Portfolio Strategy & Client Engagement Lead
$115k - $125kLE010 Manning & Napier Advisors, LLC
LE010 Manning & Napier Advisors, LLC seeks a Portfolio Strategist to represent the firm's investment strategies to clients and prospects. This role involves working closely with sales professionals and requires 7+ years of investment management experience. The ideal candidate will excel in communication, provide analytical insights, and have a strong understanding of investment markets. Key responsibilities include meeting clients, participating in presentations, and maintaining marketing materials. The position offers competitive compensation with an expected base salary of $115-125k, in addition to incentives and a range of benefits. #J-18808-Ljbffr LE010 Manning & Napier Advisors, LLC
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Portfolio Strategy & Client Engagement Lead in New York, NY vacancy
- Skillconnectance is seeking an AI Engagement Manager passionate about client success. You will be the primary advisor for clients, ensuring AI implementations are strategic business wins. Your responsibilities include managing the client relationship, translating business...SuggestedRemote jobFlexible hours
- ...firm is seeking a Sr. Director of Investments to oversee client investment engagements and lead a team servicing high net-worth clients. This role involves managing investment functions, developing portfolio strategies, and contributing to due diligence processes....Suggested
- ...Servicing Travel Advisor IV Client Engagement Quality Control Lead Join Valerie Wilson Travel as a Servicing Travel Advisor IV Client Engagement... ...cross-functional partners to execute client engagement strategies that enhance service excellence and brand alignment....SuggestedWork at office
- Job title: Strategy Lead, Portfolio and Planning, Specialty Care GBU Location: Cambridge, MA/Morristown, NJ About the job Join the team transforming... ...therapeutic‑area portfolio. Scientific grounding: able to engage credibly on mechanism, clinical rationale, and competitive...SuggestedShift work
$180k - $240k
Industry: AI Startup Company Role: Engagement Lead - Product and Strategy Salary: $180,000 - $240,000 annually Location: New York City (on-site 5 days a week) About the role Our client, a fast-growing AI company, is looking for an Engagement Lead to support the rollout...Suggested- A leading AI company in New York City seeks an Engagement Lead to support the rollout of innovative platform capabilities... ...of experience in consulting or strategy, strong project management skills... ...while building trust with clients. #J-18808-Ljbffr Vaco Recruiter...
- Join Publicis Media Exchange as a Local Media Client Lead Supervisor in New York, where you'll manage local media strategies for high-profile clients. You'll engage with various media channels, lead a team, and ensure project excellence. The ideal candidate has 5+ years...Local area
- A leading auction house in New York is looking for a Client Strategy professional to enhance client engagement and increase transactions. The role involves developing strategic plans based on client insights, utilizing strong analytical skills, and collaborating with various...
$160k - $180k
...Partners, LLC in New York, NY is seeking an Engagement Manager for its Evidence, Value, Access,... ...role involves managing project teams, client relations, and new business development... ..., a bachelor’s degree, and skills in strategy, planning, and analysis. Offering a competitive...- Veeva Systems, Inc. is seeking a Client Services expert to drive innovative strategies and manage key client relationships within their Veeva Ostro team. You will leverage AI technology to enhance brand engagement in the life sciences industry and help shape healthcare...
$170k - $220k
...Ambit is looking for a strategic, execution‑minded Engagement Lead to join our growing life sciences consulting... ...In this role, you’ll take the lead on complex client engagements, focusing on high‑impact commercial strategy work for biopharma and rare disease innovators....Full timeWork at officeFlexible hours3 days per week$150k
YipitData (Alternative) is seeking a Client Strategy Manager to manage relationships with brand and retail clients. This remote-friendly role requires expertise in client engagement, driving adoption, and ensuring value creation. The ideal candidate will have at least...Remote job- New Breed is seeking a Web Strategist to lead client website projects from discovery to execution. This remote role involves crafting strategies that drive engagement and measurable performance. Responsibilities include conducting website audits, developing wireframes,...Remote jobFlexible hours
- Cotiviti is seeking a VP, Client Engagement for developing and executing growth strategies within their top customer tier. Key responsibilities include maintaining client relationships, advocating for clients, and ensuring customer satisfaction through effective communication...
