Institutional Relationship Management Jobs

Overview: The Product Manager is a self-starter, a hands-on problem solver, and a relationship builder. The Product Manager continuously builds institutional knowledge that spans all teams and functions within the company as well as a deep understanding of the evolving competitive landscape. The Product Manager works with the Engineering and Design to build and prioritize a backlog of strategic and tactical software requirements for internal CRM and customer-facing web applications. The Product Manager will establish a clear CRM experience strategy, improve usability across critical workflows, and enable faster delivery of new experiences through reusable APIs and shared platform capabilities. The Product Manager has in-depth knowledge of user experience design, demonstrates the ability to author user stories and functional specifications, and works closely with software engineers and quality assurance. This role will be hybrid based out of our New York City office. What You'll Do: Build and executing a roadmap for Core products Guide the agile development processes including quarterly planning, metrics gathering, sprint planning, grooming, and overall sprint deliverables Own product roll out planning and execution including training, written deliverables, project demonstrations, and in-person presentations Lead meetings with multiple stakeholders to identify and prioritize software development and business process improvement initiatives Develop detailed functional specifications, user stories, and visual mock-ups for stakeholder review Gather feedback and approval from relevant stakeholders’ pre-development and post-development What You Have: 3 to 5 years of relevant experience Experience with CRM migration or transformation programs. Demonstrated experience modernizing legacy enterprise applications or integrating multiple systems Worked in Agile setup as a product manager for 1-2 years Understands the software development lifecycle Experience with qu

Overview: The Senior Product Manager sets a clear, compelling product vision and is accountable for executing it. They are a self-starter, a visible organizational leader, a hands-on problem solver, and a relationship builder. The Senior Product Manager continuously builds institutional knowledge that spans all teams and functions within the company as well as a deep understanding of the evolving competitive landscape. They translate that vision into an executional roadmap, and drive it to delivery across web, mobile and MCP. They go deep into how each client segment actual works by sitting with users, mapping end-to-end workflows, and translating what they learn into product features. They own feature prioritization and the backlog. They will author stories and participate in the agile product development cycle. This is a hybrid position based in Toronto. What You’ll Do: Segment Depth: Develop an expert-level understanding of each client segment's end-to-end workflow. Translate that understanding directly into product requirements, features, and prioritization decisions, so the roadmap reflects how clients actually work rather than how we assume they do. Customer Focus: Champion the voice of the customer across all initiatives. Gather and synthesize customer needs and pain points through both quantitative data (and qualitative insights. Product Vision & Roadmap: Own, articulate, and execute a clear product vision and strategy, and rally the organization behind it. Leverage insights from market research, competitive analysis, customer feedback, and performance metrics to prioritize and shape the product roadmap. Lead quarterly and annual planning, ensuring clear goal-setting and metric tracking aligned with business objectives. Product Evangelism: Serve as the primary advocate for your product internally and externally. Lead product rollouts, including developing training materials, documentation, and leading both virtual and in-person product

About the Role The Enterprise Knowledge Platform team builds the data layer that lets Perplexity's agents reach into the world's software. This team owns the systems that turn hundreds of heterogeneous integrations (native, MCP, CLI, first-party, and third-party APIs) into one unified, reliable, well-typed surface that agents can call with confidence. This platform is the core layer that forms the knowledge layer for Computer: it is how the agent discovers what tools exist, understands what each one means, decides which to call, and grounds its reasoning in real, permissioned, up-to-date enterprise data. We maintain a knowledge layer above connectors that pushes and pulls context into them, rather than letting each connector hoard org knowledge on its own, making Computer the source of truth for institutional knowledge. Models are commoditizing; grounded, actionable, permissioned access to a customer's real systems is not. When this layer is fast, accurate, and semantically rich, every agent built on top of it gets smarter; when it is weak, no amount of model quality compensates. Key Responsibilities Own the design and implementation of the connector runtime, the system that registers, hosts, and executes built-in connectors, hosted MCP servers, and CLI-backed tools behind a single agent-facing interface. Build and extend the semantic layer: tool and entity schemas, capability metadata, relationship modeling, and the mechanisms for capturing and applying organization- and account-specific corrections and knowledge. Design the tool-discovery and tool-selection surfaces that agents use to find the right connector and call it correctly, optimizing for both model accuracy and context efficiency. Make agent loops robust: structured results, partial-failure and retry semantics, idempotency, pagination, rate-limit handling, and observability into every tool call an agent makes. Define authentication, authorization, and credential-isolation patterns for connectors (OAuth fl

