issue resolution and communication across　teams in order to deliver services on-time as-requested by customer
Must have successfully led cross-functional teams to implement projects/services to clients
Must be an excellent and proactive problem identifier and solver
Strong problem solving skill with great attention to details
Good written and oral communication skills in English
Native in Japanese
Must be accustomed to working in an international environment and be sensitive to differences in culture and business approach
Leadership to manage cross functional internal teams. (Efficient negotiation, listening and influencing skills to create and maintain successful business relationships)

215

IT Relationship Management Program Coordinator Resume Examples & Samples

Six months of administrative office experience
Consideration will be given for an equivalent combination of education and experience, in lieu of degree
Strong oral and written communication skills, with the ability to interpret university policies and procedures
Capable of taking initiative, assuming responsibility and handling confidential information with discretion
Ability to work independently and contribute to a team environment
Must possess a learning orientation to changing technology
Proficient in: Microsoft Excel, Outlook, and Word

216

Relationship Management Resume Examples & Samples

Prior track record in developing and managing a sales team
Leadership skills. Excellent ability to influence, motivate and lead others in growing revenues across a large portfolio of clients
Strategic leadership skills with the ability to implement and overcome obstacles
Ability to assess and strategically address gaps in coverage, organizational and operating model, territories, customer base

217

Director, Strategic Relationship Management Resume Examples & Samples

Set strategic agenda
Manage relationships with internal stakeholders
Drive relationships and collaboration with strategic suppliers
Manage and track supplier performance
Demonstrated knowledge of procurement principles and best practices
Strong quantitative and qualitative analytical abilities
Ability to influence senior management both internally and externally
Experience negotiating commercial terms and service agreements
Excellent interpersonal, communication, and presentation skills
Ability to work independently and exercise good business judgment

218

Director of Relationship Management Resume Examples & Samples

Responsible for establishing solid relationships and continued growth with existing and new integrated software partners
Meet and Exceed financial metrics, application production and renewal of contracts
Manages the challenges of complex business relationships to ensure effective high level communications, financial targets, and service-level agreements (SLAs)
Responsible for leading, directing and coordinating key team members in analysis and execution in the effective delivery of products and services
Proven sales skills and experience, including planning, execution and follow up of client meetings
Must be able to assess and analyze financial conditions of partner relationships and industry trends
Increases the value of each partnership within the portfolio
Manages a staff of direct reports, who manage integrated software partners. In addition, this role will also manage integrated partners directly
Works closely with internal partners such as Sales, Marketing, Product, Operations, etc. on executing a cohesive growth strategy
Responsible for training and development of subordinate staff, estimating personnel needs, assigning work, meeting completion dates, interpreting and ensuring consistent application of organizational policies
May initiate and communicate the following: employment, termination, performance and salary reviews, disciplinary actions, scheduling and/or approving expenses, overtime and related
MUST have 5+ years of experience in merchant services
10+ years proven success in both sales and relationship management is required
Must demonstrate a working knowledge of standard business software (Microsoft Outlook, Word and Excel)

219

Head of Relationship Management & Client Service Resume Examples & Samples

Matters regarding strategy
Risk management
Audit
Training
Cross-selling
Management information
Product development

220

Representative, Relationship Management Resume Examples & Samples

Revenue Generation- As a junior member of the sales team, carry a team target and help the sales team generate new revenue from white space as well as existing clients (you will be expected to carry your own individual ACV-A target in the future as you gain more experience)
Manage product demonstration and presentations, set up follow-up training session for new prospects/opportunity
Optimize revenue by prioritizing opportunities and engaging clients proactively
Identify key decision makers and influencers with target prospects
Utilize CRM system (Salesforce.com) to monitor new pipelines and leads status for goal management as well as keep the details of sales activities, meeting memos in the system
Generate new contract documents, process sales orders and coordinate new deal process with product management, Legal, and Finance team
Develop and consultatively sell appropriate products/services/solutions, and cultivate references to achieve the sales goal
Focus on new client acquisition as well as find opportunity for new products within existing account
At least 2 years plus direct experience working in the financial industry in a client facing or analytical role (investment banking, equity research, commercial lending, money management, credit analysis or financial consulting preferred), or information services industry (same industry as S&P CIQ)
Fluent in Japanese and Business level of oral and written English skill
Ability to communicate with clients in a clear manner with strong presentation skills
Ability to multi task and be flexible. Reevaluate regularly. Always be prioritizing activity that will best meet client and revenue goals
Strong desire to explore the opportunities and expand the business
Corporate Finance knowledge a plus
Experience living outside of Japan or having worked with clients or colleagues from diverse backgrounds
Experience having used other data vendor services such as Capital IQ, SNL, Factset, Bloomberg, Thomson Reuters, Uzabase, Moody’s, etc would be a plus

