201 Client Management jobs in New York
Client Management Fellow
Posted today
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About Interbrand Interbrand understands what it takes today to build the worlds most iconic brands. To support our clients in an ever more complex and fascinating world, we have renewed our commitment to both common global standards and greater empo Management, Program Director, Fellow, Project Management, Client Relations, Support, Technology
Director Client Management - HNAS
Posted 4 days ago
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Highmark Health
**Job Description :**
**JOB SUMMARY**
This job implements and administers strategic activities related to client retention, growth, and profitability of existing accounts within the assigned market. May also have responsibility for the acquisition and profitability of new accounts. The incumbent motivates and develops team members to achieve and/or exceed upselling opportunities. Responsible for market management (i.e., awareness and management of external distribution channel relationships, competition, media and development of overall market/region strategies). Develops and monitors targets to ensure sales staff meet goals and standards.
HNAS (Health Now Administrative Services) offers flexible, cost-effective solutions for employee health benefits. HNAS is part of Highmark Health, a national blended health organization with a mission to create remarkable health experiences. Our culture is built on your growth and development, collaborating across our organization, and making a big impact for those we serve
**This role is looking for someone who has leadership experience along with experience with TPA, Stop loss, and self funded clients.**
**ESSENTIAL RESPONSIBILITIES**
+ Understand and utilize economic, financial, market and industry segment data to accurately diagnose business strengths and weaknesses, identify key issues and implications for potential strategies and plans.
+ Utilize appropriate financial strategies and systems to achieve financial goals while managing risk to the organization.
+ Forecast and achieve annual retention goals and objectives to ensure growth and profitability goals are met or exceeded.
+ Analyze risk and initiate actions that balance risk and profitability to achieve team profitability and client satisfaction.
+ Continuously monitor and maintain knowledge of the market and competition.
+ Develop new potential markets and grow existing business for the Organization.
+ Influence and build effective relationships with business partners (i.e. customers, peers, and Producers).
+ Develop and maintain effective relationships with clients, consultants, brokers, and peers.
+ Partner with Distribution Administration to develop and/or strengthen the Organization's relationships with key distribution channels and partners.
+ Provide input to and execute on the Organization's distribution strategy.
+ Manage profitability; effective risk and underwriting actions; guide sales of products and services that result in solutions that create value for the client and sustainable profit for the Organization.
+ Implement and administer strategic activities related to retaining and growing sales within assigned market, including setting goals for enrollment, profitability, and cross-selling.
+ Serve as a coach for the staff.
+ Provide the leadership necessary to motivate and develop the account management personnel to achieve and/or exceed sales / retention goals and profitability within assigned market.
+ Continuously raising expectations to achieve goals while upholding organizational values and standards and tracking progress towards goals.
+ Other duties as assigned or requested.
**QUALIFICATIONS:**
**Required**
+ Bachelor's Degree OR 4 years equivalent work experience may be considered in lieu of Degree.
+ 5 years of sales experience in health- or insurance-related field
+ 5 years Health Insurance experience in applicable market segment
+ State-specific Producer License Life, Accident & Health are required or must be obtained within 45 days of hire
**Substitutions**
+ None
**Preferred**
+ Master's Degree
+ Leadership & Management experience
**Skills**
+ Demonstrated financial acumen.
+ Leadership
+ Coaching
+ Talent Management
+ Strategic Thinking
+ Business Acumen
+ Communication
+ Creativity & Innovation
+ Drive for Results
+ Evaluates Critically
+ Influence
+ Planning & Organization
+ Problem Solving
+ Oral and Written skills
**SCOPE OF RESPONSIBILITY**
Does this role supervise/manage other employees?
Yes, number of direct reports: 2+, varies by market.
WORK ENVIRONMENT
Is Travel Required?
Yes
**_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._
**_Compliance Requirement:_** _This position adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._
_As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company's Handbook of Privacy Policies and Practices and Information Security Policy. Furthermore, it is every employee's responsibility to comply with the company's Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._
**Pay Range Minimum:**
$104,000.00
**Pay Range Maximum:**
$156,000.00
_Base pay is determined by a variety of factors including a candidate's qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._
Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.
We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below.
For accommodation requests, please contact HR Services Online at
California Consumer Privacy Act Employees, Contractors, and Applicants Notice
Req ID: J267205
Senior Vice President Communications, Global Client Management
Posted 21 days ago
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Senior Vice President, Communications, Global Client Management
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We're seeking a future team member for the role of Senior Vice President, Communications, Global Client Management to join our Marketing & Communications team. This hybrid role will be based in New York City, NY.
