Institutional Relationship Management Jobs

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. You will serve as a thought partner, contract expert, and at times, lead negotiator for major deals. Your work is thoroughly impactful as you will define the commercial terms that underpin the relationships between Plaid and its customers. You're motivated by tangible outcomes and finding win-win deals to strike with customers. You'll also be a key partner to the broader set of Plaid’s go-to-market teams. You will help craft repeatable, robust commercial processes for an increasingly global team, leading to more speed and consistency. You enjoy rolling up your sleeves and diving into data analysis to make more educated decisions. You're keen on transparency and visibility to enable sharper decision-making and organizational communication. Responsibilities Collaborate closely with Plaid’s Sales, Account Management, and Enterprise teams to negotiate key customer contracts Creatively enable new deals with top prospects while staying true to Plaid’s operating practices Drive successful renewals, upsells, and cross-sells with top customers to increase usage and adoption of key Plaid products Craft pricing strategies that work for Plaid, prospects, and existing customers Evolve and impr

Everpure (NYSE: P) has evolved from storage pioneer to data platform, closing fiscal 2026 with $3.7 billion in revenue, its first billion-dollar quarter, and accelerating growth into FY27. Our strategic agenda spans the companies defining the next era of technology - hyperscalers, AI labs, the AI hardware supply chain, data platform providers, and the broader AI ecosystem. This type of work—work that changes the world—is what the tech industry was founded on. So, if you're ready to seize the endless opportunities and leave your mark, come join us. THE ROLE Join Everpure™ to help architect the data center of the future for State, Local, and Education (SLED) institutions. In this role, you will lead the mission to modernize public sector infrastructure through our radically simple data storage, management, and security innovations. Location: Colorado WHAT YOU'LL DO Own Territory Growth: Drive the end-to-end sales cycle within the SLED sector, identifying and securing new logo opportunities while expanding existing accounts to meet or exceed quarterly and annual revenue targets. Evangelize Everpure™ Solutions: Position the Everpure™ Platform and our all-flash technology as the superior choice for public sector needs, translating complex technical benefits into clear, compelling value propositions for diverse stakeholders. Orchestrate Strategic Pursuits: Lead pursuit teams—including technical experts, product managers, and channel partners—to design and execute account plans that solve persistent customer challenges and ensure long-term success. Build Lasting Partnerships: Cultivate deep-rooted relationships from the data center to the boardroom, establishing Everpure™ as a trusted advisor and maintaining the highest customer satisfaction ratings in the industry. WHAT YOU BRING SLED Market Expertise: Proven success navigating the SLED procurement process, including deep experience with RFIs, RFPs, and contract negotiations, alongside an understanding of working wi

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Regional Vice President (Executive) – Banking / Financial Services Location: London | Work Model: Hybrid Are you an executive sales leader driven to revolutionize core operations and digital operations across the world’s leading banks, asset managers, and financial institutions? About the Team The Appian UK Financial Services Sales team is a high-energy, results-driven group dedicated to accelerating our market share in AI-Powered Process Automation . We partner with Tier-1 retail banks, investment banks, asset management firms, and capital markets institutions to modernize legacy systems, streamline regulatory compliance, and automate mission-critical workflows. Our team culture thrives on strategic execution, accurate forecasting, and establishing Appian as the gold standard for Enterprise-Grade Orchestration . The Opportunity As the Regional Vice President for UK Banking and Financial Services, you will own the vision, strategy, and quota execution across a primary growth engine for Appian. Reporting directly to the Area Vice President, you will lead a team of high-performing Enterprise Account Executives targeting retail banking, investment banking, asset management, and broader financial markets. This role offers high visibility to drive multi-million-pound transformations, cultivate C-suite relationships, and position Appian as the automation backbone for modern financial enterprises. What You’ll Do Lead all strategic sales activities across the UK Banking and Financial Services sector, consistently meeting and exc

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: As the Regional Security Manager covering Ripple's operations across MENA & APAC you will provide accurate, timely, in-region support across two of our most dynamic and fastest-growing regions. Driving local relationships, improving responsiveness to incidents, and giving employees across the region a locally-informed safety resource they can turn to directly. Working to Ripples Head of Global Corporate Security (GCS) your core responsibility will be to establish Ripple's GCS Team as an established regional function. You will be required to go beyond monitoring and reporting by: Building Regional Presence: Establish and lead in-region security operations covering our growing office footprint, travel risk management, vendor performance, and incident response across MENA and APAC. Driving Local Responsiveness: Provide employees with direct access to a regionally aligned security resource, improving incident response speed and the effectiveness of localized communication. Ensuring Compliance and Readiness: Maintain consistent regulatory compliance, drive faster adaptation to local regulatory change, and strengthen audit readiness across all in-region operations. WHAT YOU’LL DO: Serve as the primary in-region point of contact for security matters across MENA and APAC, advising regional leadership, HR, Legal, and Workplace teams on security posture and

