Institutional Relationship Management Jobs

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. Market Research Analyst Location: Chennai / Trivandrum | Reports to: Director of Market Intelligence What's the opportunity? We are seeking a Market Research Analyst to join Zafin’s Market Intelligence team, reporting to the Director of Market Intelligence. Market research at Zafin is built around systems — agents, workflows, and automations that allow a focused team to continuously monitor and understand a market far larger than its headcount. In this role, you will work within that research stack, improve and extend it, and apply strong analytical judgment to the information it produces. Both dimensions of the role matter. Automation can accelerate research, but it cannot replace disciplined source evaluation, commercial understanding or sound interpretation. You will be responsible for running the machinery and applying the judgment required to produce reliable, decision-ready intelligence. The work

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? As a Technical Product Manager at Zafin, you will drive the strategy, roadmap, and execution of technology products and platform capabilities that power our solutions. Working closely with engineering, architecture, design, and business stakeholders, you will translate customer and business needs into clear product direction and deliver high-impact capabilities that create measurable value on Zafin's AI Operating System (AIOS). You are equally comfortable discussing customer problems, defining product requirements, prioritizing backlogs, and partnering with engineering teams to deliver scalable, high-quality software. What Will You Do? Define and communicate product vision, strategy, and roadmap for assigned products or platform capabilities. Partner with engineering, architecture, design, and business stakeholders to translate business needs into clear product requirements and priorities. Own and manage the product backlog, balancing customer value, technical priorities, and business objectives. Write user stor

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? Lead and enable successful program delivery through active engagement, collaboration, and accountability. This includes: Driving delivery excellence across teams by fostering a hands-on, solution-oriented culture. Acting as a bridge between technical and business stakeholders, ensuring alignment on goals, outcomes, and timelines. Championing the customer experience by anticipating challenges, resolving issues proactively, and ensuring smooth execution through all phases of delivery. Strengthening internal capability by mentoring and coaching team members, building shared understanding of our delivery model, and embedding best practices. Reinforcing Zafin’s commitment to partnership - with customers, internal teams, and ecosystem stakeholders - through collaboration, transparency, and technical credibility. Promoting continuous improvement in how we plan, communicate, and execute, at every stage What will you do? Program Leadership & Delivery Lead cross-functional teams (internal and customer) in end-to-end deliver

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? The Cloud Support Analyst III is a senior techno-functional support professional who diagnoses and resolves complex application issues across production and non-production environments. By developing deep expertise in assigned products, including their features, integrations, and operating environments, the analyst serves as a subject matter expert for clients and internal teams. The role partners with clients, business stakeholders, engineering teams, and implementation partners to support incident resolution, integration testing, deployments, configuration, enhancements, and operational improvements. It also strengthens team capability by identifying knowledge gaps, leading regular knowledge reviews, and ensuring support documentation remains accurate, accessible, and up to date. What Will You Do? Build and maintain deep knowledge of assigned products, including their functions, features, integrations, configurations, and dependencies. Serve as the subject matter expert for assigned products, advising clients, support teams

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? Reporting to the Senior Vice President, the Senior Technology and Integration Services, the Integration Consultant will work in multiple client-facing projects to enable SaaS onboarding. You will act as the technical go-to person for SaaS onboarding and a thought leader on Zafin integration paradigms and its best practices across multiple cloud platforms. You will have ample opportunities to field your best communication, technical, and organizational skills to take a SaaS project from initiation to go-live. You will represent client interests internally to enhance process, product, documentation, and delivery experience. You will interact with senior technical leaderships on the client-side and present and align them with solution approaches. You will interact with multiple internal stakeholders to achieve alignment across various project goals and delivery targets. What will you do? Interact and collaborate with customers and partners to define the integration landscape.&n

