Senior Manager, Licensed CX for High-Value Clients
Betterment
Betterment in New York City is seeking a Senior Manager for the Licensed Customer Experience Team. In this role, you will lead and develop a team of licensed Investment Adviser Representatives, ensuring exceptional service for high-value customers. You’ll manage performance metrics and collaborate with different departments to enhance customer satisfaction. The ideal candidate has experience in financial services, holds a FINRA Series 65 certification, and excels in coaching. Attractive compensation and comprehensive benefits are offered. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Manager, Licensed CX for High-Value Clients in New York, NY vacancy
$125k - $165k
High-Net Worth Senior Account Executive We are an independent full-service, international... ...embraces the reality that managing risk is all about the details. Our core values are trust, service, and... ...Trust is the foundation of our client relationships. We earn their trust...Senior- Banco Santander SA in Wyomissing, PA seeks a Senior Relationship Banker to manage and grow a portfolio of high-value consumer and small business clients. You will attract new clients, deepen relationships, and deliver needs-based solutions across in-branch, phone, and digital...Senior
- ...Rider Levett Bucknall (RLB) is seeking a Senior Project Manager in New York to represent the client and guide a project from concept through construction, balancing time and value constraints. The Senior Project Manager should have the ability to identify opportunities...Senior
Rider Levett Bucknall RLB
New York, NY3 days ago - ...The Misch Group is seeking a High-Net Worth Manager to join our team in New York. The role focuses on managing a book of High-Net Worth Personal Lines, servicing clients, and coordinating with underwriters to place renewals and new business. You will leverage deep...Senior
The Misch Group
New York, NY14 hours ago - ...a well-established regional CPA firm based in Woodbury, NY, seeks a Tax Senior Manager/Tax Manager to join its Private Client Group. This hands-on tax compliance role serves a sophisticated high net worth clientele, with meaningful ownership of client relationships under...SeniorWork at office
Confidential Company
New York, NY4 days ago - Steno is seeking a results-driven Account Manager to serve AmLaw firms with high-touch, tailored support. You will be the day-to-day contact, ensuring... ...will monitor scheduling, resolve issues, and translate client feedback into improvements. The role rewards a client-first...Senior
$8k
...a crucial role in helping our valued customers drive their businesses... ...of both.Engage your clients with Verizon's Velocity Selling... ...products and services, Fios, high-speed home internet solutions... ...development experience.Valid driver’s license.Willingness to travel up to 50...SeniorFull timeTemporary workPart timeWork experience placementShift workVerizon
New York, NY7 days ago- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax... ...consulting services to our high net worth clients. Significant... .../Certifications:CPA or Licensed Attorney, requiredCFP or Masters... ...what matters most. Our values guide how we bring that purpose...SeniorWork at office
BDO International
New York, NY8 days ago - ...member for the role of Senior Vice President to join our Client Processing team.... ...the following ways:Manage a medium to large-... ...preferredApplicable local/regional licenses or certifications... ...Rewards:BNY offers highly competitive... ...goals as a valued member of our team,...SeniorWork experience placementWork at officeLocal areaWorldwideFlexible hours
The Bank of New York Mellon
New York, NY4 days ago - ...delivering exceptional service to high-net-worth families and family office clients? As a Senior Manager on our Family Office team, you... ...or a related fieldActive CPA license, EA, or JD with active bar... ...equal opportunity employer and value diversity of thought and background...SeniorFull timeContract workWork at office
Cohen & Company
New York, NY3 days ago $100k
...Senior Manager, Licensed Customer Experience The Licensed Customer Experience... .... Monitor and review client interactions through... ...Betterment’s highest‑value customers, building... ...closely with CX, Operations, Compliance... ...change in a fast‑paced, high‑growth environment. Salary...SeniorTemporary workLocal areaFlexible hoursBetterment
New York, NY4 days ago$40k - $50k
...creating long-term client partnerships? At... ...'re looking for a Senior Client Executive who... .... This is a highly visible, field-based... ...efficiencies. Build, manage, and maintain a healthy... .... Valid driver's license and reliable... ...alongside a team that values collaboration,...SeniorWork at officeLocal areaRemote workFlexible hoursPaynada, LLC.
