VP, Client Reporting & Conversion Lead
Remote Jobs
Lido seeks a Conversion Project Manager to own the full lifecycle for client reporting and portal conversions. You will coordinate with Addepar migration teams, drive data mapping and validation, and ensure alignment across back-office functions from scoping to go-live. You will design audit processes, support training for advisor teams, and push continuous improvements across migrations with executive oversight. A finance/business background and 4+ years in transformations are preferred. #J-18808-Ljbffr Remote Jobs
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the VP, Client Reporting & Conversion Lead in New York, NY vacancy
$150k - $200k
...We're looking for a client-facing account leader who brings clarity, momentum, and connection... ...You’ll Do Serve as the day-to-day lead and client contact across priority... ...~ Ability to connect the dots across conversations, workstreams, stakeholders, client needs...SuggestedFlexible hoursNew York, NYa month ago- As a Vice President, Program Management Lead within the Private Client Office, you will bring a structured, collaborative, and outcomes-driven... ...and leading indicators to pinpoint hot spots, drive field conversations, and solution targeted actions to improve outcomes. Own...SuggestedWork at office
- ...New York City seeks an exceptional Associate-VP to join its Industrials investment banking team. The role offers immediate client exposure, significant analytical responsibility... ...and a clear path to Vice President. You will lead financial analyses, build valuation models,...SuggestedImmediate start
- ...customers level up how they shop and get more from the brands they love. As a Vice President, Client Success Team Lead within Chase Media Solutions, you will report to the Head of Client Success and lead a team focused on maximizing revenue growth and retention...SuggestedWork visa
JPMorgan Chase & Co.
New York, NY2 days ago $180.22k - $268.91k
Company description PHM is the leading health media agency in the US, built for the modern... .... Go deeper. Be found. Overview The SVP, Client Lead provides leadership across a single... ...a group of smaller clients. This person reports into the EVP, Group Client Lead, and is responsible...SuggestedTemporary workFreelanceSecond jobFlexible hours- ...join its Healthcare M&A team in the United States. This senior, client-facing role offers strong deal exposure and a clear path for... ...buy-side and sell-side transactions. Responsibilities include leading execution, serving as the primary client contact on mandates, overseeing...
- ...strong relationships with corporates and financial institution clients and work on deals across mergers & acquisitions, divestitures, restructurings... .... You will act as the primary day-to-day client contact and lead banker on deals. You’ll coordinate junior bankers, refine...
- ...a Vice President to join the CLO structuring team in New York. Lead end-to-end CLO transactions, coordinating across BSL and private... ...with internal stakeholders, analyze market dynamics, and ensure accurate documentation and client coverage. #J-18808-Ljbffr J.P. Morgan
- Selby Jennings, a leading independent investment bank in New York, seeks an Investment Banking Vice President to join its Media practice... ...assignments and interact directly with senior bankers and clients. The role offers meaningful transaction responsibility, hands-on...
- ...President for their RMBS origination business in New York. This senior role involves owning client relationships and driving new business origination directly. The candidate will lead transaction execution and work closely with senior leadership. The ideal candidate has...
- ...requires a strong track record in investment banking, including meaningful M&A experience, leadership of junior bankers, and excellent client management and communications skills. The team values collaboration and rigorous financial analysis to deliver strategic advisory...
