Institutional Relationship Management Jobs

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 Derivative Sales Analyst on the Institutional team, you'll own and grow relationships with Coinbase's top prosumer derivatives traders, driving volume across futures, options, and perpetuals. You'll source new high-value traders from competitor venues, re-engage dormant accounts, and bring structured market and client insights back to Product, Risk, and Marketing to shape Coinbase's advanced trading offerings. What you'll do: Own and grow relationships with top prosumer derivatives traders on Coinbase, driving increased trading volume, deepening engagement, and expanding adoption of advanced trading products. Source and convert new high-value derivatives traders from competitor venues through targeted outbound, differentiated positioning of Coinbase's liquidity, fees, and UX, and full-funnel sales management. Monitor derivatives market structure, client flows, and competitor offerings to identify upsell opportunities, inform pricing and product feedback, and deliver structured insights to Product, Risk, and Marketing. Maintain an accurate pipeline and forecast for your book, reporting on key KPIs (volume, active traders, winbacks, competitor migration) and documenting client interactions through CRM tooling. Reactivate previously dormant top traders using data-driven account reviews, tailored outreach, and bespoke incentives to restore sustained volume. Required

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 Prime Sales Trader on the Institutional Prime Trading team, you'll help grow one of Coinbase's most strategically important businesses by delivering best-in-class execution and liquidity solutions to the world's most sophisticated institutional clients. Our clients include asset managers, hedge funds, VCs, family offices, pensions, and endowments across both crypto-native and traditional finance. You'll drive trading volume, deepen counterparty relationships, and shape how institutional clients experience Coinbase's execution services across spot and derivatives markets. What you'll do: Drive increased trading volume by understanding clients' liquidity needs, proactively identifying how high-touch and low-touch execution services can meet those needs, and providing real-time support for execution and market color. Build and maintain trusted counterparty relationships through quality execution, daily market updates on liquidity and flow thematics, and consistent, high-quality service delivery. Partner with Sales, Financing, and Account Management teams to identify, onboard, and monetize new client relationships, proactively surfacing business opportunities across Coinbase's institutional product suite. Provide structured feedback from clients and the broader marketplace to institutional Product Managers, guiding new product development across spot trading and fin

OKX will be prioritising applicants who have a current right to work in Hong Kong, 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 We are looking for an experienced Product Manager to develop and maintain our core API trading products. This includes managing internal and external stakeholders, developing product iteration plans, establishing and maintaining standards, translating user stories into an API specification, completing competitor analysis, and more. What You’ll Be Doing Gather business requirements and API feedback from both internal and external sources, such as feedback from institutional customers, and continuously improve the API product through effective iterative mechanisms. Study the competitive landscape and industry trends, transforming this information into actionable API product iteration plans that align with the company's actual needs. Utilize data analytics to create data-driven insights to understand client behaviour. Cultivate and maintain robust relationships with customers and strategic partners, using their feedback to guide product en

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 We are looking for an experienced Product Manager to develop and maintain our core API trading products. This includes managing internal and external stakeholders, developing product iteration plans, establishing and maintaining standards, translating user stories into an API specification, completing competitor analysis, and more. What You’ll Be Doing Gather business requirements and API feedback from both internal and external sources, such as feedback from institutional customers, and continuously improve the API product through effective iterative mechanisms. Study the competitive landscape and industry trends, transforming this information into actionable API product iteration plans that align with the company's actual needs. Utilize data analytics to create data-driven insights to understand client behaviour. Cultivate and maintain robust relationships with customers and strategic partners, using their feedback to guide product en

