Hybrid Client Relationship Director / Manager

Posted last week

Apply now

About the role

  • Serve as the key contact for developing and nurturing new client relationships, focusing on financial services organizations.
  • Proactively engage clients and prospects using a consultative, strategic approach to understand their business priorities, goals, and learning needs, proposing holistic solutions.
  • Build new accounts through strategic market and client analysis, targeted outreach, and effective networking.
  • Expand existing accounts by leveraging industry knowledge, relationship-building, and referrals from internal partners.
  • Accurately manage client data and information using Salesforce to record and track account developments.
  • Produce and justify regular revenue forecasts based on your pipeline.
  • Oversee legal contracts for both clients and contractors.
  • Transition secured projects to the program management team for delivery, while retaining oversight of commercial issues and ongoing client relationships.
  • Collaborate with colleagues to design innovative learning solutions tailored to the needs of financial services clients.
  • Identify and pursue opportunities to expand into new markets and broaden product offerings, with a focus on client-driven and niche segments.

Requirements

  • Director: 8–10+ years of work experience in direct B2B sales or strategic account management serving financial services clients; Manager: 5–8+ years.
  • Director: 4–5+ years in a relevant functional area (financial services, corporate credit, wealth management, risk, financial consulting, or financial education); Manager: 3–5+ years.
  • Strong background in business development within the Canada financial services or financial education sector.
  • Experience in developing client strategies and delivering learning solutions.
  • Excellent communication, relationship management, and consultative skills.
  • Strategic mindset with the ability to identify and act on growth opportunities.

Benefits

  • Hybrid Work Environment: 3 days a week in office required based on your line of business and location.
  • A Culture of Learning & Mobility: Dedicated trainings, leadership development and mentorship programs designed to ensure that your time at Fitch will be a continuous learning opportunity.
  • Investing in Your Future: Retirement planning and tuition reimbursement programs that empower you to achieve your short and long-term goals.
  • Promoting Health & Wellbeing: Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing.
  • Supportive Parenting Policies: Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively.
  • Inclusive Work Environment: A collaborative workplace where all voices are valued, with Employee Resource Groups that unite and empower our colleagues around the globe.
  • Dedication to Giving Back: Paid volunteer days, matched funding for donations and ample opportunities to volunteer in your community.

Job title

Client Relationship Director / Manager

Job type

Experience level

Lead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job