Institutional Relationship Management Jobs

Overview: Guidepoint’s Client Growth teams are passionate about expanding our reach with both new and existing clients. We support all Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint As a Senior Vice President, Client Growth, you will have a significant impact on strengthening client relationships to further develop our business across major Institutional clients. What You’ll Do: Manage the overall performance of client growth team across Greater China to achieve revenue growth targets and manage the daily operation of the team Build and maintain senior client relationships through frequent engagement with clients to explore new opportunities Work closely with the Client Service team to maintain/ ensure operational service quality and timely delivery on every project; conduct training when necessary Gather client feedback to deepen understanding of individual account/client needs, and support implementation of new measures Develop a strong knowledge and understanding of the competitive landscape and be able to effectively articulate our value proposition Support revenue generation via promotion of access to our platform of expertise and increasing our market share with the existing client base Meet with prospective and existing clients on a regular basis Offer and conduct presentations, workshops, trainings to clients What You Have: 8 to 10 + years of account/ relationship management, sales, business development or consulting experience (experience within expert network is highly desirable) Formed leadership and people management style to drive the success of team Demonstrated track record in managing and building senior-level relationships with existing clients to increase overall revenue Ability to understand and tr

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 & others. We're backed by Accel, Lightspeed, NfX, and other top-tier investors. Role Overview We are seeking an Growth Lead, North America to join our dynamic go-to-market team. You'll own the full sales cycle for institutional customers across North America — from prospecting through close, helping banks, fintechs, and other institutions move money faster and more efficiently across borders. Key Responsibilities: New Business Development Build and manage a pipeline of institutional prospects across North America, from initial outreach through qualification Identify and prioritize target accounts — banks, fintechs, and other institutions with cross-border payment needs Full-Cycle Sales Execution Own deals end-to-end: discovery, solution design, negotiation, and close Consistently meet or exceed quarterly and annual revenue targets Maintain accurate pipeline and forecast data in the CRM Client & Stakeholder Relationship Management Develop trusted relationships with senior stakeholders (Treasury, Finance, Payments, and Operations leaders) at prospective and existing clients Serve as a strategic advisor, understanding each client's cross-border payment needs and tailoring OpenFX's value proposition accordingly Cross-Functional Collaboration Partner closely with Product, Engineering, Legal & Compliance, and Marketing to navigate technical integrations and structure deals Work with leadership to refine sales strategy, messaging, and positioning as the go-to-market motion matures Market Str

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 & others. We're backed by Accel, Lightspeed, NfX, and other top-tier investors. Role Overview We are seeking an BDM Manager, North America to join our dynamic go-to-market team. You'll own the full sales cycle for institutional customers across North America — from prospecting through close, helping banks, fintechs, and other institutions move money faster and more efficiently across borders. Key Responsibilities: New Business Development Build and manage a pipeline of institutional prospects across North America, from initial outreach through qualification Identify and prioritize target accounts — banks, fintechs, and other institutions with cross-border payment needs Full-Cycle Sales Execution Own deals end-to-end: discovery, solution design, negotiation, and close Consistently meet or exceed quarterly and annual revenue targets Maintain accurate pipeline and forecast data in the CRM Client & Stakeholder Relationship Management Develop trusted relationships with senior stakeholders (Treasury, Finance, Payments, and Operations leaders) at prospective and existing clients Serve as a strategic advisor, understanding each client's cross-border payment needs and tailoring OpenFX's value proposition accordingly Cross-Functional Collaboration Partner closely with Product, Engineering, Legal & Compliance, and Marketing to navigate technical integrations and structure deals Work with leadership to refine sales strategy, messaging, and positioning as the go-to-market motion matures Market Strategy

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 & others. We're backed by Accel, Lightspeed, NfX, and other top-tier investors. Role Overview We are seeking an Account Executive, North America to join our dynamic go-to-market team. You'll own the full sales cycle for institutional customers across North America — from prospecting through close, helping banks, fintechs, and other institutions move money faster and more efficiently across borders. Key Responsibilities: New Business Development Build and manage a pipeline of institutional prospects across North America, from initial outreach through qualification Identify and prioritize target accounts — banks, fintechs, and other institutions with cross-border payment needs Full-Cycle Sales Execution Own deals end-to-end: discovery, solution design, negotiation, and close Consistently meet or exceed quarterly and annual revenue targets Maintain accurate pipeline and forecast data in the CRM Client & Stakeholder Relationship Management Develop trusted relationships with senior stakeholders (Treasury, Finance, Payments, and Operations leaders) at prospective and existing clients Serve as a strategic advisor, understanding each client's cross-border payment needs and tailoring OpenFX's value proposition accordingly Cross-Functional Collaboration Partner closely with Product, Engineering, Legal & Compliance, and Marketing to navigate technical integrations and structure deals Work with leadership to refine sales strategy, messaging, and positioning as the go-to-market motion matures Market St

