Role Description
Lead a relationship management organization supporting the West Coast-based portfolio of financial institution clients by leading a team of Directors who manage client-facing Relationship Managers. Direct portfolio performance across retention, sales, contract renewals, revenue growth, and client satisfaction. Partner with service, delivery and product leadership to align Fiserv banking solutions and financial solutions with client business objectives.
What you'll do:
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Lead, coach, and evaluate managers who oversee relationship management activities across an assigned client portfolio.
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Lead managers responsible for team performance, client outcomes, and associate development across the region.
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Drive portfolio results across retention, sales, renewal, client satisfaction, and strategic account planning metrics.
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Build and maintain executive-level client relationships to support contract strategies, issue resolution, and long-term account plans.
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Guide managers through performance management, workforce planning, succession planning, and leadership development activities.
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Partner with sales, product, solution consulting, and operational teams to identify growth opportunities and address client business needs.
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Review portfolio trends, operating results, and client risks to inform actions that improve commercial and service outcomes.
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Responsibilities listed are not intended to be all-inclusive and may be modified as necessary.
Qualifications
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10+ years of experience in relationship management, account management, banking, financial services, or sales within complex client portfolios.
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5+ years of experience managing and developing teams, including leaders.
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10+ years of experience leading executive client discussions, contract renewals, retention planning, and revenue growth activities.
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Experience using account planning, portfolio management, and consultative selling practices to support banking technology and financial solutions.
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Experience analyzing portfolio performance, identifying business risk, and coordinating actions across sales, product, and operational stakeholders.
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Bachelorβs degree in business, finance, management, or a related field, or equivalent combination of education, related experience and/or military experience.
Requirements
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Experience leading relationship management teams in financial services, core processing and/or financial technology environments.
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Knowledge of core banking platforms and financial institution operations.
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Experience supporting community and regional financial institutions.
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Experience leading distributed teams across a regional client portfolio.
Travel
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This role requires frequent travel (50%+).
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Approximately 40-60% of travel off-site to client locations or to other office locations is expected.
Sponsorship
You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role.
Benefits
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Fuel Your Life program to support your physical, financial, social, and emotional well-being.
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Paid holidays and generous time away policies.
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No-cost mental health support through Employee Assistance Programs.
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Living Proof program to recognize your peersβ extra effort with points redeemable for rewards.
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Eight Employee Resource Groups to foster a collaborative culture and expand your network.
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Unparalleled professional growth with training, development, and internal mobility opportunities.
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Medical, dental, vision, life, and disability insurance options available from day one.
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Retirement planning including 401k match and discounted shares with the Employee Stock Purchase Plan.
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Tuition assistance and reimbursement program.
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Paid parental and military leave.
Salary Range
$110,900.00 - $236,100.00
These pay ranges apply to employees in Massachusetts, California (excluding Sunnyvale) and District of Columbia. Pay ranges for employees in other states may differ.