Investor Services Leader — Strategic Client Delivery
Citi Group
Citi is seeking an experienced CitiService Manager to lead its Investor Services Operations team. This hybrid role involves managing senior client relationships and driving strategic direction across North America. The ideal candidate will have over 10 years of industry experience, with proven leadership capabilities, exceptional communication skills, and a strong capacity for driving transformational change. This position offers a competitive salary range and comprehensive benefits. #J-18808-Ljbffr Citi
- A data-driven marketing company in New York is seeking a Client Services Lead to manage key advertiser relationships and ensure campaign success... ...knowledge of the ad-tech ecosystem. Responsibilities include strategic account management, overseeing campaign execution, and...Suggested
$184.5k - $248k
Medidata in New York City is seeking a Client Services Principal to manage overall services delivery and relationship management for client accounts. This hybrid role requires strong leadership and the ability to guide teams effectively. The ideal candidate will have at...Suggested$102k - $150k
BNY is seeking a Senior Vice President for its Client Services team to deliver exceptional service and develop client relationships. This role requires strong leadership and the ability to manage complex client accounts effectively. Responsibilities include ensuring service...Suggested$150k - $230k
...0.00/yr - $230,000.00/yr Our client is a prominent Midtown NYC Private... ...growing Client Strategy & Investor Relations team. Ideal... ...Profile client base and prepare a strategic investor plan Review and analyze... ...least 2+ years of Financial Services/Private Equity Accounting/...SuggestedFull timeWork at office- CitiService Investor Custody Group Manager Apply... ...partner to our clients by responsibly providing financial services that enable growth... ...and client-focused leader at the C14 level... ...team driving the strategic direction of CitiService... ...‑quality service delivery throughout the...SuggestedFull timeCasual workWork at officeLocal areaWork from home
- ...diversified global holding company with a strategic portfolio of insurance and asset... ...finalized its first investment in 2018 in Investors Heritage, a regional life insurer domiciled... ...60‑year track record of exceptional client service. Aquarian continued to deepen its expertise...Work at officeLocal area
$120.97k
...Description CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and... ..., client service management, and strategic marketing for multiple major industrial... ...‑edge tools that improve project delivery for clients Implementing short and long...Temporary workH1b- ...growing LPM team in the United States. The role supports large client engagements, strategic programs, and drives efficiency, quality, and client value... ...deliverables while upholding the firm’s standards of integrity and service excellence. #J-18808-Ljbffr Perkins Coie LLP
- A prominent financial services firm in New York seeks an experienced Analyst/Associate for their Client Strategy & Investor Relations team. The candidate will enhance client operations... ...manage investor databases, and prepare strategic investor plans. A Bachelor's degree and...
- RR Donnelley & Sons in New York is looking for a new leader to oversee exceptional client services. The ideal candidate will manage a team, ensure customer... ..., along with strong abilities in communication and strategic planning. Equipped with a comprehensive benefits...
- Framework Ventures is seeking a Director, Client Delivery Lead to manage key client relationships and... ...with client executives, ensuring strategic goals align with client needs, and maintaining high standards of service delivery. The role calls for at least 12 years...
- ...professional to serve as the senior relationship owner for a strategic Asset Manager client. You will lead contract negotiations, develop retention... ...and a strong understanding of the Custody and Fund Services industry. Citi offers a competitive benefits package and...Contract work
- Help shape how strategic asset management and insurance clients engage with JPMorganChase by bringing together corporate finance, lending, markets, and payments... ...and delivering a broad suite of products and services across the JPMorganChase platform. You will oversee a...Work at office
- ...Relationship Executive Help shape how strategic asset management and insurance clients engage with JPMorganChasebringing... ...a broad suite of products and services across the JPMorganChase platform.... ...over 200 years and today we are a leader in investment banking, consumer...Work at office
- LogicSource is seeking a Director of Strategic Sourcing for Corporate Services to lead the Professional Services and Finance sourcing agenda, shaping differentiated... ...engagements that deliver measurable value for our clients. The role partners with senior stakeholders to identify...
- ...Executive in New York, New York, to drive revenue growth through strategic IT services sales. This role requires 5+ years of B2B technology sales... ...complex IT services, and strong capabilities in building client relationships. The ideal candidate will have a Bachelor's degree...
- Trianz is seeking a Services Sales Leader to drive strategic client relationships and revenue growth across its Platform and Transformation Services portfolio... .... The head of account management will coordinate delivery and practice leaders, negotiate contracts, and lead teams...Remote job
$226k - $257.9k
...General Counsel) - Commercial Bank Business Counsel - Strategic Investor Programs Overview : An amazing opportunity exists for... .../or providing advice and counsel on, transactions for clients in the financial services industry Experience with “mid-market” corporate or real...Full timePart timeLocal area$130k - $140k
HedgeServ Corporation is seeking an Investor Services Manager for our New York office. In this role, you will manage a team responsible for providing comprehensive investor services to our clientele, ensuring accurate processing of transactions and reporting. The ideal...Work at office$120k
...Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments... ...variety of financial and investment services to an Ultra high Net Worth client base in the United States. Manage accounts of high net worth investors and jointly develop financial...Full time$145.4k - $259.1k
Lead Client Growth Across the NY/NJ Water Market This is not a traditional project management... ...Pathway toward Client Director, Growth Leader, and Regional Leadership positions What... ..., sewerage authorities, and MUAs Lead strategic pursuits, positioning, proposals, interviews...Contract workLocal area- ...Manager in Pennington, New Jersey. This role involves managing all aspects of small to medium projects, coordinating staff, building client relationships, and tracking project finances. A Bachelor's degree and 7 years of related experience are required, along with strong...Full time
- Tallwave is seeking a Project Manager to oversee multiple client engagements, ensuring timely delivery and adherence to strategy and business goals. The ideal candidate will have 3-5 years Project Management experience, strong organizational skills, and proficiency in...
$90k - $115k
...Associate or Assistant Vice President to join its Investor Relations team. The role involves managing client accounts, providing ongoing support, and assisting... ...degree and 2-6+ years of experience in financial services. The position offers a salary range of $90,000 to...Remote work$94k - $130k
...Lead and oversee a team of Client Service Associates, fostering a culture... ..., and overall service delivery. Coach and develop junior... ...performing teams. Strong strategic thinking and decision-making... ...capital of an innovative industry leader to create a profoundly...Permanent employmentTemporary workWork at officeFlexible hours- ...Join to apply for the Client Service Lead role at Acclarity We’re currently... ...from planning through delivery, while driving results, ensuring... ...efforts and contribute to strategic business decision making. The... ...knowledgeable and skilled leaders who focus on a singular goal...Full timeContract workRemote workFlexible hours
- Wilshire seeks a Client Solutions professional to support reporting, client onboarding, and coordination across marketing, legal, and compliance. You’ll manage monthly investor reporting and ensure accuracy while reflecting clients' objectives. Based in a hybrid role, you...
- Evercore is seeking an Experienced Analyst to join the Investor Relations team in New York. The role focuses on data‑driven analysis, strategic messaging, and direct engagement with senior management to shape Evercore’s growth narrative for investors and sell‑side analysts...
$140k - $185k
Initio Capital is looking for a Strategic Fundraising Analyst in New York, NY, to support fundraising efforts by developing strategies and maintaining investor relationships. This role blends financial analysis and effective investor communication to aid in capital raising...- Markets Group is seeking a detail-oriented Program Manager & Investor Relations professional to oversee our portfolio of conferences across... ...meetings, and build strong relationships with investors and clients to drive thought leadership and program quality. The role...
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