Banking Relationship Manager

LeafLink; New York (NY); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Flexible PTO

Stock option plan

Volunteer Time Off (VTO)

Competitive compensation

401k match

Commuter Benefits

Job summary

LeafLink is seeking a Banking Relationship Manager to serve cannabis operators with banking and financial services, ensuring regulatory compliance and client success. You will manage a portfolio of 100–200 clients and coordinate with Compliance, Operations, Product, and Sales to deliver a high-quality client experience.

The role supports growth in a regulated fintech environment. The ideal candidate has 2–5 years in relationship management within banking or financial services and strong

Qualifications

• Bachelor's degree or equivalent professional experience.
• 2–5 years in relationship management or banking/financial services.
• Proven ability to manage multiple client relationships in a regulated environment.

Responsibilities

• Serve as the primary relationship owner for a portfolio (100-200 clients) of cannabis business clients.
• Act as a trusted advisor, recommending banking and payment solutions while ensuring compliance.
• Coordinate with Compliance, Operations, Product, and Sales to deliver a high-quality client experience.
• Identify growth opportunities and monitor churn risk to protect and expand the book of business.

Skills

Relationship management

Commercial banking

Financial services

Account management

Customer success

B2B client services

Communication skills

Education

Bachelor's degree in Business, Finance, Banking, Communications, or related field

Tools

CRM software

Business reporting tools

Job description

LeafLink is the largest unified B2B cannabis platform, providing licensed cannabis businesses a suite of tools to manage their business more effectively, sell or order from their favorite brands and accelerate growth. We are one platform, one solution and we’re defining the way thousands of cannabis brands, distributors, and retailers streamline their operations. With thousands of brands and retailers across 30+ markets in North America, we are setting the industry standard for how cannabis businesses grow together. LeafLink processes more than $5 billion in wholesale cannabis orders annually.

Our team, backed by funding from leading VC's, including Founders Fund, Thrive Capital, Nosara Capital, and Lerer Hippeau is poised to define the cannabis supply chain through technology. LeafLink was named one of Inc. 5000’s ‘Top 5000 Fastest-Growing Private Companies’; one of Fast Company's 'Top 10 Most Innovative Companies in Enterprise for 2020', joining the ranks of Amazon, Slack, and VMWare; one of Built In NYC's 'Best Places to Work in 2021'; 2024 Fast Company’s Best WorkPlaces for Innovators for Banking, Finance, and Fintech category; 2024 Green Market Report Award for Best Fintech in cannabis - and we're just getting started!

Banking Relationship Manager

Dama Financial by LeafLink is seeking a Relationship Manager to serve as the primary point of contact for cannabis industry clients, fostering strong relationships while supporting their banking and financial service needs. This role acts as a trusted advisor to licensed cannabis operators, helping clients navigate banking solutions, maintain compliance requirements, and maximize the value of Dama's products and services.

The ideal candidate combines exceptional client service skills with a strong understanding of regulated industries, financial services, and compliance requirements. This individual will play a critical role in client retention, account growth, and ensuring a seamless client experience throughout the customer lifecycle.

Key Responsibilities

Relationship & Account Management

• Serve as the primary relationship owner for a portfolio (100-200 clients) of licensed cannabis businesses, including cultivators, manufacturers, distributors, retailers, and ancillary operators.
• Build and maintain long-term client relationships through regular communication, account reviews, and strategic consultations.
• Act as a trusted advisor, identifying client needs and recommending appropriate banking and payment solutions.
• Manage client inquiries, escalations, and service requests while ensuring timely resolution.
• Coordinate with internal teams including Compliance, Operations, Product, and Sales to deliver a high-quality client experience.
• Conduct periodic business reviews to assess client satisfaction, operational changes, and opportunities for growth.
• Identify opportunities for growth and expansion in your book of business while also monitoring churn risk and taking proactive measures to mitigate customer loss

Compliance & Risk Management

• Ensure client activities align with applicable cannabis banking regulations, Bank Secrecy Act (BSA) requirements, Anti-Money Laundering (AML) policies, Know Your Customer (KYC) standards, and state cannabis regulations.
• Maintain awareness of evolving cannabis regulatory requirements and communicate relevant changes to clients.
• Identify opportunities to deepen client relationships and expand adoption of Dama Financial products and other LeafLink services.
• Support client retention initiatives and contribute to portfolio growth objectives.
• Monitor industry trends, market developments, and competitive activity within the cannabis and financial services sectors.
• Participate in industry events, trade shows, and networking opportunities to strengthen client relationships and support business development efforts.

Qualifications

Required

• Bachelor's degree in Business, Finance, Banking, Communications, or related field, or equivalent professional experience.
• 2–5 years of experience in relationship management, commercial banking, financial services, account management, customer success, or B2B client services.
• Strong client relationship and problem-solving skills.
• Excellent verbal, written, and presentation communication abilities.
• Ability to manage multiple client relationships in a fast-paced, highly regulated environment.
• Experience using CRM platforms and business reporting tools.

Preferred

• Experience serving cannabis businesses, regulated industries, fintech, payments, commercial banking, treasury management, or compliance-focused financial services.
• Knowledge of cannabis industry regulations and operational workflows.
• Familiarity with BSA/AML, KYC, Customer Due Diligence (CDD), and Enhanced Due Diligence (EDD) requirements.
• Understanding of cash-intensive business operations and risk management practices.
• Experience collaborating with compliance, risk, and operations teams.
• Flexible PTO - you’re going to be working hard so enjoy time off with no cap!
• A robust stock option plan to give our employees a direct stake in LeafLink’s success
• 5 Days of Volunteer Time Off (VTO) - giving back is important to us and we want our employees to prioritize cultivating a better community
• Competitive compensation and 401k match
• Commuter Benefits through our Flexible Spending Account