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Institutional Relationship Management Jobs

1,996 active opportunities · Updated for October 2026

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Explore current institutional relationship management jobs. Use filters to narrow by work mode, employment type, experience and date posted.

O
1mo ago

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 The Head of Finance will lead the finance function for OKX in Malta and across our wider European footprint. Based in Malta, the role holds direct accountability for our regulated European entity, its statutory and prudential reporting, and its relationship with supervisory authorities. This is a senior role for a finance leader with a long track record in European regulated financial services, who can hold the regulatory line while acting as a commercial partner to the business as it scales across Europe. What You'll Be Doing The role is based in Malta and involves close collaboration with regional and group teams across multiple European jurisdictions. Some flexibility to work across time zones will be required. Lead the finance function for OKX's Malta regulated entity and support the wider European business. Own statutory and regulatory reporting for the entity, including prudential submissions and the accuracy of information filed with supervisory authorities. Act as the senior finance representative in engagement with European regulators, covering routine supervision, information requests, examinations and remediation. Own the regulatory finance agenda across the regimes the business operates under, including MiCA, payment institution and electr

financerecruitment
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P
Plaid
📍 New York• Full-time• Remote
1mo ago

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. Plaid’s Consumer team owns all of Plaid’s consumer facing surfaces. This includes Link, Plaid’s flagship product, which has been used by over half of all US adults to share their information safely and securely with financial applications. Link drives the vast majority of Plaid’s revenue. We’re also building out Plaid’s first B2C product, which is an exciting, 0-1 space for us. Both areas are top business priorities. Responsibilities As the Plaid Account PM, you will own everything related to the consumer identity on Plaid. This includes: User authentication (UX and risk models) Launching a surface for users to manage their connections and permissioning with various applications. This spans across both traditional fintech and agentic fintech. Leading company-wide workstreams around establishing a first party relationship with consumers Roadmap around creating deeper and richer network of consumer profiles on Plaid Define the roadmap for sign up for quarterly / half year goals and partner with cross-functional team to hit them Drive prioritization and execution (build, measure, iterate) Identify opportunities through consumer feedback and staying close to our data / dashboards Part

REMOTEaccounting
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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 We are looking for a dedicated and proactive Business Development Manager for Hungary to join our team. As a Business Development Manager, you will play a key role in expanding our network of Key Opinion Leaders (KOLs) and affiliates in Czechia & Slovakia. This role is responsible for those partnerships from a to z. What You'll Be Doing Expert Knowledge: Demonstrate extensive knowledge of the trading and crypto industries, including market trends, regulations, and key players, to make informed business decisions. Affiliate Recruitment: Proactively search for and attract new affiliates, VIP traders and trading/crypto communities and influencers, fostering strategic partnerships to enhance our network. Results-Driven Approach: Implement strategies and campaigns to drive measurable results, focusing on creating content, increasing trading volume, acquiring new users, and promoting active transactions through affiliate channels. Relationship Building: Cultivate and maintain strong business relationships with VIP and affiliates, ensuring their needs are met and aligning the

financerecruitment
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Principal Consultant (Senior Manager) – Trade & Transaction Reporting Location: Edinburgh or Glasgow | Practice Area: Finance, Risk, Regulatory & Financial Crime | Type: Permanent Shape the future of global regulatory reporting transformation The Role Capco is seeking a Principal Consultant (Senior Manager) to join our Trade & Transaction Reporting capability within the Finance, Risk, Regulatory & Financial Crime (FRRF) practice. This role is suited to someone with strong regulatory reporting expertise and proven experience delivering complex, multi-jurisdictional transformation programmes. You'll work with leading global financial institutions to implement regulatory change, strengthen reporting controls, and optimise reporting operating models across regimes including EMIR Refit, MiFIR, SFTR, CFTC, MAS, and HKMA. You'll also leverage approved AI tools and AI-enabled ways of working to improve analysis, accelerate delivery, and enhance reporting quality while applying responsible AI practices and appropriate human oversight. What You'll Do Lead and deliver trade and transaction reporting transformation initiatives across multiple global regulatory regimes, identifying opportunities to leverage AI-enabled workflows and automation to improve reporting quality and operational efficiency. Support regulatory implementation, remediation, and control optimisation across EMIR Refit, MiFIR, SFTR, CFTC, MAS, HKMA, and other reporting frameworks, translating regulatory requirements into practical business solutions. Analyse and enhance reporting architectures, data lineage, reconciliations, and data quality frameworks, using AI-enabled analytics where appropriate to improve transparency, traceability, and regulatory compliance. Guide the implementation of regulatory reporting platforms and RegTech solutions while ensuring appropriate governance, validation, and oversight where AI-assisted capabilities are utilised. Build strong client relationship

aifinancerecruitment
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NI
nCino, Inc.
📍 United States• Remote• $100K – $185K/yr
1mo ago

