Sr Vp ~ Client Services
Current- Provide oversight to client service teams in six Zenith offices serving over 100,000 participants covered by collective bargaining agreements. Funds participate in health & welfare, pension, defined contribution.
- Develop and maintain strong, collaborative relationships with Fund Advisors (Consultants, Counsel, Actuaries, Investment Consultant, Auditors, etc.) to ensure Board directives are completed timely and accurately.
- Coach and mentor Client Services Executives and other team members.
- Manage client profitability including budgeting, renewals and negotiations.
- Work with the Sales & Marketing team on new business acquisitions and presentations.