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Client Portfolio Manager jobs in New York, NY

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TAX SERVICES MANAGER - FSO - PRIVATE CLIENT SERVICES, PARTNERSHIP

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Experience in economics...

CompanyYork State Department Of Labor
AddressNew York, NY
CategoryInformation Technology
Date Posted 4 weeks ago See detail

Tax Services Manager - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Experience in economics...

4 weeks ago seen See more...

Manager - Data Governance - Portfolio Management

Rockwood Search Associates

New York, NY

Please put your Name and Data Governance / Portfolio Management in the subject line and attach your resume in word or PDF document form. Company DescriptionRockwood Search is an executive recruiting firm chosen by discerning emp...

4 weeks ago seen See more...

Office Manager/Client Services Coordinator

Invision Communications Inc.

New York, NY

Continuously think of ways to improve employee experiences and brainstorm new ways to update office processes. Manage incoming guests, by phone or in person in a professional and helpful manner. Maintain a fun, energetic, and posi...

4 weeks ago seen See more...

Client Strategy and Insights Manager

Regal.io

New York, NY

Partner directly with Regal's clients to understand their business goals, current customer journey and sales funnel. Mine customer data for ROI insights, new campaign ideas, and useful data to present new strategies to clients for...

4 weeks ago seen See more...

Client Development Senior Manager

Boston Consulting Group

New York, NY

Constructing a comprehensive client account plan in partnership with the account team to guide the team's activities and priorities. Ensuring that the day-to-day execution of the account plan, driving action behind the team ambiti...

4 weeks ago seen See more...

Client Success Manager

York State Department Of Labor

New York, NY

Establish, cultivate and manage the customer relationship at multiple levels, serving as a healthcare consultant and trusted business advisor and deliver customer-centric solutions. Build relationships with consultants and brokers...

a month ago seen See more...

US Seasonal Tax-Private Client Services-Manager East

Ernst & Young Llp

New York, NY

Competitive

A strategic eye toward prioritizing when working on multiple complex projects. Influencing skills, and the confidence and curiosity to question existing processes. The ability to produce technical writing and research in a tax con...

a month ago seen See more...

MANAGER, RETAIL CLIENT ENGAGEMENT AND DEVELOPMENT - New York Fifth Avenue

Gucci

New York, NY

90000.00-100000.00 Per Year

Work directly with Client Advisors to help drive and grow businesses;. Responsible for tracking and developing top clients, focusing on top two hundred and high potential clients;. Ensure that Client Advisors are cultivating clien...

a month ago seen See more...

Analyst, Client Lifecycle Management- Corporate & Investment Banking

Pix11

New York, NY

Manages portfolio of onboarding sessions from start to finish and manage overall customer onboarding processes.. Leads complex conversion activities related to a mix of complex institutional client relationships requiring the in-d...

a month ago seen See more...

Account Manager Client Executive - Cyber SaaS - (Northeast United States Only)

Pix11

New York, NY

Assigned to specific Secureworks accounts that requires global execution and has the highest complexity and strategic importance to Secureworks. Ability to identify and validate customer priorities, business drivers, and outcomes....

a month ago seen See more...

Client Development Manager

Zegna

New York, NY

Client Experience and Delighting Act as the link between Marketing, Clients, and Stores to successfully implement and execute strategies to develop the top client segment to achieve brand goals. Partner with Sr. Director and Retai...

a month ago seen See more...

Client Success Manager – Rewards Data Intelligence

Willis Towers Watson

New York, NY

Renewal retention rate. Upsell of related products and services. Client data participation. Focusing on Clients. Driving Excellence. Influencing Stakeholders. Working in Teams. Business Acumen. Sales Mindset. 5+ years experience...

a month ago seen See more...

Head of Rates Asset Manager and HF Client Coverage

Wells Fargo

New York, NY

Design and implement Client Coverage strategies in collaboration with Macro Trading and coverage partners across Markets. Develop concrete and client-specific plans to increase market share and flow. Disseminate the firms intelle...

a month ago seen See more...

GUCCI MANAGER, RETAIL CLIENT ENGAGEMENT AND DEVELOPMENT - New York Fifth Avenue

Gucci

New York, NY

90000.00-100000.00 Per Year

Work directly with Client Advisors to help drive and grow businesses;. Responsible for tracking and developing top clients, focusing on top two hundred and high potential clients;. Ensure that Client Advisors are cultivating clien...

a month ago seen See more...

