Client Engagement Manager
$65k - $70kAddition Management
Position: Client Engagement/Business Development Manager Location: New Rochelle, NY (Fully on-site) Salary: $65K-$70K + Bonus Growing Non-Profit trade organization seeks new Development Manager to join their team Responsibilities Responsible for maintaining the quality & integrity of the company’s donor database & fundraising platform. Strategic implementation of donor engagement & stewardship for continued support working collaboratively with Finance, Development & Programming departments. Create, track and generate donor reports and grants for the CEO, CFOO, Chief Program Officer, Director of Development. Donor revenue streams include High Net Worth, Corporates, Foundations, donors. Work with CEO on high level donor presentations researching prospects and putting together presentations that are data driven. Work with CEO to manage Board administration and leads. Process all financial gifts made to the organization by individual, foundation, and corporate donors working collaboratively with the Finance to reconcile all gifts. Design and run reports, exports, and mailing lists for appeals, newsletters, and events. This includes customer segmentation reports. Manage event data tracking, including attendee information and post-event reporting. Create and distribute gift summary reports and conduct reconciliations for gift campaigns and special events. Secure and manage small accounts and donors. Assist CEO, Director of Development and Strategic Partnership, Communications/PR, Grants, and Marketing teams on special projects and events. Ensure syncing of all donor and communication platforms with the MyClubHub/Salesforce donor database and Go Lively fundraising platform researching/exploring/implementing tools for integration. Create policies and procedures based on database best practices for maintaining integrity and data health of the organization’s MyClubHub/Salesforce donor database and Go Lively fundraising platform. Support in training staff in basic use. Qualifications & Skills Bachelor’s degree from an accredited college or university in business administration, related fields and or equivalent experience 2-4 years’ experience with client engagement, pipeline management, outbound networking 2-4 years’ experience in a Salesforce CRM (or Similar) environment. Experience working with a fast-paced, mission-focused nonprofit environment preferred Highly proficient in utilizing Microsoft Office (Specifically Excel and Power Point, Word) #J-18808-Ljbffr Addition Management
$64.54k - $96.81k
...Client Manager Essential job responsibilities include but are not limited to: Supports and demonstrates IMA's core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates. Essential job responsibility examples...SuggestedTemporary workInternshipLocal areaFlexible hours$80k - $90k
...Office Services Manager The Office Services Manager is responsible for managing a client location, law firm, with on-site staff. The manager will be a highly visible leader and is ultimately responsible for ensuring meets and/or exceeds client expectations. Reports To...SuggestedTemporary workWork at officeSPS North America Inc
New Rochelle, NY5 days ago$85k - $135k
...investment banking, securities, wealth management and investment management services. With... ...3 countries, the Firm's employees serve clients worldwide including corporations, governments... ...(“participant”) experience and to engage them throughout their financial life journey...SuggestedFull timeTemporary workWorldwideMorgan Stanley
Harrison, NYmore than 2 months ago$400k
...leans toward "processing applications" or "managing a pipeline," this position isn't for you... ..., guide them through a rigorous engagement process, support their commitment to a significant... ...remains focused on families. Private Client Relationship Manager Key...SuggestedFull timeImmediate startRelocationCrossover for Work
Greenwich, CT3 days ago$130k - $165k
...Description Job Description Most Tax Manager roles give you more returns to review... ...one gives you a much broader role in your clients' financial lives. A leading public accounting... ...Responsibilities Manage complex tax engagements for high-net-worth and ultra-high-net-...SuggestedPrivate practiceTalnt
Harrison, NY4 days ago- Wealth Client Relationship ManagerWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver...Full timeWork at office
$161k - $215k
...demonstrates IMA's core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Client Management Leads both long- and short-term strategic consultation and planning efforts for client benefit program Ensures programs...Temporary workInternshipLocal areaFlexible hoursIMA Financial Group
Harrison, NY4 days ago- Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business through virtual appointments - Use our proven internal blueprint and...Full time
Globe Life: Moore Organizations
Flushing, NY1 day ago - ...Gallagher Personal Lines Inside Sales Opportunity At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite...Work at officeRemote work
Arthur J. Gallagher & Co.
Port Chester, NY2 days ago - ...Client Services Manager Home Assistance Personnel Inc. - Bronx, NY Administrative/Clerical Full Time STATUS: Full Time SALARY: 24.02 About The New Jewish Home: Since 1848, The New Jewish Home has set the standard for caring for older New Yorkers helping...Full timeContract workTemporary workWork at officeImmediate startWork from homeWeekend workAfternoon shift
The New Jewish Home
Bronx, NY3 days ago $71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and help grow their practice through referrals, delivering financial solutions that ignite the dreams of the...Work experience placement- ...Job Description Job Description Are you a dynamic, seasoned client professional who lives on Long Island, NY and who excels at managing clients and can also help cultivate a client management team by developing processes and best practices - and delivering solutions...Contract workWork at officeRemote workFlexible hours
Conversa Health, Inc.
