Fitch Learning | Client Relationship Manager, Associate Director - Texas
About The Position
Fitch Learning is seeking a Client Relationship Manager at the Associate Director level based anywhere in Texas. About the Team: Drive business growth at Fitch Learning as a dynamic sales professional who will develop strategic client relationships and lead complex sales cycles for our premier financial training solutions. Drive sales by embedding consultative selling and trusted advisor behaviors to identify opportunities, provide tailored guidance to senior-level clients, and transform prospects into long-term partnerships in the financial services sector. This influential position offers you the opportunity to make a significant impact across our markets. Requires travel for approximately 20% to 40% of your time. This role is commission-eligible from day one. The ideal candidate will bring hands-on commercial lending experience and demonstrate success in sales/business development.
Requirements
- A Client Relationship Manager typically has around 8+ years of experience
- Demonstrated prior experience in Commercial or Business Banking, with a solid understanding of client relationship management, portfolio growth, and revenue targets in financial institution settings
- Hands-on familiarity with credit and lending products (e.g., term loans, revolving credit facilities, lines of credit, asset-based lending), including credit analysis, underwriting fundamentals, risk assessment, and deal structuring
- Proven ability to translate banking product knowledge into consultative sales conversations—identifying client needs, articulating value propositions, and collaborating with stakeholders (RMs, credit teams, product) to drive adoption and close complex deals
Nice To Haves
- 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
Responsibilities
- Identify and pursue opportunities to expand into new markets and broaden our product offerings, with a focus on client-driven and niche segments
- Partner with Marketing to develop collateral, using various marketing channels and promoting new product launches
- Utilize Fitch Learning’s resources, including courses, eLearning, and professional certifications, to expand your own industry knowledge
Benefits
- Hybrid work environment: When based in Austin, you are expected to be in the office three days per week when not meeting with clients
- A Culture of Learning & Mobility: Dedicated training, 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
