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Fitch Learning · 3 weeks ago

Client Relationship Manager/Director

New York, NY

Full-time

Hybrid

Mid, Senior Level

$140K/yr - $140K/yr

6+ years exp

Fitch Learning is a leader in financial services training, delivering innovative learning solutions to empower professionals in the finance industry. The Strategic Learning Partner role is crucial for expanding client relationships and driving business growth through effective sales strategies and tailored learning solutions.

ConsumerProfessional Services

Hiring Manager

Maryam Hachana

Responsibilities

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

Oversight of 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

Work collaboratively 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 our product offerings, with a focus on client-driven and niche segments

Apply in-depth knowledge of U.S. and global financial markets, products, and client operating environments to inform and enhance the development of new learning and development programs

Ensure that all learning solutions are relevant and responsive to the evolving needs of financial services clients

Develop and determine product pricing strategies

Manage the creation of new content, credentials, and certificates, as well as oversee language translations and updates to existing content

Inform the budget and allocation for product and content development

Partner with Marketing to develop collateral, using various marketing channels and to promote new product launches

Utilize Fitch Learning’s resources, including courses, eLearning, and professional certifications, to expand your own industry knowledge

Qualification

B2B sales experienceFinancial services expertiseClient relationship managementProduct strategy developmentLearning solution designAnalytical skillsCommunication skillsStrategic thinking

Required

Manager: 6+ years of direct B2B sales experience serving financial services clients; 3–5+ years in a relevant functional area (e.g., financial services, corporate credit, wealth management, risk, financial consulting)

Director: 10+ years of direct B2B sales experience serving financial services clients; 5+ years in a relevant functional area (as above), with a demonstrated track record of leading complex sales cycles and strategic accounts

Strong background in business development within the US financial services or financial education sector

Experience in developing client strategies and delivering learning solutions

Excellent communication, relationship management, and consultative skills

Strategic mindset and the ability to identify and act on growth opportunities

Preferred

Deep knowledge of the US financial markets industry

Experience in financial education and learning solution design

Strong consultative, analytical, and strategic thinking skills

Proven ability to work effectively in a small, agile team environment, adapting to meet client and organizational needs

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.