$11 per hour
Senior Director, Internal Medicine Portfolio Strategy Lead United States - Massachusetts - Cambridge United States - Pennsylvania - Collegeville... ..., or cross‑functional strategic planning. Ability to engage in scientific and clinical dialogue and translate implications...Permanent employmentH1bLocal areaVisa sponsorshipWork visaRelocation packageShift work- ...results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to...
WealthBridge Financial Group
New York, NY5 days ago $160k - $200k
...entrepreneurial, and results-driven Cloud Engagement Lead to join EPAM’s rapidly growing... ...business within your assigned portfolio of Retail clients. This involves close collaboration... ...build joint EPAM–Microsoft account strategies (formal or informal) to break into...Contract workH1bRemote workEPAM Systems Inc
New York, NY11 hours ago- ...Pyrovio is seeking a Senior Consultant who can independently lead consulting engagements in the Energy & Utilities sector. This remote role involves managing client relationships, driving project success, and overseeing project teams. The ideal candidate should have proven...Remote work
Pyrovio
New York, NY3 days ago - Tinuiti is seeking a Client Insights Lead to create and lead analytics strategies for clients. This remote role requires strong analytical fluency and the ability to connect data across channels to provide actionable recommendations. Responsibilities include leading the...Remote job
$150k - $200k
Arnold & Porter is looking for a Client Development Manager to drive growth and... ...senior partners to enhance client engagement and promote revenue growth. The ideal candidate will manage portfolios of client accounts, develop strategies, and analyze client data to enhance...- BetMGM is seeking a Business Portfolio Manager (Marketing) in New York. This role involves... ...to enhance customer growth and engagement. The ideal candidate will have significant... ...delivery, a strong understanding of marketing strategies, and the ability to influence...
$115k - $130k
Invesco is seeking an experienced Senior Manager to lead and evolve its Client Experience (CX) program. This role involves managing the CX strategy across the U.S. and EMEA, ensuring high-quality execution of measurement programs, and synthesizing client feedback into actionable...Full time- ...part-time to full-time opportunity, serving as the primary day-to-day contact for client accounts. This role involves developing growth strategies, driving campaign execution, and leading client meetings. The ideal candidate will have experience in project management and...Full timePart time
- JPMorgan Chase is looking for a Servicing Travel Advisor IV - Client Engagement Quality Control Lead. This role combines client engagement with quality control, ensuring a seamless onboarding experience for luxury and high-net-worth travelers. Key responsibilities include...
- ...given the freedom to innovate, lead, and make a meaningful impact... ...Development or Operations Client Success or Account Management... ...initiatives and develop brand-building strategies Cultivate trusted client... ...ready to thrive as a Client Engagement Leader, we’d love to hear...Remote work
- ...seeking an Advisor in New York, NY to coordinate the delivery of products and services for clients in various sectors. In this role, you'll ensure successful project engagements and facilitate communication among clients and teams. The ideal candidate brings a Bachelor...Flexible hours
- Connection in Remote, PA is seeking a seasoned Client Engagement Manager to guide client relationships and ensure successful delivery and adoption of products and services. You will serve as the primary client contact, aligning business objectives with service execution...Remote job
$75.05k - $120.16k
Join as a Media Supervisor to lead our media planning teams in New York. You will oversee the coordination of day-to-day projects, drive quality control, and optimize media strategies for our clients. The ideal candidate has 5-7 years of relevant experience, exceptional...Flexible hours$180k - $240k
Vaco by Highspring in New York City is seeking an Engagement Lead for product and strategy to guide customer adoption of AI platform capabilities. This cross-functional role requires 4-8 years of consulting or product experience and strong communication skills. The Engagement...- ...what matters: judgment, strategy, and outcomes. 1,000+... ...the Role Legora's Engagement team is scaling fast,... ...Senior Engagement Team Lead, you'll own the performance... ...expand our enterprise client relationships. This... ...multiple client portfolios, accountable for adoption...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Strategy & Client Engagement Lead. Be the first to apply!
