Strategic Relationship Manager Resume Samples

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HS
H Sipes
Hollie
Sipes
4344 Odie Mission
Boston
MA
+1 (555) 992 7869
4344 Odie Mission
Boston
MA
Phone
p +1 (555) 992 7869
Experience Experience
Detroit, MI
Strategic Relationship Manager
Detroit, MI
Flatley Group
Detroit, MI
Strategic Relationship Manager
  • Building and maintaining ongoing strategic C level -1customer relationships across the customer organization
  • Developing and managing to a credit strategy within assigned account portfolio
  • Being a competitor to offerings – especially in the area of private alternatives
  • Introduce successful retention strategies across the corporate portfolio
  • Relationship Management:Meets with clients regularly to develop trust-based relationships within client organizations, including Senior Executives, Treasury, Human Resources and Benefits. Attends Plan Investment and Administrative Committees. Understands the client’s organizational structures, industry and business drivers. Develops relationships with outside consultants and other client service providers
  • Build and maintain relationships with internal business partners (Clearing, Service Delivery, Marketing, Legal, Compliance, etc.)
  • Foster networking relationships with industry partners and third party suppliers to maximise business opportunities for both parties
Phoenix, AZ
Index & Data Solutions Strategic Relationship Manager
Phoenix, AZ
Lesch and Sons
Phoenix, AZ
Index & Data Solutions Strategic Relationship Manager
  • Proactively manage complex key relationships with index and market data providers
  • Partner with senior internal stakeholders and legal in the negotiation of various index and market data agreements to attain beneficial commercial terms and mitigate business risk
  • Serve as senior escalation contact for internal clients and external providers
  • Facilitate regular enterprise level meetings with each Strategic Partner to maintain momentum, early knowledge of providers capabilities, and on-going compatibility of partnership
  • Act as the clearinghouse of activity across the firm for activities in each area of partnership through tracking on-going join work, providing introductions, and general relationship facilitation
  • Develop and deliver on index and market data strategies that align with firm objectives
  • Track and effectively communicate internally industry trends and market intelligence
present
Dallas, TX
Senior Strategic Relationship Manager
Dallas, TX
Marks-Kshlerin
present
Dallas, TX
Senior Strategic Relationship Manager
present
  • Ensure relevant, timely reporting on achievements against objectives,demonstrating the team’s performance against the agreed KPI’s ensuring the team achieve the financial new business and resign key performance indicators as set by the business including extension of customer agreements to maximise the value of the financial order book
  • The processes
  • Service delivery:Maintain dialogue with the various service delivery points in order to ensure customer service agreements are being effectively adhered to. Be a pioneer and lead by example in ensuring the highest possible level of Customer Service is delivered to all our clients effectively and efficiently while adding value at all stages
  • Customer expectation management: Ensure the customer is well briefed of all activities occurring within the account in a timely manner
  • Account planning:Ensure all accounts have an account plan in place to ensure 100% retention and the continued delivery of value by growing and nurturing each of your individual accounts
  • Helping customers through the negotiation of their energy contracts:Ensure all clients are taken through a successful trading process in line with current workflow and Trading Strategy Plan (SP) to help the client choose the correct supplier and sign the necessary paperwork so their new energy contract is implemented seamlessly
  • Customer relationship management database:Maintain the Customer Relationship Management system
Education Education
Bachelor’s Degree in Business Administration
Bachelor’s Degree in Business Administration
University of Cincinnati
Bachelor’s Degree in Business Administration
Skills Skills
  • Excellent presentation skills; able to demonstrate professional poise and confidence
  • Strong ability to work independently, with frequent travel and development and management of own schedule
  • Excellent- attention to detail
  • Strong ability to conduct analysis and respond with meaningful, application solutions
  • Strong ability to anticipate and respond to issues affecting intermediaries’ practice; and, define and resolve issues
  • Ability to relate complex systems in basic terms
  • Strong commercial acumen – ability to read and interpret company accounts
  • Demonstrable knowledge and experience of the UK and/or European energy markets in procurement type environment
  • Excellent organisational and time management skills with the ability to prioritise work load
  • Strong ability to effectively manage difficult situations
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11 Strategic Relationship Manager resume templates

