Institutional Relationship Management Jobs

Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. KEY RESPONSIBILITIES Shape and execute region-specific growth strategy across BFSI segments (banks, NBFCs, insurance, corporates) Drive a consultative, solution-led sales approach (ratings, risk, analytics, research, advisory) Own top-line growth, margins, and regional business sustainability Identify cross-sell and up-sell opportunities across product lines Manage and deepen relationships with CXOs, CFOs, Treasurers, and Risk Heads Anchor large, strategic mandates and long-term engagements Build regional market intelligence and identify emerging opportunities Position the organization as a trusted knowledge/advisory partner Lead and mentor a high-caliber sales team across locations Drive performance culture, governance, and pipeline discipline Work closely with analytical, product, compliance, and delivery teams to ensure high-quality client outcomes KEY REQUIREMENTS 12–20 years of experience in BFSI / financial services / ratings / risk / advisory sales Strong exposure to institutional selling and strategic account management Deep understanding of credit, risk, capital markets, or financial analytics Proven track record of managing large regional portfolios and complex deals Strong CXO connects within BFSI ecosystem. All Dun & Bradstreet job postings can be found at https://jobs.lever.co/dnb. Official communication

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 . The Senior Manager, Clearing Operations will own the end-to-end post-trade clearing function for Coinbase Derivatives Exchange (CDE), serving as the primary interface with external clearinghouses, clearing members, and FCM counterparties. This role on our Finance team is central to scaling Coinbase's CFTC-regulated derivatives, options, and prediction markets operations to industry-leading institutional standards. What you'll do: Own day-to-day clearing, settlement, margin, and position reconciliation across CDE, including incident management and escalation with Engineering, Risk, Legal, Compliance, and external counterparties. Lead relationships with external clearinghouses, clearing members, FCM counterparties, and regulators, ensuring timely resolution of clearing issues and strong institutional partnerships. Drive the development and continuous improvement of clearing procedures, controls, and risk frameworks to meet CFTC regulatory standards across listed derivatives, options, and prediction markets. Partner with Product and Engineering to ensure clearing infrastructure supports new product launches, including emerging prediction market structures, through operational readiness testing and mock-day exercises. Build and scale a high-performing clearing operations team, establishing KPIs, SLAs, workflows, and succession plans that grow with Coinbase. Support regul

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 This is a frontline client service role that works closely with the Relationship Manager (RM) team to provide professional and consistent support to key clients. The role is responsible for handling client inquiries effectively, ensuring timely issue resolution, and delivering a seamless and consistent service experience. Please note that you may be employed in a jurisdiction where OKX operates a global service hub, and does not carry on business operating as a virtual asset trading platform in your jurisdiction. What You’ll Be Doing Deliver Exceptional Client Support: Provide timely, attentive support to key clients while building and maintaining strong client relationships through day-to-day service interactions. Coordinate Client Services: Work closely with the Relationship Manager (RM) team to deliver seamless client care by responding to inquiries, coordinating service requests, maintaining accurate records, and ensuring timely follow-up. Ensure Service Excellence: Deliver responsive support through instant messaging and other communication

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 Manager, Account Management - Financial Institutions We are looking for an Account Manager to join the Financial Institutions team in France. In this role, you will be responsible for managing and growing strategic relationships with key banking partners, supporting both the protection of existing business and the development of new opportunities. You will act as a trusted partner to clients and a key internal orchestrator, ensuring the delivery of Mastercard’s full value proposition across products, services, and marketing. The role combines commercial ownership, relationship management, and strategic execution in a fast-moving and highly competitive market. Key Responsibilities Account Management & Commercial Growth: • Manage day-to-day relationships with assigned financial institution clients • Protect and grow existing business (cards, volumes, revenues, services) • Identify and execute new business opportunities • Contribute to contract renewals and renegotiations Client Engagement & Relationship Development: • Build strong relationships with key stakeholders • Elevate discussions to senior levels • Act as the voice of the client internally Value Proposition & Strategic Positioning: • Build differentiated value propositions • Support strate

We are looking for a highly motivated and articulate Parent Relationship Manager to join our team. In this role, you will be the face of our school, acting as a bridge between parents and the institution. This is a dynamic position that blends consultative sales with relationship building. What You’ll Do: Relationship Management: Serve as the primary point of contact for prospective parents, guiding them through the admission process with care and professionalism. Consultative Sales: Understand the needs of families and effectively communicate the unique value proposition of our school. Networking: Represent the school brand in the local community to drive interest and enrollment. What We’re Looking For: Experience: 2+ years of experience in sales, customer relations, or the education sector is preferred. Communication: Excellent interpersonal skills with the ability to build trust quickly. Preference: Female candidate preferred. Why Join Us? Competitive Compensation: Fixed salary up to 35,000 per month. High Earning Potential: Lucrative incentive structure based on performance. Growth: A professional environment where your efforts are directly rewarded. Interested? If you are a people-person with a passion for education and a drive for success, let’s talk! Please DM me your resume or forward this to someone in your network who would be a great fit.