221

Management Associate Relationship Management Services Resume Examples & Samples

Participate in processing account opening and account closing requests in accordance with Glenmede procedures
Utilize systems to perform various maintenance responsibilities assigned to RMS
Respond to technical issues and general client requests including verifying instructions, researching requests and updating internal systems and/or records
Complete error resolution and process enhancements including technology solutions to increase operational efficiency and effectiveness
Interact with client facing teams as well as middle and back office groups and have a command for the various functions, systems, and processes
Maintain integrity and confidentiality of the various pieces of information that flow into and out of the group
Assist with special projects to support the full scope of the RMS group
Understanding of trust administration and investment activities preferred
Demonstrated aptitude for continual process improvement
Strong proficiency with Excel and working knowledge of full Microsoft Office suite
Ability to organize work and prioritize appropriately, coordinate with other members of the team, work well under pressure, and multi-task
Professional demeanor and ability to communicate clearly, both orally and in writing
Organizational and problem solving skills with significant attention to detail and quality control
Ability to deal discreetly with confidential information
Ability and desire to work in an open team workspace
Occasional overtime work required throughout the year

222

Institutional Channel Program Manager Relationship Management Resume Examples & Samples

Own the plan and day-to-day management of the Defined Benefit Thematic Program, ensuring timely delivery and ongoing relevance through continual innovation and content enhancement
In addition to the core program, develop (with input from relevant subject matter experts) extended program content & provide input/guidance to channel marketers who develop related program content to ensure in-channel relevance across different markets
Partner with firm’s investment and product groups, as well as other related internal and external subject matter experts to ensure existing program content remains relevant
Ensure that new content is developed in anticipation of market/industry/sales team needs and developments
Partner with the Corporate DB/Public DB and Taft Hartley Channel Marketing Team as they seek to develop and execute channel marketing plans that deliver these programs to the broader channel market
Partner with the Corporate DB/Public DB and Taft Hartley Channel Sales team to ensure they have the thematic content and tools needed to deliver these programs in the 1:1 environment
Work with Channel and Specialized Services Marketing Groups to package and deliver the programs leveraging best practices in data visualization, design and packaging etc
Act as an advocate for the delivery of these programs across all relevant marketing mediums, media and channels, including digital (app development, web-based interactive tools, etc.)
Partner with Channel Marketing and Sales to deliver against the firm’s Sponsorship and Event Strategy by helping leverage program content to deliver Invesco’s insights and thought leadership at speaking opportunities and events
Support Corporate DB/Public DB and Taft Hartley Channel Marketing and Sales teams in the development and activation of campaigns and other related initiatives
Deliver the thought leadership, insights and related thinking that underpins these programs (roadshow content, paid/earned/owned multi-media campaigns, social media and blog content etc.)
Take the lead in developing relationships and partnering with Investment Groups, Product Management and Product Marketing to help inform development, packaging and ongoing content development and maintenance to ensure ongoing program relevance
Develop effective partnership with the Marketing Shared Service Groups to leverage skills & expertise to develop and deliver the programs, leveraging the full set of marketing channels & expertise (Events, Brand, Digital, Database and Analytics Teams)
Support any other ad hoc marketing task and initiatives that may arise from time to time
A minimum of 7-10 years Channel Marketing, Product Marketing or Insights Program marketing experience preferably within or including institutional asset management
Proven Defined Benefit or broader Institutional industry/market segment knowledge, and solid grasp of investment products and their application and relevance in the these markets
Experience working on initiatives with external vendors and subject matter experts to develop content conduct clients or 3rd party surveys
Experience working in matrixed, cross-functional teams to achieve program objectives
A demonstrated track record packaging and promoting insights and themes across multiple asset classes, investment-related topics or industry-related/relevant issues/challenges
The ability to think conceptually and strategically with a strong focus on tactical execution
Ability to manage and run an initiative with multiple moving parts and deliverables, manage stakeholder expectations and keep things on track
A strong team partner, able to work across functional and matrixed teams and working groups
A team player that believes in the power of collaborative work and interacts with co-workers in a collegial and respectful manner
An effective problem solver that seeks excellence and continuous improvement in his/her work
Excellent relationship builder with strong interpersonal skills and a collaborative approach to working with colleagues
A persuasive communicator in individual, small and large group environments
Strong presentation skills; ability to work with peers as well as senior sales leadership and other senior key business stakeholders
Ability to get creative and accurate work out of internal and external agencies and resources
Demonstrated track record of meeting rapid-pace, demanding client needs
Ability to manage & oversee multiple projects at one time
Willingness to travel to sales meetings and client meetings as needed
Knowledge of regulatory and industry rules, guidelines (GIPS, SEC, FINRA, PPA)