1

Strategic Relationship Manager Resume Examples & Samples

  • To grow strategic merchant acquisition by converting long term holdouts
  • Introduce successful retention strategies across the Portfolio
  • Complete and maintain account strategy plans for portfolio
  • Foster networking relationships with industry partners and third party suppliers to maximise business opportunities for both parties
  • Complete reporting requirements in a timely and detailed manner including but not limited to weekly reporting, call cycle planning and performance management documentation
  • Promote the profile of the Sales Team by fostering cross team relationships within the organisation
  • Be part of and contribute to the Sales Team to assist the business to achieve their objectives
  • Develop cross functional / cross team relationships to ensure opportunities are booked
  • Embrace company values and adhere to Diners Club/Citi policies
  • Any other duties as advised by Manager or Executive
  • LI-W
2

Strategic Relationship Manager Resume Examples & Samples

  • Knowledge and understanding of the securities industry
  • Knowledge and in-depth understanding of OAS operational policies and procedures
  • Ability to multi-task while maintaining careful attention to detail
  • Ability to effectively analyze situations and applying solutions to achieve resolution
  • Ability to effectively communicate and present to diverse groups and individuals through strong written, speaking and listening skills
  • Demonstrated ability to build and strengthen relationships with both internal and external business partners
  • Effective problem solving and organizational skills
  • Minimum of three - five years of experience in consulting/sales, relationship management, technology assessment or similar role required
  • Experience working with RIAs in the Financial Services industry preferred
3

VP, Strategic Relationship Manager Resume Examples & Samples

  • Participate in various committees providing thoughtful insight on the business rationale of their contributions
  • Responsible for creating and presenting business sessions during advisor conferences and for the use of other Strategic Relationship Managers
  • Create and implement a successful framework for managing potential change
  • Act as a role model, meeting with other members of Business Consulting in a mentorship capacity
  • Engage in high level strategic discussions with both advisors and the executive team
  • Bachelor's degree in Business, Finance, Economics or related field, MBA preferred
  • Minimum of 10 years experience in Financial Services, preferably in a sales, consultative, or progressive client service/relationship management role
  • Series 24 and/or CFP preferred
  • Ability to effectively analyze situations and apply solutions to achieve resolution
  • Strong verbal and written communicator who is able to convey messages, inspire action, and drive performance within area of accountability
  • Must be comfortable with up to 50% travel
  • Participation on project teams providing the advisor point of view and making judgments and recommendations regarding timing, content, and delivery methodologies
4

Strategic Relationship Manager Resume Examples & Samples

  • Build and manage business relationships with external firm representatives and proactively integrate their goals and priorities into business segment initiatives across the company
  • Accountable for thorough understanding of partner firm product offering and value add content
  • Drive partner firm participation at conferences and within various marketing channels
  • Facilitate the onboarding process of new mutual funds to our various product platforms
  • Collaborate with product managers within WMS in managing partner firm relationships related to other products including structured products, syndicate offerings, UIT’s and ETF’s
  • Build and maintain relationships with internal business partners (Clearing, Service Delivery, Marketing, Legal, Compliance, etc.)
  • Provide thought leadership in the development and implementation of targeted sales strategies
  • Support placement and sales of funds in our Managed Products suite
  • Management of fund firm agreements that includes economic changes and annual audit
  • Lead and support improvements to business processes and procedures via a thorough knowledge of the mutual fund offering and competitive landscape
  • Serve as a department business leader for product compliance, field training and implementation, marketing and operations
  • Minimum of 5-7 years’ experience in the financial services industry, preferably within product management and a background in mutual funds
  • Detail-orientated self-starter with exceptional interactive people skills
  • Ability to influence and collaborate with others at all levels to drive results
  • Strong analytic, negotiation and organizational skills with ability to manage multiple competing priorities
  • Proven leadership in the areas of relationships, problem solving and driving results with a demonstrated desire for attainment of expert knowledge
  • Possess the ability to quickly understand complex or ambiguous issues; troubleshoot
  • Demonstrated strong decision making in a changing environment
  • Experience working and communicating with advisors as well as vendor firms
  • Knowledge of Managed Accounts and 529 Plans
  • Series 7 or the ability to obtain within 90 days
5

