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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.

P
Plaid
📍 San Francisco• Full-time
3mo ago

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Plaid is looking for customer-facing professionals to manage and grow Plaid’s relationships with high-growth SMB customers. The right candidate has the ability to grow a customer’s revenue, build strong partnerships with their customers, develop a deep understanding of their priorities, motives and key drivers, and is solutions oriented. You will be the primary point of contact for your customers and will work with them on all stages of integrations, scaling, driving adoption, product expansion, and account management. You will be responsible for working directly with key stakeholders ranging from developers to executives to help them create the applications that will empower businesses and consumers with their financial data. Responsibilities Own the overall relationship with your portfolio of customers in our fastest growing customer segment Build relationships with the C-Suite and Product teams to retain and grow revenue Own revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals Help customers integrate and launch on Plaid Solve complex customer challenges through creative problem solving by working cross-function

O
3mo ago

About the team OpenAI’s mission is to build safe artificial general intelligence (AGI) which benefits all of humanity. This long-term undertaking brings the world’s best scientists, engineers, and business professionals into one lab together to accomplish this. In pursuit of this mission, our Go To Market (GTM) team is responsible for helping customers learn how to leverage and deploy our highly capable AI products across their business. The team is made of Sales, Solutions, Support, Marketing, and Partnership professionals that work together to create valuable solutions that will help bring AI to as many users as possible. About the role As an Account Director focused on Strategic Banking you will own executive-level relationships with leading global banking institutions. You’ll help these organizations safely and effectively deploy OpenAI’s technology to transform customer experiences, modernize operations, enhance employee productivity, accelerate financial analysis, strengthen risk management, and unlock new AI-powered business capabilities. This role blends financial services expertise, technical depth, business acumen, and relationship-driven enterprise sales. You will collaborate closely with researchers, engineers, and financial services solution strategists to design secure, compliant, and high-impact AI deployments. This role is based in New York City. We use a hybrid work model of three days in the office per week and offer relocation assistance to new employees. In this role, you’ll: Manage a focused portfolio of Strategic Banking accounts, developing long-term strategic account plans. Lead complex, multi-stakeholder sales cycles across business, technology, operations, and executive stakeholders. Partner with Solutions and Research Engineering to design pilots that demonstrate measurable business impact. Collaborate with compliance, privacy, security, and risk teams to ensure responsible deployment of AI in highly regulated environments. Own a revenue a

awsgitrest
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P
5mo ago

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. As an Executive Assistant at Plaid, you will play a crucial role in enhancing the productivity and operational efficiency of our leaders and their teams. Success in this fast-paced environment requires exceptional organization, proactive problem-solving, and strategic priority management. This position is ideal for a team-player who is a highly motivated self-starter, ready to execute with precision and discretion in a dynamic setting. Responsibilities Support Partnership: Provide executive and administrative support to 3-4 Product and Engineering leaders/teams Calendar Management: Efficiently manage and own complex calendars, scheduling, and logistics for leaders Relationship Development: Partner closely with leaders and team both internally and externally, with composure and discretion Meeting Coordination: Coordinate internal meetings and ensure agendas are tracked and action items are circulated and followed up on Project Management: Execute cross-functional projects, including drafting team-wide communications and managing logistics for All Hands and internal events Travel Planning: Manage complex travel arrangements and coordination Team Connection Logistics: Own end-to-end planning, vendor ma

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team Bridge is building financial infrastructure that makes money more programmable and global. The Financial Partnerships team develops the ecosystem that powers Bridge and Stripe’s stablecoin products and financial infrastructure. The team works across Bridge and Stripe to develop strategic relationships with banks, exchanges, asset managers, liquidity providers, and stablecoin ecosystem partners. These partnerships support reserve management, liquidity, distribution, and card-related products for both businesses and their shared customers. What you'll do As a senior Partnership Development Manager, you will define and execute the financial-partnership strategy that powers Bridge and Stripe’s stablecoin products and financial infrastructure. You will own a strategic ecosystem of financial-partner relationships across markets. You will turn market insight into durable, high-impact partnerships, from strategy and negotiation through launch, expansion, and ongoing performance management. You will work directly with senior Stripe leaders and external executives to make investment tradeoffs, align priorities, and shape long-term product and partnership strategy. Responsibilities Define and lead multi-year partnership strategy across reserves, liquidity, distribution, card-related products, and the stablecoin ecosystem, using market and commercial insight to shape Bridge and Stripe priorities Own a strategic financial-partner ecosystem across mar

