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.
This is a director-level role that demands senior executive presence and the gravitas to engage decision-makers and influence outcomes across complex, multi-stakeholder environments. The role emphasizes consultative, solution-oriented work anchored in regulatory and credentialing frameworks and requires deep familiarity with Canadian financial services and the financial education landscape.
About the Team:
Join a collaborative, high-impact team responsible for driving client outcomes and product adoption across our premium financial training solutions. You will partner closely with Program Management, Content, Faculty, Marketing, and Global Account leads to deliver complex, multi-year engagements. Travel required approximately 10-20%.
How You'll Make an Impact:
Account Management and Client Strategy

• Own a portfolio of named enterprise accounts in Canada; act as the senior relationship lead and primary escalation point.
• Engage senior leaders at banks, wealth management firms, and broker-dealers (e.g., Heads of L&D, Compliance, Regulatory Affairs, Front-Office leaders) to influence curriculum decisions, Continuing Education (CE/CPD) adoption, and firm-wide training pathways.
• Develop multi-year account plans that align client business priorities with Fitch Learning solutions; set clear milestones for retention, adoption, and growth.
• Orchestrate multi-stakeholder management across L&D, Compliance, HR/Talent, and front-office leadership; maintain structured governance, cadence, and executive readouts.
• Lead quarterly business reviews (QBRs), outcomes measurement, and continuous improvement plans.

Retention, Expansion, and Commercial Outcomes

• Achieve and exceed account health targets, including:

• Retention: renewal rate on up-for-renewal contracts.
• Cross-sell/upsell growth: YoY expansion within named accounts.
• Enterprise penetration: expand usage across lines of business, regions, and functions; grow users and program breadth.
• Build and maintain accurate forecasts, pipelines, and account health metrics in Salesforce; drive disciplined follow-up and opportunity progression.
• Structure and negotiate renewals, expansions, MSAs, and statements of work in partnership with Legal, Product and Program Management.

Consultative Solutioning and Selling Motion

• Lead a consultative, solution-oriented motion that maps client needs to Fitch Learning pathways, CE/CPD requirements, and role-based curricula.
• Demonstrate comfort with regulatory and credentialing frameworks (e.g., CIRO requirements) and translate changes into training strategies, certifications, and adoption plans.
• Design onboarding, upskilling, continuing education, and firm-wide credentialing pathways that drive measurable outcomes (time-to-productivity, compliance completion rates, proficiency gains).

Product Strategy and Content Partnership

• Collaborate with Product and Content teams to tailor solutions for Canadian financial services clients; provide market feedback to inform roadmaps.
• Contribute to pricing strategies, credential development, and localization/translation initiatives.
• Partner with Marketing to develop collateral and campaigns targeted at your accounts; support case studies and thought leadership tied to client outcomes.

Market Knowledge and Thought Leadership

• Apply in-depth understanding of Canadian capital markets, wealth management, corporate and commercial banking, and broker-dealer operations.
• Stay current on the Canadian financial education landscape, licensing/designations, CE/CPD standards, and regulatory developments; advise clients on implications and pathways.

You May Be a Good Fit if You Have:

• 10+ years of experience in strategic account management, customer success, or enterprise relationship leadership serving financial services clients.
• 5+ years in a relevant functional area (e.g., financial services, corporate credit, wealth management, risk, financial consulting, financial education).
• Proven track record managing complex, multi-stakeholder accounts and long sales cycles with disciplined governance and follow-up.
• Experience delivering learning solutions and influencing curriculum and credentialing decisions within large financial institutions.
• Excellent executive communication, relationship-building, and consultative problem-solving skills.
• Strategic mindset with the ability to identify growth opportunities and translate regulatory changes into client-centered training programs.

What Would Make You Stand Out:

• Deep knowledge of Canada's financial regulatory landscape (e.g., CIRO) and compliance requirements across banks, broker-dealers, and wealth firms.
• Familiarity with Canadian licensing/designation pathways and CE/CPD frameworks; ability to guide clients on role-specific requirements and tailor firm-wide programs.
• Experience designing learning solutions and measuring outcomes (adoption, proficiency, CE completion rates, time-to-productivity).
• Strong analytical skills and comfort with Salesforce-driven account planning, forecasting, and health scoring.
• Proven success operating in a small, agile team environment.

Optional/Preferred Qualifications:

• Experience selling education, credentials, or compliance-related solutions in financial services.
• Knowledge of CIRO and broader Canadian regulatory frameworks, licensing/credential pathways, and CE/CPD standards.
• Strong relationship-building across complex organizations; ability to lead executive-level meetings and present clear ROI and business cases.
• Data-driven approach to pipeline, adoption, and forecasting; familiarity with CRM best practices and Salesforce hygiene.

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 to ensure continuous learning.
• Investing in Your Future: Retirement planning and tuition reimbursement programs.
• Promoting Health & Wellbeing: Comprehensive healthcare offerings for physical, mental, financial, social, and occupational wellbeing.
• Supportive Parenting Policies: Generous global parental leave plan and family-friendly policies.
• Inclusive Work Environment: A collaborative workplace with Employee Resource Groups that unite and empower colleagues.
• Dedication to Giving Back: Paid volunteer days, matched funding for donations, and opportunities to support 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 Affirmative 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.
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