CareerPlan

Senior Newline Relationship Manager

New York, NY, USFull-time$122k–$262k2026-10-15 → 2026-11-10

Core

Senior Relationship Manager responsible for profitable business development and portfolio management for the Newline vertical, focusing on payments industry clients (payroll, payment aggregators, merchants) and offering treasury and embedded payment solutions.

Role type

Senior IC commercial relationship manager (payments)

Builds

Embedded payment solutions, treasury management, and credit facilities for large corporate clients

Domain

Commercial Banking / Payments / Treasury

Required skills

Payments industry expertise, financial statement analysis, credit underwriting, consultative sales, risk management, strategic relationship building, industry event participation

Preferred skills

Underwriting experience, formalized commercial banking training, portfolio management experience

Technologies

CRM systems, Microsoft Office, API connectivity tools

Responsibilities

Develop profitable new client relationships in the payments vertical, manage existing large client portfolios, analyze financial information for credit requests, coordinate with internal partners on relationship strategies, attend industry forums to broaden networks, monitor customer financial performance and risk exposure

Seniority

Senior, hands-on IC