VIP Relationship Manager

About the role

Blockchain.com is seeking a commercial professional to manage and grow a portfolio of high-net-worth clients. You will provide white-glove service while driving adoption of trading, lending, OTC, and Earn products. This role focuses on building long-term advisory relationships to expand client activity and revenue. You will act as a trusted advisor, translating complex product offerings into clear strategic guidance for sophisticated investors. The position requires ownership of the full client lifecycle from onboarding through maturity management. You will be responsible for identifying strategic opportunities that align client objectives with Blockchain.com's business goals. Success in this role is defined by your ability to foster deep trust and become the primary point of strategic contact for your clients. You will leverage data and market insights to proactively shape client portfolio strategies and product usage.

Key facts

What you'll do

• Manage a portfolio of high-revenue VIP clients as their primary point of contact, ensuring all strategic needs are addressed.
• Provide concierge-level support through direct messaging platforms like Telegram, delivering rapid responses and high-touch service.
• Drive revenue by identifying upsell and cross-sell opportunities across the product suite, including trading, lending, and OTC.
• Conduct discovery sessions to understand client asset allocation, risk tolerance, and trading goals to tailor solutions that maximize engagement.
• Collaborate with product, sales, compliance, and operations teams to resolve complex client needs and ensure seamless execution.
• Maintain accurate records of all client interactions and pipeline progress in the CRM to preserve institutional knowledge and enable forecasting.
• Stay informed on market trends and competitor offerings to provide credible, timely advice that positions Blockchain.com as a market leader.
• Develop and execute account plans that outline growth strategies, key milestones, and success metrics for each VIP relationship.
• Monitor client activity patterns to identify changes in behavior and intervene with targeted offers or support before churn occurs.
• Facilitate introductions to internal experts in trading, compliance, and legal to expedite high-value opportunities and institutional deals.
• Utilize data analytics to review portfolio performance and present insights that help clients optimize their digital asset strategies.
• Represent Blockchain.com at industry events and client meetings to strengthen brand perception and expand network influence.
• Build and maintain a robust sales pipeline that balances new client acquisition with the expansion of existing relationships.
• Ensure adherence to compliance and regulatory standards in all client communications and proposed strategies.

Requirements

• Proven experience in relationship management, sales, or account management within fintech, brokerage, trading, or financial services.
• Demonstrated success in upselling complex products to high-value clients, with a track record of expanding wallet share and engagement.
• Strong commercial mindset with the ability to influence behavior and drive revenue through data-backed recommendations.
• High emotional intelligence and the ability to build rapport with sophisticated clients who expect discretion and expertise.
• Experience using CRM platforms like Salesforce to track performance and engagement, ensuring accurate forecasting and reporting.
• Familiarity with real-time communication tools such as WhatsApp or Telegram to maintain constant availability for client needs.
• Interest in digital assets and emerging financial products, demonstrating a passion for the industry beyond transactional sales.
• Ability to operate in a fast-paced environment where priorities shift quickly and adaptability is essential for success.
• Excellent written and verbal communication skills, with the capacity to explain intricate financial concepts with clarity and precision.
• Strong organizational skills and attention to detail to manage multiple client relationships without compromising quality or compliance.
• A consultative approach to selling, focusing on problem-solving and long-term value creation rather than short-term transactions.
• Willingness to adhere to strict regulatory guidelines and ensure all client interactions meet institutional standards.
• Commitment to ongoing learning to keep up with evolving product features, market conditions, and compliance requirements.
• Proven resilience in managing high-stakes conversations and navigating complex client expectations under tight deadlines.

Nice to have

• Existing network of high-net-worth or active trading clients who are already familiar with digital asset platforms.
• Experience supporting clients across diverse products including yield, lending, and structured investments to provide holistic solutions.
• Background in consultative, solution-based sales that aligns client outcomes with long-term strategic objectives.
• Prior experience in crypto or institutional brokerage environments, with an understanding of custody, execution, and prime brokerage workflows.
• Familiarity with institutional-grade reporting, risk metrics, and portfolio rebalancing techniques to add depth to client advisory services.
• Exposure to enterprise-level sales cycles, where stakeholder management and executive-level communication are critical.
• Knowledge of tax and regulatory implications related to digital asset holdings, particularly for high-net-worth individuals and entities.
• Experience working with professional investment advisors, family offices, or wealth managers to integrate digital assets into broader portfolios.
• Track record of building trusted advisor relationships where clients rely on your expertise for strategic decision-making.
• Demonstrated ability to manage confidential information with the highest level of discretion and professionalism.

Skills & tools

• CRM platforms (Salesforce or similar) for maintaining accurate records and forecasting revenue opportunities.
• Real-time messaging (Telegram, WhatsApp) to provide immediate support and maintain constant availability.
• Financial product knowledge (OTC, Trading, Lending, Earn) to discuss features, benefits, and risks with confidence.
• Analytical tools for interpreting client portfolio data and presenting actionable insights during reviews.
• Presentation and slide deck creation skills to communicate value propositions clearly to executive stakeholders.

Practical notes

• Compensation includes a competitive salary, meaningful equity, and an Institutional Incentive Plan based on PnL and performance.
• Benefits include health, dental, and vision coverage, performance-based bonuses, and the latest Apple equipment.
• Policy includes an unlimited vacation policy and a Work from Anywhere policy allowing up to 20 days of remote work per year.
• The role is based in New York and requires authorization to work in the United States without sponsorship.
• This is a full-time position with standard expectations for availability during core business hours.
• Travel to client meetings and industry events within the New York metropolitan area may be required.
• Candidates must be willing to adhere to Blockchain.com's code of conduct and regulatory framework at all times.