POSITION SUMMARY The Account Executive is responsible for driving revenue growth through new customer acquisition and the expansion of existing accounts. This role develops relationships with commercial, industrial, and institutional customers, presents service and product solutions, prepares quotes and proposals, and closes new business. The Account Executive owns their book of business and works closely with operations and field leadership to ensure customer commitments are delivered. WHAT YOU’LL DO Identify, prospect, and develop relationships with commercial, industrial, and institutional customers. Conduct site visits, walk-throughs, and customer meetings to understand customer needs and identify solutions. Prepare and present quotes, proposals, and service agreements that align customer requirements with company offerings. Manage the full sales cycle from lead generation to close, with accurate pipeline reporting in the CRM. Maintain and grow an existing book of business through proactive account management and recurring service agreements. Coordinate with operations, field, and project management teams to ensure smooth job execution and customer satisfaction. Stay current on product lines, industry trends, and competitive positioning. Meet or exceed established revenue, margin, and activity targets. WHAT WE’RE LOOKING FOR 5+ years of B2B outside sales experience in garage doors, preferably commercial Demonstrated track record of meeting or exceeding sales targets. Strong consultative selling, negotiation, and presentation skills. Ability to read site conditions and ask qualifying questions to scope opportunities accurately. Proficient with CRM systems and standard sales tools. Valid driver's license and clean driving record. Self-directed with strong time management and territory planning skills. Established

Principal Business Analyst / Project Manager Location: Hong Kong | Practice Area: Capital Markets | Type: Permanent Lead complex transformation, connect business and technology, and deliver meaningful change across Capital Markets. The Role At Capco, we are looking for an experienced Principal Business Analyst / Project Manager to lead a significant application replacement programme within Corporate & Institutional Banking (CIB). This role combines project leadership, detailed business and data analysis, and stakeholder engagement. You will lead a team of Business Analysts, oversee the replacement of legacy applications, and ensure that business requirements, technical solutions, and project delivery remain aligned. Working closely with senior business leaders, technology teams, and delivery stakeholders, you will translate complex data and legacy technology into clear business insights, actionable requirements, and practical solutions. What You’ll Do Lead Project Delivery: Own the planning, execution, governance, and change management of a C&IB application replacement project, ensuring effective coordination of deliverables, risks, dependencies, and stakeholders. Manage and Develop Business Analysts: Lead a team of Business Analysts, providing direction, coaching, and quality oversight while remaining actively involved in detailed analysis and problem-solving. Drive Detailed Data and Systems Analysis: Investigate complex data structures, legacy applications, and system behaviours, translating technical findings into meaningful business requirements and operational insights. Bridge Business and Technology: Map business processes, assess application architecture, and facilitate communication between business stakeholders, technical teams, and solution architects to support effective decision-making. Engage Senior Stakeholders: Build trusted relationships with Heads of Department and senior stakeholders, communicating project progress, risks, recommendations,

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. Position Summary 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. As we transition to an independent, standalone organization, we are building and strengthening internal capabilities to support our approximately 6,000 colleagues and multi-state operations. This role serves as the primary customer contact, maintaining regular communication by phone, email, or in-person, in order to provide support and resolve issues. This person advocates for both the customer and pharmacy as appropriate, helping drive high customer satisfaction and retention. General Responsibilities Build strong client relationships by consistently delivering client interactions that develop trust and show value. Attend client meetings as needed within LTC ( long-term care ) facilities. Develop cadence of regular, proactive client meetings to establish strong connectivity with key stakeholders; deliver quarterly Executive Reviews to facility leadership to review business deliverables and evaluate new opportunities. Identify at-risk accounts and consult with internal partners to assist with development of action plans to address customer risks and opportunities; update customer on progress. Manage routine client su

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 . We're hiring an Experiential Marketing Associate to join the Marketing team and help bring Coinbase to life through high-impact events and experiences. This team plans and executes events that drive brand awareness, deepen customer relationships, and support business goals across Consumer and Institutional audiences. You'll own the full lifecycle of event execution, from concept through post-event reporting, and coordinate across internal teams and external vendors to deliver polished, on-brand experiences that connect Coinbase with customers, partners, and the broader crypto community. What you'll do: Own end-to-end event execution across Coinbase's experiential marketing calendar, managing logistics including venue sourcing, vendor coordination, contract negotiation, budgets, and attendee management. Coordinate with internal stakeholders across Marketing, Sales, Product, and Communications to align event programming with business priorities and ensure seamless delivery. Build and maintain event project plans, timelines, and run-of-show documents, tracking all milestones from pre-event planning through post-event wrap-up. Support creative development for event experiences, collaborating with design and brand teams on invitations, signage, branded materials, and on-site activations. Track event budgets, manage vendor invoices, and reconcile expenses to ensure

