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

Portfolio Strategy & Client Engagement Lead

$115k - $125k

LE010 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
  •  ...President, Program Management Lead within the Private Client Office, you will bring a...  ...with Finance, Sales Strategy, Technology, and Location...  ...Responsibilities Drive a portfolio of strategic initiatives from...  ...Our mission is to create engaged, lifelong relationships and... 
    Suggested
    Work at office

    JP Morgan Chase

    New York, NY
    1 day ago
  • $190k - $270k

    Agency:Area23Job Function:Strategy and PlanningJob...  ...JobAs an SVP Director of Engagement Strategy, you will be...  ...independently with senior clients and agency senior...  ...incremental engagement work and lead new business pitches,...  ...a high-level view of portfolio needs, and assess... 
    Suggested
    Full time
    Temporary work
    Work at office
    Local area
    Remote work
    Shift work
    3 days per week

    Momentum Worldwide

    New York, NY
    4 days ago
  •  ...success, PMG leverages business strategy and transformation, creative,...  ...Working With At PMG, our Client Strategy team plays a key...  ...partner with clients, media leads, analytics teams, and creative...  ...team to exceed expectations and engaging with leadership when needed... 
    Suggested
    Work experience placement
    Local area
    Shift work

    PMG

    New York, NY
    more than 2 months ago
  • 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... 
    Suggested

    Sotheby's

    New York, NY
    4 days ago
  • Centari, Inc. is hiring a Legal Engagement Manager to bridge our AI platform with AmLaw 100 clients by translating senior legal...  ...technical requirements. You’ll lead client-facing engagements, drive...  ...delivery, define workflows, ensure portfolio health, and communicate ROI in... 
    Suggested
    Relocation

    Centari, Inc.

    New York, NY
    2 days ago
  • $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 time
    Work at office
    Flexible hours
    3 days per week

    Ambit Inc.

    New York, NY
    4 days ago
  •  ...Magazines in New York City is seeking a Manager, Newsletter Strategy to shape the future of their newsletter portfolio. You will lead the strategic development and evolution of newsletters, driving engagement, retention, and business growth. The ideal candidate will have... 
    Work at office

    Hearst Magazines

    New York, NY
    3 days ago
  • PIMCO is seeking an experienced Model Sales and Strategy Lead to define, own, and execute the U.S. Model Portfolio distribution strategy for U.S. Wealth Management....  ...collaborates with Sales, Specialists, Portfolio Management, Client Solutions & Analytics, Marketing, Legal/... 

    PIMCO

    New York, NY
    4 days ago
  •  ...by shared success, PMG leverages business strategy and transformation, creative, media, and...  ....Who You Will Be Working WithAt PMG, our Client Strategy team plays a key role in shaping...  ...matter.You’ll partner with clients, media leads, analytics teams, and creative... 
    Work experience placement
    Local area
    Shift work

    PMG

    New York, NY
    3 days ago
  • $160k - $240k

     ...to Work. Ruder Finn is seeking a Health Strategy Lead to drive strategic thinking across a portfolio of healthcare and life sciences clients. This role is responsible for...  ...breakthrough communications, brand, and engagement strategies for healthcare clients. They... 
    Full time
    Work at office
    Flexible hours

    Ruder Finn

    New York, NY
    3 days ago
  •  ...TikTok formulates industry strategy and identifies growth...  ...through high-touch client service and education on...  ...Client Solutions Team Lead will be responsible for...  ...product support teams to engage for specific campaign challenges...  ...complex campaign portfolios across branding and... 

    TikTok

    New York, NY
    5 days ago
  • $192.8k - $241k

     ...depend on Scale to do it. As an Engagement Management Lead on Scale's Generative AI team,...  ...account management and growth strategy for the customers to which you...  ...judgment in high-stakes, client-facing settings.What you’ll do:Own a portfolio of complex, strategic Gen AI accounts... 
    Full time
    Shift work

    Scale AI

    New York, NY
    5 days ago
  • The Industry Client Success Lead, Accounting & Consulting is a senior leadership...  ...the health and growth of a portfolio of client relationships...  ...sits at the intersection of strategy and execution — partnering with...  ..., and coach your team to engage stakeholders at the right levels... 
    Full time
    Local area
    Remote work
    Flexible hours

    Intapp

    New York, NY
    3 days ago
  • $186k - $213.9k

     ...United StatesDepartment: Client DevelopmentBusiness...  ...Arcadis is the world's leading company delivering...  ...description:The Sector Portfolio Leader for Internet &...  ...Americas Sector/Portfolio Strategy.Role accountabilities:...  ...for high-level client engagement, with the ability to... 
    Full time
    Part time

    Arcadis

    New York, NY
    3 days ago
  • $198.9k - $233.56k

     ...CitiCitibank, N.A. seeks a Portfolio Credit Risk Management 2nd LOD Senior Lead Analyst for its Long...  ...businesses, including engaging with Modeling groups, in...  ...Developing Credit Risk Strategy, including...  ...Working with institutional clients based in Mexico and the... 
    Full time
    Work at office
    Remote work