In this role, you'll make an impact in the following ways:
- Supporting our Global Client Management team and providing communications support to embed our new commercial model.
- Creating and driving a strategic communications agenda, aligned to business goals and objectives.
- Plug into broader communications initiatives across the enterprise and collaborate with other stakeholders across marketing and communications to facilitate the creation, coordination, and communication of multi-channel communications activities.
- Provide communications counsel to senior leaders and business stakeholders, supporting the development of narrative and messaging, working with colleagues across the BNY enterprise.
To be successful in this role, we're seeking the following:
- Bachelor's degree in communications, marketing, business or related field.
- 10+ years of experience in communications, with a strong track record in the financial services industry and knowledge of the investment ecosystem.
- Experience in managing organizational changes and providing communications support for transformational programs.
- Strong executive presence and experience working with and counseling senior leaders.
- Excellent communication, presentation, and interpersonal skills, with the ability to influence and collaborate effectively across all levels of the organization.
- Deep understanding of emerging trends within financial services.
- Strong media network and demonstrated track record of managing global internal communication programs.
- Creative thinker with a passion for driving innovation and excellence in product marketing strategy development and execution.
- Outstanding judgment, proactive problem-solving ability and resourcefulness.
#LI-Hybrid
At BNY, our culture speaks for itself. Here's a few of our awards:
- America's Most Innovative Companies, Fortune, 2024
- World's Most Admired Companies, Fortune 2024
- Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
- Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024
- "Most Just Companies", Just Capital and CNBC, 2024
- Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
- Bloomberg's Gender Equality Index (GEI), 2023
Our Benefits And Rewards
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $105,000 and $170,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
Manager, Client Relationship Management
Posted today
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Job Description
As an Equal Opportunity / Affirmative Action Employer, HANYS actively seeks candidates who are female, minority, disabled and/or veterans and will not discriminate in its employment practices due to an applicant's race; color; creed; religion; sex (including pregnancy, childbirth or related medical conditions); sexual orientation; gender identity or expression; transgender status; age; national origin; marital status; citizenship; disability; criminal record; genetic information; predisposition or carrier status; status with respect to receiving public assistance; domestic violence victim status; status as a protected veteran; or any other characteristics protected under applicable law.
HANYS will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
Position
Manager, Client Relationship Management
Division
TruePlan Benefit and Retirement Advisors
Description
The Healthcare Association of New York State (HANYS) is seeking a Manager, Client Relationship Management within its subsidiary company, TruePlan Benefit and Retirement Advisors (TruePlan). TruePlan is an industry leader in employee benefits and retirement plan consulting. TruePlan delivers tangible business results to finance and human resource leaders, enabling them to enhance plan offerings while remaining competitive and reducing overall plan costs. Reporting to the Sr. Director, Retirement Plan Services, this position will be responsible for managing all aspects of the client relationship.
While the incumbent will be expected to travel throughout Western NY and to our office in Rensselaer, NY on a regular basis, a remote working environment would be considered within New York State. The salary for this position is between $96,800 and $100,000 annually in addition to an annual incentive of up to 10% based on certain performance metrics. Payrate offered will be based on the successful candidate's relevant experience, knowledge, skills, and abilities and in consideration of internal equity.
Key responsibilities include but are not limited to:
- Maintain a strong and trusting relationship with clients to ensure a superior customer service is provided.
- Ensure client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings and plan design.
- Manages request for proposal (RFP) and request for information (RFI) processes for existing clients.
- Coordinates all transition activities with client, selected vendor, and other staff to assure a smooth and efficient transition for newly acquired clients.
- In coordination with clients, develops annual communication and education plans to achieve overall retirement plan goals of participation and retirement readiness.
- Ensure clients have necessary, efficient and effective administrative procedures.
- Updates clients about legal and regulatory changes relating to retirement programs and coordinates all activity related to incorporating these changes into the client's program.
- Directly and/or in partnership with TruePlan consultants, work directly with client's attorney and our legal resources to gather necessary information to fully understand and communicate the client's compliance requirements.
- Educates senior management on plan design, operation, and overall plan effectiveness in meeting organizational goals.
- Prepares and conducts formal periodic plan review meetings with appropriate committee or other personnel as determined by the client to ensure appropriate compliance, oversight and governance requirements are met.
- Resolves administrative problems arising between and among participants and/or vendors.