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: As the Regional Security Manager covering Ripple's operations across MENA & APAC you will provide accurate, timely, in-region support across two of our most dynamic and fastest-growing regions. Driving local relationships, improving responsiveness to incidents, and giving employees across the region a locally-informed safety resource they can turn to directly. Working to Ripples Head of Global Corporate Security (GCS) your core responsibility will be to establish Ripple's GCS Team as an established regional function. You will be required to go beyond monitoring and reporting by: Building Regional Presence: Establish and lead in-region security operations covering our growing office footprint, travel risk management, vendor performance, and incident response across MENA and APAC. Driving Local Responsiveness: Provide employees with direct access to a regionally aligned security resource, improving incident response speed and the effectiveness of localized communication. Ensuring Compliance and Readiness: Maintain consistent regulatory compliance, drive faster adaptation to local regulatory change, and strengthen audit readiness across all in-region operations. WHAT YOU’LL DO: Serve as the primary in-region point of contact for security matters across MENA and APAC, advising regional leadership, HR, Legal, and Workplace teams on security posture and

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect a

Square is seeking a Head of Square Partnerships, APAC to define and lead the strategic partnerships vision across Australia and Japan. This leader will build and scale partnerships that accelerate Square Seller acquisition, product adoption, ecosystem expansion, and long-term business growth throughout the region. Partners span referral networks, distributors, financial institutions, technology platforms, service providers, commerce ecosystems, and other strategic partners where there is mutual value through lead generation, co-selling, co-marketing, product enablement, and selective product integrations. This is one of Square's most senior partnerships leadership roles, operating at the intersection of business development, growth, product, and go-to-market strategy. You will own the APAC partnerships strategy, lead a high-performing regional organization, influence product and commercial direction, and represent Square externally with senior executives across the region. This role is based in Australia and leads partnerships across both Australia and Japan. Regular travel throughout APAC, including Japan, and to the United States is expected to build executive relationships, support strategic partners, and collaborate closely with Sales, Account Management, Marketing, Product, Strategy and executive leadership. Key Responsibilities Regional Strategy & Vision Define and execute the long-term partnerships strategy for Australia and Japan, aligning investment priorities with Square's regional growth strategy, product roadmap, and commercial objectives. Identify emerging ecosystem opportunities that strengthen Square's competitive position and accelerate sustainable business growth. Strategic Partner Development Identify, evaluate, negotiate, and scale high-impact partnerships across key industries and ecosystems. Build a diversified portfolio of partners that expands Square's distribution, enhances our product capabilities, and creates differentiated value for se

About the Team The B2B Marketing team helps businesses understand, adopt, and get value from OpenAI’s products. B2B marketing is a major and growing priority as we scale our work with companies, developers, and institutions around the world. The team works across field marketing, campaigns, customer storytelling, thought leadership, events, lifecycle programs, and executive communications. We partner closely with Sales, Partnerships, Product, Product Marketing, Communications, Finance, Recruiting, and company leadership to build programs that drive durable growth across enterprise and business audiences. About the Role We are hiring a Partner Marketing Manager to own and execute joint go-to-market plans across a portfolio of strategic technology partners and independent software vendors. This role will turn ecosystem relationships into focused programs across launches, campaigns, customer proof, enablement, events, and demand generation that accelerate adoption, strengthen partner advocacy, and drive measurable business impact. You will work closely with Partnerships, Sales, Product Marketing, Field Marketing, Communications, and partner organizations to prioritize opportunities and move plans from strategy through execution. This is a highly cross-functional individual contributor role with no people-management responsibility, built for someone who can operate across a broad ecosystem, work through influence, and create repeatable motions in ambiguity. This role is based in San Francisco and follows a hybrid work model, with three days per week in the office. In this role, you will: Create and execute joint go-to-market plans across priority technology partners and ISVs, spanning launches, campaigns, customer proof, enablement, events, and demand generation, with clear goals for adoption, pipeline, and revenue impact. Build compelling ecosystem narratives, messaging, and positioning for integrated solutions, joint value propositions, and shared customer outcomes. L

