Private Client Relationship Manager Jobs in New York, NY

Join a dynamic private equity accounting team to support financial reporting, journal entries, reconciliations, and investor reporting, while collaborating with experienced professionals and gaining e...

Lead the charge in optimizing a national pharmacy fulfillment network by driving strategic initiatives, managing key partnerships, and enhancing operational systems to deliver impactful results in a n...

Elevate data governance and product management within investment operations. Collaborate across teams to ensure data quality, architecture, and AI readiness, driving transformation and efficiency in a...

Unlock your potential in Fund Accounting by managing fund records, overseeing NAV calculations, and collaborating with internal and external teams. This role offers growth opportunities in a dynamic e...

Lead the charge in transforming fund administration by developing automated systems that enhance data extraction and processing, collaborating across departments to establish a robust roadmap for a ma...

Transform how fund administration data flows in a senior Product Manager role, guiding automation and enhancing operational efficiencies in a collaborative tech environment. Lead cross-functional team...

Join a dynamic team to enhance and operate the Operational Risk and Control environment, ensuring effective control design, monitoring, and testing while collaborating with various departments to supp...

Accelerate progress at our Project Management Pillar by providing analytical and operational support for projects. Collaborate with experienced team members and independently manage small projects to...

Shape the future of Wealth Management by bridging architecture and execution. Lead technical design, mentor teams, and drive integration solutions in complex environments while ensuring clarity and al...

Join a team that's transforming Wealth Management through innovative Salesforce solutions. Leverage your expertise to bridge architecture and execution, guiding technical teams and ensuring successful...

Unlock potential by serving as a trusted advisor to high-net-worth clients, delivering comprehensive financial planning and personalized service. Lead client relationships, coordinate expert advice, a...

Elevate your career by overseeing compliance risks in lending products. Collaborate with leaders to strengthen frameworks, develop policies, and ensure adherence throughout the product lifecycle, harn...

Champion client relationships by delivering expert guidance in mutual funds. Enhance client retention through strategic communication and proactive service adjustments while collaborating across depar...

Develop deep client relationships and drive mutual fund strategies. Leverage your industry expertise to enhance services, support asset growth, and ensure a top client experience while managing multip...

Empower clients as a trusted advisor, leveraging expertise in mutual funds to enhance relationships, maximize retention, and drive growth while navigating complex financial landscapes...

Innovate the People function by building a world-class, AI-native operation. Own employee relations, payroll, and compliance while enhancing the employee experience through automation and strategic pa...

Shape the future of IT Services by leading strategic initiatives, managing risks, and optimizing performance to support innovative digital asset solutions while ensuring operational readiness and resi...

Deliver innovative technology solutions that enhance user experience for Financial Advisors. Collaborate with teams to translate business needs into actionable projects, ensuring effective implementat...

Shape the future of Wealth Management technology by collaborating with Financial Advisors to enhance user experiences and drive innovative solutions across platforms, ensuring alignment between busine...

Shape the future of asset management compliance by leading a national advisory practice. Drive growth, develop innovative solutions, and partner with investment firms to enhance regulatory compliance...

Lead the development of a national asset management compliance practice, driving growth and strategy while advising clients on regulatory requirements and compliance solutions across the investment ma...

Join a team that's dedicated to delivering exceptional client service in equity compensation. Leverage your expertise to manage corporate client stock plans, ensuring timely processing and fostering t...

Pioneer the implementation of Charles River Investment Management Solutions, leveraging your expertise in Equities and Compliance. Collaborate with clients to define requirements, configure solutions...

Engage as a Principal Consultant, leveraging your expertise in CRIMS to guide clients through implementation and upgrades. Collaborate with teams, analyze requirements, and ensure solutions meet busin...

Lead a team in assessing credit risk through comprehensive reviews, ensuring compliance and quality in loan portfolios. Drive insights and improvements while collaborating with stakeholders to enhance...