Institutional Relationship Management Jobs

Position : Senior Sales Trader 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 Senior Sales Trader to join our Cash Equity desk. The Senior Sales Trader will work closely with the institutional sales force to coordinate research ideas with buyside desks. Responsibilities include developing and maintaining relationships with assigned institutional clients through trading and execution services, processing trade tickets, educating clients on B. Riley Securities research including Syndicate activity, interfacing with back office operations, and performing various administrative duties. The candidate will service large accounts with an average of 15+ client relationships, generate revenue exceeding firm goals, and report to the SMD, Head of Equity Trading. Strong communication skills are essential for conveying trade ideas, market updates, and execution strategies to clients and internal teams. The ideal candidate is a self-starter, highly motivated, able to multitask under pressure, and handle stressful situations calmly and professionally with minimal supervision. The compensation for this position is commission-based. Key Responsibilities Work closely with the institutional sales force to generate ideas, coordinate buyers and sellers, and facilitate seamless order flow. Build and nurture relationships with assigned institutional investors through trading and execution services to grow trading volumes, provide tailored market insights, and drive revenue. Develop a deep understanding of clients’ trading strategies,

The Senior Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.The Senior Banker also serves as an intermediary in trading for clients.The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities: Lead the origination and structuring of complex debt, equity, and capital restructurings Provide sophisticated financial solutions tailored to the clients’ needs, as well as serve as a content provider on market trends Meet revenue and other financial goals by establishing and maintaining a pipeline of episodic deals Ensure proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards Anticipate future changes in the marketplace Serve as the expert on regulatory, financial and complex strategic issues relating to corporate finance transactions Foster and leverage ongoing global internal and external relationships and recognize and encourage cross-sell opportunities that deliver the Citi franchise Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 15+ years of relevant experience Bachelor’s degree in Finance or closely related areas of Business Administ

Overview: Play a vital role in Guidepoint’s success. Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our Insights expert call and transcript library product for our Corporate Healthcare client base OR our Institutional Investment/Equity client base. As a liaison for our clients and salespeople, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills, effective organization, and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among our active trials and current subscribing clients. This highly visible position will involve working closely with the Insights group heads to develop strategic plans for enhancing client engagement and retention. This is a hybrid role located in New York City. What You’ll Do: Serve as an advocate for the Insights product with clients and foster three-dimensional relationships with key stakeholders Develop personalized engagement plans for each client depending on areas of focus Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings Collaborate with sales team to ensure timely renewals and drive upsell opportunities Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts What You Have: Bachelors or masters degree from an accredited University, 2+ years of professional work experience, with a focus on B2B product sales Understanding of the corporate org structure, the roles, responsibilities, and unmet needs of our corporate buyers, and ability to engage with senior business leaders with innovative content and ideas Excellent communication skills, with the ability to distill complex issues into clear and concise messages Experience working with or using expert

Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. About the role As Director of Sales, Electronic Trading, you will found and lead our Electronic Trading Sales franchise. Your clients will be hedge funds, quant and systematic funds, market makers, proprietary trading firms, asset managers, and banks. You will bring the best of them onto FalconX, then grow that business into a core part of the firm. This is for a senior seller with a large, established book of electronic trading clients. You should want the freedom to build from the ground up with the backing of an established prime broker. You will work directly with leadership, Trading, Product, Engineering, and Risk. Your clients' feedback will feed straight into what we build. What you'll do Found Electronic Trading Sales. Define the go-to-market strategy, target client segments, pricing approach, and coverage model. Set the standard for how FalconX sells electronic trading. Bring your book. Move your existing relationships with electronic and algorithmic clients to FalconX. Win new ones across spot, derivatives, FX, and financing. Onboard and grow clients. Guide clients through KYC, credit, and technical integration. Then expand their flow and wallet share. Be the voice of the client. Turn client needs into product requirements. Help decide which venues, order typ

