Institutional Relationship Management Jobs

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 Senior Growth Manager will own local growth strategy and end-to-end program delivery across product go-to-market, customer growth, and priority segments, including advanced traders and VIPs. This is a hands-on senior individual contributor role responsible for translating business and product priorities into coordinated growth initiatives and measurable commercial outcomes. The role will act as the key local stakeholder for global Performance Marketing and Lifecycle teams while working closely with Product, Relationship Management, Data, Marketing, and other regional and global stakeholders. What You'll be Doing Own local product and lifecycle marketing initiatives end to end, from strategy and positioning through execution, journey optimization, and performance reporting . Lead product marketing and go-to-market programs for priority products, defining positioning, target segments, customer journeys, value propositions, messaging, and adoption metrics . Develop full-funnel lifecycle strategies for advanced traders, VIPs, high-value customers, and other priority segments, driving activation, feature adoption, retention, monetization, and lifetime value . Design customer lifecycle, loyalty, reward, engagement, and

Location: Central, US Remote (ND, SD, NE, MN, IA, WI, IL, MI, IN, OH, PA, NY) 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 strateg

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. About the Team The Fraud Partnerships Pod is responsible for overseeing all traditional business development and partnerships for the Anti-Fraud Product Area (PA) at Plaid, focusing primarily on our product partnerships and data acquisition (supply side) efforts. The team supports all products under the Fraud Product Area's purview: IDV, Monitor, Layer, and Protect. About the Role You will have an opportunity to lead the strategy and execution of our supply side and "data in" efforts for our Fraud product area across four products (Plaid IDV, Monitor, Layer, and Protect). You will own all critical data partner relationship management with key stakeholders and be expected to grow them over time. You will be the internal quarterback driving alignment with key major internal stakeholders at Plaid, including Finance, BizOps, Commercial, Legal, and Risk. What You'll Do Spend the majority of your time working hand in hand with product leadership as well as other cross-functional leaders to operationalize our data partners for all fraud products at Plaid. Help our data science and research teams define the source data ecosystem for IDV and Protect according to our 3-year strategy. Help e

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 Senior Growth Manager will own local growth strategy and end-to-end program delivery across product go-to-market, customer growth, and priority segments, including advanced traders and VIPs. This is a hands-on senior individual contributor role responsible for translating business and product priorities into coordinated growth initiatives and measurable commercial outcomes. The role will act as the key local stakeholder for global Performance Marketing and Lifecycle teams while working closely with Product, Relationship Management, Data, Marketing, and other regional and global stakeholders. What You'll be Doing Own local growth initiatives end to end, from strategy and planning through execution, optimisation, and performance reporting. Lead go-to-market programs for priority products, defining target segments, customer journeys, messaging, incentives, channel plans, and success metrics. Develop full-funnel growth strategies for advanced traders, VIPs, high-value customers, and other priority segments, driving funding, trading activity, product adoption, retention, revenue, and lifetime value. Design loyalty, reward, engagement, and reactivation programs that support sustainable customer and commercial growth. A

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. Plaid is looking for customer-facing professionals to manage and grow Plaid’s relationships with high-growth FinTech customers. The right candidate has the ability to grow a customer’s revenue, build strong partnerships with their customers, develop a deep understanding of their priorities, motives and key drivers, and is solutions oriented. Qualifications Demonstrated relationship management and sales experience. Customer empathy and deep desire to see customers succeed. Desire to get technical and the ability to learn the ins and outs of Plaid's APIs. Some familiarity in financial services and technical products; a high degree of intellectual curiosity. Excitement to work in a high-growth, ever-changing environment and to help build processes and tools as needed. Ability to work with all types of people and build long-lasting relationships. Strong Sales experience (negotiation/value-selling). Executive level communication skills - written and verbal. Relationship building (understand how to leverage internal/external executives, product, etc). Retention and Termination-save tactics. Responsibilities Own and manage the overall relationship with your portfolio of customers in our fastest growing cus