Who are we? Cohere is the leading security-first enterprise AI company. We build cutting-edge foundation AI models and end-to-end products that are designed to solve real-world business problems. We’re training and deploying frontier models for enterprises who are building AI systems. We believe that our work is instrumental to the widespread adoption of AI and we are looking for folks that want to be part of that. We obsess over what we build. Each one of us is responsible for contributing to increasing the capabilities of our models and the value they drive for our customers. Cohere is a team of researchers, engineers, designers, and more, who are all passionate about their craft. We are a global technology company headquartered in Toronto with key offices in London, New York City, San Francisco, Montreal, Paris, Berlin and Seoul. Join us! Role Overview: Cohere is at an inflection point, scaling its enterprise AI platform and expanding globally. As our first dedicated Investor Relations hire, you will build the foundation for structured investor engagement, ensuring transparency, strategic storytelling, and alignment with financial stakeholders. This role is critical for Cohere’s market positioning, and long-term public-market readiness. You will build the Investor Relations function from the ground up & shape how the market perceives Cohere’s leadership in enterprise AI. Key Responsibilities: Investor Engagement & Strategy Develop and execute a comprehensive investor relations strategy, including investor presentations and roadshows. Develop, refine, and present investor materials and presentations that clearly articulate the company’s strategy and results. Lead the creation and refinement of financial and valuation models, benchmarking analyses, and peer/industry work to inform messaging and strategy. Stakeholder & Relationship Management Build and maintain relationships with existing and potential investors across institutional, strategic, and finan

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 comes with experience in companies like J.P. Morgan, Goldman Sachs, FalconX, Paypal, Affirm, Polygon, Kraken, Nium & others. We’re backed by Accel, Lightspeed, NfX and other top-tier investors. Role Overview We are seeking a Strategic Partnerships Lead to drive our growth through strategic relationships with banks, liquidity providers, and crypto institutions. This role is crucial for expanding our network of partners and clients while ensuring the robust liquidity necessary for our cross-border payment infrastructure and enabling our global expansion. Key Responsibilities: Partnership Development & Strategy Develop and execute a comprehensive global partnership strategy across traditional banking and crypto sectors. Identify, pursue, and secure high-value partnerships with banks, financial institutions, crypto exchanges, and liquidity providers globally. Business Development & Revenue Growth Drive revenue growth through partner channels and develop strategies to increase transaction volumes. Lead business development initiatives to acquire new institutional clients and partners across traditional finance and crypto sectors. Structure complex commercial agreements and establish mutually beneficial business terms. Relationship Management & Stakeholder Engagement Build and maintain strong relationships with key stakeholders at partner institutions, serving as their primary point of contact. Create and implement partner success programs to ensure long-term relationship value and retention. Market Intelligence & Strategic Analysis Monitor market trends, competitor activities, and identify new partnershi

About the Opportunity We are looking for a dedicated and proactive VIP Relationship Manager (VIP RM) to join our Poland team. As a VIP RM, you will play a key role in expanding our base of VIP clients with a focus on Poland. This role is focused on active traders, high-net-worth individuals (HNWIs), family offices, prop trading desks, and smaller corporate clients, driving our growth through partnerships and key client development in parallel to our institutional team, which, on the other hand, focuses on larger professional, enterprise and institutional clients. What You'll Be Doing Your primary goal will be to drive trading volume and maximize Assets Under Management (AUM) in the region through onboarding and retention of VIP clients. Revenue and Product Strategy Formulate a revenue strategy and optimization plan based on OKX's European product offerings Collaborate closely with the product team to gather client feedback, identify optimization opportunities, and enhance relevant product features Strategic Leadership and Partnerships Work closely with local executive leadership to contribute to the company's overall strategic direction Lead partnership efforts in Europe — identify suitable partners and execute negotiations to expand reach and revenue streams Client Management and Growth Manage relationships with HNWIs and key clients in Europe, ensuring positive customer experiences through proactive account management Build long-lasting client relationships to secure referrals and originate new prospects, working with operations to address roadblocks Compliance and Brand Advocacy Oversee legal and compliance aspects, including regulatory adherence, client KYC/AML processes, and reporting Serve as a brand ambassador, educating customers on OKX's full value proposition (trading tools to yield products), while escalating feedback to improve platform compliance and user experience What We Look For In You Core Qualifications Bachelor’s degree in Bus

