Relationship Management Job Description
Relationship management
provides assistance and incident management to Business Units and systems supply chain in handling incidents, critical emergencies, and disasters involving the integrity of our business and our products.
Relationship Management Duties & Responsibilities
To write an effective relationship management job description, begin by listing detailed duties, responsibilities and expectations. We have included relationship management job description templates that you can modify and use.
Sample responsibilities for this position include:
Review processes and procedures for operational improvements to processes, workflow and organizational structure at Vendor locations
Work with the Vendor Management team to establish contract management objectives, procedures, templates and workflow processes for vendor contacts and deliverable schedules
Assist with on-site auditing of output at the vendor and establishing oversight and ensuring adequate controls are in place to verify processes are working as designed
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, problem solving skills
Responsible for effectively partnering with both senior and junior partners in the relationship management team
Responsible for partnering and coordinating with internal partners (for example investment, CPM and consultant relations partners) to meet client service requirements
Contributes to overall Institutional team with client service ideas, best practices and learned industry knowledge
Quantitative and Strategic Analysis
Drive a specific project from start to completion
Competition and market tracking
Relationship Management Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Relationship Management
List any licenses or certifications required by the position: ITIL, ISM, APICS, PMP, BRMP, CPSM, C.P.M, CRVPM, CRM, PMI
Education for Relationship Management
Typically a job would require a certain level of education.
Employers hiring for the relationship management job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Education, Finance, Business/Administration, MBA, Marketing, Management, Graduate, Accounting, Economics
Skills for Relationship Management
Desired skills for relationship management include:
Various Merrill Lynch investment platforms the available products and solutions and relevant contacts
Excel
Our products and systems in order to provide an excellent customer journey
CRM databases would be advantageous
Project management
PowerPoint
Supply chain management and relevant industry regulations
CRM tools and subscription-based business sales models
Processes
Desired experience for relationship management includes:
Exhibit and execute proactively to address potential service or operational gaps
Have at least three years experience in a client service role, with expanding complexity
Have a university degree and the Canadian Securities Course (CSC)
Enrolment in the Chartered Financial Analyst designation program is an asset
Exhibit a keen interest in and knowledge of the Canadian investment management industry
Ability to work collaboratively with T&O partners to find joint solutions to complex business problems
Relationship Management Examples
1
Relationship Management Job Description
Job Description Example
Our company is growing rapidly and is looking for a relationship management. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for relationship management
- Review and analyze merchants sites
- Creates and manage project plans
- Provide leadership, training, coaching as appropriate to internal and external parties
- Build mutually beneficial relationships with vendors and effectively build a relationship management structure to report daily issues and track to resolution, including long term mitigation and trend mapping to ensure compliance with regulatory obligations and to track repeat occurrences of issues
- Facilitate weekly meetings between the Vendor and Leadership to discuss enhancements, projects, issues, scheduling, Manages multiples task assignments at the same time and is thorough and timely with completion
- Is dedicated to meeting and exceeding expectations of both internal and external clients
- You will need to be comfortable with the physical premises in a professional office environment
- There will be a considerable degree of mental effort and related stress
- Proactively engage clients on conversations around investment themes and outlook, help to arrange meetings, visit, training
- Be the key internal and external-facing Coller contact for all administrator matters
Qualifications for relationship management
- Good working knowledge of the strategic sourcing process and methodology
- University and post-graduate degree preferably in business, finance, economics or accounting
- 7 - 10 progressive years of VRM experience
- Possess excellent communications skills, both written and oral in French and English
- For projects involving third parties, the project manager is accountable for ensuring that clear specifications are developed and communicated to the third parties
- Strong interpersonal and organization skills excellent oral and written communication skills
2
Relationship Management Job Description
Job Description Example
Our innovative and growing company is hiring for a relationship management. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for relationship management
- Monitor and drive adherence to Horizon’s and the CMO’s contractual commitments, obligations and processes, including production schedules, milestone dates, financial terms
- Propose and monitor annual strategic priorities and ensure these are reviewed in bimonthly roadmap meetings with key senior stakeholders across the firm
- Coordinate the prioritisation of Administrator workload, generated from multiple Coller teams and senior stakeholders, ensuring that the varied workload is well understood and meets Coller deliverables
- Ensure the Fund administrator consistently delivers on Key Performance Indicators (KPIs)
- Coordination of quarterly presentations to the Board, ensuring key issues are addressed and well communicated
- Maintain strong knowledge of the Service Provider team, who operate across multiple geographies and teams
- Preparation of various applications and documents relating to non-credit business such as fee waiver, daylight overdraft