SI
13 days ago

Strata Information Group (SIG) is a trusted leader in higher ‑ education technology consulting, supporting colleges and universities with ERP/SIS modernization, digital transformation, CRM, cybersecurity, and strategic advisory services. As a long ‑ standing and deeply embedded partner within the higher ‑ education sector, SIG brings together technical depth, operational insight, and a culture rooted in integrity, collaboration, and exceptional client service. Our heritage is built on hands ‑ on expertise, genuine relationships, and a commitment to delivering value with humility and excellence—values that continue to define us as we scale. Help colleges and universities build secure, scalable identity and access management solutions. Strata Information Group (SIG) is seeking an experienced Identity and Access Management Consultant to partner with higher education institutions as they strengthen access, authentication, and identity management across their technology environments. You will assess existing IAM infrastructure, understand each client’s business and compliance needs, and guide practical solutions from discovery and design through implementation and ongoing support. This remote role is a strong fit for an IAM professional who brings deep technical expertise, thoughtful problem-solving, and a collaborative, client-focused approach. If you value meaningful partnerships and want your work to improve technology experiences for students, faculty, and staff, we invite you to learn more. Key Responsibilities: For each project, understand the client's business processes, security policies, and compliance requirements to be able to design IAM solutions that meet the client's objectives. Develop and implement IAM architecture that includes access control, authentication, identity management, and ensure solutions are scalable, secure, and meet the client's requirements. Maintain technical currency for the latest IAM tools

REMOTEjavaCRM
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H
25mo ago

Category: Home furnishing Roles and Responsibilities Role: Work closely with Category Manager to drive the business in the relevant category with focus on growth and increasing the market share. Manage relationships with brand partners & establish Myntra as the preferred destination for customers as well as brand partners. Responsibilities: Intake / OTB management - Monitor inventory situation & plan inwards based on the DOH plan & plan timely RTVs Selection – making season level buy plans / assortment plans, based on past performance & growth / revenue targets to ensure that the category is well represented Review style level performance based on metrics such as ROS, Sell thru, RPI, RGM Category visibility planning & interventions – planning banners for respective brands and raising banner requests on time Identify gaps in product offerings & subsequently introduce / onboard new brands / categories Managing pricing (SOR / OR) – follow up with brands on securing timely discounts and updating the same, control pricing internally as per planned GM / RGM. Working closely on OR discounting based on profitability requirements Be an effective bridge between brands & internal teams for all communications Operational excellence: Should have prior experience or enough knowledge & confidence to manage merchandising operations, inbound planning, cataloguing & discount monitoring Qualifications & Experience Graduate from NIFT or other reputed institution 3-4 Years of relevant experience in Apparel buying / planning / merchandising Understanding of planning & Inventory management (Understanding of E-comm will help) Willingness to learn, innovate, take initiatives Strong MS Excel skills & understanding of data analytics Customer centric, creative & analytical problem-solving mindset Ability to work as part of a team & collaborate with others Should be good at multitasking & tim

