Strategic Relationship Manager Resume Samples

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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

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

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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
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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

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

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

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%)

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

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

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)

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

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

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

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

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

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

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

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

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

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

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

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)

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

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

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)

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

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

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

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