About Us OpenFX is on a mission to move money as freely as data, unrestricted by time zones, banking hours, or legacy systems. We are building the infrastructure that will power the next generation of cross-border payment systems for institutions. The team's execution has been exceptional, and we're scaling at a remarkable pace. Our stellar early team brings experience at companies such as J.P. Morgan, Goldman Sachs, FalconX, PayPal, Affirm, Polygon, Kraken, Nium, Visa, Mastercard and others. We're backed by Accel, Lightspeed, M13, Northzone, Pantera, and other top-tier investors. About the Role We are hiring a Client Success, LatAm to join our Latin America go-to-market team in Miami, reporting to the Head of Client Success, LatAm. You will own the day to day relationship for a portfolio of institutional clients, including payment companies, PSPs, fintechs, and digital asset platforms, and help them move more of their cross-border flow through OpenFX. The role blends full ownership with close support. Roughly 60% of your time goes to running your own book of growing accounts end to end, and about 40% goes to supporting our largest Latin America relationships alongside the Head of Client Success. You will work daily with Sales, Trading Operations, Product, Compliance, and RevOps. What You'll Do Own a portfolio of institutional clients as their primary point of contact so every account has a clear owner and a relationship that keeps getting stronger. Build and run an account growth plan for each client so you understand their business model, priorities, and where more of their FX flow can come to OpenFX. Grow transaction volume by helping clients optimize their FX flows, pricing, and settlement setup so they trade more, and more often, on our platform. Monitor client health and trading activity so you spot slowdowns early and bring accounts back before they go quiet. Expand accounts through upsell and deeper product use so fast-growing clients become some of our larg

About Us OpenFX is on a mission to move money as freely as data, unrestricted by time zones, banking hours, or legacy systems. We are building the infrastructure that will power the next generation of cross-border payment systems for institutions. The team's execution has been exceptional, and we're scaling at a remarkable pace. Our stellar early team brings experience at companies such as J.P. Morgan, Goldman Sachs, FalconX, PayPal, Affirm, Polygon, Kraken, Nium, Visa, Mastercard and others. We're backed by Accel, Lightspeed, M13, Northzone, Pantera, and other top-tier investors. About the Role We are hiring a Client Success, NA to join our North America go-to-market team in Miami, reporting to the Head of Client Success, NA. You will own the day to day relationship for a portfolio of institutional clients, including payment companies, PSPs, fintechs, and digital asset platforms, and help them move more of their cross-border flow through OpenFX. The role blends full ownership with close support. Roughly 60% of your time goes to running your own book of growing accounts end to end, and about 40% goes to supporting our largest North America relationships alongside the Head of Client Success. You will work daily with Sales, Trading Operations, Product, Compliance, and RevOps. What You'll Do Own a portfolio of institutional clients as their primary point of contact so every account has a clear owner and a relationship that keeps getting stronger. Build and run an account growth plan for each client so you understand their business model, priorities, and where more of their FX flow can come to OpenFX. Grow transaction volume by helping clients optimize their FX flows, pricing, and settlement setup so they trade more, and more often, on our platform. Monitor client health and trading activity so you spot slowdowns early and bring accounts back before they go quiet. Expand accounts through upsell and deeper product use so fast-growing clients become some of our largest re

