Associate Director driving automation in data cataloging and controls for RBC Capital Markets. Collaborating with senior leaders to advance data governance policies and optimize processes.
About the role
- Director level position managing strategic accounts for Fitch Learning, influencing educational services in the financial sector. Requires deep knowledge of Canadian financial services and education.
Responsibilities
- Own a portfolio of named enterprise accounts in Canada; act as the senior relationship lead and primary escalation point
- Engage senior leaders at banks, wealth management firms, and broker-dealers to influence curriculum decisions
- Develop multi-year account plans that align client business priorities with Fitch Learning solutions
- Orchestrate multi-stakeholder management across L&D, Compliance, HR/Talent, and front-office leadership
- Achieve and exceed account health targets; renew contracts
- Build and maintain accurate forecasts, pipelines, and account health metrics in Salesforce
- Lead a consultative, solution-oriented motion that maps client needs to Fitch Learning pathways
- Collaborate with Product and Content teams to tailor solutions for Canadian financial services clients
- Stay current on the Canadian financial education landscape and regulatory developments.
Requirements
- 10+ years of experience in strategic account management, customer success, or enterprise relationship leadership serving financial services clients
- 5+ years in a relevant functional area (e.g., financial services, corporate credit, wealth management, risk, financial consulting, financial education)
- Proven track record managing complex, multi-stakeholder accounts and long sales cycles with disciplined governance and follow-up
- Experience delivering learning solutions and influencing curriculum and credentialing decisions within large financial institutions
- Excellent executive communication, relationship-building, and consultative problem-solving skills
- Strategic mindset with the ability to identify growth opportunities and translate regulatory changes into client-centered training programs.
Benefits
- Health & wellbeing offerings
- Retirement planning and tuition reimbursement programs
- Paid volunteer days
- Employee Resource Groups
- Global parental leave plan
- Opportunities to support your community
- Dedicated trainings, leadership development and mentorship programs
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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