About the Team The B2B Marketing team helps businesses understand, adopt, and get value from OpenAI’s products. B2B marketing is a major and growing priority as we scale our work with companies, developers, and institutions around the world. The team works across field marketing, campaigns, customer storytelling, thought leadership, events, lifecycle programs, and executive communications. We partner closely with Sales, Partnerships, Product, Product Marketing, Communications, Finance, Recruiting, and company leadership to build programs that drive durable growth across enterprise and business audiences. About the Role We are hiring a Partner Marketing Manager to own and execute joint go-to-market plans with strategic cloud and technology partners. This role will translate partner priorities into integrated programs across campaigns, events, customer proof, enablement, and demand generation that build awareness, accelerate adoption, and support measurable business outcomes across enterprise audiences. You will work closely with Partnerships, Sales, Product Marketing, Field Marketing, Communications, and partner teams to move plans from strategy through detailed execution. This is a highly cross-functional individual contributor role with no people-management responsibility, built for someone who can manage multiple workstreams, build strong partner relationships, and work through influence in a fast-changing environment. This role is based in San Francisco and follows a hybrid work model, with three days per week in the office. Occasional travel will be required. You’ll be responsible for: Create and execute distinct joint go-to-market plans with Google Cloud and Oracle across campaigns, events, customer proof, enablement, and demand generation, with clear goals for awareness, adoption, pipeline, and revenue impact. Build clear partner narratives, messaging, and positioning for integrated solutions, joint value propositions, and shared customer outcomes. Launch and

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 sales 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 innovative solutions that drive growth, and ensuring that Plaid's products enable businesses to thrive. We work collaboratively across teams to meet ambitious revenue goals, all while fostering a culture of continuous learning and development to align with Plaid's vision of financial accessibility and empowerment. As a Sales Manager, you will lead a team of Account Executives, driving them toward achieving ambitious revenue targets. You will focus on developing talent within your team, fostering a high-performance culture, and ensuring each team member has the resources they need to succeed. You will leverage your deep understanding of transactional and strategic sales cycles to guide your team through new customer acquisitions and account management in a hyper-growth environment. Responsibilities Lead, coach, and develop a team of SMB Account Executiv

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 sales 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 innovative solutions that drive growth, and ensuring that Plaid's products enable businesses to thrive. We work collaboratively across teams to meet ambitious revenue goals, all while fostering a culture of continuous learning and development to align with Plaid's vision of financial accessibility and empowerment. As a Sales Manager, you will lead a team of Account Executives, driving them toward achieving ambitious revenue targets. You will focus on developing talent within your team, fostering a high-performance culture, and ensuring each team member has the resources they need to succeed. You will leverage your deep understanding of transactional and strategic sales cycles to guide your team through new customer acquisitions and account management in a hyper-growth environment. Responsibilities Lead, coach, and develop a team of SMB Account Executiv

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar’s Enterprise Sales team partners with some of the largest wealth management firms in the globally, including many listed on the Barron’s Top 40. As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. You will act as the business owner for your accounts , setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology. You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth. What You’ll Do Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio. Lead consultative enterprise sales cy

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar’s Enterprise Sales team partners with some of the largest wealth management firms in the globally, including many listed on the Barron’s Top 40. As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. You will act as the business owner for your accounts , setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology. You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth. What You’ll Do Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio. Lead consultative enterprise sales cy

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 Develop and execute OKX’s retail growth strategy for Brazil, aligning local priorities with the company’s broader business objectives. Build and scale growth initiatives across relevant channels, partnerships, product-led programs, community activations, and local campaigns. Lead relationships with influencers and KOLs, from selection and negotiation to campaign execution and performance management. Support local PR efforts, working with global internal teams and external agencies to strengthen brand visibility and reputation. Own the strategy and execution of events, sponsorships, and offline activations that drive awareness, engagement, and user growth. Define KPIs, analyze performance, and translate data into actionable insights that drive measurable business results. Use AI tools to accelerate research, analysis, experimentation, personalization, content workflows, and operational efficiency. Manage multiple workstreams, budgets, partners, and stakeholders in a fast-paced, results-oriented environment. What We Look For In You Minimum of 8 years of experience in Marketing/Growth in fast p

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar’s Enterprise Sales team partners with some of the largest wealth management firms globally, including many listed on the Barron’s Top 40. As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. You will act as the business owner for your accounts , setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology. You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth. What You’ll Do Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio. Lead consultative enterprise sales cycles -