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 Manager, Account Management Mastercard is seeking a highly motivated and results-oriented professional to join the Financial Institutions (FI) team. This individual contributor role will be responsible for managing and growing strategic relationships with Banks and Financial Institutions while identifying new business opportunities that drive revenue growth and expand Mastercard's presence within the banking ecosystem. The successful candidate will serve as a trusted partner to customers, developing deep stakeholder relationships, uncovering opportunities for collaboration, and delivering innovative payment solutions that create mutual value. The role requires a combination of relationship management, business development, strategic thinking, and commercial execution. Key Responsibilities • Own and manage relationships with a portfolio of Banks and Financial Institutions, serving as the primary point of contact for assigned accounts. • Develop and execute strategic account plans to strengthen existing client relationships, increase customer engagement, and drive sustainable business growth. • Identify opportunities within existing customer portfolios to expand Mastercard's products, services, and solutions, generating incremental revenue and increasing market share. • Proactively scout for and secure ne

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 Manager, Account Management Mastercard is seeking a highly motivated and results-oriented professional to join the Financial Institutions (FI) team. This individual contributor role will be responsible for managing and growing strategic relationships with Banks and Financial Institutions while identifying new business opportunities that drive revenue growth and expand Mastercard's presence within the banking ecosystem. The successful candidate will serve as a trusted partner to customers, developing deep stakeholder relationships, uncovering opportunities for collaboration, and delivering innovative payment solutions that create mutual value. The role requires a combination of relationship management, business development, strategic thinking, and commercial execution. Key Responsibilities • Own and manage relationships with a portfolio of Banks and Financial Institutions, serving as the primary point of contact for assigned accounts. • Develop and execute strategic account plans to strengthen existing client relationships, increase customer engagement, and drive sustainable business growth. • Identify opportunities within existing customer portfolios to expand Mastercard's products, services, and solutions, generating incremental revenue and increasing market share. • Proactively scout for and secure ne

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. Senior Project Manager - Job Description What is the Opportunity? This is not a conventional project management role. We are looking for a transformation leader who can take ownership of complex, customer-facing banking technology programs and bring together business, product, engineering, architecture and executive stakeholders to deliver measurable outcomes. You will lead major SaaS implementation and transformation engagements for global financial institutions — navigating complexity, challenging assumptions, managing competing priorities and creating confidence with senior client stakeholders. We want someone who can move comfortably between the boardroom and the delivery room. What You Will Do Own complex banking technology programs from mobilization through implementation and go-live. Job Description | Confidential 2 Act as a trusted delivery partner to senior client stakeholders. Translate strategic objectives into executable transformation roadmaps. Lead globally distributed Product, Engineering, Architecture, QA and Consulting teams.

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 Director, Account Manager Role Overview The Director, Account Management into the Financial Institutions (FI) team is responsible for developing the business opportunities on the Luxemburg market. This newly created position will imply managing and growing strategic relationships with key partners (banking, merchants, acquiring, fintechs and others), supporting both the protection and growth of existing business and the development of new opportunities. You will act as a trusted partner to clients and a key internal orchestrator, ensuring the delivery of Mastercard’s full value proposition across products, services, and marketing. The role combines commercial ownership, relationship management, and strategic execution in a fast-moving and highly competitive market. Key Responsibilities: • Manage and develop the Mastercard relationship with existing and new customer accounts (banks, acquirers, merchants, fintechs) based or operating in Luxemburg. • Develop the accounts strategy, for the assigned accounts, in-line with the country targets. • Identify, negotiate, sign and execute the deals and contracts with the various customers involved. • Full ownership of the P&L & the end-to-end relationship with the assigned accounts • Responsible for setting sales strategies as it relates to custo