- Assist in individual employee enrollment activity, when necessary.
- Assists in sales presentations with sales & marketing team, as necessary.
- Attends various outside training activities to assure knowledge of the retirement plan industry trends and regulatory changes are current.
- Reviews and is familiar with the firm's compliance manuals and complies with all required procedures.
- Maintains licenses in a current and proper status through continuing education training courses, seminars, and conferences, as scheduled, to meet FINRA, SEC, and NYS Insurance Department requirements.
- Engages clients in discussions on their business needs and related activity in order to determine if other TruePlan products and services may be appropriate and then make proper referrals to TruePlan sales staff.
- Associate's degree plus three to five years of related experience required (bachelor's degree preferred). Seven years of related product or client experience may substitute for education requirement. An equivalent combination of education and experience sufficient to satisfactorily perform the duties of the job may be substituted.
- New York State Life, Accident and Health license and FINRA 6, 63 & 65 required or obtained within a reasonable amount of time (6 months) post hire.
- Must have the ability and confidence to present, work, and build relationships with senior level staff and be able to provide consultative value to clients from a global and strategic perspective.
- Must have working knowledge of and remain current in regulations governing various types of retirement plans, including, but not limited to, 403(b), 401(k), and non-qualified plans.
- Must be proficient in Microsoft Office (Outlook, Word, Excel and PowerPoint).
- Must be a self-starter who is motivated, enthusiastic, and has exceptional human relations and long-term relationship building skills.
- Must possess excellent communication skills and be comfortable presenting to Boards of Directors and C-suite individuals.
- Must possess excellent attention to detail, project management and organizational skills.
- Must be able to prioritize duties and act independently.
- Travel within assigned territory to meet clients, typically several times per month.
Position Requirements
About the Organization
HANYS is the only statewide hospital and continuing care association in New York. We are located near Albany and represent 500 not-for-profit and public hospitals, nursing homes, and other healthcare organizations. Our members are not only the largest providers of inpatient and outpatient care, and essential providers of primary care, they are among the largest employers in many communities.
We harness the power of a unified statewide membership and collaborate with regional, state, and national associations. HANYS advocates before Congress, the Governor's office, the State Legislature, and state and federal agencies. We also provide education, data analytics, quality improvement initiatives, and operational assistance to help our members navigate the complexities of healthcare reform, and achieve the 'Triple Aim' of better care, better health, and lower costs.
This position is currently accepting applications.
Senior Manager - Client Management (Virtual - East Coast US)
Posted 4 days ago
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**You Lead the Way. We've Got Your Back.**
With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you'll learn and grow as we help you create a career journey that's unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.
At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.
Join Team Amex and let's lead the way together.
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
Global Merchant and Network Services (GMNS) is the merchant network of American Express that acquires and maintains relationships with merchants that welcome American Express branded cards. Our goal is to be an indispensable payments partner to our merchant clients while simultaneously delivering differentiated products and services that meet or exceed their needs and drive revenue growth and premium economics for both the merchants and American Express.
B2B is a critical priority for the Global Merchant Services business, and American Express, and this role offers a prime opportunity to be part of a strategic growth industry for the Enterprise. This role sits within the B2B Product, Partner, and Client Management Group (BPPC) within Merchant Services - U.S. and is responsible for overseeing a portfolio that contains 25 Merchants in the Freight and wholesale verticals of varying size from $8M to ~$50M. The Merchant accounts must be prioritized and organized both for business expansion and customer satisfaction. Our mission is to be warmly welcomed by Merchants and support their growth through American Express forms of payment including credit cards, virtual cards, Accounts Payable Automation, Buyer Initiated Payments (BIP), and innovative product offerings as they become available.
**How will you make an impact in this role?**
The Freight and Wholesale vertical offers an opportunity to deliver innovation and efficiency to provide incremental value to our merchant partners. The vertical presents a high level of interaction and engagement across the Blue Box. Managing this portfolio provides the opportunity to leverage strategic thinking, strong relationship management, and consultative selling skills to drive incremental revenue for American Express.
Candidates considered for this position will demonstrate a robust account management and business development background, an ability to think innovatively, possess strong financial and analytical skills and the ability to lead in a fast-paced and highly complex environment while contributing to a fun and positive team dynamic as an informal leader.
**Core expectations are:**
+ **Strategic Ownership:** Build and execute a strong account growth strategy tailored to drive Merchant engagement, expand relationship contact maps, improve client satisfaction with the goal to grow profitable American Express share.
