Relationship Director Job Description

Relationship Director Job Description

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Relationship director provides subject matter expertise on regulatory, operational and credit risk, including the requirements for compliance to MFDA / IIROC policies and procedures.

Relationship Director Duties & Responsibilities

To write an effective relationship director job description, begin by listing detailed duties, responsibilities and expectations. We have included relationship director job description templates that you can modify and use.

Sample responsibilities for this position include:

Has an in-depth understanding of the client businesses and is able to determine areas where GTI’s functional segments can complement these businesses
Applies expert knowledge of information technology and associated leading edge infrastructure solutions related to the businesses to attain function, business unit or country/regional operations objectives
Leads transformational change within technology infrastructure that reshapes the business and contributes to significant growth
Oversee and provide expert advice on the portfolio of infrastructure services provided
Articulate clear business justification, prioritization, and dependencies around CRM initiatives
Understand industry standards and develop key performance indicators for all CRM initiatives
Working with cross-functional teams, lead the development of actionable customer segments that inform our CRM strategy
Facilitating open communication and discussion between stakeholders
Responsible for relationships with large institutional clients with a focus on asset retention and identifying and managing cross-selling opportunities
Responsible for establishing individual business plans and custom client service plans for all clients covered

Relationship Director Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Relationship Director

List any licenses or certifications required by the position: PMP, ITIL, KPI, CBRM, FPC, CPP, CRVPM, SAP, BRMP, PRINCE2

Education for Relationship Director

Typically a job would require a certain level of education.

Employers hiring for the relationship director job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Education, MBA, Finance, Management, Marketing, Computer Science, Business/Administration, Economics, Associates

Skills for Relationship Director

Desired skills for relationship director include:

Risk policies & procedures relating to credit conformance & regulatory & operational risk
Credit Skills
Policies and procedures across the Group relevant to Barclays Business market
PAREXEL services and value propositions for appropriate cross-selling opportunities
Operational and legal risk
Mandatory Risk policies and procedures relating to credit conformance and regulatory
Executive education sector – experience
Income drivers
Cash and transactional products and FX
Risk management and control and accounting policies and financial control

Desired experience for relationship director includes:

OVery strong leadership qualities with definitive, successful experience in leadership positions
OExperience in leading technology change initiatives
Strong project management skills, ability to communicate project status to business and as escalation point to resolve issues
Organize and lead the production of all collateral required to initiate a project (including vision document, business case/cost benefit analysis, high level requirements specifications, and other elaboration phase outputs)
Organize the project team (people needed in the business and IT organizations, third parties)
Manage the project through all the phases and milestones from requirements gathering to post-implementation reviews

Relationship Director Examples

1

Relationship Director Job Description

Job Description Example
Our company is growing rapidly and is hiring for a relationship director. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for relationship director
  • Identify new technology partners and consistently uncovers new partner opportunities
  • Responsible for leading the end-to-end renegotiation of agreements with partners as they expire (including midterm addendums designed to provide performance based incentives) while also leveraging the firm’s resources to bring those agreements to fruition
  • Partner with tech development team to ensure necessary tools are created that are integral to selling of CPS and other bank services through reseller channel
  • Communicate with a portfolio of Institutional clients on all aspects of their relationship with Russell
  • Build strong relationships with clients through regular meetings and social events
  • Develop new business across Russell’s services from existing clients
  • Receive reports of daily issues and track resolution and long term mitigation
  • Create agendas and facilitate weekly meetings, coordinate Vendor schedules for print production and on-site auditing, maintain list of all SLAs that the vendor is contractually obligated to
  • Collaborate with Vendor resources on Lean/Six Sigma initiatives and problem solving sessions
  • Serves as the escalation point of contact/ liaison to ensure appropriate information exchange
Qualifications for relationship director
  • Ability to set and define strategy
  • Thorough knowledge of investment markets and of the investment management and pensions industry in the UK and other markets including regulatory regimes
  • Ability to command respect from senior contacts at client organisations
  • Candidates with a CFA/IMC or other finance related professional qualifications are preferred
  • Involves formulating the account plans for the relationships, in line with strategy, and making sure they are executed across product and geographies
  • Development and execution of strategies necessary for the acquisition of new customers and to identify new business opportunities with existing customers
2

Relationship Director Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of relationship director. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for relationship director
  • Coordinate organizational support across Chase Consumer Bank
  • Aid in negotiation of final terms and contract approval
  • Identifying and providing solutions to a wide range of client needs
  • Lead and manage all business, some technical, and education activities
  • Exercise management responsibility for a business architecture group, including recruiting, hiring, training, developing, evaluating, and setting priorities
  • Identifying, acquiring, developing and servicing new relationships through personal and client referrals, Barclays Group internal networks and corporate and investment banking sources –
  • Gain a deep understanding of the strategic direction and technology requirements of Stanford’s distributed academic and administrative community by building and maintaining partnerships with key stakeholders, including CIO’s and IT Leaders across campus, Associate Vice Provosts and Administrative Deans
  • Develop and maintain an in-depth knowledge of University IT services, services delivered by Stanford’s academic and administrative units, to coordinate and align technology solutions with business strategies
  • Identify opportunities where University IT can better collaborate with campus stakeholders to develop and implement technology strategies and solutions
  • Act as an advocate for campus community business and IT needs and required results, ensuring University IT workgroups are aware of key issues
Qualifications for relationship director
  • Ability to control risks
  • Proactively identifies and drives to resolution issues within Global Services that are affecting the product performance and/or customer experience
  • Proactively identifies issues within the Business Unit that are affecting Global Services’ ability to support the product
  • Completed university education in computer science or technical equivalent
  • In depth knowledge of technical support function
  • Minimum of 3 years’ experience in new product introduction with particular focus on support readiness
3