    Citigroup

    New York, NY
    3 days ago
  • $157k - $180k

     ...Role As a Group Director, Client Strategy, you are a senior business and...  ...leader responsible for a portfolio of enterprise and high-growth client relationships. You lead multiple Directors and their...  ...Leading high-stakes executive engagements including QBRs, annual planning... 
    Temporary work
    Work at office
    Local area
    Remote work
    Flexible hours

    Wpromote,-LLC-

    New York, NY
    18 hours ago
  • Insite US is seeking a Tax Partner to lead and expand its Private Client practice, focusing on ultra-high-net-worth individuals, families...  ...expertise. As a partner, you will guide complex engagements, develop long-term strategies, and mentor a growing team while building... 
    Private practice

    Insite US

    New York, NY
    3 days ago
  •  ...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, NY
    5 days ago
  •  ...seeking an experienced Lead Development Manager to join our CLO Portfolio Management Technology team...  ...best practices, engage directly with senior stakeholders...  ...will enforce branching strategies, code review workflows,...  ...and private assets for clients around the world and on... 
    Full time
    Work at office

    Teachers Insurance and Annuity Association

    New York, NY
    1 day ago
  • $55 - $65 per hour

     ...meaningful impact for its clients through the power of...  ...and data-driven strategy. We believe that the power...  ...a Marketing Program Lead to contribute to our...  ...drive early lifecycle engagement during the first 24 months...  ...clients credit card portfolio. The Marketing Program... 
    Full time
    Temporary work

    Blend360

    New York, NY
    a month ago
  • $150k - $180k

     ...experienced Senior Strategic Engagement Lead who thrives in a fast-paced...  ...management for a dedicated account portfolio of up to 15 accounts in our...  ...understanding the goals and strategies of our customers and how our...  ...the dots thinking that puts client value at the center of... 
    Work at office

    Datavant

    New York, NY
    5 days ago
  •  ...marketing campaigns. Our AI-driven platform and team of experts are leading the transformation of influencer marketing. We value...  ...paced and data-driven environment. The responsibility of the Client Strategy Lead is to lead strategy for new business pitches and existing... 
    Casual work

    Linqia, Inc.

    New York, NY
    4 days ago
  • $75k

    Third Bridge is seeking a Private Equity Business Development Associate in New York, responsible for driving growth by enhancing client engagement and onboarding new users. You'll work directly with clients to understand their needs and stimulate adoption of Third Bridge's... 

    Third Bridge

    New York, NY
    5 days ago
  • Epsilon is seeking an Advisor in New York, NY to enhance client satisfaction through effective project delivery and management. You will engage with various teams to support their offerings of Marketing Technology and Data Solutions. The ideal candidate will have extensive... 
    Flexible hours

    Epsilon

    New York, NY
    3 days ago
  • $120k - $150k

    A global investment firm in New York is looking for a Client Portfolio Manager to enhance their Global Listed Infrastructure capabilities. The role involves creating materials for internal and external stakeholders, translating investment concepts for clients, and collaborating... 

    Nomura Holdings, Inc.

    New York, NY
    1 day ago
  • $170k - $220k

    Ambit Inc. in New York is looking for a strategic Engagement Lead to lead complex client engagements in biopharma consulting. Candidates should have 5+ years of experience, strong communication skills, and the ability to manage client relationships effectively. The role... 
    Flexible hours

    Ambit Inc.

    New York, NY
    4 days ago
  • $137.5k - $195k

     ...stand apart for our outstanding client service, intelligent risk...  ...our collective success? The Portfolio Lead oversees the Claims and...  ...Analytics, AI and COE teams, while engaging senior leaders to shape and...  ...? Drive and guide portfolio strategy in collaboration with... 
    Work at office
    3 days per week

    AXIS (AXIS Capital)

    New York, NY
    1 day ago
  • Zenith USA is seeking an Associate Director, Analytics to design data strategies that tie client marketing to real business goals. You will work with Planning and Activation teams to deliver client deliverables and help senior leaders shape analytics direction. The role... 

    Zenith USA

    New York, NY
    3 days ago
  •  ...Care of Chan is looking for Strategy Leads to help develop creative narratives...  ...and concepts for our event clients. The ideal candidate is an...  ...objectives and audience engagement goals. The Strategy Lead is...  ...put forth in proposals Strong portfolio showcasing PR and marketing... 
    Contract work
    For contractors
    Freelance
    Remote work
    Shift work

    Care of Chan

    New York, NY
    3 days ago
  • Wealthspire is a leading wealth management, retirement advisory, and business management firm providing tailored investment strategies and comprehensive wealth solutions. Based in New York,...  ...financial plans while nurturing enduring client relationships. You will collaborate... 

    Kappaalphapsi1911

    New York, NY
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Strategy & Client Engagement Lead. Be the first to apply!