223

Relationship Management Support Specialist Resume Examples & Samples

3+ years of sales support experience or equivalent
Efficient in Microsoft Office – Excel, Power Point, Word
Knowledge of annuities and life insurance products
Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage

224

VP Sales & Relationship Management Resume Examples & Samples

Attend and deliver presentations at industry events and conferences to drive Fidelity's brand and market presence to the greater marketplace
Manage pipelines to ensure the ability to successfully attain goals
Collaborate with internal Fidelity partners to drive lead flow and market opportunity at every phase of the sale to ensure best outcome; identify prospect through consultative sales process based on knowledge of the business; follow up on all outstanding opportunities to move them through sales process; identify solutions to meet client needs; articulate FCC's product and service capabilities; understand the competition to position Fidelity's products in an advantageous way
Judgment: Having analyzed the available information in a given situation, they must then weigh the evidence in order to decide on the best course of action
Ability to Get Things Done Delegation: Confirm the ability to produce results through others, instead of trying to do it all themselves
Vision: Someone who is able to look well ahead and be a good forecaster, and who also considers future opportunities and problems
Problem Solving: Look for a positive thinker who can quickly pinpoint problems, come up with solutions

225

Relationship Management Support Specialist Resume Examples & Samples

Portfolio Management – Collaborate with Portfolio Managers and product specialists
Compliance – Ensuring all material complies with internal requirements
Solutions Group – coordinate utilization of the Group’s expertise to assist client with overall investment program needs
Client Reporting Group – ensure client needs for portfolio reporting are communicated and met
Other – interaction with Investment Operations, Billing and Legal
May require extended hours & weekends during peak reporting periods
In working with the institutional Relationship Management team, the RMSS will work across the firm, including
Proactively strengthen our client experience by supporting the Relationship Manager and Client Solutions through the integration of the depth of the DeAM organization to Producing materials for client distribution, investment strategy updates, market information, economic outlooks, operational matters, investment portfolio updates
Work closely with our marketing team to increase the systematic production of materials
Coordinating with Asset Management Technology and other user groups of SEISMIC
The utilization and training of the assigned Relationship Managers via participation at client meetings and in client projects – with the Relationship Managers
Other responsibilities may include the support of Coverage Group special projects, as applicable
Computer programing proficiency and project management
Strong Familiarity with investment fundamentals and advanced concepts, specifically fixed income investments
Some understanding of alternative asset classes, and DeAM/DB’s products and its application within an institutional company portfolio
General understanding of asset allocation, tax, and regulatory matters relative to institutional clients
Outgoing personality coupled with strong presentation and communication skills
Attention to details, responsiveness to clients, deadline focused balanced by the ability to manage the efficient and effective use of internal resources Insurance industry, capital markets, and/or institutional client servicing experience desired
Self-motivated and enthusiastic team player, able to work with others in a fast paced, dynamic environment
Ability to execute tactically on a day-to-day basis
BA/BS degree, or equivalent, preferably in business or computer sciences
Prior computer programing experience
Minimum 3-5 years of relevant experience
Series 7/63 licenses a plus, and required within 1st year of role
Progression towards CFA Charter and/or advanced degree a plus
Experience with VBA, Sequel, Blackrock Aladdin, Bloomberg,
Strong writing skills and project management