Strategic Relationship Manager Resume Examples & Samples

  • Responsible for overall client satisfaction and retention for assigned client(s)
  • Provide proactive client/broker service and outreach to provide guidance, support and program consultation
  • Prepare and deliver client/broker presentations, meeting agendas and action plans; in person and/or via phone
  • Proactively manage client contract renewals and direct program re-launches
  • Proactively seek information and solicit client insight to assist in creating/delivering value and to identify potential business development opportunities
  • Other duties as assigned/special projects
  • Minimum of ten (10+) years equivalent work experience in SAAS, healthcare management, and/or human resources/benefits administration with high revenue, major accounts
  • Experience managing multiple client accounts including dynamic, multi-faceted programs in a service oriented industry, consulting capacity and/or a SAAS company. A background that includes healthcare management, health promotion or public health is preferred (not required)
  • Strong computer skills (MS Word, Excel, and PowerPoint)
  • Willing and able to travel, as necessary to meet with clients (roughly 15-20%)
6

Index & Data Solutions Strategic Relationship Manager Resume Examples & Samples

  • Proactively manage complex key relationships with index and market data providers
  • Facilitate regular enterprise level meetings with each Strategic Partner to maintain momentum, early knowledge of providers capabilities, and on-going compatibility of partnership
  • Act as the clearinghouse of activity across the firm for activities in each area of partnership through tracking on-going join work, providing introductions, and general relationship facilitation
  • Understand the multi-dimensional needs and complex use cases of our products and internal clients
  • Network and influence others without direct oversight and supervision, including contributing to ongoing development of team members
  • Prior management experience
7

Strategic Relationship Manager Resume Examples & Samples

  • Quality of service delivery (technology)
  • Consistencies of data and reporting
  • Being a competitor to offerings – especially in the area of private alternatives
  • Ability to consistently deliver in a timely fashion (data feed, RAS audit, roll-over, communications)
  • Ideally insurance, flood experience preferred
  • If not insurance, financial services experience
  • Business strategy
  • Negotiation/conflict resolution
8

EA Mortgage Strategic Relationship Manager Resume Examples & Samples

  • 7+ years of strategic solutions selling experience
  • Experience managing large complex customer relationships
  • Experienced in the mortgage industry (as a lender or a reseller)
9

National Accounts Strategic Relationship Manager Resume Examples & Samples

  • Increasing profitability and building customer loyalty by proactively identifying new opportunities and delivering innovative solutions that continue to add value and expand GBT’s web of influence
  • Leading sales efforts to deliver multiple revenue streams and further penetrate accounts, with a focus on driving transaction growth and premium revenue. The manager will focus on selling solutions including products, consulting and strategic travel management solutions and engagements
  • Developing an in-depth understanding of key business drivers, organizational culture and the competitive position of clients. Strategic Relationship Managers must be able to ‘get under the skin’ of the individual clients they work with and understand their individual needs, motivations and ‘hot buttons’, in order to develop truly customer focused solutions
  • Researching the marketplace and competitor products and services to highlight the value that distinguishes GBT products, and specifically leverages MI, benchmarking, and technology as critical value drivers
  • Creating creative pricing strategies, and contributing to ongoing client P&L management
  • Leading business planning, C-Level executive reviews, quarterly and annual reviews, and business negotiations on rebids for strategic accounts
  • Enhancing the American Express Global Business Travel value proposition through policy consultation, researching white paper needs, technology road mapping, optimizing online solutions, and event content development
  • 3 to 5 years account / client management, sales, consulting, or procurement experience required
  • Proven success in consultative selling is required, in addition to demonstrated success increasing client revenue and profitability
  • Demonstrated ability to create strategic vision, build action plans, set goals
  • Proven innovative problem-solving abilities and decision making skills required, in addition to project management, prioritization, and planning skills
  • Strong negotiation skills, including the ability to handle objections and achieve mutually beneficial solutions
  • Demonstrated ability to proactively build and maintain a comprehensive network, both internally and externally, in order to successfully navigate through client organizations
  • A sophisticated range of communication and presentation skills in order to present complex ideas in a simple and compelling way to a wide variety of audiences
  • Demonstrated ability to quickly learn, understand, and articulate key product and value proposition knowledge in a variety of contexts
  • Strong financial acumen and analytical mindset required to leverage the key drivers of profitability
  • Strong Business acumen required to communicate the GBT value proposition up to and including the C Suite”
  • Previous experience with clients in Middle Market accounts ($3-$10MM air volume) and travel management preferred
  • Advanced Excel, Word and PowerPoint skills required
  • Virtual office experience a plus!
  • Must be able to travel up to 50% of the time
10