About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the Role: Job Description We are looking for energetic and self-driven professionals to join our Offline User Growth Team. The role involves identifying growth opportunities across the city, building relationships with merchants, businesses, institutions and communities, and driving on-ground user acquisition initiatives. Key Responsibilities:  Visit markets, shops, restaurants, cafés, retail outlets and other high-footfall locations to identify growth opportunities.  Build and manage partnerships with regional/local brands and businesses.  Identify and develop corporate, college, institutional and community partnerships.  Engage with merchants, customers and local communities to understand market needs and provide relevant feedback.  Identify new opportunities for user acquisition, brand visibility and local marketing initiatives.  Support execution of merchant programmes, college activities, community initiatives and other local campaigns.  Work closely with internal teams to take identified opportunities from initiation to closure.  Maintain regular tracking of visits, opportunities, partnerships and execution. What We’re Looking For:  Good knowledge of the local market/city.  Strong communication and relationship-building skills.  Comfortable with extensive field work and meeting different stakeholders.  Ability to independently identify opportunities and follow up consistently.  Good command of the local language.  Candidates with experience in field sales, business development, partnerships, merchant acquisition, market development or similar roles would be rel

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role Ramp is building institutional partnerships with the GSI (Global System Integrators), Big-Four consulting firms, and global advisory firms that shape finance transformation, ERP modernization, and technology decisions for the CFOs and finance leaders we serve. These organizations are often in the room when enterprise clients are redesigning their finance stack, selecting technology, or moving from strategy into implementation. This portfolio spans the largest global professional services firms (e.g., Deloitte) and GSIs (e.g., Infosys). They are complex organizations with distinct service lines (e.g., ERP, Tech Modernization, Finance Transformation) each with its own leadership, incentives, and economics, so earning credibility inside one is as much about navigating the firm as it is about the relationship. This role will own Ramp's relationship with that network of firms, building firm-specific go-to-market motions that can include executive engagement, account mapping, co-sell, implementation alignment, thought leadership, and events

About Us OpenFX is on a mission to move money as freely as data, unrestricted by time zones, banking hours, or legacy systems. We are building the infrastructure that will power the next generation of cross-border payment systems for institutions. The team's execution has been exceptional, and we're scaling at a remarkable pace. Our stellar early team brings experience at companies such as J.P. Morgan, Goldman Sachs, FalconX, PayPal, Affirm, Polygon, Kraken, Nium, Visa, Mastercard & others. We’re backed by Accel, Lightspeed, M13, Northzone, Pantera, and other top-tier investors. Role Overview We are hiring for our APAC Client Success team - this role will own the retention and growth of our institutional clients across the region. As a core member of our APAC go-to-market team, you'll manage client relationships end-to-end, understand their needs, and work cross-functionally to deliver tailored solutions that drive their success, while ensuring OpenFX has the coverage required to grow its institutional book across APAC. Key Responsibilities: Client Coverage & Engagement, Account Growth & Expansion, Driving Operational Excellence, AI-Powered Scale Client Coverage & Engagement Serve as the primary point of contact for a growing portfolio of institutional clients across APAC. Build and maintain account growth plans covering each client's business model, strategic priorities, and growth potential. Drive proactive engagement across the book, ensuring every APAC client has a high-quality relationship with OpenFX. Deeply understand each client's business to uncover opportunities and strengthen the relationship over time. Account Growth & Expansion Analyze client data to identify opportunities for volume growth and increased product adoption. Develop and execute strategies that grow transaction volume by helping clients optimize their FX flows and deepen their activity on our platform. Own the cross-sell pipeline independently, driving adoptio

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 OKX runs one of the largest crypto exchange businesses in the world. Our institutional banking relationships are central to the next phase of growth. We are hiring a senior banker in Singapore to own the global bank relationship book under a single point of accountability, reporting to the Global Head of Strategic Partnerships . This person is the institutional face of OKX to global banks, and the institutional face of global banks inside OKX. What You’ll Be Doing Own the global bank relationship book as a portfolio. Execute relationship strategy account by account across G-SIBs, and regional banks for the full operating and custody bank stack across all OKX regions . Sequence partnership asks, manage escalations, source new partners, and own the executive ladder at each institution. Serve as HQ's senior banking voice. When the founder, Singapore C-Suite, or Global Head of Strategic Partnerships and his Financial Institutions Busi

