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Director, Strategic Partnership
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Posted: 10/21/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in relationship management within the financial services industry, focusing on strategic account planning, client retention, and profitability enhancement. Proven ability to lead teams, analyze financial data, and ensure compliance with regulatory requirements.
Highest-signal resume keywords
Relationship ManagementStrategic Account PlanningFinancial AnalysisLeadership and Team DevelopmentRegulatory Compliance
About the role
Key responsibilities & impact- Cultivate and maintain relationships with important enterprise clients
- Serve as primary contact for enterprise clients and address their financial needs and concerns
- Develop and execute strategic account plans
- Lead quarterly business reviews covering performance metrics, goals, achievements, and solutions
- Coordinate with Service Management, Account Management, credit, operations, and compliance teams to ensure optimal service levels
- Identify opportunities to enhance profitability and deepen client engagements
- Collaborate with product development and marketing to tailor offerings
- Conduct market and client research on industry trends and competitive pressures
- Lead, coach, and mentor relationship management staff
- Promote an inclusive, collaborative, innovative, and continuously improving team environment
- Evaluate team structure and operational processes to drive efficiency and service excellence
- Monitor client portfolios and mitigate financial and compliance risks
- Ensure alignment with regulatory requirements and internal policies
- Resolve complex client issues that may pose company risk
- Monitor and report financial performance against targets and budgets
- Drive client relationship retention and expansion to meet financial objectives
- Implement strategies to improve profitability and operational efficiency
- Increase revenue from existing enterprise clients and the supervised total book of business
Requirements
What you’ll need- Bachelor's degree in Business Administration, Finance, or a related field
- 10+ years of experience in relationship management or related field within the financial services industry
- FINRA SIE, Series 7, and Series 63 licenses required
- Proven experience managing and growing relationships with large, complex accounts
- Exceptional interpersonal and communication skills
- Strong analytical skills and proficiency in using financial data for decisions and recommendations
- Advanced knowledge of financial products and market dynamics
- Proven leadership abilities and strategic planning and execution experience
- High degree of professionalism and ethical approach in negotiations and client interactions
- Up to 35% travel may be required
Benefits
Comp & perks- Healthcare benefits (medical, dental and vision, EAP)
- Competitive PTO
- 401k match
- Parental leave
- HSA contribution match
- Paid subscription to the Calm app
- External learning and tuition reimbursement benefits
- Hybrid work schedule with flexibility to work from home and from a primary office
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Products KnowledgeMarket Dynamics AnalysisPerformance Metrics MonitoringProfitability Enhancement StrategiesOperational Efficiency Improvement
Soft Skills
Interpersonal SkillsCommunication SkillsAnalytical SkillsProblem-Solving SkillsNegotiation Skills
Certifications & Qualifications
FINRA SIE LicenseSeries 7 LicenseSeries 63 License
Industry Keywords
Financial ServicesEnterprise ClientsClient EngagementBusiness ReviewsCompliance Risks