Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Manager / Senior Manager, Client Services

$86k - $95k

Capvision

Manager / Senior Manager, Client Services

New York, New York, United States

True North Insights is a global expert network that connects organizations with subject matter experts who provide critical insights to inform strategic decision-making. We believe the right knowledge can move the world forward. Since day one, that belief has driven everything we do. We exist to break through complexity, giving global investors and business leaders frictionless access to the insights that matter most insights that fuel confident decisions, unlock opportunity, and power successful careers. Founded in 2019 in New York City, our firm has skyrocketed from launch to becoming #7 in North America and #10 globally in just five years and we're just getting started. As we expand into Europe and beyond, there's never been a better time to join our high-growth, global team.

At True North Insights, you'll be part of one of the fastest-growing expert networks, partnering with leading healthcare and life sciences companies, institutional investors, and management consulting firms on their most important research initiatives. As a Manager or Senior Manager, you'll lead talented teams, solve complex client challenges, and help shape how we deliver exceptional service as we continue to scale globally. You'll develop people, improve processes, and work alongside senior leadership while maintaining a front-row seat to fast-moving industries, evolving markets, and high-impact business decisions. No two days are the same. One day you may be partnering with your team to deliver a time-sensitive investment diligence project, and the next coaching team members, refining operational strategy, or collaborating across global offices to drive better outcomes for clients and employees alike. At True North Insights, growth comes from initiative, ownership, and results. You'll be trusted to make decisions, challenged to raise the bar, and given the opportunity to build something meaningful at a company where your impact is visible and your career progression is driven by performance, not tenure.

Manager/Senior Manager - Job Responsibilities

  • Own a portfolio of strategic client relationships, ensuring exceptional service delivery while driving long-term account growth and client satisfaction.
  • Lead, coach, and develop a high-performing team of associates, fostering a culture of accountability, collaboration, and continuous improvement.
  • Be a cultural ambassador for True North Insights, leading by example with a competitive mindset, relentless drive, and commitment to winning.
  • Partner directly with leading management consulting firms, institutional investors, and healthcare & life sciences organizations to execute complex, time-sensitive research engagements.
  • Identify, recruit, and engage senior industry experts to deliver high-quality insights across a broad range of industries and business topics.
  • Monitor team performance, coaching against key metrics and ensuring individual and team goals are consistently achieved.
  • Identify opportunities to improve workflows, client experience, and operational efficiency, and take ownership of implementing meaningful improvements.
  • Work cross-functionally with Sales, Account Management, Compliance, Recruiting, and International teams to deliver seamless client experiences and support company growth.
  • Play an active role in shaping the future of the business by contributing ideas, challenging existing processes, and helping build scalable solutions as the company continues its rapid global expansion.
  • Be flexible in supporting clients and engaging industry experts across global markets, with occasional work outside standard business hours as project needs require.

Qualifications

  • Bachelor's degree.
  • 1.55 years of experience within an expert network or primary research firm. Exceptional candidates with directly relevant client-side experience may also be considered.
  • Proven track record of delivering exceptional client service in a fast-paced, deadline-driven environment.
  • Demonstrated ability to coach, mentor, and develop junior team members while driving accountability and performance.
  • Excellent interpersonal, written, and verbal communication skills.
  • Strong organizational and time management skills with the ability to manage multiple concurrent projects and competing priorities.
  • Demonstrated ability to thrive in a high-growth environment where priorities evolve quickly
  • A collaborative leader who leads by example, takes ownership, and thrives in a high-performance, entrepreneurial culture.
  • Professional fluency in English required. Additional languages are a plus.
  • Authorized to work in the United States. True North Insights welcomes candidates with U.S. work authorization, including U.S. citizens, permanent residents, F-1 STEM OPT holders, and H-1B transfer-eligible candidates.

Qualifications by Practice

  • Consulting Practice
    • Direct experience supporting Tier 1 or Tier 2 global management consulting firms on commercial due diligence, growth strategy, market assessments, operational improvement, or similar engagements.
    • Deep understanding of the pace, service expectations, and relationship management required to support consulting clients.
  • Financial Institutions Practice
    • Direct experience supporting private equity, venture capital, hedge funds, mutual funds, asset managers, sovereign wealth funds, or investment banks.
    • Experience executing projects related to investment diligence, portfolio monitoring, public equities, private markets, or thematic research.
  • Healthcare & Life Sciences Practice
    • Direct experience supporting healthcare and life sciences clients, including pharmaceutical, biotechnology, medical device, healthcare services, diagnostics, or digital health organizations.
    • Familiarity with commercial strategy, product launches, clinical development, market access, competitive intelligence, or healthcare investment research.

What We Offer

  • Equity ownership packagebecause we believe the people helping build the company should share in its long-term success.
  • Accelerated career progression with clearly defined milestones and opportunities to advance into senior leadership.
  • Comprehensive leadership training covering people management, client strategy, project execution, and professional development.
  • Base Salary (NYC): $86,000$95,000 for Manager | $100,000$110,000 for Senior Manager, depending on experience and qualifications.
  • Target first-year total compensation for high-performing Managers and Senior Managers ranges from approximately $116,000$151,000+, inclusive of uncapped quarterly performance bonuses and equity awards.
  • Comprehensive medical, dental, and vision insurance.
  • 401(k) with a guaranteed 3% company contribution.
  • Employment-based immigration support, including H-1B transfers and Green Card sponsorship for eligible employees.
  • Paid vacation, sick leave, and company holidays.
  • Monthly commuting and mobile phone stipends.
  • Global employee discounts and perks program.
  • Opportunities for international travel and office exchanges to support global collaboration and training.
  • Daily office perks, including free lunch, snacks, Monday breakfast, and regular team social events.

True North Insights is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive workplace where everyone can thrive. We don't believe in "perfect" candidatesif you're driven, curious, and excited by the opportunity to make an impact, we'd love to hear from you.

Capvision
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Manager / Senior Manager, Client Services in New York, NY vacancy
  • $150k - $210k

     ...advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance...  ...and treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals... 
    Senior
    Full time
    Fixed term contract
    Local area

    EisnerAmper

    New York, NY
    2 days ago
  •  ...CBZ) is a leading professional services advisor to middle-market...  ...actionable insights to help clients anticipate what is next and discover...  ...certificationAbility to manage all aspects of client engagementsAbility...  ...and Primary DutiesThe Tax Senior Manager is responsible for... 
    Senior
    Work at office

    CBIZ

    New York, NY
    4 days ago
  • Roku, Inc. is seeking a Senior Manager, Client Services in New York to lead the strategic account management function within Roku's advertising organization. You will oversee high-volume, high-impact campaigns, cultivate relationships with media and entertainment partners... 
    Senior

    Roku, Inc.

    New York, NY
    3 days ago
  • Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well... 
    Senior
    Work at office

    BDO International

    New York, NY
    1 day ago
  • $145k - $248.2k

     ...presence among professional services organizations. You'll embark...  ..., working with extraordinary clients spanning every industry, regardless...  ...your success!The RoleSenior Managers in our Private Client...  ...Principals, Trusts and Estates.Senior Managers can expect to:Engage... 
    Senior
    Full time
    Work experience placement
    Internship
    Private practice
    H1b
    Local area
    Work visa

    Andersen Tax

    New York, NY
    1 day ago
  • $145.4k - $259.1k

    Lead Client Growth Across the NY/NJ Water MarketThis is not a traditional project management role. WSP is seeking a proven seller-doer to help expand our water...  ...a rapidly expanding practice.As a Senior Project Manager / Client Service Leader, you will serve as a trusted... 
    Senior
    Contract work
    Local area
    Flexible hours

    WSP Group

    New York, NY
    5 days ago
  •  ...we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client... 
    Senior
    Full time
    Temporary work
    Private practice
    Work at office
    Local area
    Remote work