Instawork is on a mission to create meaningful economic opportunities for skilled hourly professionals in communities around the globe. Our AI-powered labor marketplace helps local businesses scale, and enables global technology companies to push the frontiers of robotics and AI. Backed by world-class investors like Benchmark, Spark Capital, Craft Ventures, Greylock, Y Combinator, and others, we’re looking for exceptional talent to reimagine the way the world works. Partnerships Lead - Instawork Robotics Labs || Bengaluru, India (Extensive Travel) · Field & Growth Operations About IRL Researchers at UC Berkeley have identified a “100,000-year data gap” - the gulf between what trained AI language models and what physical robots actually have to learn from. Closing that gap is the defining infrastructure challenge of the physical AI era. IRL is Instawork’s answer to it. We deploy skilled workers into real commercial and residential environments - kitchens, warehouses, hotel floors, homes - to capture the high-fidelity task data that the world’s leading Robotics labs use to train their foundation models. Read more here . Instawork is building the data engine for the future of physical AI. To do that at scale, we need reliable, high-volume access to businesses across India whose skilled manual work becomes the training data for the next generation of robotics. We are looking for a Partnerships Lead to secure that access — both by hunting new opportunities directly and by brokering relationships with the people who already control access to hundreds of businesses: association presidents, lenders, government officials, and enterprise leaders. Your job is to convert both cold outreach and high-trust institutional relationships into onboarding pathways at scale. What You'll Do Broker access at scale. Identify, cultivate, and close relationships with high-leverage intermediaries — presidents of business associations, lenders, banks, politicians, civil servan

Instawork is on a mission to create meaningful economic opportunities for skilled hourly professionals in communities around the globe. Our AI-powered labor marketplace helps local businesses scale, and enables global technology companies to push the frontiers of robotics and AI. Backed by world-class investors like Benchmark, Spark Capital, Craft Ventures, Greylock, Y Combinator, and others, we’re looking for exceptional talent to reimagine the way the world works. Regional Sales Manager - Instawork Robotics Labs || Bengaluru, India (Extensive Travel) About IRL Researchers at UC Berkeley have identified a “100,000-year data gap” - the gulf between what trained AI language models and what physical robots actually have to learn from. Closing that gap is the defining infrastructure challenge of the physical AI era. IRL is Instawork’s answer to it. We deploy skilled workers into real commercial and residential environments - kitchens, warehouses, hotel floors, homes - to capture the high-fidelity task data that the world’s leading Robotics labs use to train their foundation models. Read more here . Instawork is building the data engine for the future of physical AI. To do that at scale, we need reliable, high-volume access to businesses across India whose skilled manual work becomes the training data for the next generation of robotics. We are looking for Regional Sales Manager to secure that access — both by hunting new opportunities directly and by brokering relationships with the people who already control access to hundreds of businesses: association presidents, lenders, government officials, and enterprise leaders. Your job is to convert both cold outreach and high-trust institutional relationships into onboarding pathways at scale. What You'll Do Broker access at scale. Identify, cultivate, and close relationships with high-leverage intermediaries — presidents of business associations, lenders, banks, politicians, civil servants, and large multinatio

Position: Institutional Equity Salesperson Company Description B. Riley Securities provides a full suite of investment banking, corporate finance, advisory, research, and sales and trading services. Investment banking services include initial, secondary and follow-on offerings, institutional private placements, merger and acquisition (M&A) advisory, SPACs, corporate restructuring and recapitalization. B. Riley is nationally recognized and highly ranked for its proprietary small-cap equity research. Position Overview We are seeking a full-time Institutional Equity Salesperson. The Salesperson will be responsible for maintaining knowledge of B Riley research, offerings and services and have a clear understanding of the investment style and needs of clients. They maintain direct contact with Institutional Investors (clients) to, among other responsibilities, facilitate meetings, conference calls, deliver written research, and develop business relationships with assigned institutional accounts Also, the successful candidate must have the capability to generate revenue at levels exceeding goals determined by firm policies, practices, and regulatory requirements. Strong communication skills are necessary as you will be expected to communicate investment ideas to institutional clients and our sales force. The successful candidate must have the ability to multi-task while under pressure and handle stressful situations in a calm and professional manner. The right candidate is a self-starter, highly motivated, and can handle multiple tasks while under little supervision. The compensation for this position is commission-based. Key Responsibilities Build and nurture relationships with institutional investors to drive sales of securities and facilitate meetings, conference calls, and delivery of research. Develop a deep understanding of clients’ investment styles and needs to provide tailored solutions. Collaborate with the Trading Desk to resolve transaction issues an