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. Cloud Site Reliability Engineer I (CSRE I) Zafin is seeking a Cloud Site Reliability Engineer I (CSRE I) to lead strategic initiatives in ensuring the reliability, scalability, and performance of our cloud infrastructure and applications. This advanced role requires mastery in cloud technologies, strategic planning, and incident management to drive innovative solutions and operational excellence. Key Responsibilities Manage the resolution of complex technical issues involving Zafin’s products and Azure cloud environment. Design and implement strategic operational enhancements to improve resiliency and system reliability. Conduct in-depth Root Cause Analysis (RCA) for high-severity incidents and drive initiatives to reduce error recurrence. Represent the organization in external client escalation calls, providing expert guidance and solutions. Optimize cloud infrastructure for high performance, scalability, and cost-effectiveness. Provide thought leade

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, Washington D.C., London and Amsterdam. As an Enterprise Account Manager on our Account Management team, you'll own and grow a portfolio of Plaid's most strategic customers across the UK and Europe, spanning leading fintechs, banks, and enterprise accounts. This is a growth role: you'll be the trusted advisor your customers call on directly for guidance on how to build and deliver a seamless product experience, and you'll use that relationship to identify and deploy new, innovative use cases across your book. You will own commercial growth end to end, from renewals through to multi-product expansion, working closely with Sales, Product, Solutions Engineering, and Legal to get there. Responsibilities Own and grow a portfolio of Plaid's largest and most strategic UK & European enterprise customers Build deep, trusted-advisor relationships with executive sponsors and day-to-day operators, so customers come to you first for product and strategic guidance Proactively grow the account: identify upsell and cross-sell opportunities within the existing book and convert them into deployed use cases Deploy new, innovative use cases across some of the leading fintechs and banks in the UK and Europe Lead commercial conversations including renewals

Sales Manager - Healthcare Segment (2-10 Years Experience) As a Sales Manager in Sodexo& 39 s Healthcare Segment you will play a pivotal role in driving business growth by identifying developing and managing relationships with hospitals medical colleges healthcare institutions and healthcare networks. The role involves generating new business opportunities understanding client requirements preparing customized service solutions and delivering compelling value propositions aligned with Sodexo& 39 s integrated food facilities management and patient support services. The ideal candidate should possess 2 to 10 years of experience in B2B sales key account management healthcare services hospitality or facility management. You will be responsible for building a strong sales pipeline conducting market research managing the sales cycle from prospecting to contract closure and collaborating closely with operations and support teams to ensure seamless onboarding and service delivery. Key responsibilities include developing strategic customer relationships achieving revenue and profitability targets preparing proposals and presentations participating in tenders and negotiations and maintaining a deep understanding of healthcare industry trends and customer needs. The role requires regular engagement with hospital leadership teams procurement stakeholders and decision-makers to position Sodexo as a trusted strategic partner. Successful candidates should demonstrate strong communication negotiation presentation and relationship management skills along with a customer-centric mindset and a passion for business development. An ability to work in a dynamic environment manage multiple opportunities simultaneously and deliver results against defined targets is essential. This position offers an excellent opportunity to contribute to the growth of Sodexo& 39 s healthcare business while building a rewarding career in one of the world& 39 s leading pro

Managing Principal – Finance Transformation Location: London (Hybrid) | Practice Area: Finance, Risk, Regulatory & Financial Crime | Type: Permanent Empower financial leadership through strategic transformation The Role Capco is seeking an experienced Managing Principal to lead our Finance Transformation capability within the FRRF practice. You will work with CFOs, Treasurers, and senior finance leaders across Tier 1 institutions to deliver large-scale transformation programmes that enhance the value of finance and treasury functions. This leadership role combines strategic oversight, client relationship management, and business development, guiding multidisciplinary teams to deliver innovative finance solutions that drive measurable impact. What You’ll Do Lead end-to-end finance transformation programmes spanning finance IT, operating model design, and process optimisation Shape strategic initiatives for CFOs and executive stakeholders, improving controls, efficiency, and financial insight (e.g. ICAAP, ILAAP, RRP) Oversee regulatory transformation programmes (e.g. Basel, IFRS, PRA), ensuring compliance and operational effectiveness Partner with technology and data teams to embed automation, cloud, and digital capabilities into finance functions Drive business growth through client development, leadership of delivery teams, and thought leadership What We’re Looking For Proven leadership in delivering complex finance transformation initiatives within consulting or financial services Deep understanding of finance operating models, controls, accounting processes, and regulatory change Strong commercial awareness with experience in business development and client relationship management Ability to lead multidisciplinary teams and support collaborative, high-performing environments Strong communication and stakeholder management skills, with credibility at executive level Bonus Points For Professional qualification (ACA, ACCA, CIMA) Experience leading regulatory chan