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. Pioneering multiplayer experiences where users can join forces with creators, streamers, and friends, MyPrize provides a platform built for shared moments and massive communities. MyPrize transcends boundaries, giving players and fans what they have been desperately craving: an all-in-one platform that combines the best of online gaming, live streaming, and social markets, powered by MyPrize's proprietary AI personalization engine. MyPrize maintains institutional-grade security while building the future of online entertainment. We're seeking a Partnerships Manager, Creator & Content to join our growing team full time. This is an exciting opportunity to join a fast-growing team where you will be focused on expanding and elevating MyPrize’s creator ecosystem, games content portfolio, and strategic partnerships engine that fuels user acquisition, engagement, and revenue growth. The Role: As Partnerships Manager, Creator & Content at MyPrize, you'll drive the growth, performance, and strategic direction of our live-streaming creator portfolio, game provider relationships, and broader content partnerships. You'll work directly with the founders and leadership team cross-functionally across Marketing, Product, Operations, and Finance to scale MyPrize’s creator network, secure high-impact promotions, and ensure MyPrize remains at the forefront of gaming and live content innovation. You'll play a central role in building and managing a robust partnerships pipeline across creators, content aggregators, brand partners, and game studios, helping us scale what is working and unlock new opportunities across MyPrize’s expanding multi-product suite. What you will do at MyPrize: Digital Culture & Creator Trends: Be constantly on the pulse of creators, streamers, gamin

About the Team The Strategic Futures team is a small, research- and writing-focused group exploring how advanced AI could reshape public policy, institutions, and society over the long term. We operate like an internal think tank: developing clear views of desirable long-range outcomes, examining the choices that could make those outcomes more likely, and producing ideas that help OpenAI and the broader public navigate profound technological change. The team is intentionally lean and highly collaborative. Our work draws from public policy, law, economics, political science, history, institutional design, technology, and other relevant disciplines. We partner closely with experts across OpenAI to connect long-range thinking with evolving AI capabilities, organizational priorities, and real-world policy questions. About the Role We are looking for a highly organized and strategic operator to serve as Chief of Staff and Program Manager for the Strategic Futures team. Working closely with the team’s leader, you will translate broad priorities into coordinated execution, establish the systems and operating rhythms that keep a small team performing at a high level, and ensure important work moves forward with clarity and consistency. This is a hands-on role combining chief-of-staff partnership, program management, strategic planning, cross-functional coordination, and communications. You will make it easier for the team to focus on high-quality research and writing by ensuring priorities are clear, decisions are documented, dependencies are visible, collaborators are engaged, and follow-through is reliable. You will also serve as a central connector between Strategic Futures and teams across OpenAI, helping the group build trusted relationships, navigate organizational complexity, and contribute effectively to broader company priorities. In this role, you will: Partner closely with the leader of Strategic Futures to translate the team’s strategic direction into clear prio

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. Team & Role Overview About the Team and Department Franklin Templeton Investment Solutions (FTIS) brings together investment, research and product expertise to develop and manage multi-asset strategies. Within FTIS, the Retirement Solutions team combines expertise in strategic and dynamic asset allocation, glide path design, portfolio construction, risk management, and underlying investment selection, leveraging Franklin Templeton’s global investment platform across public and private markets. Working closely with plan sponsors, consultants, recordkeepers, and distribution partners, FTIS delivers retirement solutions that support the evolving needs of participants and retirement systems across U.S. and international markets. About the Role The Solutions Portfolio Manager – Retirement Solutions will serve as a retirement and target date subject matter expert, supporting the growth of FTIS’s retirement business across U.S. institutional, recordkeeper, intermediary and internationa