Product Manager - Alternative Investments, Portfolio Analytics

Bloomberg

New York, NY

Collaborate with other Product Managers to develop and execute plans to improve our total portfolio offering, focusing on private markets. Build a close working relationship with the business, Research and Sales divisions and inco...

a month ago seen See more...

Client Experience Sales Manager - White Plains

Pix11

New York, NY

Passionate about selling through CRM platforms. Able to maneuver through multiple software platforms. Ability to build rapport and maintain personal relationships. Strong written communication skills that prove interpersonal skill...

a month ago seen See more...

Manager, Client Development

Intapp

New York, NY

You will play a key role as you manage this highly visible and motivated team that achieves individual, team and organizational quotas. Your team is responsible for developing and qualifying revenue opportunities within their assi...

a month ago seen See more...

Client Account Manager - Energy Storage

Primoris Renewable Energy

New York, NY

Promote the services of Primoris Renewable Energy, Energy Storage, to new and existing customers, decision makers and influencers within the Renewable industry. Research markets and market trends in existing and emerging markets....

a month ago seen See more...

Client Experience Manager, Bloomberg Live Experiences (Contract)

Bloomberg

New York, NY

Manage Bloomberg Live Experiences global client relationships from post-sale through final event execution. Be the primary point of contact and owner of the management of the client, and the successful implementation of the pro...

2 months ago seen See more...

Client Strategy & Capital Management Business Analyst

Wells Fargo

New York, NY

Support the creation of leadership materials for OpCo meetings and business reviews (including conducting the analyses and preparing the talking points that drive the content). Research moderately complex business, operational, an...

2 months ago seen See more...

Associate Manager (Go Trade+), Client Service Trade Support

Ss&C Technologies

New York, NY

Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans. Your Future: 401k Matching Program, Professional Development Reimbursement. Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid H...

2 months ago seen See more...

Portfolio Administrator - Asset Management

Pix11

New York, NY

Confirm the details of all trade activity with counterparties via OMGEO (OASYS or Central Trade Manager), telephone, or email and provide trade instructions to counterparties and custody banks via OMGEO ALERT platform, email, or f...

2 months ago seen See more...

Sr. Manager HRBP (CPG Client)

Ldk Talent Solutions

New York, NY

$95,000 - $150,000 a year

Participate as a member of the department leadership team ensuring strong understanding of business goals, drivers and how they intersect with optimal organization and team effectiveness. Support team member development and diagno...

2 months ago seen See more...

Programmatic Client Success Manager

Lg Ad Solutions

New York, NY

Provides strategic and proactive account support based on insights, client objectives/KPIs and LG Ad's product suite and capabilities. Demonstrates a solid understanding of our client's business and provides optimization and incre...

2 months ago seen See more...

Client Success Manager

Dow Jones

New York, NY

$50,000 - $180,000 a year

Serve as the single point of contact for clients through the build and launch phases of large, multifaceted advertising programs, proactively managing complex scenarios and knowing when to escalate challenges to management Work di...

2 months ago seen See more...

Industry Credit Risk Management CRE Portfolio Manager

U.s. Bank National Association

New York, NY

$116,280 - $150,480 a year

Identify current and emerging risks of an assigned lending/equity industry / portfolio, and develop conclusions and recommendations for managing risk Work closely with the business line and credit approval and provide expertise an...

2 months ago seen See more...

Private Client Relationship Manager (Brooklyn) - Now Hiring

Citizens

Brooklyn, NY

Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value proposition. Perform regular, proactive outreach to manage, deepen and...

4 days ago seen See more...

Project/Change Manager – Portfolio, Reporting

Iconma

Jersey City, NJ

5+ years prior technology Project/Change management experience. Knowledge of MS Office with emphasis on Excel PowerPoint. Must be able to effectively communicate with managers, peers and partners on deliverables, timelines and. Bu...

a month ago seen See more...

Private Client Relationship Manager

Webster Bank

Brooklyn, NY

$85,000 a year

Identifying and referring mortgage CRA opportunities when appropriate.EXPERIENCEAt least at least 6 years of financial services industry experience in one or a combination of the following areas: corporate, consumer, mortgage, inv...

2 months ago seen See more...

What should I search to find Client Portfolio Manager jobs in New York, NY?

People who searched for Client Portfolio Manager jobs in New York, NY also searched for Office Manager, Program Manager, Client Service Associate, Store Manager, Assistant Manager, Technical Project Manager, Software Engineering Manager, Data Science Manager, Quality Control Manager, Brand Management Specialist, Installation Project Manager, Associate Product Manager, National Account Manager, Operations Project Manager, Customer Support Manager, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

Top Jobs in New York, NY

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