MyPrize is the fastest growing free-to-play social gaming and social markets platform in the world, redefining how people play, watch, and connect with one another and with gaming and markets online. Powered by MyPrize's proprietary AI personalization engine, we combine the best of online gaming, live streaming, and social markets, with institutional-grade security. We're seeking a Relationship Team Manager, Creator & VIP to join our growing team full time. You'll lead the Team Leads who run both sides of the MyPrize relationship engine: the creators and streamers who bring audiences to the platform, and the VIP players those audiences become. The Role: This is a manager-of-managers role. Your Creator Management and VIP Management Team Leads own their own groups of Creator Managers and VIP Account Managers, each responsible for the retention, engagement, and monetization of a dedicated base. You are accountable for their combined production and revenue, for the quality of the leaders running them, and for the standards and processes both sides operate to. You'll work directly with the founders and leadership team, cross-functionally across Marketing, Product, Operations, and Finance, and will personally own MyPrize's most strategic creator, game provider, and brand relationships. What you will do at MyPrize: Lead the Team Leads: Set goals, cadence, and standards for your Creator and VIP Team Leads. Coach them on how to coach, run structured one-to-ones and performance reviews, and hold the bar on hiring, onboarding, and ramp across both groups. Own the Revenue Number: Carry the combined creator and VIP revenue goal. Review dashboards and reports to know where each team, lead, and individual stands, and step in with a plan before a gap becomes a quarter. Deploy Resources Against Data: Read the data to direct your teams' time, incenti

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 Derivatives Sales Manager, UAE on the STP Derivative Sales team, you'll own Coinbase's derivatives growth across the UAE, MENA and Europe regions by building and scaling relationships with Professional Traders. This team drives revenue and market share for Coinbase Advanced's derivatives products across global markets covering Crypto Perps, Options and RWA products. You'll define and execute the regional sales strategy, lead market-entry efforts, and serve as Coinbase's senior market ambassador across one of crypto's fastest-growing regions. What you'll do: Own and grow a network of professional traders in the UAE, MENA and Europe driving revenue through high-touch, relationship-led acquisition from origination through onboarding and ongoing account management. Design and execute the long-term sales strategy for the UAE, MENA and Europe regions, setting targets for market penetration, volume growth, and client expansion. Lead regional market-entry and expansion efforts, including navigating local regulatory landscapes and adapting Coinbase's derivatives offerings to meet regional compliance requirements and market demands. Partner cross-functionally with Product, Risk, and Compliance teams to localize perpetual futures, futures, and options products. Represent Coinbase at client meetings, industry events, and conferences across the region, deepening relationship

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. Impact We are looking to add a Senior team member to our Institutional Coverage team. This position is responsible for working with existing institutional clients and identifying opportunities across the full product suite. This role will be tasked with working with large complex clients, continuously establishing deep customer relationships, and providing valuable market color to clients, among other responsibilities. Responsibilities Portfolio Optimization: Execute sophisticated account management strategies to deepen the footprint within the existing institutional client base. Service Integration: Identify and qualify opportunities for clients to utilize additional FalconX services, with a primary focus on driving adoption of derivatives trading and credit and lending solutions. Relationship Orchestration: Establish and maintain lasting relationships with senior executives and key decision-makers through proactive consultation. Strategic Alignment: Partner with leadership to ensure sales deliverables and account growth strategies align with broader business objectives. Cross-Functional Collaboration: Work seamlessly with middle and back office to deliver exemplary client satisfaction and integrated service delivery. Market Presence: Identify market trends and genera

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 Manager, Markets Sales on the STP Derivative Sales team, you'll drive Coinbase Advanced's derivatives growth across the UAE, MENA, and Europe by originating and expanding relationships with professional traders. This team owns revenue and market share for Coinbase's derivatives products, including crypto perpetuals, options, and RWA products, across global markets. You'll personally own the client acquisition pipeline for the region, execute the regional sales strategy, and represent Coinbase as a senior market ambassador at events and conferences across some of crypto's fastest-growing markets. What you'll do: Own and grow a network of professional traders across the UAE, MENA, and Europe, driving revenue through high-touch, relationship-led acquisition from origination through onboarding and ongoing account management. Execute the regional sales strategy for the UAE, MENA, and Europe, delivering against targets for market penetration, trading volume growth, and client expansion. Partner cross-functionally with Product, Risk, and Compliance teams to localize perpetual futures, futures, and options products to meet regional compliance requirements and market demands. Represent Coinbase at client meetings, industry events, and conferences across the region, deepening existing relationships and sourcing new high-value opportunities. Build and optimize sales proces

