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Senior Relationship Manager

2 months ago

Cincinnati, Ohio, United States Western & Southern Life Full time
Job Title: Assistant Vice President - Senior Relationship Manager

At Western & Southern Life, we are seeking a highly skilled and experienced Assistant Vice President - Senior Relationship Manager to join our team. This is a unique opportunity to build and retain business through fulfilling clients' needs and offering proactive, personalized relationship management and client service.

Key Responsibilities:
  • Strategically develop and implement customized relationship management plans to proactively service the individual needs of each client.
  • Seek to expand firm business with existing clients by anticipating needs and introducing additional investment solutions.
  • Manage and grow client relationships through the development of personal trust relationships with key client contacts and business partners.
  • Schedule and lead formal client review meetings with client senior management, Investment Committees, and Boards of Directors.
  • Represent FWIA in the community with clients and prospects at local fund raisers, sponsorships, and social events.
Requirements:
  • Demonstrated successful experience in institutional relationship management with at least five years of experience working as a relationship manager with institutional clients.
  • Proven client service experience, preferably in institutional asset management or financial services industry.
  • Demonstrated ability to present and communicate complex issues effectively with internal and external executives and professionals.
  • Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks accurately and timely.
  • Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions.
What We Offer:

Western & Southern Life offers a dynamic and supportive work environment, competitive compensation and benefits package, and opportunities for professional growth and development.