Director of Relationship Management

Greenwood Project

The Greenwood Project was founded in 2016 based on two core principles:

“Students can’t be what they can’t see.”

and

“There is no lack of talent, only a lack of opportunity.”

GP’s mission is bold, essential and long overdue. We are dedicated to creating opportunities for qualified Black and Latino college students to attain high-trajectory careers in financial services through rigorous training and internships. At Greenwood Project, we don’t just talk about change; we are the catalyst for it, breaking barriers and building a more inclusive and diverse financial industry. Our people are the foundation that allows us to achieve our ambitious goals. Becoming part of the Greenwood Project team means joining a group of driven, passionate and intellectually curious individuals. To work here is to be crucial to the organization’s success.

Director of Relationship Management

Ready to deepen the partnerships that make our Scholars’ futures possible? We’re seeking a Director of Relationship Management to own the retention and growth of Greenwood Project’s partner portfolio. This role reports to the CEO and is designed for experienced relationship managers with a track record in relationship management, account management, or client retention, whether that track record comes from financial services or corporate. You’ll take the relationships our business development team secures and turn them into deep, multi-year partnerships built on trust, consistent engagement, and shared investment in our mission.

This is an opportunity to build deep, lasting relationships with the partners who make Greenwood Project’s work possible, designing relationship strategies tailored to each partner’s goals, creating consistent touchpoints that keep them engaged, and finding the right moments to invite deeper investment in our mission.

Every touchpoint you create and every relationship you deepen directly sustains the programs that help our Scholars break into financial services careers.

This role blends the relationship discipline of account management with the mission-driven purpose of making sure no partner ever feels like just a name on a spreadsheet.

Why Now?

Greenwood Project is growing quickly, and as we bring on more partners, our retention and relationship management work matters more than ever. We need someone dedicated full-time to nurturing these relationships once they’re won, making sure every partner feels valued, informed, and invited to grow their support over time. This is your chance to build the relationship management practice that helps our partners grow more invested in our Scholars’ success, year after year.

Key Responsibilities

Portfolio Management: Serve as the primary relationship manager for an assigned portfolio of partners handed off from our business development team, building trust and continuity from day one.

Retention & Growth: Develop and execute account plans that deepen each partner’s engagement and encourage increased investment, working toward measurable retention and expansion targets.

Engagement Cadence: Maintain a disciplined, consistent cadence of meaningful touchpoints per partner each month, including calls, meetings, check-ins, and site visits, logged in the CRM within 48 hours of each interaction.

Partner Health & Risk Management: Conduct quarterly partner health assessments to flag at-risk relationships early and build proactive retention strategies well before renewal conversations begin.

Handoff & Team Coordination: Partner with our business development team on smooth partner handoffs, and collaborate with the CEO and Programs team to align partner engagement with organizational priorities.

Reporting & Forecasting: Maintain rigorous CRM hygiene, logging every partner interaction, note, and next step in real time. Deliver accurate, cash-based forecasting against individual and team portfolio targets so leadership always knows where revenue stands.

Qualifications

A note to potential candidates: Multiple studies have shown that BIPOC and other candidates from marginalized populations are less likely to apply for jobs unless they believe they meet every single one of the qualifications in a job description. Greenwood Project is committed to building a diverse, equitable, and inclusive organization and finding the best candidate for the job. We strongly encourage interested individuals to apply, even if they don't believe they meet all of the qualifications described below.

Required:

A note on qualifications: We’re looking for candidates who can speak to their track record in concrete terms. Be ready to discuss specific metrics such as retention rate, portfolio size, and revenue or cash growth during the interview process.

·      3 years managing a portfolio of corporate clients, financial services accounts, or institutional relationships, with measurable retention and growth results, whether that experience comes from account management or client success.

·      Excellent relationship management and account management skills: Comfortable building trust with C-suite executives, family office principals, and other institutional partners over the life of a multi-year relationship.

·      Excellent written and verbal communication skills, with the ability to act as a trusted advisor and advocate for Greenwood’s mission in every partner interaction

·      Self-starter with an entrepreneurial mindset and exceptional organizational discipline, comfortable managing a full portfolio of partners with different needs, timelines, and renewal cycles at once

·      Proficiency in CRM platforms (HubSpot preferred), with disciplined logging of every partner interaction

·   Deep commitment to Greenwood’s mission of education, access, and workforce development

Preferred:

·      A track record of growing existing client or donor commitments with clear, quantifiable results (e.g., percentage retention, dollar growth)

·      Knowledge of corporate sponsorship or partnership renewal processes is valuable

·      Experience managing accounts within financial services, with a demonstrated ability to grow and retain complex institutional relationships

Work Location

This position is based in Chicago, IL, with a hybrid work environment. Some travel will be required.

Shared Values

• Cultural Competency: All team members strive to build a working knowledge of the historical, social, and economic history of this country with a particular value for diverse identities, ideas, and experiences. As team members, we consistently work to acquire and apply cultural knowledge and adapt to the cultural context of various communities. We are reflective and often think about the impact of our actions, words, and thoughts on various components of their and others’ intersectional lines of identity. We strive to self-monitor our various layers of privilege and push the organization to be the strongest collection of voices possible. 
• Influence and Impact: We value learning about the working styles and preferences of others and strive to adapt our approach to maximize the success of everyone on the team. 
• Strategic Thinking: We critically analyze inputs and think through the long-term outputs of the organization, working to create systems and structures that are scalable and sustainable. 
• Self-Direction: Our team members operate with both initiative and follow-through to ensure that we can operate in ways that build trust in each other 
• Balance: We value in-person collaboration and independent, flexible work. That is why we have a hybrid schedule, with most associates finding a balance between office and home.
• Growth: We want your career to be satisfying for the long term. If you want to try a new project or attend a meeting with another group, we welcome it. We want you to learn, stretch and grow as much as you want.

Equal Employment Opportunity Policy

The Greenwood Project is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, sex, sexual orientation, gender identity, disability, age, religion, ancestry, marital status, familial status, or any other legally protected classification federally or in the State of Illinois. The Greenwood Project does not discriminate in its activities, educational programs, hiring practices, or employment practices as required by Title VI, IX, and Section 504.

Compensation and Benefits

Base Salary: $90,000-$110,000

On-Target Earnings (OTE): Approximately $130,000 at 100% of goal, with total compensation potential up to $180,000 based on performance

This role offers a comprehensive benefits package that includes employee health care, dental and vision coverage, 401(k) plan, and generous paid time off.

If you thrive in a dynamic, fast-paced environment and are eager to be part of a team dedicated to creating opportunities for qualified college students while driving meaningful change, we encourage you to apply for this role at Greenwood Project.