Curious Minds. Bold Ideas. Extraordinary Impact . We're transforming financial services through bold innovation and relentless execution. You bring the ideas and drive. We'll build what's next — together. Job Summary The nCino Regional Vice President of Enterprise Sales (Enterprise Sales Account Executive) will be part of a high-performing Sales team focused on the continued growth of the nCino enterprise bank client base. The Enterprise Sales Executive is responsible for selling the nCino Bank Operating System to financial institutions in the US above $25 billion in assets. Responsibilities Identify prospective nCino clients within a defined market segment Work in close concert with nCino’s global system integration partners to establish opportunities for nCino’s SaaS products and services Use consultative sales approach to identify client needs and use detailed knowledge of the nCino solution and the Salesforce.com platform to challenge prospective customers to consider a new and innovative offering Effectively identify prospective customer “mobilizers” and build consensus among key stakeholders Learn to deliver a strong demo of the nCino Bank Operating System based on prospect needs Manager complex sales cycle within new clients by mapping customer’s decision-making and approval processes, compressing timelines, negotiating contracts, and closing business Expand nCino presence within existing enterprise clients by maintaining relationship with key client stakeholders and partnering with nCino’s Customer Success team to drive adoption Qualifications Required: Bachelor’s degree 6+ years of experience in quota-carrying B2B software sales with demonstrated record of meeting or exceeding targets or combination experience, education, & superior performance Banking domain expertise Demonstrated ability to identify executive decision makers, build credibility with client executives and sell to the C-suite Flexible problem-solver who will thrive in nCino

REMOTEsalesforcerecruitment
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S
2mo ago

At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers across every function who are energized by the opportunity to reinvent how they work. You don’t just use tools; you possess an innate curiosity, treating AI as a high-trust collaborator that is core to how you solve problems and accelerate your impact. We look for low-ego individuals who thrive in dynamic and fast-moving environments and move with an experimental mindset — who rapidly test emerging capabilities to discover simpler, more powerful ways to deliver results. At Snowflake, your role isn't just to execute a function, but to help redefine the future of how work gets done. We are hiring a Solution Engineer dedicated to one of Snowflake's most strategically important financial services customers. This is a named-account role where your entire focus will be a single global financial institution. You will be embedded in the technical relationship from day one, supporting the full sales cycle and post-sale expansion by delivering compelling demonstrations, running proof of concept engagements, and building the technical credibility that underpins every commercial conversation. Working alongside an Account Executive and supported by a Senior Solution Engineer, you will develop deep knowledge of the customer's data environment and use it to uncover and progress new use cases across the organisation. AS A SOLUTION ENGINEER AT SNOWFLAKE, YOU WILL: Support end-to-end technical sales engagements for a single strategic Global Account in financial services, from initial discovery and qualification through proof of concept delivery and technical close Build and deliver tailored demonstrations and solution presentations that connect Snowflake's platform capabilities to the customer's specific data challenges and business objectives Design and execute proof of concept engagements covering financial services use cases including risk analytics, regulatory dat

pythonsqlai
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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: We're looking for a player-coach Director, Global SDR Operations to lead a team of six Sales Development Representatives spanning New York, São Paulo, London, Dubai, and Singapore. You'll own the SDR team's contribution to qualify pipeline through two motions: outbound prospecting, and fast, thorough follow-up on marketing-sourced leads. You'll partner closely with Growth Marketing to convert leads into qualified opportunities and to feed lessons from outbound efforts back into refining campaign targeting. This role reports directly to the leader of the GTM Strategy and Operations team. This role, as well as the individual SDRs, will have a dotted-line reporting relationship with the regional Managing Directors, reflecting the SDR team's primary directive: to serve the revenue goals, strategic priorities, and market nuances of each sales region. Success in this role requires operating as a true extension of the regional sales leadership teams — deeply embedded in their go-to-market rhythms, attuned to regional deal dynamics, and consistently translating regional feedback into how the SDR team targets, messages, and prioritise its efforts. You will also develop talent, and serve as the SDR team's voice in Ripple's go-to-market planning. WHAT YOU’LL DO: Team Leadership and Development Lead, coach, and hold accountable a global SDR team to hi

sqlaisalesforce
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P
Plaid
📍 San Francisco• Full-time• Remote• $199.2K – $355.2K/yr
3mo ago