New York, NY2 days ago$127.9k - $291.9k
...side with a range of clients from our most... ...Wealth and Asset Management, Insurance, Real Estate... ...needs of the high-net worth tax industry... ...responsibilitiesA Senior Services Manager... ...Enrolled Agent (EA) or licensed attorneyMinimum of... ...for the value you bring to the business...SeniorPrivate practiceSummer holidayLocal areaFlexible hoursEY (Ernst & Young)
New York, NY8 days ago- ...Be Working WithAs our Client Strategy Senior Director, you’ll play... ...You’ll also oversee high-level communications... ...leadership expectations and values at scale.What You’ll... ....5+ years of people management experience, with... ...communities.AI Enterprise License: Access AI Enterprise...SeniorLocal area
PMG
New York, NY6 days ago $269k - $360k
...Senior Named Account Executive – High Tech (NY Metro) Cloudflare ·United States... ...to live with. We value candidates who have... ...able to customize a client centric why change narrative... ...M+ and successfully managing complex six figure... ...for an export license. Cloudflare is proud...SeniorContract workLocal areaWebhosting
New York, NY4 days ago$132.1k - $301.6k
...side with a range of clients from our most... ...Wealth and Asset Management, Insurance, and Real... ...business acumen.As a Senior Manager in Private... ...tax advice on High Net Worth Individuals... ...preferredCPA license or a Licensed Attorney... ...recognized for the value you bring to the...SeniorWork experience placementSummer holidayLocal areaImmediate startFlexible hoursEY (Ernst & Young)
New York, NY5 days ago$175k - $225k
...approach to solving our clients' problems and... ...by A&M's core values of Integrity, Quality... ...and international high net worth individuals... ..., we're seeking a Senior Director to join... ...timely execution Manage risk, staffing and... ...engagements CPA or Licensed Attorney Passion...SeniorPart timePrivate practiceWork at officeFlexible hoursAlvarez & Marsal
New York, NY3 days ago$101.7k - $152.6k
...disability, absence management, life,... ...Purpose: helping our Clients achieve lifetime financial... ...lives. Our values shape how we work:... ...Job Description: Senior Client Relationship... ...integrations. In this highly visible role, you’... ...Current insurance license or ability to obtain...SeniorLocal areaFlexible hours$92.4k - $172.1k
Senior Client Executive, Business Insurance P&C Location:... ...coverage analysis and risk management recommendations,... ...education to maintain a P&C license, stay current with all... ...and presentations High level of proficiency... ...Valuable benefits. We value and respect the impact...SeniorMinimum wageFull timeWork at officeLocal areaRemote workNight shift- We seek a Senior High Net Worth Account Executive for an established boutique agency in Suffolk... ...• Access to premier Private Client carriers including Chubb, PURE, Cincinnati... ...Executive experience, a Property & Casualty License, and a strong understanding of Private Client...Senior
Hollinger
New York, NY7 days ago - ...Senior / Lead Project Manager Opportunity | Manhattan & Bronx, NY We are partnering... ...record delivering complex high-rise residential and mixed-... ..., change orders & client reporting ✔ Coordination... ...Experience managing projects valued at $50M+ ▪ Strong understanding...SeniorFull timeFor contractorsFor subcontractorWork at office
GH Engage
New York, NY1 day ago $200k - $260k
...a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies... ...initiatives A culture that values collaboration, integrity,... ...organization. Job Details The Senior Tax Manager / Tax Principal will...SeniorWork at officeLocal areaFlexible hours$225k - $275k
...team is guided by our core values - Collaborative,... ...inclusive work environment where high-performance talent of... ...seeking an accomplished Senior Human Resources Business... ...Partner to support its Global Client Solutions (GCS) and Wealth Management Solutions (WMS) businesses...SeniorFull timeTemporary workWork experience placementWork at officeFlexible hoursAres Management
New York, NY4 days ago- We are seeking a seasoned CX Senior Manager to lead a high‑impact, embedded customer experience (CX) program within a Fortune 500 company. In this... ...leader, responsible for shaping, executing, and scaling the client’s CX strategy while managing a multidisciplinary team and...Senior
- ...unleashing the power of AI to create value at speed across the enterprise,... ...reinvention partner of choice for our clients and to be the most client-focused, AI... ...faster and become more resilient. As a High Tech Consulting Senior Manager, you have a deep, balanced...SeniorFull timeLive inWork at officeLocal area
Accenture
New York, NY9 days ago - ...MS SHIFT is seeking a highly motivated Senior Director of Client Success to lead our Customer Success team. The... ...customer satisfaction. Own and manage customer escalation situations at a... ...an equal opportunity employer and value diversity at our company. We do not...SeniorShift work
MS Shift, Inc.
New York, NY4 days ago - ...Jobgether SRL in the United States seeks a Senior Client Success Manager to lead a portfolio of ~12 high-value accounts. You will own the commercial relationship, client experience, and overall success from engagement through renewals and growth. You will mentor other...SeniorRemote work
Jobgether SRL
New York, NY10 hours ago $229.8k - $270.3k
...make an impact?West Monroe is seeking a Senior Manager to join our Applied AI Value Creation team. This role is designed for... ...a Senior Manager, you will lead complex client engagements that identify, prioritize, and deliver high-impact AI solutions across the enterprise...SeniorLocal areaImmediate startFlexible hoursWest Monroe Partners
New York, NY6 days ago- ...marketplace Customer Experience CX has become the... ...contributor role You wont manage a team youll manage a pipeline... ...growth of our client base WHAT YOULL BE RESPONSIBLE... ...and articulate clear value propositions to prospects... ...marketing or a related field is highly preferred 5 years of...SeniorRemote work
- Client Strategy Senior Director, Integrated Media We are PMG Named... .... You’ll also oversee high-level communications and... ...transformations. Manage budget forecasts and performance... ..., delivering value and insights across media... .... AI Enterprise License : Access AI Enterprise...SeniorLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Manager, Licensed CX for High-Value Clients. Be the first to apply!
Related searches
- youth manager New York, NY
- language manager New York, NY
- sre manager New York, NY
- global labeling manager New York, NY
- assessment manager New York, NY
- launch manager New York, NY
- company manager New York, NY
- advocacy manager New York, NY
- onsite manager New York, NY
- planning and scheduling manager New York, NY