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. Head of Franklin Crypto Capital Formation The Head of Franklin Crypto Capital Formation function is dedicated to growing the firm’s investor base, driving capital formation and fostering robust, transparent, productive relationships with our investors. Our mission is to ensure that our Limited Partners (LPs) and other stakeholders, including the global distribution teams, are well-informed, engaged, and confident in their investments with Franklin Crypto. The team works collaboratively with the division’s leadership, investment professionals, global distribution team and external stakeholders to ensure a cohesive and effective investor relations strategy, one anchored in best-in-class client experience. Our firm executes a diverse array of scalable, institutional investment strategies spanning open- and closed-end funds, including hedge funds, venture and private credit funds, across seed stage, early venture stage, and public crypto token and equity investing. The Capital Formation function serves to (a) lead capital formation across our full platform of cryptonative open- and closed-end funds, hedge funds, venture and private credit funds sourcing commitments from both c

What you will be doing: Key responsibilities As a Data Engineer Intern, your role will encompass: ● Supporting to conduct ambitious projects in the transformation of clients through data ● Collaborating with the consulting and data team to provide comprehensive services to clients ● Using your technical abilities to assist in the transformation of clients’ marketing department Among your responsibilities as a Data Engineer Intern, you will be responsible for: ● Help securing delivery on projects with Data Engineer ● Communicating the success of projects among the company ● Working closely with your Consulting counterpart to build and maintain strong relationships with your clients and best understand their needs ● Ensuring that your solutions are bringing values to the client problematic ● Being a good team player, knowing your role and responsibility in the global ambition ● Caring for the happiness of the team, ensuring work is delivered to a high standard and providing feedback and mentoring Being a great tech person ● Demonstrating the skill and credibility required to ensure the success of our clients’ initiatives ● Researching and developing new technical approaches to address problems efficiently ● Sharing best practices and contributing to Artefact’s institutional knowledge ● Embodying Artefact’s values and inspiring others to do the same ● Experience working with Big Data technologies such as Hadoop, Spark, Kafka... ● Delivering Data Lake / Big Data projects including (data ingestion, machine learning model application, code deployment) ● Being able to adapt your solutions and approaches to technical environment (security, access, tools) Qualifications :Education and Experience ● Bachelor’s degree in Software Engineering, Computer Engineering, or related fields ● Solid knowledge of computer science, data processing and data architecture ● Intellectual curiosity and excellent problem-solving skills, including the ability to structure and prioritise an

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Omnicare is a leading provider of pharmacy services to long-term care facilities nationwide, supporting skilled nursing facilities, assisted living communities, and other institutional care settings. Following the sale of Omnicare by CVS Health, this role will support Omnicare and its continued operations as an independent, standalone organization. Candidates should be aware that this role will not remain within CVS Health following the transaction. The individual hired into this role will be employed by Omnicare and will contribute to shaping the future of our organization during this exciting period of growth and transformation. Requisition Job Description Job Purpose and Summary: Position Summary: Automated Dispensing Unit (ADU) Pharmacy Technicians take important steps to ensure all medication needs and regulatory compliance standards are met for our patients, and they demonstrate ethical conduct and always maintain patient confidentiality. Success for incumbents in this role includes being able to manage all assigned pharmacy workstations and tasks to support the team’s ability to fill patient prescriptions promptly, safely and accurately. Also, helps facilitate local client relationships by being the liaison between our clients and the pharmacy. Providing ongoing client support to help identify opportunities to drive customer satisfaction. Key responsibilities include the rep

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. Business Intelligence & Reporting Consultant Oracle SQL / PostgreSQL | Client-facing designation: Technical Consultant Location: Pune, India (Hybrid) Employment Type: Full-time (via SIG's Employer of Record in India) Experience: 4–7 years Fixed Base Compensation: ₹29.5–₹33.3 lakh per year About SIG Strata Information Group (SIG) is a US-based leader in higher-education technology consulting. We help colleges and universities modernize the systems that run their institutions — student information, HR, and finance — through ERP/SIS implementation, integration, digital transformation, CRM, and cybersecurity work. We are building our first engineering Center of Excellence in Pune. This is a founding-team role. You will not be joining a large delivery pool with a fixed process; you will help set how this team builds. The Role This is a hands-on SQL and reporting role for someone who enjoys working with complex data and transforming business requirements into meaningful reports, dashboards, and data solutions. You will work across large Oracle and PostgreSQL environments, designing data models, building reporting solutions, and supporting data warehouses that enable institutional decision-making. While the role includes client interaction, the primary focus is on data analysis, SQL development, and

