Strategic Relationship Manager Job Description

Strategic Relationship Manager Job Description

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Strategic relationship manager provides senior technology perspective on industry trends, competitive landscape and market/regulatory changes leveraging industry contacts, vendors, and strategic technology partner relationships.

Strategic Relationship Manager Duties & Responsibilities

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

Sample responsibilities for this position include:

Achieve specific merchant volume targets
Build and maintain relationships with internal business partners (Clearing, Service Delivery, Marketing, Legal, Compliance)
Working with in house CIOs, Trustees and investment teams to create and develop solutions for (predominantly) pension fund clients utilising product and investment knowledge
Establish, maintain and produce reporting and data analytics across all Northern Merchant clients
Work cross functionally within the matrix organization to define, coordinate and manage client requests and resolve client issues/concerns
Proactively monitor and measure assigned client program data throughout the year
Prepare and deliver client/broker presentations, meeting agendas and action plans
Gather data and insights regarding usage to demonstrate business impact and value
Inform and educate clients on new and existing projects
The BRM is the liaison between IT and the business unit, and a trusted advisor to the business unit

Strategic Relationship Manager Qualifications

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

Licensing or Certifications for Strategic Relationship Manager

List any licenses or certifications required by the position: CPSM, CPM, CARE

Education for Strategic Relationship Manager

Typically a job would require a certain level of education.

Employers hiring for the strategic relationship manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, MBA, Finance, Education, Intelligence, Management, Marketing, Communications, Business/Administration, Economics

Skills for Strategic Relationship Manager

Desired skills for strategic relationship manager include:

Managed Accounts and 529 Plans
Mutual fund offering and competitive landscape
ROI and P&L calculations
Excel
Existing and emerging regulatory/compliance requirements
Industry trends
MAC
MS Word
On-going compatibility of partnership
Participant recordkeeping

Desired experience for strategic relationship manager includes:

A self-starter who can develop deep relationships with in-house CIOs, investment teams, Chairpersons of Trustees, Finance Directors, consultants, administrators and other third party stakeholders
College degree preferred, secondary degree desired
Generally 5+ years industry or relevant experience in account
Strong negotiation and influencing skills, presentation skills
Typically has deep internal knowledge of platforms, technical
Experience with technology companies, including Microsoft, Intel, RedHat, AWS, HPE, Docker, Splunk, and HortonWorks

Strategic Relationship Manager Examples

1

Strategic Relationship Manager Job Description

Job Description Example
Our company is growing rapidly and is hiring for a strategic relationship manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for strategic relationship manager
  • Primary point of contact for overall IT needs for a complex or heterogeneous business unit(s)
  • Assigned and agreed targets Bad Debt, Volume, Profit, Margin, Contribution
  • The retention and development of the assigned account portfolios
  • Continuous business improvement
  • Compliance with external regulation and internal controls within assigned account portfolios
  • Ensure each member of the team has a personal development plan, is regularly appraised and is generally motivated in their role through active coaching and strong leadership
  • Increasing revenue per client through sales of additional pricing and reference data services
  • Protecting existing client relationships and revenue (retention)
  • Managing new revenue and “at risk” client pipelines using Salesforce CRM
  • Building deep knowledge and understanding of an assigned portfolio of clients
Qualifications for strategic relationship manager
  • The individual must be able to work independently on a variety of initiatives and tasks simultaneously
  • Experience with formal project management methodologies and business development practices
  • Strong and demonstrated decision making, collaboration and prioritization skills
  • Ability to gather data, interpret the information, and develop a go forward action plans to ultimately solve the business issue at hand
  • Exceptional skills in presenting to all levels of leadership in large group settings one-on-one interactions with Platform, BU and functional leaders
  • Charismatic and team-oriented
2

Strategic Relationship Manager Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of strategic relationship manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for strategic relationship manager
  • Communicating, demonstrating and selling pricing and reference data services to increase use
  • Providing day to day account support, responding to queries and issues
  • Engaging internal resources to resolve problems, escalating client issues appropriately
  • Acting as advocate for clients internally
  • Working with internal staff to develop solutions to clients problems
  • Soliciting client feedback for product enhancement
  • Negotiating contracts and providing sales proposals
  • Effectively use Salesforce to document client/account information/activity
  • Ensuring deep product knowledge and continuous product education
  • Building and leveraging relationships across the organization, including senior management, at national firms to drive strategic business, product, and distribution initiatives
Qualifications for strategic relationship manager
  • Participates in executive meetings with vendors to capture key decisions and actions to create follow-up plan that is provided to executive sponsors and stakeholders
  • Experience in working closely with senior executives, understanding priorities, what information is needed to support decisions and confident in delivering presentations and advisement to senior leaders
  • Understanding and experience in large IT organization or companies
  • Experienced, motivated and confident in understanding and working broadly in a complex organization to create needed alignment and harness wider relationships and influences
  • Strong ability to communicate with IT managers to understand requirements, expectations and value measures
  • Solid program management capabilities including ability to develop a plan to manage 15+ separate vendors with multiple stakeholders, meetings and delivery dates
3