Location : Come and join us either in Berlin or Hamburg! Freenow by Lyft empowers smarter mobility decisions helping people to move freely and cities to thrive. One of our bold bets for 2026 is bringing that same mission to healthcare: building a completely new business line that brings hospitals and medical institutions into the digital age, replacing paper forms and phone calls with a platform that just works. We're looking for a structured, curious, and driven Project Management Consultant / Business Development Manager to help build this from the ground up! In this position, you will take ownership of shaping and developing our approach to hospitals and medical institutions across Germany. This starts by early-stage research and defining the right go-to-market approach, through piloting with individual institutions, to building the long-term relationships and processes that turn a pilot into a scalable business. Are you ready for your next ride? YOUR DAILY ADVENTURES WILL INCLUDE: Research and map the German hospital and healthcare market, identifying relevant institutions, decision-makers, and their specific operational challenges Design and run pilots with individual institutions, gathering data and feedback to refine our approach before scaling Coordinate onboarding and implementation, ensuring hospitals are set up successfully and issues are resolved quickly Translate market and client insights into recommendations for Product and Operations, helping shape how our Health solutions evolve Prepare presentations and reports for senior management, detailing project progress, market trends, and strategic recommendations TO BE SUCCESSFUL IN THIS ROLE: +3 years of experience in consulting, project management, business development, or a related field; experience in the healthcare sector is a plus! Fluency in German and English is required due to regular interaction with clients and internal stakeholders Strong ability to structure ambiguous problems and build a work

At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. We are accepting applications for this position until 10/16/2026 Position Overview: At Freddie Mac, you will have meaningful work to help build a better housing finance system and support homeownership and rental housing opportunities across the nation. Our internship and graduate programs provide opportunities to tackle complex challenges, contribute to strategic initiatives, and build valuable relationships with industry professionals. As a Quantitative Risk Management Intern within Enterprise Risk Management (ERM), you will apply advanced analytical, technical, and quantitative skills to support risk management activities at one of the nation's largest financial institutions. You will gain hands-on experience working on real-world projects, collaborating across teams, and leveraging emerging technologies – including artificial intelligence and automation—to enhance risk management practices and business outcomes. Our Impact: Enterprise Risk Management (ERM) helps build and maintain a strong, effective, and efficient risk management framework across Freddie Mac. We provide independent oversight and assessment of financial and non-financial risks while promoting a culture of accountability, innovation, and sound risk management. Our quantitative teams leverage advanced analytics, data science, modeling, automation, and emerging technologies to support enterprise-wide decision-making and risk oversight. As AI and automation continue to transform the financial services industry, our teams p

pythonjavasql
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Management Consultant – Finance Transformation (All Levels) Location: London (Hybrid) | Practice Area: Finance, Risk, Regulatory & Financial Crime | Type: Permanent Drive transformation in the heart of financial services The Role Join Capco as a Finance Transformation Consultant and help leading financial institutions optimise their finance functions, adapt to regulatory change, and implement innovative technology solutions. You'll work on projects that demand problem-solving skills, stakeholder management, and a passion for delivering measurable outcomes, with a focus on finance process automation and optimisation. You'll also embrace AI-enabled ways of working, using approved AI tools and automation to improve delivery quality, accelerate insight generation, and enhance productivity while applying appropriate human judgement and responsible AI practices. What You'll Do Deliver client assignments that meet or exceed expectations, ensuring value-added outcomes. Lead and support finance transformation initiatives, including operating model design, process improvement, and technology implementation, identifying opportunities to leverage AI-enabled workflows and automation. Partner with clients to optimise finance processes through solutions such as RPA, AI-enabled workflows, digital technologies, and data-driven reporting. Manage project governance, risks, and stakeholder communications, ensuring appropriate oversight and validation where AI-assisted tools are utilised. Build trusted advisor relationships with senior leaders while contributing to business development and identifying innovative approaches to finance transformation. What We're Looking For Proven experience delivering finance transformation projects within financial services. Strong understanding of finance operating models, accounting principles, and regulatory impacts. Experience with process automation technologies and optimisation methodologies. Strong analytical and problem-solving skills, with

aiaccountingfinance
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P
Plaid
📍 San Francisco• Full-time• Remote• $213.6K – $289.2K/yr
5mo ago

