Private Client Relationship Manager Jobs in New York, NY

Optimize your career by leading a dynamic team in Investor Services, enhancing client relationships and operational workflows, while ensuring compliance in a fast-paced investment environment. Drive t...

Manage and mentor Investor Services teams, ensuring compliance and enhancing client relations. Drive operational efficiency while supporting institutional clients and improving team capabilities in a...

Collaborate with our Private Advisor team to deliver exceptional client service, manage account operations, and support high-net-worth clients in their financial journeys. Your attention to detail and...

Join a team that's dedicated to delivering innovative portfolio management solutions. Collaborate with Investment Managers and Financial Advisors to implement strategies, manage trades, and enhance cl...

Join a team that's redefining equity sales trading by managing a diverse client portfolio across dynamic sectors. Leverage your expertise to drive liquidity, generate investment ideas, and deliver exc...

Lead the charge in enhancing compliance frameworks and regulatory adherence. Collaborate with internal teams and regulators to ensure effective governance and oversight of compliance programs in a dyn...

Empower your career by supporting investors in managing client relationships, executing trades, and analyzing risk metrics. Collaborate with a talented team to ensure exceptional service and maintain...

Advance your career by driving lending solutions and client success in a dynamic environment. Collaborate with Financial Advisors and clients to unlock growth opportunities and enhance our lending cap...

Unlock client potential by driving adoption and optimizing solutions across legal accounts. Serve as a trusted advisor, ensuring clients maximize their investment in Intapp products while fostering lo...

Engage in high-impact strategic pursuits as a Deal Manager, coordinating teams and client communications to drive compelling proposals. Utilize innovative strategies and management tools to enhance pu...

Drive advisor engagement and asset growth by partnering with Financial Advisors across the Northeast. Leverage your investment expertise to enhance business development and support OAM's strategic ini...

Advance your career by leading multi-team oversight and management in accounting operations across diverse industries. Utilize your expertise in compliance, software integration, and project managemen...

Innovate as you partner with top investment managers to capture global equity opportunities. Conduct in-depth analyses and manage hedge fund portfolios, contributing to a dynamic investment strategy w...

Lead a dynamic team of Client Contract Managers to optimize renewal strategies, drive retention, and enhance operational excellence through effective leadership and cross-functional collaboration. Ele...

Drive your career with strategic leadership in Third-Party Risk Management, overseeing risk frameworks and influencing decision-making across a global organization. Collaborate with senior leaders to...

Join a team that's redefining third-party risk management by providing strategic oversight, ensuring compliance, and enhancing operational resilience across a global organization. Lead initiatives tha...

Join a dynamic team to analyze market trends and execute strategic transactions for financial institutions, enhancing client relationships and driving impactful solutions in a fast-paced environment...

Pioneer innovative fund data solutions by defining and executing product strategies that enhance transparency, usability, and client engagement across Bloomberg's public funds ecosystem, ensuring alig...

Transform the fund data landscape by defining and executing product strategies that enhance transparency, usability, and discoverability for public funds, ensuring alignment with client needs and mark...

Drive client satisfaction as a Senior Project Manager, overseeing eDiscovery projects, managing budgets, and consulting on best practices. Lead teams, enhance workflows, and ensure timely delivery whi...

Drive customer success by managing SBA loan portfolios, executing cross-sells, and conducting in-depth financial analysis. Collaborate closely with clients to guide them through the lending process wh...

Join us to define and enhance our financial data offerings, focusing on Private Markets. Collaborate with cross-functional teams to drive product strategy, close content gaps, and ensure seamless inte...

Advance your career by driving strategic vendor finance relationships in the industrial equipment sector. Lead business development efforts, manage key partnerships, and deliver tailored financing sol...

Transform client service delivery by leading a team of professionals, optimizing operations, and enhancing client relationships through strategic oversight and exceptional service management...

Drive impactful data analysis and risk management for global clinical trials, interpreting complex data to identify trends and risks. Lead cross-functional teams in enhancing study quality and patient...