- Correspondence with clients as to various kind of inquiries, requests
- Develop, manage and facilitate proper execution of partner specific direct marketing plans and campaigns
- Serve as a point of contact for key partnerships and manage day to day deliverables with clients
Qualifications for relationship management
- Outstanding knowledge of Technology product and supplier base, and industry trends affecting the Wholesale Banking sector
- Possess excellent communications skills, both written and oral (bilingual English and French is an asset)
- Eight 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
- Business minded, with creative way of thinking
- Good retail and ecommerce understanding and an interest in internet and technology
- Initiative and drive, strong sense of project ownership, quick learner
3
Relationship Management Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of relationship management. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for relationship management
- Develop understanding and knowledge about global information security and privacy policies, strategies, initiatives, and processes
- Ability to partner closely with a number of cross functional teams internally
- Manage offer marketing revenue forecast and help to support sell-in strategies to drive incremental revenue with partners
- Manage risk, cost, sourcing and procurement activities for our direct t vendors by partnering with Business Stakeholders, US Partners and Corporate Procurement
- Provides regular account reports to management
- Solves moderately complex customer problems in the account management process
- Departmental & Region Support - Provides input into key strategies in line with regions/division objectives
- Assist in the preparation of detailed proposals for Investor Services products
- Attend client and prospect meetings as appropriate
- Participate in “check-in” calls with selected clients to qualify needs and overall satisfaction
Qualifications for relationship management
- Self-driven, unafraid and pragmatic personality
- The candidate will be an outstanding team player, supporting and be supported by the regional functional teams
- Currently studying towards a degree in Business, Economics, Management or related disciplines
- Experience private placement COLI/BOLI/TOLI operations
- Partner with the business at several organizational levels to understand business strategy and project requirements, shape the initial project request, and provide a high-level estimate of the project effort and costs used in cost-benefit analysis
- Undergraduate degree or 4+ years’ experience that directly aligns with the responsibilities of the role
4
Relationship Management Job Description
Job Description Example
Our innovative and growing company is looking for a relationship management. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for relationship management
- Ensures alignment to the Client Service Executives and service center model
- Implements relationship management tools, initiatives and organizational structures to meet changing client demands
- Executes and upholds relationship management program standards
- Responsible for evaluating the success of the service initiatives and tools and establishing goals for continuous improvements
- Build and effectively manage operational performance metrics
- Enrich the service delivery model by collaborating with Sales and Product Management on opportunities for future growth initiatives
- Conduct regular Due Diligence reviews
- Work with our Agents to learn more about markets and industry developments, and disseminate any information as appropriate
- Support new business initiatives and market access
- Implement and monitor SLA’s
Qualifications for relationship management
- FINRA S6 and S63, life and health
- Provide overall project / request for change (RFC) direction, guidance and scope
- You have excellent written and oral communication skills to convey complex ideas simply, through written reports and presentation materials
- Ability to effectively influence and manage change and drive results with strong leadership
- Profound background in contract negotiation and relationship management
- Working experience with international leadership in an ever-changing environment with tight deadlines and managing teams across multiple offices and territories
5
Relationship Management Job Description
Job Description Example
Our company is growing rapidly and is hiring for a relationship management. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for relationship management
- Managing a team to ensure strategic and tactical goals are met
- Carries out a schedule of regular meetings with the team to ensure full alignment of company goals
- Supports Head of Relationship Management with mapping of team resources, account allocation, forecasting, reporting, performance appraisals and other management level responsibilities
- Able to lead, mentor and coach a Relationship Management team
- Understands client workflow in depth and the value that SPGMI provides through frequent face to face and remote contact with the account
- Able to summarise and articulate this value to key stakeholders in the account in order to lead the renewal discussion to a favourable outcome for the client and for SPGMI
- Has input into and team member evaluation
- Stays close to key client relationship within the team
- Manages a staff of direct reports, who manage integrated software partners
- Direct administration of client accounts, including initiation of wire transfers, discretionary payments, currency transactions, bill payments, security deliveries & receipts and gifts & contributions
Qualifications for relationship management
- Exercise delegated authority regarding staffing, performance appraisals, promotions, compensation recommendations and termination
- Candidates must have a bachelor’s degree from a top university
- A background in institutional sales, buy-side broker relationship management, or financial data sales is preferred
- Ideal candidate will be flexible, driven and able to thrive in a team environment
- Japanese speaker preferred
- Proven ability in dealing with external clients Exceptional relationship and partnership management skills in a B2B and B2C environment