Western & Southern Financial Group
The Vice President, Senior Relationship Manager leads strategic relationship management for Fort Washington's largest institutional clients and consultants, focusing on retaining business and growing third-party revenue through cross-selling investment strategies. The role involves building executive-level relationships, prospecting new institutional clients, and managing consultant relations to establish firm credibility. Additionally, the position oversees on-boarding processes, project management for institutional relationships, and provides coaching to associates.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Western & Southern Financial Group.
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