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. The SMB Account Management team is a core part of Plaid's mission to unlock financial freedom for everyone. We believe that by empowering small and medium-sized businesses, we contribute directly to creating a more inclusive and accessible financial ecosystem. Our team is dedicated to building meaningful relationships with our clients, providing solutions that drive growth, and ensuring Plaid's products enable businesses to thrive. We work collaboratively across teams to meet ambitious revenue goals while fostering a culture of continuous learning and development. The Account Management team leverages our deep technical, product, and industry knowledge to help our SMB customers build and scale amazing applications and businesses. We act as partners, advisors, and advocates for our customers to help shape how their customers interact with their finances. As the SMB Account Management Lead, you'll be responsible for managing and growing the SMB customer base, as well as setting the vision and strategy to build long-term partnerships. You will lead a team of account managers who work with some of Plaid's most dynamic SMB customers. You'll collaborate cross-functionally across product

REMOTEawsaigo
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Management Consultant – Finance Transformation (All Levels) Location: Edinburgh & Glasgow (Hybrid) | Practice Area: Finance, Risk, Regulatory & Financial Crime | Type: Permanent Drive transformation in the heart of financial services The Role Join Capco as a Finance Transformation Consultant and help leading financial institutions optimise their finance functions, adapt to regulatory change, and implement innovative technology solutions. You'll work on projects that demand problem-solving skills, stakeholder management, and a passion for delivering measurable outcomes, with a focus on finance process automation and optimisation. You'll also embrace AI-enabled ways of working, using approved AI tools and automation to improve delivery quality, accelerate insight generation, and enhance productivity while applying appropriate human judgement and responsible AI practices. What You'll Do Deliver client assignments that meet or exceed expectations, ensuring value-added outcomes. Lead and support finance transformation initiatives, including operating model design, process improvement, and technology implementation, identifying opportunities to leverage AI-enabled workflows and automation. Partner with clients to optimise finance processes through solutions such as RPA, AI-enabled workflows, digital technologies, and data-driven reporting. Manage project governance, risks, and stakeholder communications, ensuring appropriate oversight and validation where AI-assisted tools are utilised. Build trusted advisor relationships with senior leaders while contributing to business development and identifying innovative approaches to finance transformation. What We're Looking For Proven experience delivering finance transformation projects within financial services. Strong understanding of finance operating models, accounting principles, and regulatory impacts. Experience with process automation technologies and optimisation methodologies within finance. Strong analy

aiaccountingfinance
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T
Teneo
📍 Boston• $250K – $295K/yr
3mo ago

About Teneo Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future. Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand-alone or fully integrated basis to help our clients solve complex business challenges. Our clients include a significant number of the Fortune 100 and FTSE 100, as well as other corporations, financial institutions and organizations. Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance, ESG and DE&I. The firm has more than 1,800 employees located in 50+ offices around the world. The Role As a Director, you will play a key role within our senior Management Consulting team, helping deliver exceptional client work while supporting the growth and development of our people. Working closely with Managing Directors, you will help build and strengthen client relationships, identify new business opportunities, and contribute to the continued growth of the practice. This role will serve leading Technology and Services companies on a broad range of strategic and commercial challenges, including Growth Strategy, M&A, Commercial Due Diligence, Pricing & Revenue Monetization, Go-to-Market Strategy and Operations, and Operating Model Design. You will work with corporate clients as well as private equity investors and their portfolio companies, helping organizations drive growth, unlock value, and execute critical strategic initiatives across a variety of industries. Responsibilities Structure and lead complex projects in close collaboration with a Managing Director Apply strong consulting skills to lead complex analytical

