Senior Relationship Manager, Capital Markets
Core
Senior Relationship Manager supporting institutional and outsourced trading clients by delivering high-touch service, managing relationships, and ensuring seamless execution across brokerage and capital markets capabilities.
Role type
Senior IC relationship manager (capital markets)
Builds
Client service delivery, trading solutions, and operational efficiency for institutional clients
Domain
Financial services, Capital Markets, Asset Servicing
Deliverable
client delivery
Required skills
Institutional client management, trade lifecycle knowledge, risk and compliance adherence, product development collaboration, issue resolution, strategic initiative leadership
Preferred skills
Prior client-facing experience in capital markets/brokerage, regulatory framework knowledge, data tools and reporting platform familiarity
Technologies
Financial systems, reporting platforms
Responsibilities
Manage client relationships across trading, middle office, and settlement; Build deep relationships with client C-suite and trading teams; Collaborate on product development and service requests; Lead client implementation from discovery to BAU; Ensure adherence to risk, compliance, and regulatory requirements; Participate in strategic initiatives for operational efficiency
Seniority
Senior, hands-on IC