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. As an Account Manager on our Enterprise team, you’ll own and grow relationships with a portfolio of Plaid’s largest and most strategic customers. You’ll serve as a trusted advisor, commercial partner, and cross-functional leader—helping customers maximize the value of Plaid while driving long-term growth for both our customers and Plaid. You’ll operate at the intersection of relationship management, commercial strategy, and product solutioning, partnering closely with Sales, Product, Engineering, and Support teams to deliver exceptional customer outcomes Responsibilities Manage and grow a portfolio of Plaid’s largest enterprise customers, typically spanning 10-15 accounts depending on complexity and scope Build trusted relationships with executive sponsors, decision-makers, influencers, and day-to-day operators across customer organizations Drive customer adoption, engagement, retention, and growth by aligning Plaid solutions to customer business goals and use cases Lead commercial conversations including renewals, expansions, strategic partnership discussions, and account planning Identify and execute on growth opportunities in partnership with Account Executives and cross-functi

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 Relationship Manager / VIP Accounts Manager (CIS) leads account management efforts within the VIP retail program in the CIS region. The Relationship Manager is expected to work closely with various stakeholders, including regional and global growth teams, product and engineering teams, and Business Intelligence teams, as well as effectively lead a team of regional sales. He/She will proactively nurture and enhance relationships with local key trading accounts, VIP accounts, being in contact with them frequently and building relationships. What You’ll Be Doing Primary point of contact for a number of actively trading VIP clients. Expanding relationships with existing customers by sustained communication, understanding of their needs, supporting inquiries. Support users to navigate OKX range of product offerings, VIP structure, and key updates and changes on the OKX platform and products. Offer and manage VIP upgrades and various product configurations. Responsible for the revenue growth from trusted accounts and scaling business partnership Actively contribute to the regional strategies that

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 sales and account management role focused on VIP retail clients in the CIS region. You will own a portfolio of high-value trading accounts — building relationships, driving VIP upgrades, and actively prospecting new clients to grow OKX's presence in the region. Working closely with regional growth, product, and business intelligence teams, you'll be the on-the-ground point of contact for CIS-based VIP traders, combining strong client servicing with a proactive sales approach. What You'll Be Doing Serve as a key point of contact for a portfolio of actively trading VIP clients, supporting their day-to-day needs and inquiries. Proactively identify and prospect new VIP-tier clients through outreach, events, and referrals — owning the full sales cycle from lead to onboarding. Build and maintain strong client relationships through consistent communication, understanding client goals, and delivering tailored solutions. Guide clients through OKX 's product suite, VIP tier structure, fee benefits, and platform updates. Drive VIP upgrades and upsell relevant product configurations to

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges. Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country We empower our employees to manage their financial well-being and help them plan for the future Citi Wealth is an integration of Citi Private Bank and the Consumer Wealth organization into a single business enabling Citi to serve its clients across the wealth spectrum and capitalize on Citi’s industry leading capabilities to support the goal of Wealth, which is to be the leading wealth management provider globally. The Ultima Card Relationship Manager is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis

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, Account Management - Commercial Issuers Our mission at Mastercard is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions simple, safe, and smart. Our solutions help individuals, financial institutions, governments, and businesses function. We are looking for a VP Commercial Account Manager to support the North America business of one of Mastercard's largest and most complex commercial issuers. This team is responsible for partnering closely with a variety of internal stakeholders including sales, product and finance to support the client's growth objective. About The Role • Own and lead Mastercard’s relationship with the assigned account, serving as a trusted advisor to senior client leadership on portfolio growth, economics, and long-term strategy • Identify, shape, and execute strategic initiatives that drive measurable growth in spend, acquisition, and engagement across cobranded portfolios • Maintain an up-to-date expert-level knowledge on both Mastercard’s and your customers’ businesses and industries. • Translate payment and customer data into actionable insights that inform client decision-making and unlock growth opportunities • Build relationships and trust throughout both Mastercard and customer organiz