VP, Strategic Relationship Manager Resume Examples & Samples

  • 10 years’ experience in the financial or investment services space, preferably in a sales or progressive client service or relationship management role
  • Ability to effectively analyze situations, and apply solutions to achieve resolution
  • 50% travel is anticipated
  • A client-centric attitude that considers the client’s point of view for all actions
  • Personal pride in delivering exceptional experiences to clients and coworkers
  • An understanding of the importance of consistency and reliability in building loyal client relationships, and a passion for providing both
11

Director, Strategic Relationship Manager Resume Examples & Samples

  • Management of a highly-talented sales team of between 3-6 individual contributors
  • Ongoing advice and guidance for navigating complex customer organizations
  • Enable and encourage creative problem solving by team members
  • Reinforcing the existing sales model based on the platform topology
  • Superior networking abilities and hiring instincts
  • Meet and exceed quarterly and annual revenue and bookings targets
  • Responsible for revenue and bookings targets for the Freewheel existing book of business
  • Ongoing advice and guidance on expanding FW customer reach and usage
  • Work with Sales Planning and Strategy to establish and execute customer renewal process and account management/planning
  • Administers an annual operating budget for Product Sales
  • Assists in developing sales strategies and marketing plans. Identifies
12

Index & Data Strategic Relationship Manager Resume Examples & Samples

  • Partner with senior internal stakeholders and legal in the negotiation of various index and market data agreements to attain beneficial commercial terms and mitigate business risk
  • Serve as senior escalation contact for internal clients and external providers
  • Develop and deliver on index and market data strategies that align with firm objectives
  • Track and effectively communicate internally industry trends and market intelligence
  • Bachelor’s degree, preferably in finance, business, economics or other quantitative area
  • Minimum of 10 years of relevant prior industry experience
  • Proven ability to navigate complex relationships externally and internally
  • Strong stakeholder management skills inclusive of managing conflicts and ability to broker solutions to leverage the broadest benefits for the firm
  • Must be organized, detail orientated, responsive and be able to adapt quickly to a rapidly changing environment
  • Ability to work autonomously and coordinate and build strong professional relationships
  • Superior analytical skills to identify and evaluate potential strategic opportunities in the marketplace
13

Index & Data Solutions Strategic Relationship Manager Resume Examples & Samples

  • Interpersonal skills to elicit pertinent information from stakeholders at all levels
  • Analytical skills to evaluate information gathered from multiple sources
  • Knowledge of Index and Market Data products and services preferred
  • Strong communication skills to clearly convey perspectives and analysis to stakeholders
  • Commercial contract knowledge preferred
  • Ability to work autonomously and build strong professional relationships with internal clients and data sources
  • Knowledge of finance and investments
  • Partner with internal stakeholders and legal in the negotiation of various index and market data agreements to attain beneficial commercial terms and mitigate business risk
  • Development of strategic sourcing opportunities through the introduction of a competitive marketplace, demand management, supplier consolidation, and process reengineering
  • Implement strategic planning for sourcing services at the group, departmental and divisional levels
  • Manage index and data relationships and negotiate related agreements
  • Track and communicate internally industry trends and market intelligence
  • Communicate to clients the commercial obligations stemming from provider contracts
  • Work with manager to develop and manage strategic sourcing plans to achieve efficiencies, while maintaining the highest possible levels of service
  • Minimum 5 years of prior experience with index providers, data vendors, and/or stock exchanges
  • Demonstrated ability to work autonomously and build strong relationships with internal clients and data sources
  • Ability to work well under tight deadlines in a fast-paced, team-oriented environment
  • Ability to network and influence others without direct oversight and supervision
  • Undergraduate college degree, preferably in finance, business, economics, accounting or computer science
  • Asset Management business and/or technology background is a major plus
14

