Fitch Learning | Client Relationship Manager/Director - New York, NY

Fitch Group • New York, NY

53d • Hybrid

About The Position

Fitch Learning is seeking a Strategic Learning Partner to join our US team. This client-facing role can be hired at Manager or Director level, depending on experience. It is pivotal in shaping and expanding our client base, with a strong emphasis on sales, business development, product strategy, and in-depth financial services expertise. The ideal candidate will proactively identify and qualify prospects, develop new client relationships, drive growth, and collaboratively design impactful learning solutions. Drive business growth at Fitch Learning as a dynamic sales and product strategy professional who will develop strategic client relationships, implement innovative product strategies, and lead complex sales cycles for our premier financial training solutions. Collaborate with global stakeholders 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 approximately 20% to 40% of your time, Fitch Learning is a division of Fitch Group. We provide high quality professional training across the financial services sector, such as in credit risk analysis, wealth management, securities analysis and capital markets around the world through public seminars, corporate seminars, credentials, certification, e-learning and managed services.

Requirements

• 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.

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

• 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees