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Institutional Relationship Management Jobs

1,996 active opportunities · Updated for October 2026

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Explore current institutional relationship management jobs. Use filters to narrow by work mode, employment type, experience and date posted.

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OKX
📍 Roles• Remote
5mo ago

Who We Are At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom. OKX is a leading crypto exchange, and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). OKX is also a trusted brand by hundreds of large institutions seeking access to crypto markets. We are safe and reliable, backed by our Proof of Reserves. Across our multiple offices globally, we are united by our core principles: We Before Me , Do the Right Thing , and Get Things Done . These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er. OKX is part of OKG, a group that brings the value of Blockchain to users around the world, through our leading products OKX, OKX Wallet, OKLink and more. What You’ll Be Doing Institutional Client Development & Acquisition Proactively identify and develop high-value institutional clients with significant asset scale and trading potential, including professional investment firms, asset management companies, quantitative trading teams, and family offices. Build a consistent client pipeline through industry events, peer referrals, and in-person visits, and drive partnerships to closure efficiently. Deep Relationship Management & Client Lifecycle Develop a thorough understanding of each client's trading strategy, capital structure, and produc

REMOTEaccountingfinancerecruitment
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Who We Are At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom. OKX is a leading crypto exchange and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). OKX is also a trusted brand for hundreds of large institutions seeking access to crypto markets. We are safe and reliable, backed by our Proof of Reserves. Across our multiple offices globally, we are united by our core principles: We Before Me, Do the Right Thing, and Get Things Done. These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er. OKX is part of OKG, a group that brings the value of blockchain to users around the world through leading products including OKX, OKX Wallet, OKLink, and more. About the Role As part of the Institutional Relationship Management team, you will serve as the primary point of contact for our institutional partners. Your mission is to cultivate long-term relationships, drive revenue growth through proactive sales and strategic engagement, and ensure a seamless operational experience for institutional clients. This role sits at the intersection of institutional sales, client relationship management, and product collaboration , acting as a bridge between client needs and internal product capabilities. Performance will be evaluated through a balanced KPI framework focused on growth,

financerecruitment
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OKX will be prioritising applicants who have a current right to work in Hong Kong, and do not require OKX's sponsorship of a visa. Who We Are At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom. OKX is a leading crypto exchange, and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). OKX is also a trusted brand by hundreds of large institutions seeking access to crypto markets. We are safe and reliable, backed by our Proof of Reserves. Across our multiple offices globally, we are united by our core principles: We Before Me , Do the Right Thing , and Get Things Done . These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er. OKX is part of OKG, a group that brings the value of Blockchain to users around the world, through our leading products OKX, OKX Wallet, OKLink and more. About The Opportunity We are looking for Senior Product Managers to drive institutional client growth, manage market maker and VIP programs, and deliver credit and lending products for OKX's institutional client base — including hedge funds, trading firms, asset managers, and financial institutions. Depending on background, the role may focus on: (a) Institutional client management — VIP programs, market maker programs, and fund/asset manager operations; (b) Institutional c

aifinancerecruitment
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OKX will be prioritising applicants who have a current right to work in Singapore, and do not require OKX's sponsorship of a visa. Who We Are At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom. OKX is a leading crypto exchange, and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). OKX is also a trusted brand by hundreds of large institutions seeking access to crypto markets. We are safe and reliable, backed by our Proof of Reserves. Across our multiple offices globally, we are united by our core principles: We Before Me , Do the Right Thing , and Get Things Done . These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er. OKX is part of OKG, a group that brings the value of Blockchain to users around the world, through our leading products OKX, OKX Wallet, OKLink and more. About The Opportunity We are looking for Senior Product Managers to drive institutional client growth, manage market maker and VIP programs, and deliver credit and lending products for OKX's institutional client base — including hedge funds, trading firms, asset managers, and financial institutions. Depending on background, the role may focus on: (a) Institutional client management — VIP programs, market maker programs, and fund/asset manager operations; (b) Institutional c

aifinancerecruitment
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O
5mo ago

Who We Are At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom. OKX is a leading crypto exchange, and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). OKX is also a trusted brand by hundreds of large institutions seeking access to crypto markets. We are safe and reliable, backed by our Proof of Reserves. Across our multiple offices globally, we are united by our core principles: We Before Me , Do the Right Thing , and Get Things Done . These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er. About the Opportunity We are seeking a dynamic and results-driven VIP Relationship Manager to join our rapidly growing Emerging Markets team. In this role, you will be the primary point of contact for our high-net-worth individual (HNWI) and institutional clients across three key markets: Africa, Switzerland, and Pakistan. You will be responsible for onboarding, nurturing, and retaining VIP clients while driving volume growth and deepening product adoption across our exchange ecosystem. This role requires a unique ability to navigate diverse regulatory environments and cultural dynamics across Sub-Saharan and North African markets, the Swiss financial hub, and Pakistan's fast-growing digital asset landscape. What You’ll Be Doing Client Relationship Management Serve

