Relationship Manager, FI Network Relationships

J
JobgetherFintech / Financial Services
Based in the United StatesFull-TimeSenior
Salary not disclosed
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Job Details

Experience
12+ years
Required Skills
SalesforceNegotiationRelationship management

Requirements

  • 12+ years of experience in pre-sales, solution consulting, solution architecture, or related roles within payments, fintech, or adjacent financial technology sectors.
  • Experience supporting complex financial solutions and working with enterprise-level clients.
  • Proven ability to manage strategic client relationships and influence senior executives.
  • Experience coordinating cross-functional teams and supporting commercial documentation, proposals, or RFP responses.
  • Strong understanding of payment platforms, financial technology solutions, integrations, and implementation processes.
  • Ability to communicate complex financial and technical concepts clearly to both executive and technical audiences.
  • Bachelor’s or Master’s degree in a technical, business, finance, or related discipline, or equivalent professional experience.
  • Strong relationship-building, communication, negotiation, and problem-solving skills.
  • Ability to work collaboratively in a dynamic, client-focused environment.

Responsibilities

  • Support senior sales executives in developing and maintaining strong relationships with banks and credit unions.
  • Expand existing financial institution partnerships and identify opportunities to strengthen client engagement.
  • Manage client funding expectations by aligning portfolio supply and demand objectives.
  • Build trusted relationships with senior banking stakeholders, including CFOs, Treasurers, and ALCO decision-makers.
  • Advise clients on interest rate trends, liquidity considerations, and wholesale funding market conditions.
  • Educate financial institutions on available solutions and support their funding strategy decisions.
  • Manage relationship activities, opportunities, and client information through CRM tools such as Salesforce.
  • Qualify prospects, support onboarding activities, and address existing client needs.
  • Assist with sales strategy development, market messaging, and client-facing initiatives.
  • Collaborate with internal teams to support business development, marketing opportunities, and relationship growth.
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