Director of Relationship Management

Location:

Skokie, IL (Hybrid / Remote options available)

Oak Point Partners is a fast-growing financial and investment company with a unique business model. Our entrepreneurial environment offers team members the ability to learn, grow, and have a meaningful impact every day.

• Serve as the primary point of contact for building and maintaining executive relationships across strategic accounts and partnerships (as needed)
• Lead post-signature account transitions to ensure clear handoffs, continuity, and alignment across internal teams and external stakeholders.
• Develop and execute account management strategies, including executive communication plans, leadership touchpoints, and marketing outreach.
• Plan and support executive engagements, including virtual meetings, in-person events, and other networking opportunities that strengthen relationships.
• Track account activity, stakeholder changes, organizational developments, and market trends to identify growth opportunities and best plan of action for capitalizing on them.
• Gather and synthesize account and stakeholder intelligence to support deal strategy, prioritization, and internal planning.
• Partner with internal stakeholders to share account insights and support growth initiatives.
• Support late-stage deals by participating in executive discussions, coordinating references, and providing insights that strengthen execution.
• Use technology and AI tools to scale both tactical and strategic communications across relationships.
• Develop and track KPIs to monitor success and areas for growth.

• 7+ years of experience managing strategic accounts and executive relationships or similarly complex external stakeholder portfolios
• Experience working with large enterprise organizations, ideally including public companies and/or companies with over $1BN in annual revenue
• Demonstrated success working with C-suite and senior executive stakeholders across complex organizations; experience with senior finance, legal, restructuring or corporate development executives is a plus
• Exceptional communication and interpersonal skills with strong executive presence and ability to lead strategic conversations with polished executive‑facing communications
• Strong planning and account management capabilities, with the ability to build and execute structured plans to solidify and expand existing relationships
• Commercially‑minded, with an understanding of how executive relationships, market perception, referrals, and stakeholder engagement can support future deal flow.
• Ability to gather, synthesize, and communicate market intelligence, stakeholder insights, and relationship context to internal teams
• Detail‑oriented with strong project management and organizational skills, including the ability to manage multiple relationships, communication plans, and internal priorities simultaneously
• Effectively collaborates across sales, marketing, operations, legal, and finance, in a fast‑paced, entrepreneurial environment
• Excellent leadership and team management skills
• Strong sense of ownership and accountability with the ability and desire to work in a team‑oriented collaborative environment
• Proficiency with relevant technology (e.g., Salesforce or similar CRMs), modern collaboration tools, AI/automation, and digital communication platforms with an ability and willingness to learn and leverage internal proprietary systems
• Comfortable with occasional travel and in‑person meetings or events (up to 25%)

• We have a well‑defined mission and strongly held core beliefs and cultural values.
• We promote a workplace where employees can make an impact beyond financial results.
• We believe in being truly agile in every decision, action, and interaction.
• We recruit talented employees who embody a growth mindset and who are a strong fit for our culture and high‑performing teams.
• We value learning and teaching, and we invest in employee development and growth.
• We foster a collaborative, team‑focused, and autonomous work environment.

Annual salary is $125,000 to $200,000 depending on prior work experience. Plus additional…