At Ripple, we’re building a world where value moves like information does today. It’s big, it’s bold, and we’re already doing it. Through our crypto solutions for financial institutions, businesses, governments and developers, we are improving the global financial system and creating greater economic fairness and opportunity for more people, in more places around the world. And we get to do the best work of our career and grow our skills surrounded by colleagues who have our backs. If you’re ready to see your impact and unlock incredible career growth opportunities, join us, and build real world value. THE WORK: At Ripple, we're building a world where value moves like information does today. It's big, it's bold, and we're already doing it. Through our crypto solutions for financial institutions, businesses, governments and developers, we are improving the global financial system and creating greater economic fairness and opportunity for more people, in more places around the world. And we get to do the best work of our career and grow our skills surrounded by colleagues who have our backs. The Ripple Stablecoin business launched its first product Ripple USD (RLUSD) in December 2024, and has surpassed $2.4bn in market cap since launch, one of the fastest growing stablecoins in the first year of launch and currently a top 5 fiat backed stablecoin overall. We are looking for an exceptional and ambitious individual in London to contribute across a number of capital markets verticals within the group. The role is geared towards an entrepreneurial and self-starting individual who excels in an outcome driven environment. If you're ready to see your impact and unlock incredible career growth opportunities, join us, and build real world value. WHAT YOU’LL DO: Support the management of market maker relationships and external liquidity programs across RLUSD, RippleX the and Ripples Payments products — day-to-day coordination, onboarding, and ongoing engageme

Strata Information Group (SIG) is a trusted leader in higher ‑ education technology consulting, supporting colleges and universities with ERP/SIS modernization, digital transformation, CRM, cybersecurity, and strategic advisory services. As a long ‑ standing and deeply embedded partner within the higher ‑ education sector, SIG brings together technical depth, operational insight, and a culture rooted in integrity, collaboration, and exceptional client service. Our heritage is built on hands ‑ on expertise, genuine relationships, and a commitment to delivering value with humility and excellence—values that continue to define us as we scale. Program Manager, PMO – Ellucian ERP SaaS Transformation Job Purpose Statement The Program Manager, operating within the Project Management Office (PMO), provides strategic leadership and oversight for large-scale Ellucian ERP transformation programs, including complex on-premise to SaaS migrations within higher education institutions. This role is responsible for managing programs consisting of multiple interconnected workstreams and project managers, ensuring alignment between client objectives, technology solutions, third-party and vendor stakeholders, and organizational change initiatives. The Program Manager serves as a trusted advisor to client executive leadership, translating complex technical and program issues into clear, concise executive-level summaries, and guiding stakeholders through complex enterprise transformations while ensuring successful program delivery, risk mitigation, timely decision making, and overall program governance. As a senior leader within the PMO, this role also directly coaches, and mentors Project Managers, building delivery capability and supporting their professional growth. The ideal candidate combines extensive Ellucian ERP implementation expertise with strong consulti

REMOTEproject managementPMPCRM
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SI
2mo ago

Strata Information Group (SIG) is a trusted leader in higher ‑ education technology consulting, supporting colleges and universities with ERP/SIS modernization, digital transformation, CRM, cybersecurity, and strategic advisory services. As a long ‑ standing and deeply embedded partner within the higher ‑ education sector, SIG brings together technical depth, operational insight, and a culture rooted in integrity, collaboration, and exceptional client service. Our heritage is built on hands ‑ on expertise, genuine relationships, and a commitment to delivering value with humility and excellence—values that continue to define us as we scale. Program Manager, PMO – ERP SaaS Transformation Job Purpose Statement The Program Manager, operating within the Project Management Office (PMO), provides strategic leadership and oversight for large-scale Ellucian ERP transformation programs, including complex on-premise to SaaS migrations within higher education institutions. This role is responsible for managing programs consisting of multiple interconnected workstreams and project managers, ensuring alignment between client objectives, technology solutions, third-party and vendor stakeholders, and organizational change initiatives. The Program Manager serves as a trusted advisor to client executive leadership, translating complex technical and program issues into clear, concise executive-level summaries, and guiding stakeholders through complex enterprise transformations while ensuring successful program delivery, risk mitigation, timely decision making, and overall program governance. As a senior leader within the PMO, this role also directly coaches, and mentors Project Managers, building delivery capability and supporting their professional growth. The ideal candidate combines extensive Ellucian ERP implementation expertise with strong consulting, execu

REMOTEproject managementPMPCRM
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