LexisNexis Legal & Professional, which serves customers in more than 150 countries with 11,800 employees worldwide, is part of RELX, a global provider of information-based analytics and decision tools for professional and business customers. Nexis® Solutions, as part of LexisNexis and the global RELX corporate family, connects customers to market-leading data through a flexible suite of scalable solutions, including our award-winning, flagship Nexis® and Nexis+AI research platform. By enabling fast access to a vast universe of enriched data with intelligent technologies, Nexis Solutions empowers business, media, non-profit, government and academic organizations worldwide to quickly discover actionable insights that enable confident, performance-driving decisions.
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, with a focus across front and middle-office teams including investment banking, M&A advisory, risk management, capital markets, corporate development, and operations. The FSRM will serve as a trusted advisor to Financial Services leaders by identifying opportunities to enhance their deal origination, risk management, competitive intelligence, and market insight capabilities through LexisNexis solutions. This role requires a deep understanding of financial services workflows and the ability to translate data, content, and AI-enabled capabilities into commercially compelling solutions that drive revenue, strengthen client positioning, and improve deal outcomes.
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.
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