About the Role This is a mission-critical product leadership role at the heart of Crypto.com's regulated trading business. As Product Manager, Fiat & FCM, you will own the end-to-end fiat product strategy for our Futures Commission Merchant (FCM) and regulated US trading platform — the money-movement infrastructure that lets retail, private, and institutional clients fund and withdraw from a CFTC/NFA-regulated trading environment instantly, compliantly, and reliably. FCM is one of Crypto.com's top growth priorities, and it's your anchor. But the mandate is broader: you'll own the banking-rail strategy that scales this model across markets and currencies, and over time, extends to Crypto.com's other business lines, defining which rails we use, which banks we partner with, how customer funds are segregated and settled, and how money moves in and out. You'll carry direct accountability for Total Funds Flow, acceptance rates, settlement speed, and cost-per-transaction across the platform. Our team is globally distributed across APAC, EU, and US time zones, so you'll need to be comfortable working across time zones and communicate effectively with globally distributed teams. Responsibilities FCM Funding & Regulated Fund Handling Own the fiat funding and withdrawal experience for the FCM platform, including customer fund segregation, margin funding flows, and the operational data behind daily segregation computation and regulatory reporting. Payment Rails Select and integrate rails based on speed, reversibility, and cost — ACH, FedWire, FedNow/RTP in the US, and SEPA / SEPA Instant / FPS and other schemes as the platform grows across markets and currencies. Strategic Bank Partnerships Lead assessments, commercial negotiations, and technical integrations for direct bank relationships that can support a regulated trading entity — securing preferential rates, dedicated service levels, segregated-account structures, and custom solutions. Includes ex

Overview: Guidepoint Insights is an events-based primary research platform that helps our clients leverage the Guidepoint expert network and deepen their understanding of the most pressing topics affecting public and private companies across the globe. We host timely , high-quality moderated events daily to help clients navigate complex topics, reduce research times, bring focus to what matters, and make better business decisions. Play a vital role in Guidepoint’s success. Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our transcript library product for our Institutional client base. As the primary liaison for our clients, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among current clients and trial accounts. This highly visible position will involve working closely with the Insights group heads to develop strategic plans for enhancing client engagement and retention. This is a hybrid role located in London. What You'll Do: Serve as the primary advocate for the Insights product with institutional clients and foster three-dimensional relationships with key stakeholders Develop personalized engagement plans for each client depending on investment strategy, companies of interest and sector coverage to effectively market Insights content Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings Collaborate with sales team to ensure timely renewals, drive upsell opportunities and increase trial conversion Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts What You Have: Bachelors or masters degree from an accred

SLSQ427R384 At Databricks, we help public institutions use data and AI to improve services, increase productivity, and get more value from public data and technology investment. That means putting trusted, relevant insight closer to the people making operational, policy and service decisions, and building services that can evolve as missions, technology and delivery models change, rather than becoming tomorrow's legacy. Databricks is looking for an Account Executive to own and grow some of our most strategic Public Sector customers in the UK government delivering against their core missions. You will inherit an established portfolio of strategic government accounts, with a clear mandate to protect and expand that base while building new relationships across departments and agencies we do not yet serve. This is a succession role: you will step into relationships and momentum that already exist, building trust quickly with current stakeholders while developing your own view of where Data and AI can help solve the sector's most important challenges. You will translate national and departmental priorities into measurable customer outcomes and sustainable growth. Working closely with government stakeholders, internal teams, cloud providers, and strategic partners, you will deepen consumption in existing accounts and extend Databricks' footprint. The Pressures Shaping This Work Government's hardest missions increasingly require insight across institutional boundaries, without requiring those institutions, their accountability, or their data to be centralised. The opportunity isn't one giant government data system; it's enabling institutions to connect, govern and use data and insight across boundaries while retaining control of their own data, responsibilities and decisions. You'll be selling into that reality. The Impact You Will Have Take ownership of an existing portfolio of strategic government accounts, maintaining continuity with current stakeholders and expanding u