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. About this Role: As a Senior Analyst, Business Performance and PMO , you will support the management team by enabling effective project governance, performance visibility, and data-driven decision-making across projects, programs, portfolios, and functional operations. The role is responsible for coordinating governance activities, maintaining accurate reporting and dashboards, tracking key operational and financial metrics, and highlighting risks, issues, trends, and improvement opportunities. Major Responsibilities: Provide executive visibility into project, program, portfolio, and functional performance, including status, risks, issues, costs, KPIs, and key trends. Facilitate project governance forums, drive reporting cadence, and escalate risks, issues, decisions, and dependencies requiring management attention. Prepare and publish executive-ready dashboards, summaries, trend analyses, KPI updates, and variance commentary for SLT and management reviews. Support weekly and monthly governance activities, including project reporting complianc

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. About the Role We are looking for a Product Engineer II to join our Banking Platform organization. In this role, you will design, build, and maintain full stack features for a core banking platform product, working across front-end and back-end systems to ship reliable, scalable software. You will collaborate closely with Product, QA, and cross-functional engineering teams to translate requirements into effective technical solutions, contribute to technical design discussions and code reviews, and help embed strong engineering standards across the team. Familiarity or interest in AI-assisted development is a plus, as the product is evolving toward AI-enabled, AIOS-powered workflows. What will you do? Design, build, and maintain scalable, reliable full-stack features across a core Banking Platform product. Translate requirements and designs into effective technical solutions, ensuring clean, maintainable, and well-tested code across front-end and back-end systems. Collaborate with Product, QA, Architecture, Engineering, Business

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. What’s the opportunity? We are seeking a highly skilled Senior FinOps Analyst with deep expertise in Azure cloud financial management . This role is focused on integrating financial operations into Azure cloud environments, driving cost optimization, and providing strategic insights to manage Azure cloud spending effectively. The ideal candidate will have extensive experience in Azure cloud financial operations, cost forecasting, and reporting, with the ability to collaborate across teams to ensure financial accountability and maximize resource efficiency in an Azure-centric environment. What will you do? Lead Azure Cloud Financial Analysis and Cost Optimization: Take ownership of analyzing Azure cloud usage and spend. Provide detailed financial reports, forecasts, and actionable insights to reduce costs and optimize Azure resource allocation. Develop and Implement Azure-Specific FinOps Best Practices: Drive the adoption of FinOps practices tailored to Azure cloud operations. Work closely with Azure architects, engineering, and operations tea

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. What is the Opportunity? We're looking for a Product Marketing Manager, AIOS to help shape how Zafin AIOS is positioned, brought to market and understood by customers, partners and the broader industry. This is a hands-on role with meaningful ownership of AIOS product marketing, from positioning and messaging to go-to-market strategy, customer proof, launches and market activation. You'll work directly with AIOS leadership, Product, Delivery and technical subject-matter experts to understand what we're building, why it matters and how it addresses real challenges for regulated institutions. You'll partner with Growth Marketing to translate those insights into campaigns, digital experiences and market engagement. You'll also work closely with Sales, Pre-Sales, Industry Advisory and customers to understand buyer needs, competitive dynamics and the conversations influencing purchasing decisions. We need someone who can think strategically and execute independently. You won't just receive finished briefs or wait for product information to be handed to y

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. Senior Product Marketing Specialist Location: Chennai, India (Hybrid) Function: Marketing Reports to: Director, Product Marketing About Zafin Zafin is an AI platform company for regulated institutions. We help organizations modernize complex operations, introduce new capabilities and execute with greater intelligence, control and accountability. Our portfolio includes Zafin AIOS for governed agentic AI, the Zafin Banking Platform for product, pricing, offers, billing, loyalty and relationship management, and Zafin IO for enterprise integration. As we continue to expand our platforms and market presence, Product Marketing plays a critical role in connecting what we build with the problems our customers need to solve. What is the opportunity? We are looking for an experienced B2B SaaS product marketer who can turn market and customer insights into clear positioning, compelling messaging and focused go-to-market programs. As a Senior Product Marketing Specialist, you will take ownership of Product Marketing workstreams for assigned platforms, solutions

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. About the Role We are looking for a QA Engineer II to join our Banking Platform organization. In this role, you will help ensure the quality, reliability, and readiness of Zafin’s banking product as it is developed, tested, and released to customers. You will be responsible for planning and executing testing across customer implementation workstreams, validating business requirements, identifying defects, and supporting release readiness. This role requires strong functional testing skills, good backend and data validation experience, and the ability to work independently in a fast-paced banking technology environment. Familiarity or hands-on experience with AI tools is a plus, as the product is evolving toward AI-enabled capabilities. What will you do? Review business requirements, functional specifications, and customer configuration details to define effective test scenarios and test cases. Perform functional, regression, integration, backend, API, and end-to-end testing for SaaS banking product implementations.