Who We Are : The Client Service Team is the backbone of Guidepoint’s success. The team is responsible for efficiently delivering Guidepoint’s services to our clients around the world. We work to understand each client’s unique business questions and help them gain critical insights to stay informed and make better business decisions. As a Project Manager on the Client Service team you will be responsible for managing key client accounts (corporates, hedge funds, institutional investors, private equity, investment banks, etc.). Come work with us to deliver the best service in the industry and help our clients make some of the most important business decisions in today’s economy. What You Will Own : Serve as the main point of contact responsible for the day-to-day relationship and service delivery for our clients. Fulfill all client requests across all sectors by utilizing the Experts in the company database and project management tool, and custom recruiting resources. If industry knowledge and expertise is needed to fulfill the project, coordinate with the Vertical Manager/Subject Matter Expert to better understand the scope of the project to identify companies and job functions that can fulfill the project requirements. Coordinate and work with a team of Associates to execute on requests for clients who are conducting research and due diligence on industry trends, market opportunities, new products and technologies, and more.. Weekly meeting to review client accounts to make sure performance meets expectations project management. Work closely with the Business Development / Client Growth teams to optimize your clients’ use of Guidepoint’s services. Participate in client on-boarding calls to explain workflows and understand client preferences regarding Expert backgrounds, proposed lists, and call scheduling. Work with other members in the team to provide industry guidance for projects. Experience You Will Bring : Bachelor’s degree and strong acade

The Senior Relationship Associate 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 Relationship Associate 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: Serve as the key contact for routine credit requests, negotiation of routine credit documentation, confirmation of support, negotiation of support documentation, problem escalation and resolution for client network and operational teams and help clients navigate Citi’s global network, local coverage and product support Assist with preparing for relationship reviews and with timely origination/monitoring/renewal/completion of Know Your Client (KYC) requirements across all products and marketing levels Interact with cash managers, assistant treasurers, and other treasury personnel from an assigned portfolio of clients for transactional banking issues and support and engage appropriate teams to ensure customer satisfaction Ensure timely resolution and client satisfaction on all financial and operational investigations including credit, foreign exchange, cash management, trade services, etc. Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections and renewals for Standby Letters of Credit and justify exceptions, where appropriate Negotiate language for largely standardized FX/Derivative transactions, LCs, or working capital loans, as needed Identify revenue opportunities and position certain products with clients and monitor revenues, billing and service queries, correct mapping/mar

About Us Paytm is India's leading financial services company that offers full-stack payments & financial solutions to consumers, offline merchants, and online platforms. The company is on a mission to bring half a billion Indians into the mainstream economy through payments, commerce, banking, investments, and financial services. One97 Communications Limited, which owns the Paytm brand, was founded by Vijay Shekhar Sharma. Role Overview We are looking for a high-impact Lender Partnerships & Business to drive our digital lending partnerships. In this role, you will own strategic relationships with banks and NBFCs, lead the complete credit funnel, drive unit economics, and launch innovative financial products to scale India’s largest lending platform. Key Responsibilities 1. Own Lender Relationships & Business Own day-to-day and strategic relationships with banks, NBFCs, and institutional lending partners. Act as the primary business interface for assigned lender partnerships. Understand lender priorities, risk appetite, products, commercials, and business objectives. Drive regular business reviews with partners and identify strategic opportunities for growth. Build strong relationships across business, product, credit, operations, and technology teams at partner organizations. 2. Funnel & Business Performance Own the complete lending funnel—from sourcing and application to approval, disbursal, and portfolio performance. Track key metrics including leads, applications, approvals, conversion, disbursals, Turnaround Time (TAT), rejection rates, and revenue. Identify funnel leakages and work with internal and external teams to improve conversion rates and customer experience. Develop business dashboards and actionable insights to drive day-to-day performance. Own business targets and ensure delivery against agreed Key Performance Indicators (KPIs). 3. Product & New Business Initiatives Identify new opportunities to grow the lending business with existing and new par

Who We Are At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom. OKX is a leading crypto exchange, and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). OKX is also a trusted brand by hundreds of large institutions seeking access to crypto markets. We are safe and reliable, backed by our Proof of Reserves. Across our multiple offices globally, we are united by our core principles: We Before Me , Do the Right Thing , and Get Things Done . These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er. About the Opportunity We are looking for a dedicated and proactive VIP Relationship Manager to join our Australian Strategic Markets team. As a VIP Relationship Manager, you will play a key role in expanding our base of VIP clients in Australia. This role is focused on high net worth individuals, family offices and smaller corporate clients, driving our growth through partnerships and key client development in parallel to our institutional team, which on the other hand focuses on larger professional, enterprise and institutional clients. What You’ll Be Doing Primary goal: maximize revenue in the region through onboarding and retention of VIP clients Formulate an AUM strategy and revenue optimization based on the product offering of OKX in Australia Work closely with the local executive leadership team to contribute to the overall strategic direction of the company Lead our partnership work in Australia through identifying the right partners to work with plus executing any partnership negotiations Manage relationships with high net worth individuals and key clients in Australia ensuring positive customer experience Build long lasting client relationships to obtain referrals and new sales channels - origination of new prospective clients Proactive account managemen