$200k - $250k
...VP, Client Success New York, NY Swayable is based out of our... ...technology we develop is at the leading edge of transforming some of... .... You'll approach client conversations with a commercially driven... ..., workflows, tooling, and reporting infrastructure to ensure client...Work at office- ...Investment Bank. The successful candidate will deliver crucial client and financial analytics to support senior management's decision... ...proficiency in Excel and data tools to enhance analytics capabilities and reporting efficiencies. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...Planning & Analysis team, you will play a key role in delivering client and financial analytics that support senior management decision... ..., and Data teams to develop consistent, scalable analytics and reporting. You will be utilizing strong analytical skills to work with...Visa sponsorship
$275.56k - $290k
About the RoleThe VP, Industry Lead, Data Licensing will report directly to the General Manager and will be responsible for leading a portfolio of strategic... ...Chicago areas. This role requires on-site visits to clients in these markets.Role ResponsibilitiesManage the team'...Full timeRemote work- VP, Sr Lead Strategy & TransformationNuveen is seeking an experienced VP, Sr Lead of Strategy... ...Head of Core Public Operations' direct reports as a trusted subject matter expert.In addition... ...managing public and private assets for clients around the world and on behalf of TIAA,...Full timeWork at officeShift work
- ...unified and fluid organization, Publicis Groupe partners with its clients across communication, media, data and technology to ensure... ..., actionable solutionsHighly collaborative, with the ability to lead through influence in matrixed organizationsA confident executive...Temporary workFreelanceFlexible hours
$221.9k - $390.3k
...to level-up your career at the company leading workforce transformation in the agentic... ...to deliver AFLS successfully.Track and report on partner compliance metrics and ecosystem... ...including navigating high-stakes compliance conversations with maturity and authority.Executive...Full time- The Industry Client Success Lead, Accounting & Consulting is a senior leadership role responsible... ...support, and career development conversations.What you will need:Intapp is looking... ...teams accountable to CRM hygiene and reporting standards.Proven ability to manage complex...Full timeLocal areaRemote workFlexible hours
- ...accounts through high-touch client service and education on TikTok... ....The Client Solutions Team Lead will be responsible for leading... ..., Campaign Management & Reporting- Manage and grow post-sale relationships... ...objectives.- Lead conversations on Always On content strategies...
$110k - $190k
Client Reporting Product Owner - Vice PresidentWealth Management PlatformsPurchase, NYDescriptionMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The...Temporary workLocal areaWorldwide$142.32k - $213.48k
...Strategy, ProfessionalCompany: CitiThe Strategy Lead Analyst is a strategic professional who... ...buy-in for change.Manage all aspects of client service, including planning, prioritizing... ...practices, and escalating, managing and reporting control issues with transparency....Full time- ...to oversee accounting for a diversified real estate fund. This role involves managing a team, ensuring compliance, and enhancing reporting efficiency. Candidates should have 10–15 years of relevant experience, an active CPA, and a strong background in team management....
Atlas Search
New York, NY2 days ago - ...Senior Vice President, Client Lead About the Company Accomplished organization specializing in marketing & digital transformation services Industry Marketing and Advertising Type Public Company Founded 1926 Employees 10,001+ Categories Consulting...
$145k - $180k
...ManagementJob Description:Vice President, Client Services - OHMCAt Omnicom Health Medical... ...President, Client Services will function as the lead for a group of accounts. Your team will... ...cross-functional colleagues and direct reports, with clear alignment and partnership...Full timeWork at officeLocal area3 days per week$115k - $185k
...Americas Finance - Financial Regulatory Reporting is a team responsible for the preparation... ...comprehensive financial services to clients in 35 countries and 800 offices throughout... ...Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment...Full timeWork at officeLocal areaRemote workWorldwide2 days per week3 days per week- JPMorganChase Workplace Solutions (JPMWS) in New York seeks a CRM Analytics Lead to drive reporting automation and analytics, partnering with CRM leadership to deliver data-driven insights on client satisfaction, revenue, and pipeline activity. The role blends project...
- Citigroup Inc. in New York seeks a Vice President to lead coverage of a multinational healthcare or consumer banking portfolio in the U.S., driving client acquisition, relationship growth and wallet expansion. You will partner with Citi's platform to originate opportunities...
- Cognito is looking for a Senior Vice President in New York to lead multiple teams and drive strategic growth within the practice area. You'll be responsible for P&L accountability, client management, and mentoring staff. This role involves overseeing business development...
- ...seeks a Vice President Equity Research Analyst to join the Banks team, delivering differentiated investment research for institutional clients globally. You will develop investment theses, build detailed financial models, and communicate views to investors while engaging...
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