Senior Vice President, Relationship Management
Core
Lead strategic client relationships and drive sustainable business growth across a portfolio of leading financial institutions by overseeing a team of senior relationship managers and shaping client engagement strategy.
Role type
Senior Vice President, Relationship Management (Executive Leadership)
Builds
Strategic partnerships with banks, wealth managers, asset managers, and RIAs
Domain
Financial Services / B2B SaaS
Deliverable
client delivery
Required skills
Strategic account planning, C-suite executive engagement, team leadership and mentorship, revenue expansion, retention strategy, product adoption, forecasting, risk management, cross-functional collaboration, market analysis, solution design
Preferred skills
B2B SaaS environment experience, complex commercial opportunity closing, industry best practices knowledge, flexibility for time zones, travel readiness
Technologies
None stated
Responsibilities
Own relationship strategy for high-value financial services clients; Act as executive sponsor for key accounts; Guide Relationship Managers in executing tailored account strategies; Lead and develop a high-performing team; Foster a culture of accountability and operational excellence; Establish best practices for strategic planning and contract renewals; Drive portfolio-level revenue growth and retention; Oversee forecasting and pipeline health; Collaborate with Product and Delivery teams; Escalate and resolve strategic client issues; Represent client voice internally to influence roadmaps; Monitor market developments for innovation opportunities; Oversee client engagement, onboarding, and implementation.