Strategic Relationship Manager Resume Examples & Samples

  • Responsible for managing the retention and development of assigned accounts
  • Maintain regular contact with customers to ensure agreed services are being delivered in a timely and professional manner. Establish a schedule with the customer and attend review meetings in regards to the status and performance of all services being delivered
  • Maintain dialogue with the various service delivery points in order to ensure customer service agreements are being effectively adhered to. Be a pioneer and lead by example in ensuring the highest possible level of Customer Service is delivered to all our clients effectively and efficiently while adding value at all stages
  • Ensure the expectations of the customer are appropriately set and the trading assistants are briefed to effectively execute each trade to meet the customer’s requirements
  • Work continuously with your client base to identify and quantify their expectations, key success criteria (KSC) and decision making criteria (DMC) in order to ensure that the EnergyQuote delivery of services meets your individual client needs in a continuously changing marketplace
  • Ensure the customer is well briefed of all activities occurring within the account in a timely manner
  • Ensure all accounts have an account plan in place to ensure 100% retention and the continued delivery of value by growing and nurturing each of your individual accounts
  • Ensure all clients are taken through a successful trading process in line with current workflow and Trading Strategy Plan (SP) to help the client choose the correct supplier and sign the necessary paperwork so their new energy contract is implemented seamlessly
  • Responsible for development of new business from existing customers and where appropriate with the support of the strategic business development team
  • Provide the appropriate support to the team manager and/or head of department in regards to the progress with outstanding debtors
  • Maintain the Customer Relationship Management system
  • Identify the key changes necessary to improve the customer experience and reduce cost/ duplication of services
  • Demonstrable knowledge and experience of the UK and/or European energy markets in procurement type environment
  • Extensive Relationship Management experience in dealing with industrial and commercial companies in the UK and/or Western Europe
  • Proven ability of selling solutions to multi-decision makers and influencers at medium and high managerial level
  • Clear and structured verbal communicator
  • Persuasive
  • Good listening and reconfirmation skills
  • Adaptable and tenacious
  • Assertive
  • Reacts well under pressure
  • Good GCSE’s and A levels ideally including Maths and English
15

Strategic Relationship Manager Resume Examples & Samples

  • Proficient in Microsoft applications (i.e. Excel, PowerPoint etc.)
  • Ability to create and deliver presentations to a wide and diverse audience
  • Understanding of financial modelling
  • Ability to show a thorough understanding of sales and marketing
  • Numerate i.e. ability to understand and interoperate data – minimum GCSE Maths or equivalent
  • Time management skills plus ability to prioritise workload effectively
  • Target driven – sales experience
  • Negotiating Skills
16

