Client Success Manager
Nuveen
- # Client Success ManagerApplyremote type: Hybrid Flexlocations: New York, NY, USAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: June 20, 2026 (10 days left to apply)job requisition id: R260400459We are seeking a Client Success Manager to play a critical role in shaping the client experience across Brooklyn’s tax-advantaged products. This individual will serve as a key point of contact for clients, ensuring seamless onboarding, proactive issue resolution, and continuous feedback loops into product and operational decision-making.**Key Responsibilities and Duties**### **Client Onboarding & Client Relationship Management*** Support and manage the onboarding process for new clients, ensuring a smooth transition onto Brooklyn’s platform* Coordinate with internal teams and distribution partners to address client needs and deliver a high-quality service experience* Serve as the primary point of contact for client inquiries, ensuring timely and effective resolution of questions and issues* Triage and prioritize client requests across multiple stakeholders in a fast-paced environment* Build and maintain strong relationships with existing, new, and prospective clients to support long-term engagement and success* Regularly interact with clients through meetings and communications to reinforce trust and platform adoption### **Cross-Functional Collaboration*** Partner with Sales & Marketing, Engineering, and Operations teams to resolve client issues and enhance service delivery* Act as a liaison between clients and internal teams, ensuring alignment and clear communication### **Process Improvement*** Identify opportunities to enhance client service workflows, including automation and process optimization* Gather and synthesize client feedback, serving as the “voice of the client” across the organization* Provide actionable insights to inform product development and strategic decision-making**Educational Requirements*** University (Degree) Preferred**Work Experience*** 2+ Years Required; 3+ Years Preferred**Career Level** 6IC**Qualifications:**## **Required:*** 2+ years experience working in financial services, asset management, or fintech* Strong organizational skills with the ability to manage multiple priorities in a dynamic environment* Excellent written and verbal communication skill## **Preferred:*** Bachelor’s degree* Prior experience in a Client Success Manager or client-facing role* 3+ years experience working in financial services, asset management, or fintech* Familiarity with portfolio management platforms or investment-related products* Experience contributing to process improvement or operational enhancements* High attention to detail and ability to execute with precision* Ability to work independently and exercise sound judgment in time-sensitive situations* Demonstrated ability to build and maintain strong relationships* Interest in finance and/or asset management* Quick learning style with the ability to grasp complex concepts and adapt rapidly**Anticipated Posting End Date:**2026-06-20Base Pay Range: $90,000/yr - $125,000/yrActual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**Company Overview**Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit to learn more about us.**Our Culture of Impact**At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.**Benefits and Total Rewards**The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.**Equal Opportunity**We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.**Accessibility Support**TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:Phone: (800) 842-2755Email: View email address on click.appcast.io**Drug and Smoking Policy**TIAA maintains a drug-free and smoke/free workplace.**Privacy Notices**For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.For Applicants of TIAA Global Capabilities, click here.For Applicants of Nuveen residing in Europe and APAC, please click here.
- J-18808-Ljbffr Nuveen
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Success Manager in New York, NY vacancy
$100k
...Eze Castle Integration, Inc. is seeking a Client Support & Execution specialist in New York, NY. The role involves supporting client requests and maintaining client interactions in CRM systems. Candidates should have 1-3 years of industry experience, basic CRM knowledge...SuggestedFlexible hoursEze Castle Integration
New York, NY1 day ago- ...leading SaaS provider in the United States is seeking a Customer Success Manager to enhance customer satisfaction and product adoption. You will facilitate onboarding, nurture relationships with clients, and monitor account health. The ideal candidate has 3-5 years in...SuggestedFull time
Remarcable PC
New York, NY3 days ago $120k - $140k
...sized business customers and partners in over 190 markets. We're looking for a commercially minded self-starting Enterprise Client Success Manager who can operate in a fast-paced environment to grow new and existing accounts. The ideal candidate is comfortable with...SuggestedContract workWork at officeWork from homeFlexible hours$80k - $90k
...,000 small and medium businesses per day, Madhive is driving the evolution of local media. Madhive is currently seeking a Client Success Manager to join its growing team based out of NYC. This is an incredibly exciting time to join the Client Success Team at Madhive....SuggestedTemporary workWork at officeLocal area2 days per week3 days per week- ...international staffing firm helping companies worldwide build high-quality, affordable remote teams. As we scale, we’re hiring a Client Success Manager to lead inbound client handling, guide prospects through our recruitment process, and build long-term, trust-based...SuggestedFull timeRemote workWorldwide
$110k - $150k
As a Client Success Manager, you will own day-to-day relationships with healthcare clients, ensuring they maximize value from SuperDial’s AI-driven RCM solutions. You will focus on onboarding, adoption, and performance optimization across revenue cycle workflows, acting...- ...institutional investors, investment banks, consultants and service providers. About The Role We’re looking for a motivated Enterprise Client Success Manager to join our team. This person will be responsible for driving product adoption, retention, and growth by delivering high...Work at officeRemote work
- The Role You will be joining the Customer Success Team, focused on Duco’s Sell Side... ...services and training. Partnering with account management to build a business case. Build and... ...departmentally to drive Duco to help our Sell Side clients achieve their desired results and...Work at office
- ...workforce so we represent all those who dream big equally-- so come, dream big with us! Job Description HopDrive is looking for a Client Success Manager to ensure that our customers receive the stellar level of service that we are known for. You will serve as the advocate for...Full timeCasual workRemote work
- ...book grows. The metrics that matter are client satisfaction, retention, and on-time regulatory... ...'s brain. You'll run your own book, not manage one - but you'll also build the systems,... ...cycle calendar, and get them to first successful escheatment without surprises Cycle...Temporary workWork at officeRemote workRelocation
$80k - $85k
Overview Job Summary Reporting to the CEO, the Client Success Manager is responsible for strengthening client relationships, driving retention and satisfaction, and identifying opportunities for growth. The role ensures clients achieve maximum value from Walrus solutions...Contract workRemote workHome office$220k - $260k
Position Summary Arcesium seeks an experienced Client Success Manager to join our Client Success Service Solutions team (CS3) in our Client and Partner Development department. The Client Success Service Solutions (CS3) team is dedicated to building lasting partnerships...Contract workRemote work$80k
...identifying opportunities to improve engagement, retention, and client outcomes. At The Wealthy Practitioner , we are transforming... ...mistakes as we improve. Role Mission The Client Experience & Success Manager ensures our clients have a clear, organized, and high-quality...Full timeRemote work$75k - $85k
...technology, supply chain operations, field operations, sales, account management, and more. Our workplace is dynamic, fast‑paced, and just... ...make up our team! The Role Crafty is seeking an established Client Success Manager to own client relationships with a diverse book of...Local area$75k - $95k
Nexxen International Ltd. in New York is seeking a Client Success Manager to drive satisfaction and growth for advertiser relationships. You will manage campaigns across various platforms, acting as the primary point of contact for clients. This role emphasizes strategic...Full time$130k - $150k
...impact and scale our mission worldwide. In this role you will Our Client Success team oversees the entire client lifecycle, working to support... ...on families dealing with loss. Enterprise Client Success Manager will be resourceful and process-oriented, focusing on...Work at officeLocal areaRemote workWorldwideFlexible hours- ...responsive team environment Responsibilities Manage the complete lifecycle for strategic partners... ...customers, addressing needs and concerns Develop success plans and track adoption KPIs to ensure value realization for clients Collaborate with cross-functional teams to...Immediate startRemote work
- Team Zenivize is growing. See our open positions below. CLIENT SUCCESS MANAGER — New York City, NY OVERVIEW Zenivize is looking for a dynamic Client Success Manager (CSM) to join our growing team. This individual will manage a portfolio of clients through the customer...
- ...have relied on IBISWorld to navigate complex markets. That trust is the foundation of everything we do. The Opportunity As a Client Success Manager at IBISWorld, you will work within a dynamic pod model alongside an Account Executive to manage a dedicated portfolio of...Work at office3 days per week
- MSP Client Success Manager - Hybrid Role Position Overview - Customer Success Manager (CSM) As a CSM, your primary responsibility is to build and maintain strong, strategic relationships with a designated portfolio of managed services clients. You will serve as a trusted...Full timeWork at office
- ...Overview Are you a proactive, tech-savvy, client-obsessed professional who wants to... ...processes. With our comprehensive case management system for attorneys and intuitive case... ...operational efficiency.Track and report on client success metrics to inform and advise leadership...Full timeRemote work
$6,000 - $7,000 per month
We’re hiring a Client Success Manager to manage and grow a portfolio of clients inside a fast-scaling company. We partner with roofing companies and help them scale — this role is directly tied to client performance and retention. I’ll be blunt — this is not a chill...Weekly pay$85k - $115k
...for some of the nation’s largest insurers, fleets, automotive original equipment manufacturers (OEMs), and retailers. As a Client Success Manager, you'll own the day-to-day operational success of HONK's most strategic, high-complexity accounts. You'll serve as the primary...Seasonal workRemote work$75k - $100k
...days in the office, subject to change We are looking for a passionate, results-oriented individual to join our team as a Client Success Manager. At CompStak, our mission is to revolutionize the commercial real estate industry by bringing transparency to our clients....Work at officeOverseas- ...At Hinge Health, we're transforming how 20+ million people access musculoskeletal care—and our Client Success team is at the heart of that impact. As a Client Success Manager, you'll be the trusted partner to our employer clients, ensuring they maximize the value of Hinge...Temporary workLocal area
$185k
...this role will require onsite presence at Fractal offices and/or client sites, based on the engagement. Responsibilities Own delivery... ...target NPS of 70+. Serve as the primary senior client contact, managing executive relationships, escalations, and complex stakeholder environments...Hourly payFull timeLocal area$75k - $85k
A national media company is seeking a Client Success Account Manager to enhance client relationships and drive successful advertising campaigns. The ideal candidate will have at least 1 year of digital campaign experience and strong skills in communication and project...$6,000 - $7,000 per month
A fast-scaling company in New York is looking for a Client Success Manager to oversee and grow a portfolio of clients. This role is crucial for client performance and retention. Responsibilities include onboarding new clients, daily check-ins, driving retention, and managing...$87k - $136k
...intelligence. It unifies portfolio, market and client data in a total portfolio view and... ...firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in... ...Paulo. The Role The Key & Strategic Client Success Management (CSM) team at Addepar is responsible...WorldwideVisa sponsorshipFlexible hours$90k - $120k
...Analytics. Dow Jones is a division of News Corp. About the Role Our client Success Group is a team of post‑sales experts who work with Wall... ...of large, multifaceted advertising programs, proactively managing complex scenarios and knowing when to elevate challenges to management...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Success Manager. Be the first to apply!
Related searches
- engagement manager New York, NY
- engagement project manager New York, NY
- client relationship manager New York, NY
- client service manager New York, NY
- strategic engagement manager New York, NY
- client service account manager New York, NY
- client development manager New York, NY
- client development director New York, NY
- pursuit client manager New York, NY
- senior client services manager New York, NY