Director, Strategic Advisors

Engage fi•Orlando, FL

18h•$150,000 - $210,000•Remote

About The Position

The Director of Strategic Advisors leads a team of relationship managers responsible for fostering and expanding business opportunities through existing client relationships. This strategic leadership role sets the team’s direction, promotes client satisfaction, and drives revenue growth through effective client relationship management. The Director develops strategies for expanding business within the client base, manages and develops the relationship management team, and serves as a senior point of contact for key clients and escalations. The role works across departments to align client engagement, evaluates client feedback and market trends for growth opportunities, and reports on satisfaction, revenue, and other performance measures to senior leadership. The position is remote, requires 50% travel, and is full-time at 40 hours per week.

Requirements

Bachelor’s degree in Business, Marketing, or a related field.
At least 10 years of experience in client relationship management, business development, or a related field.
Proven track record of managing teams and driving business growth.
Strong leadership and team management skills, including the ability to inspire and motivate.
Excellent interpersonal and communication skills, a client-focused attitude, and strong customer engagement skills.
Ability to present ideas and strategies to senior leadership and clients.
Strategic thinking and strong analytical skills, including the ability to make data-driven decisions.
Strong sales background with a track record of meeting or exceeding sales goals.
Effective time management and ability to meet deadlines and achieve targets.
Ability to identify and pursue new business opportunities within existing client relationships.
Experience developing and executing sales strategies.
In-depth understanding of the organization’s industry and market.
Ability to negotiate contracts and agreements with clients.
Strong organizational skills and ability to manage multiple priorities.
Ability to work effectively with other departments and stakeholders.
Knowledge of Payment Processing, Core Processing, and Digital Banking vendors, tools, and processes.
Ability to sit for prolonged periods and work on a computer.
Must be able to lift up to 15 pounds at times.

Nice To Haves

Banking industry experience, with preference for sales related to payment processing, core processing, and/or digital banking.

Responsibilities

Develop and implement strategies to grow business through existing client relationships.
Lead, mentor, and manage relationship managers, providing guidance and support toward team and company goals.
Establish team performance metrics and objectives and regularly review progress.
Build and strengthen relationships with key clients, understand their needs, and identify opportunities for additional services or solutions.
Serve as a senior point of contact for escalations and high-profile client interactions.
Ensure consistent, high-quality client experiences across the team.
Identify and pursue opportunities to expand business within the existing client base.
Collaborate with marketing, consulting services, strategic services, and other departments to align strategies and client engagement.
Analyze market trends and client feedback to identify growth areas and inform potential new lines of business.
Recruit, train, and develop team members and foster a collaborative, high-performance culture.
Conduct performance evaluations, provide constructive feedback, and support professional development.
Encourage innovation and sharing of best practices within the team.
Prepare and present reports on client satisfaction, revenue growth, and other key metrics to senior leadership.
Use data analytics to inform decisions and strategy adjustments.
Monitor industry trends and the competitive landscape and keep the team informed and proactive.