Director, Relationship Management

Summary

Join Figure, a leading non-bank HELOC lender, as the Director of Relationship Management. You will cultivate and expand relationships with existing lending partners, driving upsells and revenue growth. This role involves collaborating with internal teams, prioritizing partner requests, and improving processes based on client feedback. You will be responsible for client training, data analysis, and reporting. Success requires strong relationship management skills, experience in financial services, and a data-driven approach. Figure offers a comprehensive benefits package, including health insurance, paid time off, and family leave.

Requirements

• 10+ years of experience in a client-facing role, preferably in the Financial Services / Lending industry
• Strong drive to foster relationships and grow existing accounts
• Demonstrated success at partnering, prioritizing and balancing needs cross-functionally
• Data and analysis driven in all business decisions
• Incredibly responsive and solution-oriented
• Resilience to drive in ambiguity
• Strong communication skills – including both verbal and written
• Strong relationship management experience; lending / financial services experience preferred
• Ability to think outside the box and react to client needs
• Strong organizational skills - proven ability to track and maintain all interactions and drive follow-up and next steps

Responsibilities

• Develop healthy client relationships with Figure’s clients by building trust and transparency
• Act as a client advocate, enhance client training/product education and promote client loyalty
• Evaluate, analyze, and communicate client needs to appropriate internal stakeholders
• Drive prioritization of client requests and execute them as they are prioritized
• Assist in maintaining and organizing company data, systems, and databases for easy access and retrieval. (Salesforce, Notion, Tableau)
• Deliver QBR and use these tools to drive engagement with wholesale and smaller partners. Assist with reports, presentations, and other documents to support business operations and management
• Support onboarding and upsell project management by assisting with planning, tracking, and execution of business initiatives as needed
• Perform general research, market analysis, or data collection to assist in decision-making processes
• Develop strong relationships with Figure internal stakeholders across multiple departments to solve partner issues and requests
• Make process improvement recommendations for Figure’s products and services based on client feedback as applicable
• Participate in new training and licensing programs to expand the team’s capabilities

Preferred Qualifications

Lending / financial services experience

Benefits

• Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans
• Company HSA, FSA, Dependent Care, 401k, and commuter benefits
• Employer-funded life and disability insurance coverage
• 11 Observed Holidays & PTO plan
• Up to 12 weeks paid family leave
• Continuing education reimbursement