Client Management Lifecycle jobs in New York

As a Client Management Specialist, you will work closely with clients, suppliers, sales and internal teams to best meet client needs. This role assists with managing client product and business portfolios including creating client and supplier correspondence, processing orders, maintaining distribut

Company Description Influential is an AI social data and conversion technology, as well as a Developer Partner of IBM Watson and a Facebook Marketing Partner. Utilizing a network of over 1,000,000 social media influencers as a tactic for distribution, Influential runs both native and paid campaigns

Client Service Associate – Wealth Management Gerald Reiss, CPA – Westfield, NJ We are a growing CPA and wealth management firm seeking a dependable and personable Client Service Associate to support our advisory team and deliver a great client experience. Responsibilities: Serve as a point of contac

Atrium is seeking on behalf of our client a Client Service Specialist - Wealth Management based in Paramus, NJ . A background check may be run only after a conditional offer is made, where permitted by law . Position : Client Service Specialist Location: Paramus, NJ Employment Type: Full-time Compen

Client Service Associate – Wealth Management Gerald Reiss, CPA – Westfield, NJ We are a growing CPA and wealth management firm seeking a dependable and personable Client Service Associate to support our advisory team and deliver a great client experience. Responsibilities: Serve as a point of contac

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide

Location Brookfield Place New York - 225 Liberty Street, 8th Floor Business - Global Client Group Brookfield is one of the world’s largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Bro

Location Brookfield Place New York - 225 Liberty Street, 8th Floor Business - Global Client Group Brookfield is one of the world’s largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Bro

Your Future Team Do you grow in a warm and positive environment where there is a clearly defined process and your role requires someone with a welcoming style? Is efficiency one of your strengths, allowing you to handle multiple tasks at once while ensuring accuracy and consistent completion? Do wan

Asset & Wealth Management: A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, yo

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in e

JOB DESCRIPTION This is a Managing Director role based in New York, reporting to the Chief Financial Officer of Asset Management. As the Head of F&BM within our Asset Management Americas Client team, you will lead a team across New York, Columbus, and Brazil, with matrix oversight for team membe

Position Overview NB Private Wealth is Neuberger Berman’s direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and investment teams, with access to a deep breadth of customized investment solutions, the platform is truly unique in the

Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought lead

JPMorgan Chase

This is a Managing Director role based in New York, reporting to the Chief Financial Officer of Asset Management. As the Head of F&BM within our Asset Management Americas Client team, you will lead a team across New York, Columbus, and Brazil, with matrix oversight for team members in India, and

Job Description Lead the institutional alternatives client experience —own key relationships, shape solutions, and partner with senior leaders to deliver impact. As a Client Account Manager within the Alternative Investments team, you will be responsible for delivering exceptional client experience

Job Title: Client Onboarding Product Owner sub-con for Wealth Management Location: NYC or Fort Mill, SC Hybrid Duration: 6 Months Job Description: Mandatory Skills: Hands on Data Analysis, Client Onboarding for Wealth Management Role Summary We are seeking a highly independent, self-driven Techno Fu

JOB DESCRIPTION At J.P. Morgan Wealth Management, our Financial Advisors serve as trusted partners to clients every single day—guiding families through life’s milestones, safeguarding legacies, and unlocking opportunities for long-term growth. Their deep expertise and unwavering commitment translate

hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this role. Job Description Driving the future of Wealth Management, the Client and Account Data Product Manager leads innovation and excellence in data strategy and solutions. As a Client and Account Data P

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared