VP, Relationship Manager

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

📋 Description

• Act as the main contact for a designated portfolio of institutional digital asset clients, which includes exchanges, stablecoin issuers, custodians, trading desks, and crypto funds.

• Manage the client lifecycle after onboarding, focusing on account management, enhancing relationships, resolving issues, and ensuring renewal/retention.

• Assist clients with onboarding on the cubiX platform, including API integrations and connection requests with counterparties.

• Track client activities and alert internal stakeholders and compliance teams about any behavioral changes, deposit flows, or operational requirements.

• Perform regular business reviews, present new products or payment options, and identify opportunities for cross-selling.

• Collaborate with Treasury, Operations, BSA/AML, Legal, and the cubiX product team to address issues and provide solutions.

• Aid Business Development Officers in transitioning newly acquired clients through the onboarding process and into ongoing management.

• Keep precise CRM records, pipeline notes, and documentation of relationships.

• Contribute to materials aimed at clients, including FAQs and product guides for the digital asset sector.

• Maintain compliance standards by reporting unusual activities and assisting with periodic KYC/KYB reviews.

⛳️ Requirements

• 3–6 years of experience in relationship management, client success, or account management in banking, fintech, or digital assets.

• Strong understanding of the digital asset landscape, encompassing exchanges, custodians, OTC desks, and stablecoin issuers.

• Experience managing institutional or commercial banking clients with intricate operational requirements.

• Familiarity with U.S. banking compliance regulations pertinent to digital assets, including BSA/AML, KYC/KYB, and OFAC.

• Excellent communication skills.

• Highly organized and process-oriented, capable of managing a large client portfolio effectively.

• Proactive and service-oriented mindset with a history of achieving high levels of client satisfaction and retention.

• Previous experience at a bank that is friendly toward digital assets or a crypto-native company (preferred).

• Practical knowledge of instant payment systems such as RTP, FedNow, or real-time gross settlement systems (preferred).

• Understanding of stablecoin mechanisms, blockchain-based settlements, or tokenized payment networks (preferred).

• Experience with CRM platforms such as Salesforce (preferred).

• Exposure to Treasury or cash management products for institutional clients (preferred).

• Must be legally authorized to work in the United States without sponsorship, either now or in the future.

🏝️ Benefits

• Personal development plans.

• Significant investment in AI and technology infrastructure.

• Reasonable accommodations for qualified individuals with disabilities.

• Commitment to equal opportunity and a culture of diversity, equity, and inclusion.