Relationship Manager-IDB Tech
IDB Bank, New York, NY, United States
Relationship Manager – IDBTech (Technology Banking)
Location: New York, NY
About IDB Bank & IDBTech IDB Bank is a New York-based commercial bank with a long-standing focus on serving private and commercial clients, with a unique positioning connecting the U.S. and Israeli business communities.
IDBTech is the bank’s dedicated technology banking group, focused on supporting technology and startup companies across all stages of growth. The team works closely with both U.S. and Israeli-based clients, providing tailored financial solutions and building long‑term relationships within the broader tech and venture ecosystem.
About The Role IDB Bank is seeking a Relationship Manager to join IDBTech in New York. The team manages a diverse portfolio of technology and startup clients, supporting them across their day‑to‑day banking needs as well as more strategic financial activities.
This is a client‑facing role focused on building long‑term relationships and playing a meaningful role in clients’ growth journeys. The position combines ongoing ownership of client relationships with active engagement in the market, requiring both deep client involvement and the ability to develop new relationships within the broader technology ecosystem.
Key Responsibilities
Serve as the primary point of contact for a portfolio of technology and startup clients, building strong, trusted relationships over time
Develop a deep understanding of clients’ businesses, financial position, and evolving needs, and proactively support them as they grow
Take ownership of the overall client relationship, ensuring a high level of responsiveness, attention, and follow‑through across all interactions
Identify opportunities to deepen relationships and broaden engagement with clients as their needs evolve
Actively build and manage a pipeline of prospective clients through outbound efforts, referrals, and ecosystem engagement
Lead new relationships from early‑stage conversations through onboarding, maintaining momentum and ownership throughout the process
Build and maintain relationships with founders, CFOs, investors, and other key participants in the tech and venture ecosystem
Partner closely with internal teams (credit, treasury, product, risk) to deliver thoughtful, well‑structured solutions
Contribute to credit‑related processes as needed, bringing a strong understanding of the client context and commercial perspective
Qualifications
Minimum of 4 years of relevant experience in banking, financial services, or a related field
Strong financial foundation and comfort working with company financials
Experience in relationship‑driven roles requiring both client management and business development
Familiarity with both the U.S. technology as well as the Israeli‑related ecosystems
Excellent communication and interpersonal skills
Fluency in both English and Hebrew (spoken and written) is required
Self‑starter with a high level of ownership and ability to operate in a fast‑paced environment
Preferred
Experience working with technology, startup, or venture‑backed clients
Familiarity with venture lending and/or exposure to structuring venture debt transactions
Existing network within the tech and/or VC ecosystem (U.S. and/or Israel)
Why Join IDBTech IDBTech offers a unique opportunity to work closely with innovative companies operating across the U.S. and Israeli markets. You will play a central role in supporting clients as they grow, while helping expand a dynamic and evolving platform within IDB Bank.
Additional Information The expected annual salary range is $120,000‑$150,000. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience.
Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
All your information will be kept confidential according to EEO guidelines.
We are operating on a Hybrid schedule.
NO AGENCIES PLEASE.
Equal Employment Opportunity IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
Those with a known mental or physical disability.
Pregnant individuals and/or individuals with pregnancy or childbirth‑related medical conditions.
Victims of domestic violence, sex offenses or stalking.
Employees with religious observance and practice obligations.
Any employee who believes they need an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. The Bank will engage in a good faith dialogue concerning the individual’s accommodation needs, and determine the final accommodation. The information regarding the employee’s request is kept confidential.
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About IDB Bank & IDBTech IDB Bank is a New York-based commercial bank with a long-standing focus on serving private and commercial clients, with a unique positioning connecting the U.S. and Israeli business communities.
IDBTech is the bank’s dedicated technology banking group, focused on supporting technology and startup companies across all stages of growth. The team works closely with both U.S. and Israeli-based clients, providing tailored financial solutions and building long‑term relationships within the broader tech and venture ecosystem.
About The Role IDB Bank is seeking a Relationship Manager to join IDBTech in New York. The team manages a diverse portfolio of technology and startup clients, supporting them across their day‑to‑day banking needs as well as more strategic financial activities.
This is a client‑facing role focused on building long‑term relationships and playing a meaningful role in clients’ growth journeys. The position combines ongoing ownership of client relationships with active engagement in the market, requiring both deep client involvement and the ability to develop new relationships within the broader technology ecosystem.
Key Responsibilities
Serve as the primary point of contact for a portfolio of technology and startup clients, building strong, trusted relationships over time
Develop a deep understanding of clients’ businesses, financial position, and evolving needs, and proactively support them as they grow
Take ownership of the overall client relationship, ensuring a high level of responsiveness, attention, and follow‑through across all interactions
Identify opportunities to deepen relationships and broaden engagement with clients as their needs evolve
Actively build and manage a pipeline of prospective clients through outbound efforts, referrals, and ecosystem engagement
Lead new relationships from early‑stage conversations through onboarding, maintaining momentum and ownership throughout the process
Build and maintain relationships with founders, CFOs, investors, and other key participants in the tech and venture ecosystem
Partner closely with internal teams (credit, treasury, product, risk) to deliver thoughtful, well‑structured solutions
Contribute to credit‑related processes as needed, bringing a strong understanding of the client context and commercial perspective
Qualifications
Minimum of 4 years of relevant experience in banking, financial services, or a related field
Strong financial foundation and comfort working with company financials
Experience in relationship‑driven roles requiring both client management and business development
Familiarity with both the U.S. technology as well as the Israeli‑related ecosystems
Excellent communication and interpersonal skills
Fluency in both English and Hebrew (spoken and written) is required
Self‑starter with a high level of ownership and ability to operate in a fast‑paced environment
Preferred
Experience working with technology, startup, or venture‑backed clients
Familiarity with venture lending and/or exposure to structuring venture debt transactions
Existing network within the tech and/or VC ecosystem (U.S. and/or Israel)
Why Join IDBTech IDBTech offers a unique opportunity to work closely with innovative companies operating across the U.S. and Israeli markets. You will play a central role in supporting clients as they grow, while helping expand a dynamic and evolving platform within IDB Bank.
Additional Information The expected annual salary range is $120,000‑$150,000. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience.
Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
All your information will be kept confidential according to EEO guidelines.
We are operating on a Hybrid schedule.
NO AGENCIES PLEASE.
Equal Employment Opportunity IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
Those with a known mental or physical disability.
Pregnant individuals and/or individuals with pregnancy or childbirth‑related medical conditions.
Victims of domestic violence, sex offenses or stalking.
Employees with religious observance and practice obligations.
Any employee who believes they need an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. The Bank will engage in a good faith dialogue concerning the individual’s accommodation needs, and determine the final accommodation. The information regarding the employee’s request is kept confidential.
#J-18808-Ljbffr