Vice President of Relationship Management Key Consulting Phoenix, AZ Job Details Full-time $100,000 - $150,000 a year 2 hours ago Benefits Paid holidays Health insurance Dental insurance 401(k) Paid time off Vision insurance Qualifications Business development management Strategic management Program design Presentations for conferences or internal meetings Bachelor's degree Sales coaching Sales management systems proficiency Business development within finance Business Administration CRM system proficiency Relationship building in financial sales Strategic partnerships Master of Business Administration Full Job Description About the Opportunity Our client is a well-established wealth management organization seeking a Vice President of Relationship Managementto join its senior leadership team and play a key role in expanding strategic partnerships with banks, credit unions, and other financial institutions. This is a highly visible relationship leadership role focused on institutional growth, wealth program development, advisor engagement, and revenue expansion. The VP will serve as a trusted strategic partner to institutional executives while also working directly with advisors and branch teams to help develop, implement, and scale successful wealth management strategies. The ideal candidate brings experience from both the financial institution and advisor sides of the business and is equally comfortable sitting across the table from a bank or credit union executive as they are coaching an advisor or facilitating a team strategy session. What You'll DoStrategic Relationship Leadership Serve as the senior relationship lead for assigned bank, credit union, and financial institution partners. Build and maintain trusted relationships with executive-level stakeholders. Develop and execute multi-year strategic growth plans focused on wealth management expansion, client acquisition, and revenue growth. Partner cross-functionally with sales, operations, compliance, technology, marketing, and product teams to execute partner initiatives. Advocate internally for partner needs and identify opportunities to enhance products, services, and the overall partner experience. Wealth Program Development & Growth Identify opportunities to expand advisory, investment, and financial planning services within institutional partnerships. Establish and monitor goals around AUM growth, advisor productivity, referrals, new client acquisition, and revenue. Evaluate existing wealth programs and recommend strategies to improve advisor engagement and program performance. Analyze partner data, including client demographics, deposit trends, and branch performance, to identify opportunities for increased wealth penetration. Develop scalable strategies that integrate wealth management into the broader banking or credit union ecosystem. Advisor Engagement & Enablement Provide 1:1 coaching, strategic guidance, and practice management support to advisors. Facilitate workshops, training sessions, and strategic planning meetings. Help advisors adopt planning tools, advisory platforms, investment solutions, and other resources. Deliver executive presentations, business reviews, and growth recommendations. Represent the organization at partner meetings, industry conferences, and strategic planning sessions. Bring forward emerging industry trends and practice management strategies that improve advisor efficiency and the client experience. Strategic Reporting & Partner Advocacy Serve as a senior escalation point for partner concerns and ensure effective issue resolution. Monitor key performance indicators across partner programs, including: Assets under management Revenue growth Advisor productivity Referral conversion Client retention Provide strategic reporting and insights to senior leadership and institutional partners. Continuously gather partner feedback and translate insights into opportunities for improved service delivery and program performance. Risk & Regulatory Partnership Collaborate with compliance and risk teams to ensure partner programs operate within applicable regulatory and governance requirements. Maintain awareness of applicable requirements across areas such as SEC, FINRA, FDIC, NCUA, BSA/AML, OFAC, and CIP. What We're Looking For The successful candidate will be a strategic relationship builder, revenue-minded leader, and credible wealth management professional who can operate comfortably at both the executive and advisor levels.

Required:

Bachelor's degree in Finance, Business Administration, or a related field. 5-7+ years of experience in financial services, wealth management, institutional distribution, or financial institution partnerships. Demonstrated success developing or growing wealth management programs within banks, credit unions, or other institutional channels. Experience working with broker-dealers, RIAs, bank wealth platforms, or advisor networks. Proven ability to influence senior executives and drive measurable business results. Strong understanding of advisor engagement, sales enablement, and wealth program development. Experience coaching advisors and facilitating teams. Strong executive communication and presentation skills. CRM proficiency, preferably Salesforce, with a data-driven approach to pipeline and relationship management.

Preferred:

CFP® or other relevant professional designation. MBA or advanced degree. Experience developing scalable institutional wealth strategies. The Ideal Candidate You may be a particularly strong fit if you have experience in roles such as: Bank or Credit Union Wealth Leadership Institutional Relationship Management Wealth Management Business Development RIA or Broker-Dealer Partnership Development Advisor Consulting / Practice Management Financial Institution Sales Enablement Institutional Distribution We're looking for someone who can think strategically at the executive level while remaining close enough to the field to understand what advisors actually need to succeed. Compensation & Benefits This organization offers a competitive compensation package designed to reward performance and impact. $100,000-$150,000 base salary Generous performance-based bonus potential Medical, dental, and vision insurance 401(k) retirement savings plan Paid time off and holidays Ongoing professional development and training Remote work environment Actual compensation will be determined based on relevant experience, demonstrated results, geographic location, and internal compensation alignment. Location & Travel This is a fully remote position, with preference for candidates located in the Phoenix metropolitan area or Southern California. The role will operate primarily within Arizona/Pacific time zones and requires occasional travel for partner meetings, strategic planning sessions, advisor training, and industry events.

Pay:

$100,000.00 - $150,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Work Location:

Hybrid remote in Phoenix, AZ 85071