Senior Director, Relationship Management

This is a fully remote position, open to applicants in Connecticut, +3 more states.

📋 Description

• Lead, mentor, and develop Relationship Managers overseeing DNA core client portfolios.

• Develop portfolio strategies aimed at enhancing client health, satisfaction, retention, and revenue growth across designated DNA core client markets.

• Cultivate executive-level client relationships and act as a strategic advisor on business priorities, transformation projects, service performance, and long-term growth opportunities.

• Collaborate with Sales, Product, Operations, Solution Consulting, and Client Delivery leaders to ensure alignment between client needs and enterprise solutions, delivery commitments, and business goals.

• Manage intricate contract negotiations, renewals, and commercial discussions for high-value or strategically critical DNA core client relationships.

• Assess portfolio performance, client satisfaction trends, client health indicators, and financial metrics to pinpoint risks, opportunities, and actionable plans.

• Spearhead workforce planning, succession planning, performance management, and talent development initiatives.

• Travel frequently, 50% or more.

⛳️ Requirements

• 12+ years of experience in relationship management, account management, sales, banking, financial services, or financial technology with a focus on strategic client leadership, revenue growth, and portfolio management.

• 8+ years of experience in managing and developing teams, including performance management, succession planning, talent development, and organizational leadership.

• Proven experience managing executive-level relationships within financial institutions or related sectors and influencing senior decision-makers.

• Experience in leading complex contract negotiations, renewal strategies, and commercial discussions for large or strategically significant client relationships.

• Track record of spearheading cross-functional initiatives involving sales, product management, operations, implementation, and executive stakeholders.

• Ability to analyze business performance, identify market opportunities, and formulate strategic growth plans utilizing portfolio, client health, and financial metrics.

• Bachelor’s degree or higher in Business Administration, Finance, Management, or a related field, or an equivalent combination of education, relevant experience, and/or military experience.

• Experience in leading relationship management organizations within financial services or financial technology.

• Proven experience managing extensive, complex client portfolios with significant revenue responsibilities.

• In-depth knowledge of financial institution operations, digital banking, payments, core processing, and financial technology solutions.

• Familiarity with Salesforce or other enterprise customer relationship management platforms.

• Frequent travel of 50% or more.

• Valid and unrestricted U.S. work authorization; candidates requiring current or future sponsorship will not be considered.

🏝️ Benefits

• Fuel Your Life program supporting physical, financial, social, and emotional well-being.

• Paid holidays and generous time-off policies.

• No-cost mental health support through Employee Assistance Programs.

• Living Proof program with points redeemable for rewards.

• Eight Employee Resource Groups.

• Professional growth through training, development, and internal mobility opportunities.

• Medical, dental, vision, life, and disability insurance options available from day one.

• Retirement planning including 401k match.

• Discounted shares through the Employee Stock Purchase Plan.

• Tuition assistance and reimbursement program.

• Paid parental and military leave.

• Commission eligibility pursuant to the applicable Fiserv Sales Compensation Plan for commission-eligible employees.