Location: Northwest US, Remote (WA, OR) Compensation: $145,000 - $175,000 (Total Cash Compensation) The salary range above reflects our compensation bands adjusted for regional cost-of-living differences. Actual compensation will be determined based on the candidate's experience level, skills, and the specific location within our service region. Eltropy is seeking a strategic and results-oriented Tier-1 Customer Success Manager (CSM) to manage a portfolio of roughly 20 high-impact financial institution customers, including top-tier credit unions and community banks. In this role, you will partner with key stakeholders to deliver transformative outcomes through our industry-leading AI-powered communications platform while driving retention, growth, and overall satisfaction. Role & Responsibilities Tier-1 Relationship Management Serve as the trusted strategic advisor and single point of contact for roughly 20 Tier-1 accounts, fostering deep executive relationships and long-term partnerships. Conduct regular check-ins and executive/strategic business reviews to ensure customers are achieving their desired outcomes and realizing clear ROI from Eltropy. Cultivate referenceable customers who serve as positive advocates of Eltropy to prospects and within the broader financial services community. Advocate and drive customers’ product, technology, and service needs internally within Eltropy. Customer Success Strategy Develop and execute tailored, multi-year success plans to support customers in achieving their business goals and transformation initiatives. Proactively identify and mitigate risks of churn through data analysis, health scoring, usage tracking, and early intervention strategies. Partner closely with customers on best practices, change management, and roadmap alignment to maximize adoption and value. Revenue Growth Identify opportunities for expansion and upsell within the portfolio by aligning customer needs and strategic priorities with additional products

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. Role Overview OKX is seeking an experienced and highly capable Senior Manager to develop OKX's partnerships with token projects and on-chain ecosystems globally. The core responsibilities of this role include: (1) partnering with high-potential early-stage blockchain and token projects through launch support and reward campaigns, (2) developing partnerships with tokenization platforms and other key players for RWA projects, and (3) expanding the ecosystem partnership around X Layer, OKX's on-chain network. This position requires strategic judgment, comfort with ambiguity, and strong execution - combining market insight, professionalism, and cross-functional leadership. What You’ll Be Doing Source, evaluate, and negotiate collaboration opportunities with high-potential early-stage Web3 projects across sectors (Web3, AI, infrastructure, etc.) and partnerships for RWA initiatives, owning end-to-end project and relationship management, and coordinating with internal teams on follow-on opportunities across OKX's ecosystem. Drive ecosystem growth on X Layer b

Overview: 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 an Associate on the Client Service team you will focus on making the right connections between our clients and Advisors across numerous industries. Your role will focus on researching industries relevant to client project requests and recruiting elite subject matter experts into our network to ensure the right connection is made. After you master these core skills of recruiting and connecting Advisors with clients, you will gain additional exposure to more complex project and client relationship management as you grow your career here and move into Research Manager and Project Manager roles. 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’ll Do: Review and analyze client research requests and use a range of resources to identify the most relevant subject matter experts across geographies, industries, and topics for each project Utilise the phone, LinkedIn, and outreach to recruit new Advisors to join the Guidepoint network by effectively communicating why their expertise is a good match for the specific project you’re working on Screen experts for their suitability for specific client projects and create professional profiles for client consideration Operate with a teamwork mentality that leads to building and maintaining strong relationships with other Guidepoint employees, offices, and Advisors What You Have: Bachelor’s degree from a recognized tertiary institution Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn Excellent written and verbal c