Overview: Guidepoint Insights is an events-based primary research platform that helps our clients leverage the Guidepoint expert network and deepen their understanding of the most pressing topics affecting public and private companies across the globe. We host timely , high-quality moderated events daily to help clients navigate complex topics, reduce research times, bring focus to what matters, and make better business decisions. Play a vital role in Guidepoint’s success. Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our transcript library product for our Institutional client base. As the primary liaison for our clients, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among current clients and trial accounts. This highly visible position will involve working closely with the Insights group heads to develop strategic plans for enhancing client engagement and retention. This is a hybrid role located in London. What You'll Do: Serve as the primary advocate for the Insights product with institutional clients and foster three-dimensional relationships with key stakeholders Develop personalized engagement plans for each client depending on investment strategy, companies of interest and sector coverage to effectively market Insights content Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings Collaborate with sales team to ensure timely renewals, drive upsell opportunities and increase trial conversion Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts What You Have: Bachelors or masters degree from an accred

Binance is a leading global blockchain ecosystem behind the world’s largest cryptocurrency exchange by trading volume and registered users. We are trusted by 300+ million people in 100+ countries for our industry-leading security, user fund transparency, trading engine speed, deep liquidity, and an unmatched portfolio of digital-asset products. Binance offerings range from trading and finance to education, research, payments, institutional services, Web3 features, and more. We leverage the power of digital assets and blockchain to build an inclusive financial ecosystem to advance the freedom of money and improve financial access for people around the world. Responsibilities Act as a key point of contact for law enforcement agencies and relevant government authorities across the UAE, including Dubai Police and other local law enforcement bodies. Receive, assess and coordinate responses to requests for user, transaction and other information from authorised law enforcement agencies, ensuring requests are handled in accordance with applicable legal and regulatory requirements. Establish and maintain strong, professional relationships with UAE law enforcement agencies, regulators and government stakeholders. Work closely with internal Legal, Compliance, Investigations, Security, Ris

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. Ellucian Banner Functional Contractor (Multiple Specialties) Location: Remote (U.S.based) Engagement Type: Contract (as needed) Schedule: Project‑based (varies by engagement) Overview We are building a bench of experienced Ellucian Banner contractors (1099) to support current and future initiatives across multiple functional areas. Contractors will be engaged on an as‑needed basis to support implementations, upgrades, integrations, reporting, staff augmentation, and ongoing operational needs within higher education environments. This opportunity is ideal for independent consultants who enjoy flexible, project‑based work and bringing deep Banner expertise to diverse institutional challenges. Areas of Expertise We’re Seeking Candidates may have experience in one or more of the following Ellucian Banner areas: Functional Modules Student (Admissions, Registration, Records) Financial Aid Finance (General Ledger, Accounts Payable, Accounts Receivable) Human Resources & Payroll Student Accounts / Accounts Receivable DegreeWorks Banner Self‑Service (Student, Faculty, Advisor, Finance, HR) Banner SaaS / Cloud experience Responsibilities (Engagement‑Dependent) Provide functional or technical expertise for Ellucian Banner projects Support Banner implementations, upgrades, migrations, and optimizations Troubleshoot system iss

Fireblocks is the company bringing global finance onchain. Backed by over $1 billion in capital, we are the premier digital asset infrastructure provider trusted by thousands of industry-defining financial institutions, including banks, payment providers, fintechs, and global corporates such as BNY Mellon, BNP Paribas, ANZ Bank, Western Union, Stripe, and Revolut. Built for institutional scale and security, our enterprise-grade platform and network have powered over $14 trillion in digital asset transfers worldwide. About the opportunity: This is a strategic enterprise sales role for a seasoned seller who knows how to win complex, high-stakes deals. In this role, you aren’t offering incremental solutions, you are delivering the future of financial infrastructure by helping banks build their digital asset strategies from the ground up. By equipping major global institutions with the essential framework to secure and support agentic commerce, you will drive the foundational shift necessary for AI to scale effectively. You’ll own full-cycle sales into Tier 1, 2, and 3 US banks and financial institutions, building relationships with C-suite executives, navigating multi-threaded buying committees, and closing deals that fundamentally transform how these institutions build with digital assets. You’ll work with forward-thinking executives who understand that blockchain and digital assets represent a paradigm shift in how financial services will operate over the coming decades. If you’re someone who gets energized by problem-solving and building deep strategic relationships, this role will challenge you in the best way. You’ll navigate sophisticated stakeholder landscapes, work through rigorous vendor assessments, and ultimately close transformational deals that reshape how banks operate. If you’re motivated by big wins that require strategy, persistence, and executive presence, you’ll thrive here. You’ll partner with world-class talent. You’ll work alongside el