Relationship Director Job Description

Job Description Example
Our company is looking to fill the role of relationship director. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for relationship director
  • Build and strengthen relationships with the firm’s client relationships through proactive in-person, verbal and written contact including on-site visits, with a focus on client retention, AUM preservation and customer satisfaction
  • Serve as primary contact for assigned institutional clients with responsibility for coordinating various internal resources portfolio management teams, performance analytics, operations, compliance, legal required to deliver products, resolve operational issues and provide high quality service to the clients
  • Arrange periodic due-diligence meetings and conference calls with clients and/or their investment consultants to review assigned portfolios, investment guidelines, fund objectives and investment process
  • Provide monthly, quarterly and ad-hoc client reports that are typically comprised of portfolio characteristics, performance data and performance attribution, economic and mandate-specific commentary
  • Partner with the Sales and Consultant Relations teams in building relationships with prospective clients and consultants
  • Participate and provide support in organizing client events Workshops, Conferences, Dialogues Follow up to ensure assigned clients attend the events
  • Global management of the sales cycle – product and market campaigns
  • This individual will coordinate with numerous firm resources to develop and execute a market growth strategy and approach for each private equity firm assigned to them within the geographic coverage area
  • Lead strategy and execution for relationship marketing for consumer and commercial Office365 customers
  • Leverage best practices from the industry and deliver test and learn plan
Qualifications for relationship director
  • Local IT organization
  • And corporate and field accounting organizations to collaborate on a solution
  • A prioritization process to organize customer demand against the existing It resources
  • Establish a global business facing BRM/support team for IT
  • Cultivate a customer service focus and culture
  • 10-15 years relevant consulting, support or development work experience in ERP platforms
4

Relationship Director Job Description

Job Description Example
Our company is growing rapidly and is looking for a relationship director. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for relationship director
  • Test into new channels, which could include SMS, retargeting or other
  • Work closely with Engineering and Product Management teams to develop engagement strategies and launch programs and experiences
  • Influence roadmaps and ensure consistency across the communications, product experience, and support experience
  • Test, Measure and Learn in quick agile process
  • Set success criteria, measure impact, and evolve the strategy
  • Ensure learnings shared and leveraged across other relationship marketing teams
  • Lead a team of 7 professionals who will develop, launch and managed relationship marketing programs
  • Identifies and reaches out to target clients to establish new relationships for Thunderbird Executive Education
  • Builds trusted advisor relationships with senior leaders and influential executives that broaden Thunderbird Executive Education's reach into and impact on the organization
  • Leads diagnostic conversations with new clients about their business, understanding the client's unique business circumstances, challenges, culture, learning and skill needs
Qualifications for relationship director
  • Series 7 (General Securities) and Series 9/10 (General Supervisory Principal) and Series 66 (Investment Adviser) licenses required
  • A detailed understanding of the infrastructure and project finance sector general understanding of corporate credit analysis would be an advantage
  • Participate in development of effective License and Supply Agreements
  • Identify risk areas to be mitigated
  • Significant experience of delivering exemplary account management to strategically important customers within the payments industry
  • Significant experience of working with multiple internal teams and proven track record of being able to deliver added value to the customer through a cohesive approach
5

Relationship Director Job Description

Job Description Example
Our company is growing rapidly and is looking for a relationship director. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for relationship director
  • Accountable for understanding the business needs, priorities and challenges of Finance to establish the strategy for delivering system and service capabilities for Finance department
  • Responsible for business growth within current enterprise level customer base client retention and satisfaction
  • Lead and present complex enterprise solutions to top executives
  • Understand and effectively communicate YBN’s value proposition, technology, processes, and partnerships as it relates to growth of current accounts
  • Develop and maintain strong active relationships with key client stakeholders at both senior and mid-management levels
  • Revenue, financial management, operational efficiencies, value realization and/or creation
  • Accountable for the overall user experience and financial success of our Relationship Extension products inclusive of products supporting our clients’ after they close on a mortgage loan vendors whom extend the client experience during the mortgage process
  • Owns delivery of product strategy and drives vision sufficient to building and maintaining alignment between products and services within the Relationship Extension vertical
  • Creates and shares visual product roadmaps which drive organizational consensus and support
  • Collaborates with cross functional teams (servicing, business development, creative, marketing, operations, and legal) for product strategies and execution
Qualifications for relationship director
  • Proven capabilities in designing, implementing and steering a long range strategic growth plan across a portfolio of Tier 1 customers
  • Seven years of demonstrated successful consulting services or solution sales experience in high-end major national/global accounts
  • Demonstrated success in managing complex cross group programs
  • Demonstrated ability to manage risk assessment and advise management
  • Demonstrated ability to create and execute on customer success strategies
  • Demonstrated ability to collaborate with others on projects and work across organizational boundaries to drive program results

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