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world's largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team The Financial Connections team sources, develops, and manages relationships with our most critical financial institutions, banking, and ecosystem partners. Our team drives the expansion of Stripe's merchant and consumer offerings by building partnerships with the leading companies in these areas. Our team executes on high-impact, cross-functional initiatives with these partners across new product initiatives. These partnerships have a significant impact on Stripe and the products used by millions of our users. What you’ll do We are looking for a Partner Development Manager who will be responsible for driving our open banking partnership strategy and executing partnerships with top financial institutions in support of Stripe's Financial Connections business (stripe.com/financial-connections). You will focus on growing our portfolio of partners with the largest banks and credit unions in the US, expanding Stripe's direct connectivity coverage to ensure consumers have seamless access to their financial data. You will own end-to-end deal strategy and execution—from sourcing and qualification through negotiation and launch—with many of the top financial institutions across North America. As part of these efforts, you will collaborate closely with cross-functional stakeholders, including Product, Engineering, Legal, Finance, Risk, and others. You will also lead relationship management, partnering closely with external partners' executive leadershi

Location: East, US Remote (ME, NH, VT, MA, RI, NJ, DE, DC, VA, NC, SC, GA, FL) Compensation: $145,000 - $175,000 (Total Cash Compensation) The salary range above reflects our compensation bands adjusted for regional cost-of-living differences. Actual compensation will be determined based on the candidate's experience level, skills, and the specific location within our service region. Eltropy is seeking a strategic and results-oriented Tier-1 Customer Success Manager (CSM) to manage a portfolio of roughly 20 high-impact financial institution customers, including top-tier credit unions and community banks. In this role, you will partner with key stakeholders to deliver transformative outcomes through our industry-leading AI-powered communications platform while driving retention, growth, and overall satisfaction. Role & Responsibilities Tier-1 Relationship Management Serve as the trusted strategic advisor and single point of contact for roughly 20 Tier-1 accounts, fostering deep executive relationships and long-term partnerships. Conduct regular check-ins and executive/strategic business reviews to ensure customers are achieving their desired outcomes and realizing clear ROI from Eltropy. Cultivate referenceable customers who serve as positive advocates of Eltropy to prospects and within the broader financial services community. Advocate and drive customers’ product, technology, and service needs internally within Eltropy. Customer Success Strategy Develop and execute tailored, multi-year success plans to support customers in achieving their business goals and transformation initiatives. Proactively identify and mitigate risks of churn through data analysis, health scoring, usage tracking, and early intervention strategies. Partner closely with customers on best practices, change management, and roadmap alignment to maximize adoption and value. Revenue Growth Identify opportunities for expansion and upsell within the portfolio by aligning customer needs and strate

Location: Central, US Remote (TX, UT, CO, NM, KS, OK, MO, AR, MS, LA) Compensation: $145,000 - $175,000 (Total Cash Compensation) The salary range above reflects our compensation bands adjusted for regional cost-of-living differences. Actual compensation will be determined based on the candidate's experience level, skills, and the specific location within our service region. Eltropy is seeking a strategic and results-oriented Tier-1 Customer Success Manager (CSM) to manage a portfolio of roughly 20 high-impact financial institution customers, including top-tier credit unions and community banks. In this role, you will partner with key stakeholders to deliver transformative outcomes through our industry-leading AI-powered communications platform while driving retention, growth, and overall satisfaction. Role & Responsibilities Tier-1 Relationship Management Serve as the trusted strategic advisor and single point of contact for roughly 20 Tier-1 accounts, fostering deep executive relationships and long-term partnerships. Conduct regular check-ins and executive/strategic business reviews to ensure customers are achieving their desired outcomes and realizing clear ROI from Eltropy. Cultivate referenceable customers who serve as positive advocates of Eltropy to prospects and within the broader financial services community. Advocate and drive customers’ product, technology, and service needs internally within Eltropy. Customer Success Strategy Develop and execute tailored, multi-year success plans to support customers in achieving their business goals and transformation initiatives. Proactively identify and mitigate risks of churn through data analysis, health scoring, usage tracking, and early intervention strategies. Partner closely with customers on best practices, change management, and roadmap alignment to maximize adoption and value. Revenue Growth Identify opportunities for expansion and upsell within the portfolio by aligning customer needs and strategic prior