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 4 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...SuggestedWork at office
$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...SuggestedFull timeTemporary workWork at officeLocal areaRemote workShift work3 days per week- 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...SuggestedRelocation
- 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
$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....SuggestedFull timeWork at officeFlexible hours3 days per week- ...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
- ...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...Work experience placementLocal areaShift work
PMG
New York, NY3 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. You will partner with Sales, specialists, PM, Client Solutions & Analytics, Marketing, Legal/Compliance and...
- ...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 placementLocal areaShift work
- ...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...
$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 timeWork at officeFlexible hours$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 timeShift work- 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 timeLocal areaRemote workFlexible hours
- 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
$142.32k - $213.48k
...0.00Category: Business Strategy, Professional, WealthCompany... ...into accessible, engaging intellectual capital that empowers clients and advisors, drives informed... ...capital while leading initiatives designed to... ...coordinator for the team's portfolio of initiatives, ensuring...Full timeWork at office- ...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 timeWork at office
$175k - $240k
Sothebys in New York is seeking a leader for its Jewelry Department, responsible for driving sales and client management strategies. The ideal candidate will oversee day-to-day operations, develop business strategies, and ensure exceptional client service, while collaborating...$140k - $160k
We’re looking for a strategic, client-focused Engagement Lead to drive adoption and usage of the Vise platform... ...and execute on account growth strategies. Support Strategic Projects: Join... ...build, manage and explain personalized portfolios. In today's world, AI is driving...Work at officeHome office- Marsh McLennan Agency seeks a Zone Client Advisory Leader for the PCS National Northeast team to drive growth strategies, shape solutions, and lead vision and execution for a large client advisory group. You will manage the human capital strategy, including colleague development...
$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...$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...- ...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
- 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
$92k - $138k
...Description In the position of Lead, Client Leadership at Epsilon, you... ...and guide innovative data strategies for digital and TV activation... ...technology and services they need to engage consumers with 1 View, 1... .... Epsilon’s comprehensive portfolio of capabilities across our...Temporary workWork experience placementFreelanceLocal areaFlexible hours- ...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
- ...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
$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 office3 days per week- 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...
- ...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 workFor contractorsFreelanceRemote workShift work
- 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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Strategy & Client Engagement Lead. Be the first to apply!
