Return To Work - VP, Relationship Manager | Alpharetta
Core
Managing equity compensation relationships for Wealth Management clients, partnering with administrative contacts to enhance participant experience and plan utilization.
Role type
VP, Relationship Manager (Equity Compensation)
Builds
Service delivery and strategic enhancements for institutional equity compensation plans
Domain
Financial Services / Wealth Management / Equity Compensation
Deliverable
client delivery
Required skills
equity compensation expertise, relationship management, stakeholder management, project coordination, data analytics, presentation skills
Preferred skills
Certified Equity Professional designation, securities licenses (FINRA Series 7, 63, or 66)
Technologies
MS Office products
Responsibilities
Deliver regular business reviews with thought leadership and plan analytics, monitor client satisfaction via benchmarks and surveys, align client requests with business constraints, coordinate new projects with internal teams, communicate plan events and key issues to stakeholders, attend industry webcasts and education forums
Seniority
VP level, experienced professional returning to workforce