REMOTEsalesforcerecruitmentCRM
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Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint. As a Business Development, you will have a significant impact on establishing effective client relationships to further develop our business across major clients. What You’ll Do: Develop a working knowledge of industry coverage and the competitive landscape Partner with management to increase user base at client firms. Monitor client usage to proactively promote Guidepoint subscriptions Conduct outbound prospecting to generate leads within existing clients. Follow up on warm leads Meet designated growth targets using a strategic and thoughtful process designed to partner with clients and add value to their process Onboard new users effectively Work closely with the client service team to collect feedback on open projects as well as advisors we have sent clients for review What You Have: 2+ years’ experience in BD, Account Management, or other client facing functions, ideally having MNC sales / client service experiences Strong collaboration and communication ability with both external and internal parties Expert Network s

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Guidepoint
📍 New York• $65K – $65K/yr
12 days ago

Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint. This is an exciting opportunity for a self-starter who wants to learn more about the institutional investment industry and make a significant contribution to our business model. This role offers a clear path to a senior sales position, with robust training and mentorship to fuel your career growth in the institutional investment industry. This is a hybrid position out of our New York City office. What You’ll Do: Develop a working knowledge of industry coverage and the competitive landscape. Partner with management to identify top-tier new business opportunities based on strategic business development criteria and targets. Conduct outbound prospecting to generate leads and lead introductory/exploratory calls with prospects Meet designated sales targets using a strategic and thoughtful process designed to partner with clients and add value to their process Onboard new users effectively Work closely with the client service team to collect feedback on open and closed projects What You Have: Bachelor's degree

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Guidepoint
📍 New York• $65K – $65K/yr
3mo ago

Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint. Guidepoint is seeking qualified candidates for a role as Business Development Associate, New Business on the US Consulting Group. This person will report directly to the Executive Vice President, US Consulting as they secure new relationships with our target client base (top global management consultancies, market research, advertising, and audit and advisory firms). This is a hybrid position out of our New York City office. What You’ll Do: Develop a working knowledge of industry coverage and the competitive landscape. Partner with management to identify top-tier new business opportunities based on strategic business development criteria and targets. Conduct outbound prospecting to generate leads and lead introductory/exploratory calls with prospects Meet designated sales targets using a strategic and thoughtful process designed to partner with clients and add value to their process Onboard new users effectively Work closely with the client service team to collect feedback on open and closed projects What You Have: Bachelor

G
6 days ago

Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint. The Business Development team is looking for an entry-level Business Development Associate to further develop our business with major financial institutions, asset managers, PE firms or Hedge Funds within the region . The Associate will be responsible for assisting in building a pipeline of prospects across a variety of industries. This is an exciting opportunity for a self-starter who wants to learn more about the institutional investment industry and make a significant contribution to our business model. What You’ll Do: Conduct outbound prospecting to qualify new business leads and help source new business opportunities Partner with senior sales team members schedule meetings with new prospects, set up meetings with existing strategic accounts to identify growth and cross selling opportunities, and manage client feedback calls. Meet designated prospecting and meeting targets through cold calling and other lead generation efforts. Assist in the development of marketing materials and client presentations. Develop a working knowledge of the

aifinance
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G
6mo ago

Overview: Guidepoint’s Client Service teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint. Guidepoint is seeking qualified candidates for a Senior Account Manager - Financial Services on the Institutional Client Service team . This person will promote our subscription-based research service to various business units within existing clients (hedge funds, mutual funds, private equity etc.), in order to grow overall usage. This is a Hybrid position in our New York City office. What You'll Do: Own a portfolio of client accounts that have been clients for 2+ years, ensuring long-term retention and growth Lead contract negotiations, pricing discussions, renewals, and commercial conversations Drive upsell, cross-sell, and package expansions across existing accounts Proactively meet clients in person and virtually to strengthen executive relationships Identify and activate new users within existing client organizations Develop account growth strategies and revenue plans in partnership with service leadership Monitor usage trends and intervene strategically to prevent churn Serve as senior point of contact for escalations and hig

