Senior Director – Relationship Management

Posted 5 days ago

This is a fully remote position, open to applicants in Nebraska.

📋 Description

• Oversee the relationship management strategy for a substantial portfolio of financial institution clients.

• Guide, mentor, and nurture Relationship Managers and senior client-facing leaders.

• Develop portfolio strategies that drive revenue growth, enhance relationship expansion, improve retention, and increase wallet share.

• Cultivate executive-level client relationships and act as a strategic advisor on business challenges, transformation initiatives, and long-term growth prospects.

• Collaborate with Sales, Product, Operations, Solution Consulting, and Client Delivery leaders to align client needs with enterprise solutions and business goals.

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

• Evaluate portfolio performance, industry trends, client health indicators, and financial metrics to uncover risks, opportunities, and strategic actions.

• Direct workforce planning, succession planning, talent development, and organizational effectiveness initiatives.


⛳️ Requirements

• Minimum of 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.

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

• Proven experience in managing executive-level relationships within financial institutions or similar industries, with the ability to influence senior decision-makers.

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

• Background in leading cross-functional initiatives that include sales, product management, operations, implementation, and executive stakeholders.

• Proficient in analyzing business performance, identifying market opportunities, and formulating strategic growth plans using 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 service.

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

• Demonstrated capability in managing large, complex client portfolios with significant revenue responsibilities.

• Familiarity with financial institution operations, digital banking, payments, core processing, and financial technology solutions.

• Proficient in using Salesforce or other enterprise customer relationship management platforms.

• Willingness to travel frequently (50% or more).

• Must currently hold valid and unrestricted U.S. work authorization; candidates needing sponsorship now or in the future will not be considered.


🏝️ Benefits

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

• Paid holidays and generous time-off policies.

• Complimentary mental health support through Employee Assistance Programs.

• Living Proof peer recognition program with points redeemable for rewards.

• Eight Employee Resource Groups.

• Opportunities for professional training, development, and internal mobility.

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

• 401(k) match.

• Discounted shares through the Employee Stock Purchase Plan.

• Tuition assistance and reimbursement program.

• Paid parental and military leave.

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