Senior Strategic Relationship Manager Resume Examples & Samples

  • Relationship management:Responsible for managing the retention and development of assigned accounts
  • Customer review management: Maintain regular contact with customers to ensure agreed services are being delivered in a timely and professional manner. Establish a schedule with the customer and attend review meetings in regards to the status and performance of all services being delivered
  • Service delivery:Maintain dialogue with the various service delivery points in order to ensure customer service agreements are being effectively adhered to. Be a pioneer and lead by example in ensuring the highest possible level of Customer Service is delivered to all our clients effectively and efficiently while adding value at all stages
  • Customer expectation setting: Ensure the expectations of the customer are appropriately set and the trading assistants are briefed to effectively execute each trade to meet the customer’s requirements. Work continuously with your client base to identify and quantify their expectations, key success criteria (KSC) and decision making criteria (DMC) in order to ensure that the EnergyQuote delivery of services meets your individual client needs in a continuously changing marketplace
  • Customer expectation management: Ensure the customer is well briefed of all activities occurring within the account in a timely manner
  • Account planning:Ensure all accounts have an account plan in place to ensure 100% retention and the continued delivery of value by growing and nurturing each of your individual accounts
  • Helping customers through the negotiation of their energy contracts:Ensure all clients are taken through a successful trading process in line with current workflow and Trading Strategy Plan (SP) to help the client choose the correct supplier and sign the necessary paperwork so their new energy contract is implemented seamlessly
  • New business from existing customers:Responsible for development of new business from existing customers and where appropriate with the support of the strategic business development team
  • Debtors’ management: Provide the appropriate support to the team manager and/or head of department in regards to the progress with outstanding debtors
  • Customer relationship management database:Maintain the Customer Relationship Management system
  • Customer experience:Identify the key changes necessary to improve the customer experience and reduce cost/ duplication of services
  • Visiting your clients at least 3 to 4 times per year or as the client requests to run throughThe service they have bought in detail if they are a recent client or a new person who has taken over
  • The processes
  • The paperwork and reports they will receive from Accenture
  • Their obligations to us as sole negotiators
  • Timescales involved and the importance of being able to move quickly when accepting an offer
  • Their specific needs and how they are being addressed
  • Satisfaction
  • Customer Agreements:Ensure the Customer and Service Level Agreements fully reflect the service being delivered by the business
  • Following up on all administration: Ensure all administration is performed to the required Accenture standard
  • Solving any client problems:Problems such as the supply contract didn’t start on time, incorrect billing or no bills are all the source of much irritation to a client. The timely and complete solution to such problems keeps clients impressed and happy with using our services
  • Expanding the knowledge of clients in the energy field:Through education we build value in our products such that they appreciate the system we run and feel we are very good value for the tremendous amount of work involved
  • Identifying and implementing new services and products:Working independently with all departments and strategic accounts to develop and implement new services and products to meet their requirements and then roll out these services to the remainder of the Account Management team
  • Act as role model and mentor to the UK Relationship Management Team, developing professional, customer focused working relationships internally and externally, monitored by customer satisfaction research and reviewing individual performance against their KPI’s
  • Provide, and ensure knowledge transfer, to ensure your team is well versedin delivering first class customer service, maintain a comprehensive understanding of the energy and carbon markets, can sell the benefits of all company services and comply with the company’s processes and procedures
  • Ensure each member of the team has a personal development plan, is regularly appraised and is generally motivated in their role through active coaching and strong leadership. Deal with all general issues as part of the day to day management of the team escalating where appropriate to the Head of UK Relationship Management
  • Ensure relevant, timely reporting on achievements against objectives,demonstrating the team’s performance against the agreed KPI’s ensuring the team achieve the financial new business and resign key performance indicators as set by the business including extension of customer agreements to maximise the value of the financial order book
  • Plus: All other duties as assigned appropriate to the development of the role and the individual
  • Ability to relate complex systems in basic terms
  • A strong work ethic
  • A current driving license
17

Strategic Relationship Manager Mortgage & Housing Markets Resume Examples & Samples

  • Minimum of 5 years in the mortgage and housing market
  • Exceptional written and oral communication skills; familiarity/comfort in public speaking
  • Experience demonstrating innovation, with an understanding of credit, risk and marketing solutions
18

Strategic Relationship Manager Resume Examples & Samples

  • Proven track record of success in selling IT consulting services - as an individual contributor with a sales quota ($2M+) - within multiple accounts
  • Strong network of contacts within the Insurance and Financial Services sectors
  • Detailed knowledge and experience in preparing responses to RFP’s and Proposals leveraging internal SME’s (onshore-offshore business model)
  • In-depth knowledge of the IT services industry and global delivery models
  • Knowledge of the insurance industry
19

Automotive Strategic Relationship Manager Resume Examples & Samples

  • Securing and retaining long term contracts
  • Communicating and liaising with key external business contacts, effectively representing Hitachi Capital Motor Finance, in order to optimise business performance
  • Managing account portfolios within approved operating parameters and agreed Supplier Agreement and Supplier Operating Instructions
  • Developing and managing to a credit strategy within assigned individual and allocated team account portfolios
  • Working with the Risk team to monitor financial health and exposures of the dealers/brokers within account portfolio
  • Proactively managing the profit and loss account for each dealer/broker within account portfolio
  • Managing new business prospects in accordance with the motor new business strategy
  • Previous experience in B2B relationship management and new business development within the motor industry is essential
  • Demonstrate and understanding of financial modelling
  • It’s likely you’ll have worked in a variety of organisations where you’ve learnt to apply your skills in different cultures and with different types of people
  • You will have smashed your sales targets and can showcase your success
  • You probably have a Degree but it’s not a deal breaker – we value on-the-job experience over certificates
20