Strategic Relationship Manager Job Description

Job Description Example
Our growing company is looking for a strategic relationship manager. 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 strategic relationship manager
  • Conceptual and broad understanding of portfolio analytics and financial risk modeling to be able to synthesize and advise on landscape intelligence
  • Comprehensive knowledge of the Asset manager investment process and workflow to determine provider alignment
  • Deep understanding of the market data/index and portfolio risk analytic landscape and respective providers
  • Serve as senior escalation contact for internal clients and external providers, ability to communicate with C-level as required
  • Collaborate with internal teams to devise and document metrics on provider performance
  • Act as a clearinghouse of activity across the firm for activities in each area of partnership through tracking on-going join work, providing introductions, and general relationship facilitation
  • Focus on the client experience by being responsive and courteous
  • Be a student of the industry and stay up to date on new technologies, demographic shifts, and industry regulations to help advisors navigate the future
  • Evaluate supplier capabilities in the areas of industry expertise, capacity, quality, financial stability, etc with the global sourcing team
  • Responsible for providing leadership and direction to site ensuring availability of raw materials and supplies to support manufacturing production
Qualifications for strategic relationship manager
  • Numerate ability to understand and interoperate data – minimum GCSE Maths or equivalent
  • Formal education preferably to A’ level/ Degree
  • Numerate ability to understand and interoperate data – minimum GCSE Maths
  • Minimum 3 years of successful sales experience within the financial services industry
  • Demonstrated ability to employ a consultative sales approach in growing client revenue
  • Experience dealing in the institutional investment marketplace - including banks, brokers, hedge funds, mutual fund
4

Strategic Relationship Manager Job Description

Job Description Example
Our innovative and growing company is looking for a strategic relationship manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for strategic relationship manager
  • Review protocols prior to finalization and provide input on cost and efficiency savings
  • Serve as the face of the customer within Q² Solutions to ensure all stakeholders understand key customer requirements, provide service delivery excellence, achieve all customer milestones and develop/implement new services as required
  • Serve as point of escalation for unresolved customer concerns
  • Manage process to allow for timely completion of budgets and contracts
  • Achieve revenue, bookings, and profitability targets
  • Respond to all RFI/RFP requests and manage bid defense preparation and presentation
  • Act as point person/facilitator for joint process initiatives
  • Establish and ensure open communication channels with third parties
  • Manage existing business agreements and relationships, including the management and oversight of client onboarding and solution delivery, fulfillment, use, and overall client satisfaction
  • Grow existing business relationships by identifying process and operational improvements to solution delivery, client use, and solution impact to clients’ financial priorities, strategies, and tactics
Qualifications for strategic relationship manager
  • Five to ten years financial services experience, with a significant focus in sales, markets and investment product knowledge, analysis and strategy - viewed as an industry and investment “expert” by the client
  • Demonstrates in-depth knowledge on all targeted products, industry and channel trends
  • Client acquisition and cross-selling experience
  • Strong verbal/written communication skills and ability to present effectively in group settings
  • Ability to collaborate across sales, marketing, product, business and operations teams
  • Self-motivated to push self and others for consistent results
5

Strategic Relationship Manager Job Description

Job Description Example
Our company is looking to fill the role of strategic relationship manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for strategic relationship manager
  • Conduct, moderate and/or facilitate product trainings for clients on current or prospective products the client is using or evaluating
  • Must have excellent verbal and written communication skills and an ability to conduct and present meetings via voice and video conferencing
  • Manage ETF Business and Research home office relationships at select Independent Broker Dealers and Regional Banks
  • Main point of contact for a portfolio of global clients and act as liaison to internal and external partners
  • Own the business review and account plan for each client within the portfolio
  • Quarterly review of company earnings, executive presentations and company news to recommend adjustments for the business account plan
  • Lead client retention and revenue growth plans – Develops strategic business growth plan for allocated account portfolio
  • Develops and implements strategic initiatives and GBT brand strategies to exceed key performance metrics including negotiating contracts with commercial terms securing revenues that exceed targets from GBT products, services and solutions
  • Builds expansion opportunities and retains key clients by identifying new sales opportunities within existing accounts
  • Drive alignment within the organization and company around the clients business, account strategies, objectives
Qualifications for strategic relationship manager
  • Demonstrated teamwork and leadership ability
  • Pre-existing client relationships in the IBD channel preferred
  • Adaptive, flexible style with the ability to work in a dynamic environement
  • Self-Starter, able to identify areas of improvement and make suggestions or execute on changes
  • Effective in a variety of presentation settings, one-on-one, small and large groups
  • Ability to present technical information in a clear and effective manner

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