Investor Experience & Portfolio Solutions Lead
$130k - $160kWTW
WTW is looking for a Client Portfolio Specialist in New York City to oversee and execute the investor experience for Specialist Portfolio Solutions clients. Your role will involve leading client relationships, assisting the investment consulting team, and managing fund-related materials for investors. Candidates should have a solid foundation in investment practices, strong communication skills, and a commitment to client service. The salary range for this position is $130,000 to $160,000, with eligibility for an annual short-term incentive bonus. #J-18808-Ljbffr WTW
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Investor Experience & Portfolio Solutions Lead in New York, NY vacancy
$225k - $275k
...find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or... ...help shape a brighter way forward. The Global Solution Management Lead- Enterprise Portfolio Solutions is a senior leader charged with leading and...SuggestedDaily paidContract workWork experience placementWork at officeLocal areaRemote workJLL
New York, NY15 hours ago- ...Product Specialist - Digital Solutions - VP Working at Citi is... ...implement strategies to optimize portfolio performance Assess... ...strategies to improve client experience and portfolio growth Advise... ...Registration: Series 7 ~ Experience leading cross-functional team to...Suggested
Citi
New York, NY3 days ago - ...financial institution in the United States is seeking a Trust Portfolio Manager to oversee trust and investment relationships. In this... ...B.S. in finance or accounting, along with 5 years of relevant experience. Excellent communication skills and a deep understanding of financial...Suggested
Columbia Bank (WA, OR & ID)
New York, NY15 hours ago $138.5k - $207.8k
Investor Reporting and Analysis Lead - AXA XL Alternative Capital Stamford, CT, USA or... ...responsibilities include: Portfolio Construction & Management... ...and implement innovative solutions to optimize processes and... ...is a plus. Extensive experience in quantitative data analysis...SuggestedFlexible hours$145k - $185k
...have a robust background in fund leadership and portfolio oversight. Responsibilities include managing investor relationships and ensuring compliance with fund mandates... .... A hybrid work model is available, making it a flexible position. #J-18808-Ljbffr TEEMA Solutions GroupSuggestedFull timeFlexible hours$138.5k - $207.8k
Overview Investor Reporting and Analysis Lead - AXA XL Alternative Capital. Stamford,... .... What You’ll Be Doing Portfolio Construction & Management... ...and implement innovative solutions to optimize processes and... ...degrees are a plus. Extensive experience in quantitative data...Flexible hours$140k - $185k
...This job description represents a sample Investor Experience Manager position commonly found... ...Partner with investment teams to translate portfolio performance into clear, investor-... ...investor experience and client-facing roles, visit: #J-18808-Ljbffr TEEMA Solutions GroupFull time$107k - $168k
...actionable intelligence. Addepar unifies portfolio, market and client data in a total... ...Geneva and São Paulo. The Role The Investor Solutions team at Addepar is growing!... ...based on the role, job-related skills, experience, qualifications, work location, and market...H1bRemote workWorldwideVisa sponsorshipWork visaAddepar
New York, NY4 days ago- Solomon Page is seeking an Adobe Experience Manager (AEM) Solutions Architect to lead digital experience initiatives and enterprise CMS transformation efforts in NYC. This role involves collaborating across teams to design scalable solutions that enhance customer engagement...
$129.84k - $194.76k
...expanding Digital Assets team within the Investor Services Division. By joining Citi,... ...including crypto custody and tokenized asset solutions. The team is responsible for the... ...related quantitative field. 2+ years of experience in a client-facing role within financial...Full timeCitigroup Inc
New York, NY4 days ago- ...Naylor Association Solutions is looking for an Association Success Manager to serve as the strategic lead for a portfolio of professional and trade association partners. In this role... ...ideal candidate will have 7+ years of experience in B2B client management or recruitment...Work at office
Naylor Association Solutions
New York, NY15 hours ago $115k - $130k
...You will make an impact: As a Senior Portfolio Lead, you will be responsible for strategic oversight... ...to make informed decisions about solutions, deliveries, and teams Visionary and... ...allocation Strong client focus with proven experience delivering solutions that manage...eClinical Solutions
New York, NY15 hours ago- ...Understand challenges that New Yorkers experience through qualitative and quantitative user... ...experience research, with a strong portfolio of successful projects including survey... ...Nurture a culture of exploring creative solutions that prioritize the best digital experience...Work at office
3B Staffing LLC
New York, NY4 days ago $195k - $275k
...Job Description The AIDP Solutions Lead is responsible for leading a team of solutions... ...prioritize enterprise needs across the AIDP portfolio. While not owning product direction,... ...platforms and Generative AI ecosystems ~ Experience building or guiding AI/LLM-based...Temporary workWork at officeMorgan Stanley
New York, NY4 days ago- A leading insurance firm seeks an Investor Reporting and Analysis Lead to join their Alternative Capital team... ...investor communications, conducting portfolio performance analysis, and... ..., extensive quantitative analysis experience, and advanced proficiency in Excel...