G
Guidepoint
📍 New York• $100K – $120K/yr
7mo ago

Overview: Guidepoint’s Client Service teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint. Guidepoint is seeking qualified candidates for a VP, Account Executive - Client Service on the Institutional Client Service team . This person will promote our subscription-based research service to various business units within existing clients (hedge funds, mutual funds, private equity etc.), in order to grow overall usage. This is a Hybrid position in our New York City office. What You'll Do: Own a portfolio of client accounts that have been clients for 2+ years, ensuring long-term retention and growth Lead contract negotiations, pricing discussions, renewals, and commercial conversations Drive upsell, cross-sell, and package expansions across existing accounts Proactively meet clients in person and virtually to strengthen executive relationships Identify and activate new users within existing client organizations Develop account growth strategies and revenue plans in partnership with service leadership Monitor usage trends and intervene strategically to prevent churn Serve as senior point of contact for escalations and high-lev

G
1mo ago

Overview: The Institutional Client Growth team member will be responsible for driving growth, client engagement, retention, and account development across the Institutional client segment in India. This individual will serve as the primary relationship manager for key institutional accounts, ensuring proactive engagement, identification of new business opportunities, and delivery of a superior client experience. The role is critical to expanding the firm's presence within institutional clients, increasing wallet share, strengthening client relationships, and driving sustainable revenue growth. The incumbent will work closely with Sales, Research, Client Service, and Leadership teams to maximize account penetration and ensure the voice of the customer is reflected in business decisions. This is a hybrid position out of our Mumbai office. What You’ll Do: Client Relationship Management Manage and develop relationships with institutional clients across Private Equity, Venture Capital, Investment Banking, Corporates, Consulting Firms, and other strategic accounts. Conduct regular client outreach to understand business priorities, gather feedback, and identify opportunities for deeper engagement. Serve as the primary point of contact for key client stakeholders. Build strong executive-level relationships to improve client retention and expansion opportunities. Sales Growth & Revenue Expansion Drive growth across existing institutional accounts through proactive ac

Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint. The Tokyo team is looking for a Business Development Associate to further develop our business with major Corporations within the region . The Associate will be responsible for assisting in building a pipeline of prospects across various industries. This is an exciting opportunity for a self-starter who wants to learn more about the Corporate sector and make a significant contribution to our business model. What You’ll Do: Conduct outbound prospecting to qualify new business leads and help source new business opportunities Partner with senior sales team members schedule meetings with new prospects, set up meetings with existing strategic accounts to identify growth and cross selling opportunities, and manage client feedback calls. Meet designated prospecting and meeting targets through cold calling and other lead generation efforts. Assist in the development of marketing materials and client presentations. Develop a working knowledge of the primary research methods, the competitor landscape, and the institutional investment industry investm

DR ASHWANI KUMAR VIJ : Have been retained by a Mid Size Professionally Organisation manufacturing and marketing a range of Pharma Products to Hospitals to select 1 : General Manager - Sales and Marketing to be based Near Delhi. Job description Should have Good experience in Pharma or Hospital IT / Product and Institutional Sales. Worked extensively in different parts of India particularly Northern states ie Delhi, UP, Punjab, Himachal, Rajasthan Should Possess good contacts of Specialist and well- known Doctors/ hospitals in all territories Responsible for all aspects of Sales planning, projections, revenue collections and customer relationship management) for all territories Identify and put processes in place for handling multi-territory and city sales in coordination with Zonal / Regional Sales Managers Handle direct Sales efforts in key cities / accounts in coordination with Zonal / Regional Sales Managers Good working knowledge about IT systems. Excellent interpersonal, team management and presentation skills and be Good communicator and motivator This All India Level Position would report directly to the MD/CEO Qualifications : B Pharma with MBA From Premium Institute would be highly preferred. Experience Desired : 12-15 Years. Experienced Professionals From the Medical, Diagnostics Equipment and Devices can be Preferred in exceptional cases. Persons having lessor experience can be considered for the Position of : DGM - Sales and Marketing Age Desir

recruitment
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Guidepoint
📍 New York• Full-time• $100K – $150K/yr
3mo ago

Overview: Guidepoint is looking for an entrepreneurial and outgoing individual to join its Insights business. The Insights product is an offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. private equity/hedge fund), sell-side equity research analysts, and industry professionals. This is a hybrid role in New York City. What You'll Do: Promote and represent the Guidepoint Insights product to our institutional clients including traditional asset managers, hedge funds, family offices and private equity firms. Focus on increasing penetration and usage of the Insights product across Guidepoint's existing client base. Using a high-touch approach (phone, email, Bloomberg, in-person meetings), highlight upcoming events to the appropriate clients and foster dialogue with Guidepoint sector specialists. Correctly map client preferences (sector focus, frequency of email notifications) across organizations to ensure the right content is delivered to the right individuals. Form critical relationships with Portfolio Managers and Analysts to understand their research needs, collect feedback and explain ou

aigoexcel
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