Fitch Learning | Client Relationship Director / Manager - Toronto, Canada

Fitch Group; Toronto; On-site; CAD 150,000 - 200,000; Full time

Job summary

A leading financial services training provider in Toronto seeks a Client Relationship Director/Manager to shape and expand client relationships. This role emphasizes sales, business development, and innovative learning solutions. Ideal candidates will have extensive B2B sales experience in the financial services sector, providing opportunities for significant career advancement and industry impact.

Benefits

Hybrid work environment

Leadership development and mentorship programs

Tuition reimbursement programs

Comprehensive healthcare offerings

Generous parental leave policies

Employee Resource Groups

Paid volunteer days

Qualifications

• 8–10+ years of B2B sales or strategic account management experience in financial services for Director level.
• Manager level typically requires 5–8+ years in a relevant role.
• Experience in developing client strategies and delivering learning solutions.

Responsibilities

• Develop and nurture new client relationships focusing on financial services organizations.
• Engage clients using a consultative, strategic approach to understand their priorities.
• Build new accounts through strategic market analysis and effective networking.

Skills

Client relationship management

B2B sales

Strategic account management

Communication skills

Consultative selling

Education

Bachelor's degree

Tools

Salesforce

Job description

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 Client Relationship Director / Manager to join our Canada team. This role can be hired at either the Director or Manager level. It is a strategic, client-facing position 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. Experience guidelines: Director level typically requires 8–10+ years of relevant B2B sales/strategic account management experience serving financial services clients; Manager level typically requires 5–8+ years.

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 10% to 20% 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 Canadian 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.
• Engage various functions to inform the creation of new content, credentials, and certificates, as well as oversee language translations and updates to existing content.
• Partner with Marketing to develop collateral, using various marketing channels and to promote new product launches.
• Utilize Fitch Learning’s resources, including courses, eLearning, and professional certifications, to expand your own industry knowledge.

You May be a Good Fit if

• Director: 8–10+ years of work experience in direct B2B sales or strategic account management serving financial services clients; Manager: 5–8+ years.
• Director: 4–5+ years in a relevant functional area (financial services, corporate credit, wealth management, risk, financial consulting, or financial education); Manager: 3–5+ years.
• Have a strong background in business development within the Canada financial services or financial education sector.
• Possess experience in developing client strategies and delivering learning solutions.
• Demonstrate excellent communication, relationship management, and consultative skills.
• Bring a strategic mindset and the ability to identify and act on growth opportunities.

What Would Make You Stand Out

• Deep knowledge of the Canada financial markets industry.
• Experience in financial education and learning solution design.
• Strong consultative, analytical, and strategic thinking skills.
• Proven ability to work effectively in a small, agile team environment, adapting to meet client and organizational needs.

Why Choose Fitch

• Hybrid Work Environment: 3 days a week in office required based on your line of business and location.
• A Culture of Learning & Mobility: Dedicated trainings, leadership development and mentorship programs designed to ensure that your time at Fitch will be a continuous learning opportunity.
• Investing in Your Future: Retirement planning and tuition reimbursement programs that empower you to achieve your short and long-term goals.
• Promoting Health & Wellbeing: Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing.
• Supportive Parenting Policies: Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively.
• Inclusive Work Environment: A collaborative workplace where all voices are valued, with Employee Resource Groups that unite and empower our colleagues around the globe
• Dedication to Giving Back: Paid volunteer days, matched funding for donations and ample opportunities to volunteer in your community.

Fitch is committed to providing global securities markets with objective, timely, independent and forward-looking credit opinions. To protect Fitch’s credibility and reputation, our employees must take every precaution to avoid conflicts of interest or any appearance of a conflict of interest. Should you be successful in the recruitment process at Fitch Ratings you will be asked to declare any securities holdings and other potential conflicts prior to commencing employment. If you, or your immediate family, have any holdings that may conflict with your work responsibilities, you may be asked to divest yourself of them before beginning work.

Fitch is proud to be an Equal Opportunity and Affirmitive Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.