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
- ...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- ...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...SuggestedWork experience placementLocal areaShift work
- 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
- 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
$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- ...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
- 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/...
- ...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
$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- ...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...
$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
$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 timePart time$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 timeWork at officeRemote work$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 workWork at officeLocal 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
- ...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...
- ...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
$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 timeTemporary work$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- ...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
$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...- 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
$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...$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$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...
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