Senior Director, Consultant Relations

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Senior Director, Consultant Relations

As a Senior Director, Consultant Relations, you will lead the strategy and execution of consultant relations across priority third‑party consulting firms that influence financial institution buying decisions. You will work closely with Sales, Relationship Management, Product, Marketing/Communications, Proposal Management, and Legal to strengthen consultant engagement, improve inclusion in consultant‑led evaluations, and translate market feedback into actions that support growth and client outcomes.

• Lead the enterprise consultant relations strategy and annual engagement plan across priority consulting firms and practice areas.
• Build and maintain relationships with consultants, principals, and practice leaders to increase awareness of Fiserv capabilities, strategy, differentiators, and roadmap.
• Partner with Sales, Relationship Management, and Proposal Management to support consultant‑influenced pursuits by aligning messaging, coordinating engagement, and improving inclusion in consultant‑led request for proposal activities.
• Deliver ongoing consultant communications and education through webinars, newsletters, roadshows, and targeted updates that support strategic priorities.
• Establish governance for consultant engagements, including operating rhythms, escalation paths, and best practices for working with consultants.
• Ensure non‑disclosure agreement processes are followed before confidential information is shared by partnering with Legal, Contracts, and internal stakeholders to manage requests and compliance.
• Capture and synthesize consultant feedback on buyer trends, competitive dynamics, and market perceptions, then convert those insights into executive briefings and actionable recommendations.
• Develop reporting on engagement metrics, pipeline influence, win and loss trends, and sentiment themes to measure program impact and inform prioritization.
• Responsibilities listed are not intended to be all‑inclusive and may be modified as necessary.

• 10+ years of experience in relationship management, sales enablement, marketing, communications, partner management, consulting, or a related function within fintech, banking, payments, enterprise technology, or a similar domain.
• 8+ years of experience engaging consulting firms, advisory organizations, implementation partners, or other external influencers that shape client buying decisions and vendor evaluations.
• 8+ years of experience leading cross‑functional programs with measurable outcomes across sales, product, marketing, legal, and relationship management stakeholders.
• Experience using customer relationship management tools such as Salesforce, eCRM, or similar platforms, along with dashboards and reporting tools to track engagement, pipeline influence, and performance metrics.
• Demonstrated experience creating executive‑ready briefings, messaging, and meeting materials, and facilitating stakeholder discussions that lead to documented decisions and next steps.
• Bachelor's degree or higher in Business, Marketing, Communications, Finance, or a related field or equivalent combination of education, related experience and/or military experience.

• Established network across financial services consulting firms, advisory boutiques, and implementation partners.
• Experience creating thought leadership programs such as webinars, forums, and roadshows.
• Experience managing sponsorship or membership investments tied to external partner or consultant engagement.
• Master’s degree or higher in Business Administration or a related field or…