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. Finance multiplies Plaid's potential. We turn insight into action, capital into momentum, and discipline into the kind of growth that compounds for the long run. Plaid's Corporate Development function drives inorganic growth, evaluating and executing M&A and investment opportunities that extend Plaid's product, technology, and market position. As Head of Corporate Development you will report directly to the CFO and serve as Plaid's primary architect for build-vs-buy decisions. Beyond executing deals, you will be a key voice in shaping Plaid's strategic direction, using market and competitive insights to inform where the company invests, builds, or acquires next. You'll partner closely with the Executive team, Product, Engineering, Legal, and Corporate Finance to source, evaluate, and close deals that accelerate Plaid's strategy. Responsibilities M&A & Investment Strategy. Build and own a proactive pipeline of acquisition and investment opportunities aligned to Plaid's strategic priorities. Maintain an up-to-date view of the competitive and startup landscape to identify targets before they're formally for sale. Outbound Relationship Building. Build and nurture a network

REMOTEfinance
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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 We are looking for a dedicated and proactive Business Development Manager to join our team. As a Business Development Manager, you will play a key role in expanding our network of Key Opinion Leaders (KOLs) and affiliates in Czechia & Slovakia. This role is responsible for those partnerships from a to z. What You'll Be Doing Expert Knowledge: Demonstrate extensive knowledge of the trading and crypto industries, including market trends, regulations, and key players, to make informed business decisions. Affiliate Recruitment: Proactively search for and attract new affiliates, VIP traders and trading/crypto communities and influencers, fostering strategic partnerships to enhance our network. Results-Driven Approach: Implement strategies and campaigns to drive measurable results, focusing on creating content, increasing trading volume, acquiring new users, and promoting active transactions through affiliate channels. Relationship Building: Cultivate and maintain strong business relationships with VIP and affiliates, ensuring their needs are met and aligning their strategie

financerecruitment
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R
3mo ago

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: Are you an operationally-minded leader with a passion for social impact and employee engagement? As a Program Manager on the Ripple Impact team, you will play a key role in managing and scaling Ripple’s employee giving and volunteering programs across global offices. You will manage our CSR software, organize volunteer events, and craft communications that help ensure Ripple employees are fully engaged in participating in collaboration with nonprofit and academic partners. This role requires in-person relationship building. Travel expectations can be up to 20-25%, depending on seasonality. If you thrive in a fast-paced environment and are excited to build a culture of purpose, we’d love to hear from you. WHAT YOU'LL DO: Work with Ripple’s Director of Social Impact to ensure Ripple continues to be a global leader in corporate social impact Serve as administrator for our CSR software, managing global employee matching donations, building high-conversion fundraisers and volunteer pages Drive employee participation by crafting and implementing internal education and communication strategies to increase program awareness and engagement globally Partner with workplace teams and Employee Resource Groups to curate volunteering opportunities that resonate with global teams Help to manage Ripple’s regional nonprofit and academic partnerships Lead t

logisticsHR
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O
7mo ago

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 Team We sit on the front lines of OKX's security and compliance mission. Our charter is to build the flexible, scalable, and intelligent AI systems that detect and prevent identity fraud, account takeover, and large-scale organized abuse — in real time and at the scale of a global financial platform. We own the core identity-risk capabilities that decide, millions of times a day, whether an account can be trusted: identity trust signals, behavioral risk modeling, relationship and cluster intelligence, and face, liveness and document verification. We work shoulder-to-shoulder with Product, Risk, Compliance, and Engineering to turn the hardest adversarial problems in crypto into production-grade defenses that protect good users and the open financial system. About the Role We are looking for a Senior AI Engineer to design, build, and own key identity-risk and trust models at OKX. You will build models that combine identity verification results, device and geo data, and user behavior into trust and risk signals, and use graph and clustering methods to uncover organized, industrialized fraud. This is an

