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- ...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...SuggestedWork at office
- 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....SuggestedFull timeWork at officeFlexible hours3 days per week- 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...
- ...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
- 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...
- 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
$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$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...
- ...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
$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- ...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...
- 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...
- ...LT to define and advance teams vision, strategy, and competitive positioning. Develop the... ...-physical channel orchestration. Lead the SC Patient Solutions BAT in partnership... ...patient support, access strategy, and HCP engagement & deliver actionable insights on emerging...
- ...New Jersey) seeks a Global KOL Management Manager to lead governance and execution of global KOL engagement across multiple therapeutic areas, building a... ...ecosystem and coordinating with Global Medical Affairs, Portfolio Marketing, Commercial, R&D, Diagnostics, and...
$97.74k - $147.65k
Overview We are looking for a Portfolio Solutions Risk Lead to join our Team. This... ...performance. Assess underwriting strategy, controls, and consistency... ...objectives. Stakeholder Engagement: Work with brokers,... ...people, our industry and our clients. Care to join us? Allianz...Local areaRemote workWorldwideFlexible hours- Arcadis is seeking a Sector Portfolio Leader for Internet & Software Clients in the Americas to support the Regional Sector Executive by building awareness... ...relationships, help execute the Americas Sector/Portfolio Strategy, and mentor Client Portfolio Managers and Account...
- EliseAI is seeking an AI Engagement Manager to lead strategic relationships with high... ...complex customers. You will guide clients in harnessing AI to drive... ...operations, and improve portfolio performance. This role blends client strategy, product launches, and long-term...
- Citi is seeking a Regulatory Engagement Lead for Prudential Coverage & Governance Advisory in New York. The role focuses on advising senior... ...supervising exam outcomes, and shaping the firm’s regulatory strategy. You’ll coordinate with HR, IA, and Transformation, and lead...
$55 - $65 per hour
...meaningful impact for its clients through the power of... ...and data-driven strategy. We believe that the power... ...seeking a Marketing Program Lead to contribute to our... ...drive early lifecycle engagement during the first 24... ...clients credit card portfolio. The Marketing Program...Full timeTemporary work- Suburban Consulting Engineers, Inc is seeking a Client Portfolio Manager to oversee client relationships and ensure project success. This role involves developing portfolio plans, managing financial performance, and collaborating with project teams. Candidates should have...Full time
$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
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