Senior Prime Finance Client Relationship Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Establish and cultivate relationships with Coinbase's key hedge fund and institutional clients, facilitating multi-product growth by aligning client strategies with Prime financing capabilities such as portfolio margin, cross margin, trade finance, bilateral loans, and PrimePlus.

• Lead the onboarding and activation process for complex, multi-product institutional clients across the entire Prime financing suite, ensuring smooth collaboration with legal, compliance, operations, credit, and product teams.

• Act as the primary escalation point for client-related issues, addressing complex needs swiftly and responsibly while representing the client's perspective to product and engineering on roadmap priorities.

• Collaborate with Sales and Trading to generate new business opportunities and enhance the institutional pipeline, serving as Coinbase's representative at senior levels within client organizations.

• Develop scalable coverage models, onboarding playbooks, and team processes while mentoring junior PFS team members to enhance throughput and quality across the function.

⛳️ Requirements

• Over 7 years of experience in institutional client relationship management, prime brokerage, or account management within a premier financial institution, crypto exchange, or alternative asset manager.

• Profound understanding of global financial markets, prime brokerage, margin and lending products, derivatives, and digital assets, with the capability to engage in complex multi-product discussions with senior client stakeholders.

• Proven success in managing and expanding high-value institutional client relationships with measurable revenue contributions.

• Experience in mentoring junior team members and developing scalable team processes, coverage models, and operational playbooks.

• Utilizes generative AI responsibly, ensuring human oversight to produce business-ready outputs and drive quantifiable improvements in workflow efficiency, cost, and quality.

• Shows proficiency in the responsible use of generative AI tools and copilots (e.g., LibreChat, Gemini, Glean) in daily tasks, continuously adapting as tools advance, and applying human-in-the-loop practices to achieve business-ready outputs and measurable enhancements in efficiency, cost, and quality.

🏝️ Benefits

• Medical

• Dental

• Vision

• 401(k)