- ...partners. Responsibilities include maintaining investor relationships, preparing investor... ...in Finance or a related field, relevant experience, and strong communication skills. This role... ...senior leadership to ensure investor satisfaction. #J-18808-Ljbffr TEEMA Solutions Group
- AXA XL is seeking a Lead Analytics Professional in New York City to drive analytics... .... This role involves leading investor communications, portfolio construction, and performance analysis... ...a degree in a quantitative field, experience in data analysis, and proficiency in...
$140k - $185k
...Company based in New York is seeking an Investor Engagement Manager to manage investor relationships... ...initiatives, and enhance investor experience across private market funds. The ideal... ...an estimated range of $140,000 - $185,000 annually. #J-18808-Ljbffr TEEMA Solutions Group- TwinThread is looking for a Portfolio Manager in New York. As a senior member of the Institutional Investment Solutions team, you will partner with U.S. Private Bank Advisors... ...'ll have at least 15 years of investment experience, expertise in multi-asset portfolios, and...Work at office
- A leading global financial institution seeks an experienced portfolio manager to serve Family Office clients. The candidate will... ...least 15 years of investment experience, deep expertise in managing complex... ...to sophisticated investment solutions. #J-18808-Ljbffr JPMorganChaseWork at office
$20.55 - $34.25 per hour
M&T Bank Corporation is seeking a Portfolio Reporting Specialist II in Getzville, New York... ...reporting for default statuses, maintaining investor relationships, and ensuring compliance... ...of 3 years of higher education/work experience, proficiency in reporting, and strong analytical...Hourly payWork experience placement- A financial services company in New York is seeking an Investor Experience Manager to enhance the investor journey from onboarding to engagement... ...salary and opportunities for collaboration across various teams within the organization. #J-18808-Ljbffr TEEMA Solutions Group
- ...Director, Operational Risk Coverage (Fund & Investor Solutions) to join our Operational Risk team.... ...framework across the FIS Platform. Lead the identification, assessment, monitoring... ...Qualifications 10-12 years prior work experience in a global, financial or professional...Temporary workWork experience placementLocal area
$185k - $200k
...seeks a Vice President to join the BXPE Client Solutions team in New York. This role focuses on product development and investor relations, requiring effective project... ...concepts. Candidates must have at least 5 years of experience and proficiency in PowerPoint, Excel, and...- ...part of one of the world's leading asset managers with over $3... ...Responsibilities Multi-Asset Solutions, "MAS" is an investing group... ...customized multi-asset class portfolios and funds, including discretionary... ...of investment management experience, with successful track...
$180k - $350k
...Institutional Investment Solutions Institutional... ...in‑house expertise and leading external managers. We... ...understand institutional investors have distinct goals, risk... ...over 20 years of experience, with backgrounds in Family... ...and institutional portfolio management at leading...Work at officeFlexible hours- Overview Team Lead, Portfolio Manager Support role at Balyasny Asset Management L.P. . Lead... ...innovative, reliable, and scalable data-driven solutions that maximize the value of BAM’s... ...groups to ensure seamless user experience; address local requirements in global...Full timeLocal area
$126.82k - $149.2k
...Day One. Job Description Portfolio and pricing managers at U.S.... ..., management, and customer experience to deliver on our enterprise... ...Support Portfolio and Pricing Team Lead in creating and implementing... ..., and continually optimize solutions that drive adoption,...Temporary workWork experience placementLocal areaShift work3 days per weekU.S. Bank
New York, NY15 hours ago$118.75k - $197k
...product lines. As a Product Portfolio Operations Manager in... ...Partner Planning & Engagement Lead for the Consumer Bank agile product... ..., and skills ~5+ years of experience or equivalent expertise in program... ...and cities grow, delivering solutions to solve all their financial...Shift workJPMorgan Chase Bank, N.A.
Jersey City, NJ2 days ago$102k - $190k
...York to manage a technology and media client portfolio, driving revenue growth and delivering tailored treasury solutions. This role requires strong strategic relationship... ...collaboration to ensure exceptional client experiences. Candidates should have over 8 years in...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investor Experience & Portfolio Solutions Lead. Be the first to apply!