Long Island, NY29 days ago $170k - $200k
...technology platform, by owning, developing, and maintaining the structured investments eco-system on the platform for clients. The team develops and manages the technology platform experience with many of iCapital’s largest clients, including investment banks, broker-...Full timeWork at officeRemote work- ...of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide... ...recommendations that meet each family's needs ◾Build and manage your own client portfolio with guidance from experienced mentors...Full time
Globe Life: Moore Organizations
Yonkers, NY2 days ago $180k - $220k
...JOBWe’re looking for an experienced and self-motivated Product Manager for a new product squad focused on customer experience initiatives... ...and build brand new software and experiences that directly engage with our 1 million (and growing) customers per year. Your work...Casual workWork at office- ...: Summary of Position: Under the direction of the Director of Client Operations and the general instruction of the primary Facility Contact at various facilities, the Client Operations Manager is responsible for the efficient operation of assigned accounts. In addition...Full timeLocal area
Verisma
Bronx, NY12 days ago $80.3k - $84k
...complete and clear understanding of consumer buying behavior that reveals new pathways to growth. We are looking for an Associate Client Manager to add to our Industry Insights team This is a hybrid role and requires being onsite 2-3 days a week in White Plains, NY Job...Local areaFlexible hours2 days per week3 days per week$80.3k - $84k
...complete and clear understanding of consumer buying behavior that reveals new pathways to growth.We are looking for an Associate Client Manager to add to our Industry Insights team This is a hybrid role and requires being onsite 2-3 days a week in White Plains, NY Job...Local areaFlexible hours2 days per week3 days per week$150k - $250k
...segments — Institutional Securities, Wealth Management, and Asset Management. Wealth Management... ...financial advice and services to its clients, including brokerage, investment... ...judgment on when to elevate issues and engage partners on critical decisions Ability to...Temporary workWork experience placementWork at officeWork from homeMorgan Stanley
Purchase, NY20 hours ago$24.4 per hour
Job Description POSITION SUMMARY Our jobs aren't just about giving guests a smooth check-in and check-out. Instead, we want to build and experience that is memorable and unique. Our Guest Experience Specialists take the initiative to deliver a wide range of services that...Hourly payFull timeWork experience placementLocal areaMarriott International Inc
Rye, NY2 days ago- ...Marriott Hotels - 631 Midland Avenue - Responsibilities: Deliver exceptional guest service and guide guests through their stay; Manage front desk operations and assist with check-in/check-out; Address guest requests and coordinate with hotel staff; Complete daily reports...
Marriott
Rye, NY2 days ago $23 per hour
...arranging reservations for hotel stays, ground transportation or rental cars, catering, and customs appointments as requested. Manage guest, crew, and/or visitor inquiries, resolve requests, handle billing disputes, and address concerns in an efficient and effective...WorldwideFlexible hoursShift workNight shiftSignature Aviation
White Plains, NY1 day ago$136k - $224k
...their greatest potential.Title and SummaryDirector, Customer Engagement Manager - OnboardingOverviewThe Customer Engagement Manager - Onboarding... ...success, onboarding, implementation, product delivery, or client relationship management.• Background in working with new customers...Full timeContract workPart timeWorldwideFlexible hours$190k - $250k
...Description At the Director level, Private Client Services should be about more than... ...gift, partnership, and related compliance engagements Coordinate planning across multiple entities... ...as a senior technical resource for Managers, Seniors, and other members of the PCS...Private practiceTalnt
Harrison, NY4 days ago$100k - $140k
...looking to hire an Associate or Assistant Vice President to join the Structured Investments team. The ideal candidate will support client management and business development efforts across the Independent Broker Dealer (IBD) coverage team. This is a client-facing, technical...Full timeWork at officeRemote work$24 - $30 per hour
...accountable for driving profitable sales growth by leading and engaging associates, coaching associates on customer service, leading company... ...: Customer Service & Sales - Acts as a role model for the Manager on Duty program while directing customer service activities...Hourly payShift work$29 - $30 per hour
...meeting and event planning and conference center management. Distinct from recruitment agencies, we do not engage in temporary contracts. Our commitment is to foster... ...members. Key Responsibilities: Welcome MS clients and their guests with genuine warmth, ensuring...Work at officeLocal areaImmediate startRemote workFlexible hoursAfternoon shift- NIQ in White Plains, NY is seeking an Associate Client Manager to join the Industry Insights team. You will deliver analyses and insights on industries, markets and consumers using NIQ data, guiding clients to informed business decisions. The role is hybrid, onsite 2-3...2 days per week3 days per week
$23 per hour
...perform aircraft ground services while engaging guests with professionalism and a service... ...closely with all team members, guests, clients, vendors, and aircraft crewmembers to ensure... .... Report concerns to the appropriate manager and cooperate in addressing the unsafe act...Full timeLocal areaImmediate startWorldwideFlexible hoursShift workNight shift- ...Eastern Bank is seeking a Business Banking Relationship Manager III to expand a portfolio of commercial customers in Bristol County/south. The role focuses on developing new business, cross-selling bank products, and strengthening relationships with COIs and community...
Eastern Bank
Eastchester, NY3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Engagement Manager. Be the first to apply!
