Senior Prime Finance Client Relationship Manager

Coinbase

Senior Account Manager overseeing strategic institutional client relationships for Coinbase's Prime financing platform. Ensuring seamless onboarding and ongoing engagement while driving business growth.

Posted 7/10/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $194,820 - $229,200 per yearWebsite

About the role

Key responsibilities & impact

Own and deepen relationships with Coinbase's most strategic hedge fund and institutional clients, driving multi-product expansion by matching client strategies to Prime financing capabilities including portfolio margin, cross margin, trade finance, bilateral loans, and PrimePlus.
Lead onboarding and activation of complex, multi-product institutional clients across the full Prime financing suite, ensuring seamless coordination with legal, compliance, operations, credit, and product teams.
Serve as the senior escalation point for client issues, resolving complex needs with speed and ownership while acting as the voice of the client to product and engineering on roadmap priorities.
Partner with Sales and Trading to originate new business and advance the institutional pipeline, representing Coinbase at the senior levels of client organizations.
Build scalable coverage models, onboarding playbooks, and team processes while mentoring junior PFS team members to improve throughput and quality across the function.

Requirements

What you’ll need

7+ years in institutional client relationship management, prime brokerage, or account management at a top-tier financial institution, crypto exchange, or alternative asset manager.
Deep knowledge of global financial markets, prime brokerage, margin and lending products, derivatives, and digital assets, with the ability to navigate complex multi-product conversations with senior client stakeholders.
Demonstrated track record of owning and growing high-value institutional client relationships with measurable revenue impact.
Experience mentoring junior team members and building scalable team processes, coverage models, and operational playbooks.
Utilizes generative AI responsibly, maintaining human oversight to deliver business-ready outputs and drive measurable improvements in workflow efficiency, cost, and quality.
Demonstrates the ability to responsibly use generative AI tools and copilots (e.g., LibreChat, Gemini, Glean) in daily workflows, continuously learn as tools evolve, and apply human‑in‑the‑loop practices to deliver business‑ready outputs and drive measurable improvements in efficiency, cost, and quality.

Benefits

Comp & perks

medical
dental
vision
401(k)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Portfolio MarginCross MarginTrade FinanceBilateral LoansDerivativesDigital AssetsOperational PlaybooksCoverage ModelsRevenue Impact MeasurementClient Onboarding

Soft Skills

Problem SolvingOwnershipCommunicationTeam LeadershipClient Advocacy