Regional Head Relationship Manager

Overview

• Lead and oversee the US Relationship Management team, ensuring service excellence and client satisfaction.
• Collaborate with sales and product teams to grow the client base and enhance client experience.
• Develop and mentor team members, providing training and tools for effective client management.
• Drive higher trade volumes and identify new opportunities with existing clients.
• Ensure successful client onboarding and monitor lead times for process improvement.
• Conduct post go-live assessments and competitor analysis to boost client trading activity.
• Act as the first point of escalation for relationship managers under your leadership.
• Maintain strong market reputation through exceptional client service and relationship building.

Key Responsibilities & Duties

• Manage and develop the regional Relationship Management team, ensuring alignment with organizational goals.
• Provide tools and training for effective onboarding and client management across all services.
• Implement goal strategies and conduct performance evaluations to foster team growth.
• Lead hiring efforts for Relationship Management personnel within the region.
• Monitor and improve onboarding lead times in collaboration with global leadership.
• Resolve client issues promptly and professionally through proper escalation channels.
• Collaborate with Sales and Product teams to deliver enhanced offerings to clients.
• Conduct client calls and visits to provide demonstrations, reviews, and recommendations.
• Monitor team efforts in optimizing vendor relationships and advancing sales leads.

Job Requirements

• Minimum of 5 years managerial experience, with 10 years preferred in relevant fields.
• Bachelor’s degree (BA or BS) in a related field required.
• Proficiency in MS Office and Google Docs; Python knowledge is a plus.
• Strong relationship-building, troubleshooting, and analytical skills.
• Experience in banking or financial markets preferred.
• Action-oriented, entrepreneurial mindset with flexibility and adaptability.
• Ability to work collaboratively across teams and functions in a hybrid environment.
• Project and vendor management skills to optimize operational efficiency.
• Willingness to develop deep knowledge of the company’s business and services.