Relationship Manager

The Financial Services Relationship Manager (FSRM) is a senior, revenue-generating, client-facing role responsible for driving growth within a portfolio of leading financial institutions, focusing on front and middle-office teams including investment banking, M&A advisory, risk management, capital markets, corporate development, and operations.

Location: Remote (US)

Salary: $89,628 - $143,172 (Base Pay Range, Home based-New Jersey) / $138,292 - $220,908 (Total Target Cash Range, Home based-New Jersey)

Responsibilities

• Identify cross-sell opportunities and drive new business through active account engagement and understanding client needs by leveraging deep market knowledge and analytical perspective.
• Lead commercial renewal negotiations for assigned accounts focused on driving measurable growth and securing multi-year agreements.
• Partnered with Segment, research target financial institutions, develop pursuit strategies, and drive opportunities through all stages of the pipeline, including outreach, securing executive meetings, positioning differentiated value, and aligning diverse stakeholder groups.
• Engage C-suite leaders, business line heads, operations leaders, and technology stakeholders to understand institutional priorities and position LexisNexis as a trusted partner in digital transformation, data intelligence, and AI-enabled workflow optimization.
• Lead senior-level discovery and structured workflow analysis across key banking functions (e.g., Investment Banking, M&A, corporate banking, capital markets, lending, risk, operations) to identify customer pain points, map influencers and decision makers, and identify value creation opportunities.
• Translate complex financial services workflows into clear, compelling use cases and strategize to develop solutions that align to regulatory requirements, operational efficiency goals, revenue growth initiatives, and enterprise risk frameworks.
• Conduct insight led discussions and executive level presentations that connect business challenges, product capabilities, and commercial outcomes engaging key C-suite and/or customer stakeholders.
• Identify and penetrate front-office revenue centers by mapping deal teams, and positioning LexisNexis solutions as critical intelligence tools for sourcing opportunities, validating targets, preparing pitch materials, and supporting transaction diligence.
• Act as the customer advocate by collaborating cross-functionally with product, marketing, and strategy teams, offering perspectives shaped by client discussions, competitive insights, and market knowledge.

Requirements

• Minimum of 5+ years of experience in financial services, banking, fintech, consulting, or related sales/client-facing role.
• Experience within large financial institutions (e.g., global banks, asset managers, fintech firms) is advantageous.
• Bachelor’s degree. MBA, CFA, or other relevant advanced degree desirable.
• Demonstrated selling experience into investment banking, M&A advisory, corporate banking, capital markets, risk management, financial operations, or other complex banking functions, with significant client and/or stakeholder engagement.
• Ability to operate and perform successfully in a target-driven, revenue-accountable environment with a strong hunter and growth mindset (pipeline ownership, consistent revenue contribution).
• Proven ability to establish credibility with senior executives (C-suite, Managing Directors, Heads of Business, CIO/CTO/CDO) through strong executive presence, domain expertise, and fluency in emerging technologies including AI.
• Experience delivering persuasive, insight-led presentations and solution demonstrations that resonate with both business and technical stakeholders.
• Deep understanding of financial services operating models, regulatory frameworks, and digital transformation trends; ability to translate this knowledge into tailored, workflow-specific value narratives.
• Possess an intellectual curiosity and conviction about how AI, data analytics, and workflow automation can transform financial services institutions and improve decision-making, risk mitigation, and client outcomes.
• Ability to collaborate cross-functionally (marketing, product, client success, segment, and strategy) to deliver high-impact customer engagement strategies.
• Sales, pre-sales, consulting, or business development experience in financial services is required.

Benefits

• Country specific benefits. Click here to access benefits specific to your location.

Additional Information

• The role is primarily remote, with salary ranges varying by location (New Jersey, New York, Rochester, NY).