Fitch Learning | Director, Client Relationship Manager - Chicago, IL

Fitch Learning is a leader in financial services training. With unrivaled breadth and depth, the company delivers learning solutions for apprentices, graduates, and those with 10+ years’ experience in Financial Services. Our offerings include expert faculty, e-learning, coaching, and blended assessments, improving individual and collective business performance. Fitch Learning is a Fitch Solutions company.

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.

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.

 

 Fitch Learning is seeking a Client Relationship Manager based in our Chicago office. The corporate title will be Director.

 

About the Team:

 

Drive business growth at Fitch Learning as a dynamic sales and product strategy professional who will develop strategic client relationships, implement innovative product strategies, and lead complex sales cycles for our premier financial training solutions. Collaborate with global stakeholders to identify opportunities, provide tailored guidance to senior-level clients, and transform prospects into long-term partnerships in the financial services sector. This influential position offers you the opportunity to make a significant impact across our markets. Requires travel approximately 20% to 40% of your time,

Fitch Learning is a division of Fitch Group. We provide high quality professional training across the financial services sector, such as in credit risk analysis, wealth management, securities analysis and capital markets around the world through public seminars, corporate seminars, credentials, certification, e-learning and managed services.

 

How You���ll Make an Impact: 

 

• Sales and Business Development

 

• 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.

 

• Product Strategy and Content Development

 

• 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 co