    EisnerAmper

    New York, NY
    5 days ago
  • $135k - $170k

     ...be home to 90% of the top 30 asset managers in the private markets, and more...  ...Domus at careers.alterdomus.com The Senior Product Manager - Strategic Clients & Projects Lead will serve as the...  ...level data, financial reporting, and servicing workflows to build credibility and... 
    Senior
    Local area
    Flexible hours

    alterDomus

    New York, NY
    4 days ago
  • $80k - $90k

     ...Senior Account Manager, Client ServicesSalary: $80,000 - $90,000Placement within the range for this position is based on a number of factors, including...  ...Senior Account Manager, you will work within the Client Services team. This role is tasked with overseeing and executing... 
    Senior
    Contract work
    Local area
    Flexible hours

    Influencer Inc

    New York, NY
    5 days ago
  •  ...Job Description Job Description Manager / Senior Manager Client Services US – Full time  Talented or aspiring salespeople who are persistent, eager to learn and have a solid background in Market research will thrive in this role. The Manager / Senior Manager... 
    Senior
    Full time
    Work at office
    Remote work
    Flexible hours

    Eye See Inc

    New York, NY
    9 days ago
  •  ...New York, is seeking a Wealth Relationship Manager to provide holistic financial planning and investment guidance for high-net-worth clients within the SAFE Act framework. Identify...  ...and deliver high-touch, compliant client service on-site in Brooklyn, NY. 5-8 years experience... 
    Senior

    Citi

    New York, NY
    3 days ago
  • A global professional services firm in New York is seeking a Senior Manager in Private Client Services. The role involves overseeing engagement teams for affluent clients, including family offices and trusts, with responsibilities in business development, client communication... 
    Senior

    Andersen

    New York, NY
    4 days ago
  • Apex Fintech Solutions is seeking a Senior Relationship Manager to proactively manage the client experience and educate clients on Apex services. You will build long-term relationships with major clients, share updates and insights, and coordinate cross-functional teams... 
    Senior

    PEAK6

    New York, NY
    3 days ago
  •  ...creative, analytics, influencer and retail strategies. This Senior Account Manager, Client Engagement role is remote, with a focus on leading...  ...performance into actionable insights while mentoring the team to elevate overall client service. #J-18808-Ljbffr New Engen, Inc.
    Senior
    Remote job

    New Engen, Inc.

    New York, NY
    5 days ago
  • BDO USA, LLP is seeking a Private Client Services Senior Manager to provide tax and consulting services to our high net worth clients. The role oversees tax planning, preparation, and review for individuals, trusts, estates, and related entities, ensuring compliance and... 
    Senior

    BDO USA, Llp

    New York, NY
    5 days ago
  • Canon Business Process Services, Inc. seeks a Site Manager to oversee operations at a client site, ensuring timely delivery of contracted services and exceptional customer service. You will manage staff, budgets, and progress reports, coordinating with clients and internal... 
    Senior

    Canon Business Process Services, Inc.

    New York, NY
    4 days ago
  • $90k - $95k

     ...Account Manager TheGuarantors is a cutting edge fintech company setting the standard in rent coverage with unrivaled insurance products...  ...opportunities through close account management and ongoing client engagement. You will also represent TheGuarantors at national trade... 
    Senior
    Temporary work
    Flexible hours

    TheGuarantors

    New York, NY
    2 days ago
  • NAICA is seeking a Senior Case Manager in New York City to oversee program operations and supervise Housing, Employment, and Intake Specialists...  ...collaboration with external agencies to ensure necessary services such as housing and therapeutic placements. Qualifications include... 
    Senior

    Priority Dispatch Corp.

