96 fintech relationship manager jobs at 71 companies in United States
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Relationship Manager - Fintech
Atlanta or South Carolina
$134k-$150k/yrRemoteFull Time
EquifaxNew York Stock Exchange: EFX: Provides consumer credit reporting and data analytics services globally.
7+ YOEBachelor's or equivalent,7-10+ years sales or account management experience,enterprise fintech/financial services background,proven C-level relationship management,track record exceeding revenue goals,experience with Salesforce/Gong/LinkedIn Sales Navigator/AI.
Old National BankNASDAQ: ONB: Regional financial services provider offering banking and wealth solutions.
Senior leader to build Old National Bank's FinTech banking business, originate and manage FinTech client relationships, drive deposit and treasury adoption, and partner with risk, compliance, and operations.
HSBCLondon Stock Exchange: HSBA: Provides global banking and financial services to individuals and businesses.
Experience building relationships with founders/CEOs in fintech, strong relationship management, finance/credit and lending experience, knowledge of banking products and debt structuring, venture/start-up ecosystem experience preferred.
Monark Markets: Provides API infrastructure for accessing private market investment opportunities.
5+ YOE5+ years account/relationship management in fintech or capital markets; proven ability to grow accounts, strong communication, thrives in ambiguity, action-oriented.
FiservNew York Stock Exchange: FI: Provides financial technology and payment processing services to institutions.
8+ YOE8+ years in relationship/account management in payments or fintech, healthcare & insurance client experience, Salesforce proficiency, bachelor's degree or equivalent, and unrestricted U.S. work authorization.
Altruist: Provides a digital custodian and portfolio management platform for advisors.
5+ YOE5+ years in relationship management or sales in financial services/fintech; FINRA Series 7 and 63; strong RIA industry knowledge; proficient with CRM and sales tools.
SEINASDAQ: SEIC: Provides technology and investment solutions for financial services institutions.
5+ YOE5+ years in sales/relationship management; 3+ years in financial services; Series 7 & 63 or ability to earn; knowledge of alternative investments; CAIA/CFA/CFP a plus; travel ~20%; fintech/wealth tech experience a plus.
IRALOGIX: Provides an institutional technology platform for automated IRA recordkeeping.
7+ YOE7+ years in relationship/account/client success in B2B SaaS, fintech, or financial services; familiarity with IRA products and custodial/trust operations; proven C-suite relationship management; CRM (Salesforce) experience; strong strategic, communication, mentoring, and analytics skills; Bachelor's degree.
Vestmark: Provides wealth management technology for financial advisors and institutions.
5+ YOE5–7 years in relationship/partner management within financial services or fintech; strong custodial operations experience; driver for cross-functional collaboration.
Salt Lake City or Oklahoma City or Sioux Falls or Tulsa
OnsiteFull Time
Stride Bank: Provides commercial banking and fintech payment infrastructure.
1+ YOEBachelor's in Business/Finance required; 1-3 years client relationship experience in payments/fintech; experience with large clients; strong communication, analytical skills, and proficiency with project management and CRM tools.
Triumph Financial: Provides financial and technology solutions for the transportation industry.
5+ YOE5+ years managing enterprise customers in transportation, logistics, banking, fintech, or related industries; bachelor's degree preferred; strong executive relationship, communication, analytical, and cross-functional collaboration skills; willingness to travel 15–25%.
CSI: Provides fintech and regtech solutions for community financial institutions.
3+ YOE3+ years relevant experience, banking or fintech (SaaS) experience, undergraduate-level education or equivalent, strong account management, sales, negotiation, analytical and communication skills.
Anchorage Digital: Institutional-grade digital asset custody, trading, and infrastructure platform.
5+ YOE5+ years in consulting, finance, fintech, crypto, or strategy; strong analytical and communication skills; attention to detail; interest in stablecoins/payments; comfort with financial modeling and spreadsheet analysis.