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 role OKX runs a large peer-to-peer (P2P) crypto marketplace: an escrow-protected orderbook where users buy and sell crypto for local fiat through verified liquidity providers, with support for a wide range of local payment methods. The professional liquidity providers who post offers are what keep the marketplace deep and reliable. You will own the relationship with these key liquidity providers in various markets: supporting partners' operational needs, maintaining marketplace depth and reliability, and improving partner experience. This is a builder's seat: high ownership, frontline, and fast-moving. What you'll do Own the P2P liquidity provider programme: monitor marketplace depth and coverage, and improve partner satisfaction and retention Manage the liquidity-provider programme, tiering frameworks, account management and retention strategies. Lead the growth strategy and retention funnel with data: build and read funnels, produce recurring analysis, and turn it into decisions. Contribute to user quality and marketplace health, partnering with the user risk team on high-risk user pr

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 role OKX runs a large peer-to-peer (P2P) crypto marketplace: an escrow-protected orderbook where users buy and sell crypto for local fiat through verified liquidity providers, with support for a wide range of local payment methods. The professional liquidity providers who post offers are what keep the marketplace deep and reliable. You will lead a team that owns the relationship with these key liquidity providers in variousmarkets: supporting partners' operational needs, maintaining marketplace depth and reliability, and improving partner experience. This is a builder's seat: high ownership, frontline, and fast-moving. What you'll do Own the P2P liquidity provider programme: monitor marketplace depth and coverage, and improve partner satisfaction and retention Lead and grow a team of account managers, setting direction and raising the operating bar. Manage the liquidity-provider programme, tiering frameworks, account management and retention\ Lead the growth strategy and retention funnel with data: build and read funnels, produce recurring analysis, and turn it into decisions. Contribute to user quality

Role: Project Coordinator Project: Paytm Smart Village Abhiyan by Paytm Foundation Location: Aligarh District, Uttar Pradesh Project Duration: 6 Months Key Responsibilities 1. Project Management ● Overall planning, coordination, and monitoring of project activities. ● Track timelines, targets, deliverables, project progress. 2. Stakeholder Engagement ● Coordinate with District Administration, Panchayat, community leaders, SHGs, and all other relevant authorities and all other stakeholders. ● Carry out coordination with relevant Government schemes and institutions and ensure laid down outcomes. 3. Field Implementation ● Ensure beneficiary mobilisation and implementation of awareness and training activities. ● Collaborate with the Village Facilitator for smooth field-level execution. 4. Monitoring & Reporting ● Conduct field visits and ensure activities are conducted timely and further ensure beneficiary coverage, and outcomes. ● Maintain project documentation, ensure tracking of the budget and prepare weekly progress reports. 5. Events & Visibility ● Coordinate project events, IEC/branding activities, and documentation. ● Collect photographs, videos, and beneficiary success stories. Preferred Skills & Experience ● Graduate/Postgraduate ● 2–4 years of experience in CSR, rural development, community mobilisation, government schemes implementation and social-sector programme implementation. ● Strong project management and stakeholder coordination skills. ● Willingness to undertake regular field visits in villages in Aligarh District. ● Proficiency in MS office tools ● Good existing relationship with village, block and district authorities.

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. 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, specifically focused on high-volume Affiliates, Trading Communities and KOLs. As a Business Development Manager, you will play a key role in expanding our network of Affiliates (Key Opinion Leaders, Trading Communities, Traffic Websites), and (secondarily) VIP clients - in the Netherlands and the broader Western part of the European Union. This role is responsible for those partnerships from a to z. What You'll Be Doing Primary goal: maximize revenue in the region through onboarding and retention of affiliates. Secondary: Expand the user base and grow awareness of the OKX brand Affiliate Recruitment: Proactively search for and attract new affiliates, KOLs 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 Buildi

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. 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, specifically focused on high-volume Affiliates, Trading Communities and KOLs. As a Business Development Manager, you will play a key role in expanding our network of Affiliates (Key Opinion Leaders, Trading Communities, Traffic Websites), and (secondarily) VIP clients - in the Netherlands and the broader Western part of the European Union. This role is responsible for those partnerships from a to z. What You'll Be Doing Primary goal: maximize revenue in the region through onboarding and retention of affiliates. Secondary: Expand the user base and grow awareness of the OKX brand Affiliate Recruitment: Proactively search for and attract new affiliates, KOLs 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 Buildi