    New York, NY
    2 days ago
  • BDO USA is seeking a Tax Senior Manager for Private Client & Family Office Services in New York. This role entails leading the PCS-FOS group, providing exceptional client service, and managing client portfolios effectively. The ideal candidate will have at least eight... 
    Senior
    Work at office

    BDO USA

    New York, NY
    4 days ago
  • $120k - $128k

     ...scalable channels for a digitally native client set. To do so, we've taken an inputs...  ...what does SLM actually do? We're a full-service direct mail & OOH agency, media program...  ...you! The Role We are looking for a Senior Manager of Client Retention and Growth Strategy... 
    Senior
    Full time
    Work at office
    Local area
    Flexible hours

    Share Local Media

    New York, NY
    more than 2 months ago
  • $146k - $200k

    Job Overview The Tax Senior Manager, Private Client & Family Office Services (PCS‑FOS) leads the PCS‑FOS group and is responsible for building a robust practice, providing exceptional client service, supervising work products, developing new business, mentoring team members... 
    Senior
    Work at office

    BDO USA

    New York, NY
    4 days ago
  • $140k - $160k

     ...culture, and taste, we’d love to meet you.About the Role…As Senior Manager of Client Strategy (Post-Sales) Enablement, you will own the systems,...  ...-facing enablement (driving growth outcomes, not just service outcomes)Instructional design that drives adoption - a track... 
    Senior
    Work experience placement
    Work at office
    Immediate start
    Flexible hours
    Shift work

    ShopMy

    New York, NY
    4 days ago
  • Navitus Health Solutions, LLC is seeking a Sr. Manager, Specialty Network Contracting to join...  ...oversees day-to-day clinical specialty client support, network strategy, contract activities, and vendor coordination to ensure services are delivered on schedule and within... 
    Senior
    Remote job
    Contract work

    Navitus Health Solutions, LLC

    New York, NY
    5 days ago
  • A leading luxury goods company is seeking a Sr. Manager of Client Development to shape the client development strategy in the Private Sales Region. You will work closely with regional stakeholders to retain and grow top clients through valuable experiences. This role requires... 
    Senior

    Moët Hennessy

    New York, NY
    2 days ago
  • Turner Construction Company, SourceBlue division, is seeking an experienced security leader to manage on-site security operations for major construction projects. You will develop and enforce security procedures, coordinate with project teams on scope, logistics, safety... 
    Senior

    Turner Construction Company

    New York, NY
    1 day ago
  • $200k - $240k

     ...Serves as a strategic leader responsible for managing complex wastewater treatment planning,...  ...and construction projects while leading client relationships across Western New York and...  ...risk management.Western New York Client Service LeadershipServe as Client Service Lead for... 
    Senior
    Full time
    Remote work

    Jacobs

    New York, NY
    1 day ago
  • $99.1k - $158.5k

     ...Lea by RRD is a global business support services company with a strong legacy—over 200 years...  ..., all working together to help our clients operate more efficiently and effectively....  ...production or helping financial institutions manage high-volume print and digital communications... 
    Senior
    Contract work
    Work at office
    Shift work

    R.R. Donnelley & Sons Company

    New York, NY
    1 day ago
  • ShopMy is seeking a Senior Manager of Client Strategy Enablement to own the systems, content, and programs that make our Client Strategy team more consistent and effective at driving retention and growth. Reporting into Client Strategy leadership, you’ll connect Client... 
    Senior

    ShopMy

    New York, NY
    2 days ago
  • $110k - $190k

     ...Design and Construction is seeking a Construction Project Manager in New York City. The ideal candidate will have 5-10+...  ...project schedules. With a strong commitment to client satisfaction and world-class service, this position offers a salary range of $110,000 - $19... 
    Senior

    Shawmut Design and Construction

    New York, NY
    2 days ago
  • Consulting SSG in Brooklyn, NY seeks a motivated consultant with a Master's degree to join our Project Management team. You will engage with clients, contribute to business development, and help craft proposals and methodologies. The role emphasizes regular client contact... 
    Senior

    Ssginc

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Manager / Senior Manager, Client Services. Be the first to apply!