VP, Relationship Manager

For our client, we are seeking a VP, Relationship Manager to join the team of a leader in the Finance & Insurance space.

This role will serve as a key relationship owner for a portfolio of institutional clients with complex banking and operational needs. You will partner closely with internal teams to support onboarding, client retention, service delivery, and cross-functional issue resolution. The position requires a strong client-service mindset, disciplined portfolio management, and comfort working in a highly regulated environment serving sophisticated financial services and digital asset customers.

Location: Remote - US based candidates only, no visa sponsorship available

Compensation: $135,000 – $155,000 annually

Responsibilities

• Serve as the primary contact for a portfolio of institutional digital asset clients
• Own the client lifecycle post-onboarding, including account management and retention
• Guide clients through onboarding and API integrations with the platform
• Proactively monitor client activity and flag operational changes to internal teams
• Conduct regular business reviews to understand client needs and identify cross-sell opportunities
• Act as an internal advocate, coordinating with various teams to resolve client issues
• Support Business Development Officers in transitioning new clients into management
• Maintain accurate CRM records and relationship documentation
• Contribute to the development of client-facing materials and product guides
• Uphold compliance standards in all client interactions

Qualifications

• 3-6 years in relationship management or account management within banking, fintech, or digital assets
• Solid understanding of the digital asset landscape, including exchanges and custodians
• Experience managing institutional banking clients with complex operational needs
• Familiarity with U.S. banking compliance requirements relevant to digital assets
• Strong communication skills for diverse audiences, from compliance officers to CFOs
• Organized and process-oriented, capable of managing a large client portfolio
• Proactive, service-first mindset with a proven track record of client satisfaction

Benefits

• Access to a mature digital asset banking franchise with significant deposits
• Influential role as the primary contact for clients, enhancing client relationships
• High-growth environment with impressive year-over-year deposit increases
• Investment in AI and technology infrastructure for enhanced operational efficiency
• A compliance-focused culture with robust BSA/AML infrastructure

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.