226

VP, Strategy & Relationship Management Resume Examples & Samples

Coordinate across business lines to ensure connectivity and proper follow-ups are completed
Distribute meetings notes to coverage and management to maintain coordination
Serve as point person for summits and conferences
Track client and official sector meetings; track wins and saves
Write internal memos to post internal senior management on important issues identified from efforts described above
Help monitor markets and identify risks/stress to financial system or specific markets
Provide macro and policy content to presentations and preparations for clients and official sector
Remain informed on relevant domestic and global policy issues
Working knowledge of the buy- and sell-side institutions
Experience working with C-level executives preferred
Detail oriented and outstanding organizational skills
Background in research, economics and fixed income markets
Strong familiarity with the financial markets
Excellent writing, PowerPoint and excel skills
Strong work ethic and inter-personal skills; ability to work independently

227

VP / SVP, Relationship Management Resume Examples & Samples

Proven ability to build and execute. At least 7 years of experience working with intermediary and/or institutional clients
Previous relationship management and asset management experience preferred
Strong consultative, relationship-based selling skills
An in-depth knowledge of the full Fidelity product lineup (Fidelity Advisor funds, VIP Funds, Subadvised, CIT’s) preferred
Track record of successful client interaction and follow-up are required
Outstanding collaboration skills, ability to work appropriately with portfolio managers, product, marketing and fellow sales and consultant relations professionals to position and sell the full range of Fidelity investment solutions
Excellent presentation and communication skills needed to present, deliver and articulate the Firm’s positioning and development of existing and new products (FIAM and FMR investment products)
Committed to constant self-improvement and exhibit a competitive drive
Extremely resourceful, organized, and have the ability to prioritize multiple priorities

228

Human Resource Relationship Management Resume Examples & Samples

Possesses industry knowledge that facilitates a complete understanding of our clients' business objectives, strategic direction and requirements to proactively demonstrate and deliver increased value through the life cycle of the client. Is the client's first contact after the close of the sale. Acts as a liaison between the client and ADP, serving as an internal client advocate. Maintains a comprehensive understanding of the entire ADP product suite and coordinates communication among the various business partners
Proactively ensures client satisfaction through regular conference calls and periodic client visits. Promotes client participation in focus groups to solicit feedback on product/service initiatives. Communicates and promotes key ADP initiatives to the client (e.g.., user group meetings, product enhancements, etc.)
Identifies new service and/or product opportunities and coordinates as necessary with Sales
Partners with internal ADP partners as required, to enable seamless delivery of ADP Services and strategic planning
8 - 12 years related experience
Bachelor's degree in Business, Accounting, Marketing strongly preferred

229

Relationship Management Resume Examples & Samples

Provides client service and sales support (generally office-based) of a high quality for the team’s intermediary clients and relationship managers, adhering to standardised sales management best practices including effective sales territory and diary management, and working to activity targets and minimum client servicing requirements. This includes
Responding to adhoc client requests within an agreed service level (24 hours),
Facilitating the implementation and/or delivery of client reports,
Requesting Requests for Proposal, Due Diligence questionnaires or any non-standard
University degree and / or A levels and related work experience
Ability to quickly identify internal and external client needs/expectations and propose solutions, leveraging outstanding active listening and related skill sets
Demonstrated ability to comprehend and effectively adapt to new internal/external client information and situations
Sound judgment, problem solving and excellent organizational and time management skills
Highly effective communication (verbal and written), collaboration and influencing skills
Driven to achieve firm and client priorities...motivation, enthusiasm, perseverance and resilience are hallmark personal traits
Capacity to effectively manage and deliver on multiple tasks/projects, both strategic and tactical
Strong interpersonal skills that enable effective initial rapport-building with internal and external clients
Ability to establish genuine, collaborative long-term relationships with internal and external clients
Demonstrates high ethical standards in all interactions
Evident investment market acumen and interest

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