Senior Investment Portfolio Client Relations Lead
CENTRL Inc
A growing technology firm is seeking a Client Relations Manager to advocate for and grow their customer base. The ideal candidate should have 7+ years of experience in client relationship management, focusing on investment industry clients. Responsibilities include maintaining client portfolios, understanding business challenges, and collaborating with sales and marketing teams. A home office is provided, and the role is remote with a preference for candidates based on the East Coast. The company offers a competitive base salary and performance bonuses. #J-18808-Ljbffr
- ...financial services firm is seeking a Sr. Director of Investments to oversee client investment engagements and lead a team servicing high net-worth clients. This... ...involves managing investment functions, developing portfolio strategies, and contributing to due diligence...Senior
- CENTRL is seeking a remote Client Relations professional to manage and grow relationships with investment market clients. The ideal candidate will have over 7 years of experience... ...include maintaining a client portfolio, developing account plans, and collaborating...SuggestedRemote job
$150k - $225k
A leading investment management firm is seeking a senior investor relations professional in New York. The ideal candidate has over 8 years of experience in client-facing roles within private investments. Responsibilities include maintaining investor relationships, preparing...SeniorFlexible hours- A leading investment advisory firm in New York seeks a Portfolio Manager. The role involves creating and managing investment portfolios for ultra-high net worth clients and institutions. Responsibilities include risk management, enhancing client relationships, and prospecting...Senior
- ...institution in New York is seeking an experienced Associate Director for its investment team. This senior-level position supports the Chief Investment Officer in managing a substantial Long Term Portfolio. Candidates should have extensive experience in investment management,...Senior
$115k - $130k
...You will make an impact: As a Senior Portfolio Lead, you will be responsible for strategic oversight... ...day to day: Manage Data Management related aspects of a customer’s program; provide... ..., and resource allocation Strong client focus with proven experience delivering...Senior- A top-tier global law firm in New York is seeking a Collections Team Lead to manage client account receivables and ensure timely payments. You will be instrumental in maintaining financial health while supporting client relationships. Ideal candidates should have over 5...Senior
- A global leader in fund services is seeking a Senior Legal Officer to oversee client relationship management and ensure compliance with corporate law. This role involves developing business relations, managing client accounts, and supporting regulatory compliance for both...Senior
$150k - $210k
VC Stack is looking for an Investment Principal to manage client portfolios and lead investment strategies in New York. This role involves designing bespoke portfolios, engaging directly with clients, and mentoring junior team members. Candidates should have over 8 years...Work at office$122.54k - $208.72k
A leading financial institution in New York seeks a Portfolio Manager III for Entertainment & Sports Banking. This role involves... ..., and providing exceptional client service. Candidates should possess... ...’s degree in Finance or a related field along with a minimum of 6...Senior- Citigroup Inc. is hiring a Senior Wealth Advisor in New York, NY. In this role, you will provide comprehensive financial and investment advice to affluent clients, utilizing a range of investment solutions. The ideal candidate will have 5-8 years of experience in financial...SeniorFull time
$90k - $110k
A financial institution is seeking a Portfolio Manager responsible for maintaining and monitoring existing commercial... ..., with a focus on providing excellent service to clients. Candidates should have a U.S. College degree related to the field and 5-7 years of relevant experience...Senior$124k - $155k
Nuveen seeks a Portfolio Manager in New York to oversee investment portfolios for high net worth clients. This role involves direct portfolio oversight, client engagement, and... ...to $155,000 depending on experience and performance-related incentives. #J-18808-Ljbffr NuveenSenior- A leading tech company is seeking a Client Success Manager in New York to manage high-value client portfolios. This senior leadership position focuses on enhancing client relationships and ensuring strategic account success. The ideal candidate will possess over five years...Senior
$136.8k - $198.38k
...excited to meet with clients in person, if... ...good standing.The Senior Private Wealth Advisor, Practice Lead (Personal Strategy... ...experience servicing needs related to client... ...Personal Strategy’ investment strategy; recommend... ...engage with clients on portfolio, market, and...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- ...Manager to drive growth within their Sports & Gaming portfolio. This remote position requires managing key client relationships, expanding account offerings, and... ...client-facing roles, be skilled in engaging with senior stakeholders, and possess strong knowledge of the...SeniorRemote job
$81k - $100k
A leading agency in New York is hiring a Senior Media Relations Strategist to enhance media coverage. This role requires 5-6 years of agency experience, expertise... ...media relationships, and a proactive attitude toward client needs. Responsibilities include curating media...SeniorRemote job- Columbia University is seeking a Senior Associate Director of Prospect Management for their Office of Alumni Relations and Development. This strategic position involves optimizing donor portfolios and enhancing fundraising outcomes through effective prospect management...SeniorWork at officeFlexible hours
$140k - $215k
A leading professional services firm in New York is seeking a Senior Manager for their Valuation team. The role involves leading... ...provide strategic insights for clients. Candidates should have at least... ...bachelor's degree in finance or related field, and strong proficiency...Senior- Interdependence seeks a Senior Account Executive for its Consumer Public Relations team in New York. This role involves managing client projects, drafting media communications, and securing coverage for consumer brands. Ideal candidates have over 4 years of PR experience...SeniorRemote jobFlexible hours
- ...financial services firm is seeking a Senior Operations Associate in New... ...role involves working with portfolios across credit, loans, and... ...candidates will possess 5-8 years of investment operations experience and a bachelor's degree in a related field. Proficiency in Excel...Senior
$275k
...USA Inc. seeks an experienced professional for an Investment Banking role in New York. The successful... ...support transaction execution, and interact with clients. A Bachelor's degree in Finance, Accounting, or related field, along with 5+ years of front office Investment...Senior$80k - $115k
...A management consulting firm is seeking a Tax Senior Associate or Tax Manager in the United States. The ideal candidate will oversee client portfolios, managing tax planning and compliance. Candidates should have a Bachelor's degree in accounting or finance, along with...SeniorRemote work$140k - $185k
...services company located in New York seeks a Portfolio Monitoring Manager to oversee ongoing... ...positions and ensure alignment with investment guidelines. The role requires strong quantitative... ...’s degree in Finance, Economics, or a related field. The position offers a competitive...SeniorOngoing contract$180k - $350k
...prominent financial institution in New York, NY, seeks a Senior Investment Manager to lead client engagements and deliver customized multi-asset... ...relevant investment experience and must excel at holistic portfolio management and client communication. Responsibilities...Senior- A leading wealth management firm in New York seeks a Senior Client Advisor to develop and maintain strong client relationships. You'll oversee a team, ensuring effective client service and investment management. Candidates must possess a master's degree and relevant experience...Senior
- A leading global professional services company in New York seeks a Senior Art Director to lead creative projects and develop innovative... ...in Art Direction, a strong portfolio, and proficiency in essential... .... This role involves managing client relationships, mentoring creative...Senior
- A leading advisory firm in New York is seeking a Financial Advisor/Relationship Manager. This role involves comprehensive financial planning and investment management for clients, emphasizing relationship nurturing and proactive outreach. Candidates should possess at least...Senior
- CPS Inc. is seeking a Tax Senior Manager for its Private Client Services practice in New York City or Boston. The successful... ...Engagement Manager on client accounts, leading tax planning efforts, and advising on issues related to IRS and state taxes. This role demands...SeniorPrivate practice
- ...A respected financial institution in the United States is seeking a Trust Portfolio Manager to oversee trust and investment relationships. In this role, you will grow a book of business, manage investment portfolios, and ensure compliance with regulations. The ideal candidate...
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