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

Fitch Group • New York, NY

83d • $140,000

About The Position

Fitch Learning is seeking a Strategic Learning Partner to join our US team. This director-level, strategic role 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. Working at Fitch Learning provides the opportunity to be part of a global leader in financial education, committed to delivering cutting-edge training solutions. You'll collaborate with a team of experts dedicated to empowering professionals with the skills and knowledge needed to excel in the finance industry. By joining us, you'll be at the forefront of innovation in professional education, contributing to impactful learning experiences that drive career advancement and industry success.

Requirements

• 10+ years of work experience in direct business-to-business sales roles with a focus on serving financial services clients.
• 5+ years of work experience in a relevant functional area such as financial services, corporate credit, wealth management, risk or financial consulting.
• 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.

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: Director
• Education Level: Bachelor's degree