Strategic Relationship Manager Resume Examples & Samples

  • Provide proactive client/broker service and outreach to provide guidance, support and program consultation. Establish a trusted/strategic advisor relationship with each assigned client
  • Bachelor’s degree or a minimum of five to ten (5-10+) plus years equivalent work experience in SAAS, healthcare management, and/or human resources/benefits administration
  • Experience managing low-volume, high complexity accounts with multi-facted programs in a service oriented industry, consulting capacity and/or a SAAS company. A background that includes healthcare management, health promotion or public health is preferred (not required)
  • Experience identifying and understanding problems and opportunities by gathering, analyzing, and interpreting quantitative and qualitative information; choosing the best course of action by establishing clear decision criteria, generating and evaluating alternatives, and making timely decisions; taking action that is consistent with available facts and constraints and optimizes probable consequences
  • Demonstrated ability to engage and influence clients, resulting in consultative relationship
  • Demonstrated highly effective verbal and written communication skills: delivers highly professional presentations and communications through client organizations
  • Willing and able to travel as necessary to meet with clients (roughly 15%-20%)
  • Position is based in Dallas at Viverae corporate headquarters (this is not a remote role)
21

EA Mortgage Strategic Relationship Manager Resume Examples & Samples

  • Open to Remote city locations outside of Atlanta
  • Experienced in the mortgage industry (as a lender or a reseller), real estate and rental experience
  • Proven sales/solution selling experience
  • Experience working with senior-level executives and build/maintain those relationships
  • Ability to drive urgency in the sales cycle and the execution of solution strategies
  • Excellent planning, organization, multi-tasking, prioritization and meeting facilitation skills
  • Proven experience in driving significant revenue growth with highly complex strategic clients
22

Empower Strategic Relationship Manager Resume Examples & Samples

  • Act as contact and reference for the purpose of answering questions and resolving complex and escalated problems regarding all aspects of product and plan operation such as administration, investment products, policies and procedures, regular partner reviews and on-going servicing
  • Interface with block partner and internal constituents to understand overall objectives and requirements; prepare product build out strategy to create an optimal product offering for the advisor firms
  • Identify opportunities to improve plan recordkeeping and operations. Provide periodic updates and reports pertaining to initiatives
  • Build a long term partnership with partner to understand overall objectives to ensure relationship profitability
  • Balance and prioritize multiple projects and workloads to meet business needs
  • Bachelors degree and/or equivalent work experience
  • Minimum of 5 years experience to include knowledge of retirement plan industry; trust administration; participant recordkeeping; plan compliance; partner or plan consulting; and relationship management
  • Ideal candidate will possess a strong understanding of the marketplace including employers, employees and intermediaries, and have the ability to influence internal and external clients and partners
  • Have wide ranging experience, uses professional concepts and company objectives to resolve complex issues in creative ways
  • Solid understanding of client relationships and ability to view work in a strategic manner
  • Thorough working knowledge of MS Word, Excel, and PowerPoint
  • Previous project management experience including ability to manage multiple complex projects
  • Previous client service/relationship management experience
  • Avanced knowledge of IRS codes, along with recordkeeping and administration experience
  • Ability to manage multiple tasks and lead projects simultaneously; works independently with solid problem solving, negotiation and critical thinking skills
23

Strategic Relationship Manager Resume Examples & Samples

  • University degree (or equivalent work experience with pension and/or PC experience)
  • Ability to prioritize tasks
  • Excellent time management and organization skills
  • Ability to effectively manage internal network of resources to satisfy the demands of intermediaries and their block of business
  • Knowledge of who to call to resolve issues expediently
  • Knows when to do vs. delegate vs. escalate (good judgment)
24