You will sit in the Corporate Development team, working directly with senior management on product analysis, investment and strategic partnerships globally for the Company. Responsibilities: Build the analytical backbone for senior management decisions: business cases, market and competitor intelligence, and build-vs-buy-vs-partner comparisons Identify strategic and financial investment opportunities and conduct due diligence on them Ongoing support of the Company's portfolio companies Originate, structure and help execute strategic partnerships and commercial arrangements Develop and defend a view on where crypto product is heading: trading venues and DeFi/on-chain, RWA and tokenization, prediction markets, stablecoins and payments, AI x crypto etc. and translate that view into concrete opportunities for the business Prepare materials for senior professionals to use in management discussions, client meetings and the firm's engagement with institutional investors Manage ongoing relationships with potential partners across crypto and traditional finance sectors Use AI tooling to compress the manual layer of the role: screening, data pulls, first-draft memos, portfolio and partner monitoring, recurring reporting, and convert one-off analyses into repeatable workflows the wider team can run Overall operational support with regards to daily operation nand internal updates Requirements: 1-3 years of working experience in financial markets, with strong financial literacy and analytical skills Trained to think rigorously about businesses and numbers Genuine interest in products. Understanding products including but not limited to spot/perps exchanges, RWA / tokenized-asset platform, prediction market, AI Practical fluency with AI productivity tools. You use LLMs daily to research, draft, model and automate, and can point to work

About the Role As an Account Director for Higher Education in AMER, you will own strategic relationships with colleges, universities, and higher education systems as they move from AI experimentation to responsible, institution-wide transformation. You will work with presidents, provosts, CIOs, CTOs, academic and administrative leaders, researchers, security teams, and procurement stakeholders to define priority use cases, build the technical and governance foundation for deployment, and translate institutional goals into a multi-year AI transformation roadmap. You will own the commercial and customer journey end to end—from territory strategy, pipeline creation, and executive alignment through evaluation, procurement, deployment, adoption, consumption, value realization, and expansion. This is a deeply technical, consultative sales role. You will be expected to understand AI capabilities and limitations, integration patterns, data governance, privacy, security, and change management; partner effectively with technical experts; and remain accountable for measurable customer and revenue outcomes after signature. In this role, you will: Own and execute the AMER higher education territory and account strategy, prioritizing institutions where OpenAI can support meaningful, responsible, and scalable transformation. Create pipeline and lead complex, multi-threaded new-business and expansion opportunities from first engagement through procurement, deployment, adoption, and value realization. Engage credibly with presidents, provosts, CIOs, CTOs, academic leaders, researchers, administrators, security teams, legal, procurement, finance, and end-user champions. Lead cross-functional pursuit and account teams across Solutions Engineering, Customer Success, Product, Research, Security, Legal, and other functions to design evaluations, pilots, technical validation, executive business cases, production deployments, and adoption plans. Translate AI model and platform capabilities

Overview The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enable our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team . This position will work closely with the Insights team based in EMEA What will you do: Content Creation and Research Coverage: Monitor a coverage universe of private companies within the TMT sector. You will cover the sector across private and growth equity focus. Track key industry trends, material news flows, earnings releases, investor presentations, research in key coverage markets. Identify and maintain a robust pipeline of company and industry specific topics — generate original ideas for discussion, covering business updates, event studies, channel checks, hot topics and other investment narratives Create and moderate teleconferences on the pipeline featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients Review teleconference transcripts to ensure quality of content. Summarize key discussion points Process Management: Ensure Guidepoint compliance policies and protocols are adhered to Exhibit ‘ownership’ for the call by vetting experts’ relevance to Insights Teleconferences and ensuring their profiles’ accuracy. Work with research teams to identify and recruit additional industry experts to our Expert Network; Manage and further develop relationships with both experts and clients What you have: Bachelor’s degree or Master’s degree 8+ years of work experience at a f

Overview The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enable our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team . This position will work closely with the Insights team based in EMEA What You’ll Do: Content Creation and Research Coverage: Monitor a coverage universe of private companies within the TMT sector. You will cover the sector across private and growth equity focus. Track key industry trends, material news flows, earnings releases, investor presentations, research in key coverage markets. Identify and maintain a robust pipeline of company and industry specific topics — generate original ideas for discussion, covering business updates, event studies, channel checks, hot topics and other investment narratives Create and moderate teleconferences on the pipeline featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients Review teleconference transcripts to ensure quality of content. Summarize key discussion points Process Management: Ensure Guidepoint compliance policies and protocols are adhered to Exhibit ‘ownership’ for the call by vetting experts’ relevance to Insights Teleconferences and ensuring their profiles’ accuracy. Work with research teams to identify and recruit additional industry experts to our Expert Network; Manage and further develop relationships with both experts and clients What You Have: Bachelor’s degree or Master’s degree 3+ years of work experi