pythonsqlai
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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 We are looking for a dedicated and proactive Senior Business Development Manager to join our team. As a Business Development Manager, you will play a key role in expanding our network of Key Opinion Leaders (KOLs) and affiliates in Poland. This role is responsible for those partnerships from a to z. What You'll Be Doing Expert Knowledge: Demonstrate extensive knowledge of the trading and crypto industries, including market trends, regulations, and key players, to make informed business decisions. Affiliate Recruitment: Proactively search for and attract new affiliates, VIP traders and trading/crypto communities and influencers, fostering strategic partnerships to enhance our network. Results-Driven Approach: Implement strategies and campaigns to drive measurable results, focusing on creating content, increasing trading volume, acquiring new users, and promoting active transactions through affiliate channels. Relationship Building: Cultivate and maintain strong business relationships with VIP and affiliates, ensuring their needs are met and aligning their strategies with our business objecti

REMOTEsqlExcelTableau
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Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Vice President, Digital Partnerships, Fintechs & Enablers- Global Money Movement & Digital Assets Overview Mastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships, and innovation, we help individuals, businesses, financial institutions, and governments realize their greatest potential. The US Digital Partnerships, Fintech and Enablers team is responsible for cultivating strategic partnerships and managing relationships across the fintech ecosystem. We work with leading technology companies, ecommerce platforms, financial institutions, modern processors, program managers, and fintech innovators to deliver differentiated solutions, create new payment experiences, and drive mutual growth. Success in this role requires exceptional relationship-building capabilities, executive presence, and the ability to influence stakeholders across complex organizations. In this highly visible, customer-facing role, you will lead Mastercard's relationships with key money transfer organizations, money movement enablers, and digital assets players in the US. You will be responsible for driving strategi

financerecruitment
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P
Plaid
📍 San Francisco• Full-time• Remote• $100.8K – $135.6K/yr
1mo ago

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. The Integrations Operations Engineering (IOE) team strengthens Plaid's network with financial institutions by directly resolving integration issues to increase the reliability and quality of data, and by building new integrations to grow our financial network. We sit at the nexus of engineering, a deep understanding of Plaid's products and customers, and direct financial-institution relationships: we write and ship the code that keeps connectivity healthy, we use data to focus on the issues with the greatest customer impact, and we work directly with data partners (the financial institutions and platforms themselves) to resolve the problems that can't be fixed from our side alone. The team plays a mission-critical role in ensuring industry-leading connectivity so our customers can meet ever-expanding financial-services use cases and reach as many users as possible. What You'll Do Investigate and resolve the highest-impact integration issues by writing maintainable, tested code and deploying it to production, then monitor for regression or degradation after your changes ship. Prioritize by customer impact. The team runs a business-value-based prioritization model that automatically

REMOTEtypescriptnode.jssql
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About Prodigal Prodigal is the connected AI platform leading financial institutions use to run their operations. We work with banks, lenders, credit unions, and other financial companies that lend money to people and manage those relationships over time. These institutions make millions of high-stakes decisions every day. Who should they reach? When should they reach them? What should they say or offer? When should a case move to a human? How should that change based on the borrower, the account, previous interactions, and the regulations involved? Getting those decisions right requires a deep understanding of the people, processes, rules, and edge cases behind them. Prodigal has spent the last eight years building that understanding. More than a billion interactions between financial institutions and their customers have shaped the intelligence, guardrails, and AI agents we now run in production across North America. Today, our AI agents analyze conversations, capture context, guide human agents, decide the next action, conduct customer conversations, orchestrate outreach, and help people complete payments and resolutions. They are connected, so what is learned in one interaction can inform what happens next. We are expanding this swarm of AI agents across more of the work financial institutions do: originations, document processing, back-office workflows, servicing, and other critical operations where money, identity, people, and regulation intersect. We are backed by Y Combinator, Accel, and Menlo Ventures, and work with 100+ financial institutions across North America. Listen directly from our CTO, Cofounder - Sangram Raje What You’ll Do Build and deploy LLM-powered AI agents (including voice agents) in production, designed for real-world use cases Own the end-to-end lifecycle of AI systems — from problem scoping and design to deployment, monitoring, and continuous iteration Design and optimize prompts, RAG pipelines, and evaluation frameworks to improve accurac

pythonsqlmongodb
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