Strategic Relationship Manager Resume Examples & Samples

  • Deliver or exceed new business targets of aligned panel
  • Develop and manage mutually beneficial and profitable relationships in line with our deepening and broadening strategy
  • Identify and develop relationships with key influencers and decision makers within accounts to ensure Standard Life is best positioned to maximise strategic/tactical growth opportunities
  • Ensure that profitable panel positions are secured and strategic deals are maximised across Standard Life’ key advisory propositions
  • Collaborate across the Standard Life group to identify and develop opportunities for Standard Life Investments, Standard Life Wealth, 56 degrees, 1825, Workplace Savings and threesixty services, Focus Solutions
  • Create, lead and support effective distribution models to support the delivery of account objectives and business plans
  • Represent the Strategic Relationships Team as a member of the Distribution Extended Leadership Team
  • Identify and develop relationships with key internal stakeholders within distribution and the wider business that support our mutual objectives
  • Gather and share market place, competitor and adviser intelligence with other internal divisions (e.g. Proposition and Marketing) to help shape and influence the development of Standard Life’s strategy and intermediated proposition
  • Understand Standard Life revenue drivers and create strategies to maximise inflows, reduce outflows and support achievement of our trading priorities
  • Ensure full adherence with all required compliance and risk guidelines protecting Standard Life’s reputation
25

Strategic Relationship Manager Resume Examples & Samples

  • Create, own and present a portfolio plan to effectively prioritise your sales effort
  • Meet performance metrics with regards to customer meetings and pipeline development
  • Understand the competitive landscape and be responsible for taking new customer requirements to the product innovation team
  • Work with the pre and post sales teams regarding the creation and implementation of effective “solution reviews” to measure our ROI with customers projects and increase retention
  • Identify and evaluate new opportunities to close profitable deals across industry sectors, focusing specifically on up-sell, cross-sell, whilst maintaining and growing core revenue
  • Achieve sales and revenue growth according to agreed targets by focusing on the customer and recommending the appropriate D&B products and solutions
  • Ensure maximum exposure of D&B products and services across targeted accounts and maintain a robust opportunity funnel
  • Coordinate and leverage segment specialists and other D&B resources on target accounts
  • Building and maintaining ongoing strategic C level -1customer relationships across the customer organization
  • Manage and communicate progress against monthly targets via accurate and timely reporting and forecasting via CRM system (SFDC)
  • Responsible for cash and collection in order to avoid disputes
  • Help create a high performing culture and a collaborative environment within the team
26

Strategic Relationship Manager Resume Examples & Samples

  • 10 – 15 years of Retirement Industry Experience
  • Strong Client Management experience and skills
  • Deep technical knowledge of plan design features for 401(k) and non-qualified plans, legal and regulatory framework, industry trends
  • In-depth knowledge of financial products and services, preferably within institutional retirement services
  • Strong consultative and negotiation skills
  • Bachelor’s Degree of equivalent
  • Industry certifications and FINRA licensing preferred
27

Industry Engagement Strategic Relationship Manager Resume Examples & Samples

  • Support the delivery of Standard Life’s Pension & Saving ambition through the engagement of key industry bodies across the UK
  • Maximise the potential value of these external relationships through the gathering/sharing of market insight and adviser intelligence across Standard Life
  • Maintain a high industry presence and represent Standard Life at external forums, groups and events
  • Identify and develop relationships with leading Due Diligence and Best Advice systems to ensure Standard Life is best positioned to secure and maximise strategic deal opportunities
  • Collaboration with key internal stakeholders to help shape and influence the development of Standard Life’s Pensions and Savings strategy and intermediated proposition
  • Collaborate across the Standard Life group to support our mutual objectives including Standard Life Investments, Standard Life Wealth, 56 degrees, 1825, Workplace Savings and threesixty services, Focus Solutions
  • Support and deliver the Strategic Relationship Teams key priorities in line with our vision of being a “World Class” relationship management team
  • Strong understanding of the UK advisory market, propositions and regulations
  • Proven ability to engage and influence key internal and external stakeholders at senior level
  • Strong track record of collaborating with key internal stakeholders to deliver joint objectives
  • Continually striving to develop a positive culture and growth mind-set in the business, focused on building trust through long term relationships
  • Demonstrate strong team focus mentality
  • Clear focus on safeguarding Standard Life’s reputation and brand
  • Existing network of industry body relationships
  • Chartered Financial planner qualification or progression towards Chartered status
  • Understanding of the propositions, platforms and services delivered by Standard Life Group