About Us OpenFX is on a mission to move money as freely as data, unrestricted by time zones, banking hours, or legacy systems. We are building the infrastructure that will power the next generation of cross-border payment systems for institutions. The team's execution has been exceptional, and we're scaling at a remarkable pace. Our stellar early team brings experience at companies such as J.P. Morgan, Goldman Sachs, Mastercard, FalconX, PayPal, Checkout, Kraken & more. We most recently raised a $94 million Series A financing led by Accel, Lightspeed, NfX, and other top-tier investors. The Opportunity Stablecoins are becoming a core part of financial infrastructure and Europe leads the way in money movement, driving nearly half of all global FX trading. The European Union’s MiCA regulation for stablecoins gives the region a clear foundation to transform how institutions move money. Today they still move money across borders on rails built for another era. OpenFX is building the rails that replace them. We are looking for a Growth Lead, Europe | Institutional Markets to own that opportunity across Europe. Based out of London, you will own the region’s client acquisition strategy, close the largest institutional deals and ultimately build the business rather than inherit a slice of it. You will be at the front line of the business, engaging strategic accounts and bringing vital client and industry insights back to the OpenFX team to help drive our product strategy. If you have spent your career bridging traditional finance and digital assets, this is where you get to shape the future of global money movement. Key Responsibilities: Own Client Acquisition & Partnerships, Win Strategic Accounts, Build C-Suite Relationships, and Be the Face of OpenFX in Europe Own Client Acquisition & Partnerships Build and drive the client acquisition and partnerships strategy for Europe across OpenFX’s multi-product solution Own regional revenue and margin target

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Solutions Architect on the Sales, Trading and Prime team, you'll help scale our B2B products by bridging technical field engagement with hands-on software development. You'll work directly with customers, from startups to large institutions, as a trusted technical advisor while contributing to open source projects and extending Coinbase's core products to unlock strategic client opportunities. This role involves substantial coding, and candidates must be actively developing and delivering software in their current role. What you’ll do: Partner with customers as a trusted technical advisor, guiding them in building on Coinbase services and APIs and deepening relationships as they scale. Collaborate with sales teams to address prospect technical requirements and support deal closure. Architect distributed systems solutions for complex customer needs and build open source SDKs and reference implementations. Lead customer implementations end-to-end, delivering technical presentations, resolving roadblocks, and partnering with support teams to ensure success. Drive collaboration with product and engineering teams to extend core capabilities for strategic client opportunities. Required skills and experience: Degree in computer science or equivalent practical experience and 3+ years of software engineering experience, including expert-level proficiency with REST and We

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Solutions Architect on the Sales, Trading and Prime team, you'll help scale our B2B products by bridging technical field engagement with hands-on software development. You'll work directly with customers, from startups to large institutions, as a trusted technical advisor while contributing to open source projects and extending Coinbase's core products to unlock strategic client opportunities. This role involves substantial coding, and candidates must be actively developing and delivering software in their current role. What you’ll do: Partner with customers as a trusted technical advisor, guiding them in building on Coinbase services and APIs and deepening relationships as they scale. Collaborate with sales teams to address prospect technical requirements and support deal closure. Architect distributed systems solutions for complex customer needs and build open source SDKs and reference implementations. Lead customer implementations end-to-end, delivering technical presentations, resolving roadblocks, and partnering with support teams to ensure success. Drive collaboration with product and engineering teams to extend core capabilities for strategic client opportunities. Required skills and experience: Degree in computer science and 3+ years of software engineering experience, including expert-level proficiency with REST and WebSocket APIs and production experie