Accountabilities:

The AVP Relationship Management will lead strategic account initiatives, team performance, and client engagement efforts while driving growth across an established portfolio of employer partnerships.

• Lead, coach, and develop a team of Account Executives, including hiring, training, performance management, and career development initiatives.
• Drive account growth and custodial asset expansion across existing employer relationships.
• Guide team members in building and maintaining strong relationships with employer clients, consultants, brokers, and ecosystem partners.
• Provide strategic leadership on market analysis, growth planning, and business partnership development.
• Serve as a senior escalation point for complex client matters and advocate internally for partner needs.
• Support consultative activities related to benefits strategies, plan reviews, consumer-directed healthcare adoption, financial health initiatives, and RFP processes.
• Oversee renewal strategies, financial performance reporting, negotiations, and profitability management.
• Ensure the delivery of exceptional service, solutions, and support across the client portfolio.
• Collaborate with cross-functional leaders to support strategic initiatives and improve products, programs, and client outcomes.
• Participate actively in leadership meetings and contribute to broader organizational objectives.

Requirements:

The ideal candidate is an experienced relationship management leader with deep expertise in healthcare, insurance, or financial services and a proven ability to engage executive stakeholders.

• Bachelor's degree in Business, Finance, Healthcare Administration, or a related field.
• 8–10+ years of experience working with senior executives, including CHROs, CFOs, and senior benefits leaders within the insurance, healthcare, or financial services industries.
• 8–10 years of strategic and consultative selling experience, ideally within consumer-directed healthcare, insurance, or financial services.
• Strong relationship management skills, including negotiation, collaboration, stakeholder engagement, and active listening.
• Solid understanding of health insurance products, health accounts, and employer benefits frameworks.
• Experience developing and implementing strategic growth plans for complex client portfolios.
• Strong presentation and communication skills, with the ability to influence executive-level audiences.
• Proven problem-solving capabilities and a proactive, solutions-oriented mindset.
• Leadership experience managing and developing high-performing teams is strongly preferred.
• Proficiency with CRM platforms such as Salesforce and Microsoft Office applications is preferred.
• Ability and willingness to travel extensively, with travel requirements potentially exceeding 30%.

Benefits:

• Competitive base salary ranging from $115,000 to $149,500 USD, based on experience, skills, and location.
• Eligibility for performance-based incentives and restricted stock units as part of the total compensation package.
• Comprehensive medical, dental, and vision insurance coverage.
• Health Savings Account (HSA) contributions and matching programs.
• Dependent care flexible spending account (FSA) matching.
• Uncapped paid time off.
• Paid parental leave.
• 401(k) retirement plan with company matching contributions.
• Personal finance and healthcare financial literacy programs.
• Ongoing education support and tuition assistance programs.
• Gym memberships and fitness reimbursement programs.
• Wellness incentives and employee wellbeing initiatives.
• Fully remote work environment with company-sponsored travel and accommodations for onboarding and training experiences.