Institutional Relationship Manager

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This range is provided by Ascend Hire. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$70,000.00/yr - $75,000.00/yr

Annual Bonus

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Title:

Institutional Relationship Manager

Location:

Fairfield County, CT

Compensation: $70k–75k DOE + annual bonus

Launch Your Career with a Fast-Growing Fin Tech Leader

Are you ready to take your client relationship skills to the next level? Join a rapidly expanding Fin Tech firm redefining deposit and cash management strategies for community banks, brokerages, RIAs, and institutional clients. With over $22B in assets under administration, our client is a trusted partner to financial institutions nationwide, - driven by innovation, collaboration, and client success.

As an Institutional Relationship Manager, you'll be an integral part of the Enterprise Relationship Management team, serving as a trusted advisor to community banking partners. This is more than just account management—it's your opportunity to build strategic client relationships, solve real-world financial challenges, and play a key role in the company’s continued expansion.

Why This Role Is a Game-Changer:

• Direct exposure to senior client decision-makers
• A fast track to leadership in a company experiencing exponential growth
• Mentorship from seasoned professionals in the Fin Tech and capital markets space
• Hands-on involvement with strategic planning and business development

Your Impact:

• Serve as a key relationship owner and trusted resource for community banking clients.
• Understand client goals and provide tailored solutions that drive success
• Participate in face-to-face client meetings, touchpoints, and strategic reviews
• Collaborate cross-functionally to ensure top-tier client experiences
• Monitor client portfolios and provide performance reporting and insights
• Identify new business opportunities and support revenue generation

What You Bring:

• Bachelor’s in Finance, Economics, Business, or a related field
• 2–5 years in a client-facing financial services or banking role
• Fundamental knowledge of fixed income and short-term interest rate markets a plus
• Polished interpersonal and communication skills
• Proven ability to manage relationships and resolve issues proactively
• High integrity, discipline, and a solution-oriented mindset
• Willingness to travel as needed (Northeast)
• Proficiency in Microsoft Office and CRM tools like Salesforce

This is your opportunity to grow with a company that values initiative, rewards performance, and fosters long-term career advancement.

Ready to make an impact? Apply Now and help shape the future of financial services

• Seniority level Associate

• Employment type
  
  Full-time

• Job function
  
  Business Development, Finance, and Customer Service
• Industries Banking, Financial Services, and Capital Markets

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Medical insurance

Pension plan

Disability insurance

Student loan assistance

Child care support

Vision insurance

Paid maternity leave

Tuition assistance

Paid paternity leave

401(k)

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