+ **Sales Leadership:** Identify, pitch, and close high-value opportunities across the portfolio. Use a consultative sales approach to uncover client needs and position American Express solutions to meet their needs.
+ **Pipeline Development:** Drive portfolio growth and retention by developing a strong pipeline. Proactively hunt for new growth opportunities within the portfolio, leveraging data, internal partners, and industry insights while also identifying areas of risk that require retention efforts.
+ **Relationship Management:** Cultivate and leverage relationships across the Merchant's organization to identify opportunities for growth and expand American Express share. Build trust and credibility through strategic insight, responsiveness, and value delivery.
+ **Project Management:** Lead and manage multi-stakeholder initiatives internally and externally. Ensure flawless execution of client deliverables, campaigns, and enablement strategies.
+ **Internal Collaboration:** Partner with cross functional partners including Pricing, Legal, Marketing and more to align on client goals and deliver seamless, compliant solutions.
+ **Performance Tracking:** Deliver against goals by leveraging American Express assets to drive AXP revenue. Monitor portfolio performance against goals. Regularly report on wins, pipeline, risks, and market shifts.
**Minimum Qualifications:**
+ Experience in the Freight industry preferred
+ 5-8 years of experience in B2B sales, account management, or client success
+ Proven track record of closing large, complex deals and managing senior relationships
+ Experienced relationship manager with proven ability to learn quickly, develop strong client relationships, sell-in initiatives and uncover new opportunities to grow revenue and share.
+ Strong communication with the ability to present to different audience types including Senior/C-level stakeholders.
+ Effective negotiation and project management skills, with the ability to prioritize effectively and drive results.
+ Excellent influence management skills and the ability to work collaboratively across a wide variety of external and internal partners.
+ Analytical with strong financial acumen that can critically think to problem-solve.
+ Self-starter and can operate in autonomy.
+ Collaborative team player with a will to win.
+ Solid foundation in Microsoft Office: PowerPoint and Excel
+ Bachelor's degree required, MBA a plus
+ Candidate must reside or be willing to relocate on their own to the East Coast US.
**Preferred Qualifications:**
+ Familiarity with financial statements: Income Statement, Balance Sheet and Cash Flows Statement.
+ Possess the ability to understand the unique challenges facing B2B merchants.
+ Knowledge of B2B payments, experience developing B2B marketing promotions and/or experience in B2B Issuing organizations a plus.
+ Virtual based position, candidates must live near city with airports preferred.
**Qualifications**
Salary Range: 80,000.00 to 155,000.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: Sales
**Primary Location:** US-New York
**Other Locations:** US-New Jersey, US-Texas-Dallas, US-Vermont, US-Pennsylvania, US-North Carolina, US-South Carolina, US-Rhode Island, US-Florida, US-New Hampshire, US-Maryland, US-Ohio-Cincinnati, US-Connecticut, US-Virginia, US-Georgia, US-Massachusetts
**Schedule** Full-time
**Req ID:** 25009330
Director, Platform Management & Client Relations
Posted 14 days ago
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Job Description
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
This role is responsible for overseeing and optimizing the client experience across the platform relationships within Talent Solutions. This role is responsible for developing long-term, strategic partnerships with clients, ensuring the delivery of exceptional service, identifying growth opportunities, and mitigating potential risks to client satisfaction and retention. This position requires a blend of leadership, strategic thinking, and deep customer insight to effectively manage and scale client relationships, while aligning with the company's goals and revenue targets. The Director will play a key role in driving customer success, maximizing platform retention, and fostering new business opportunities.
Essential Job Functions:
+ Client Relationship Management:
+ Lead and nurture relationships with key clients, ensuring satisfaction and retention.
+ Serve as the primary point of escalation for clients, proactively addressing concerns and resolving issues.
+ Develop a deep understanding of clients' business objectives and provide strategic guidance to ensure successful outcomes.
+ Regularly communicate with clients to understand their evolving needs and anticipate opportunities for service enhancements.
+ Team Leadership and Development:
+ Manage and mentor a team of support staff. Coordinate/collaborate with business head in offering strategic insight and forward direction to the team
+ Foster a high-performance, customer-focused team culture that emphasizes collaboration, problem-solving, and continuous improvement.
+ Provide coaching and professional development opportunities to help team members grow their skills and careers.
+ Account Growth and Retention:
+ Drive retention and expansion strategies to grow existing client accounts, identify upselling and cross-selling opportunities.
+ Partner with marketing, and other department leads to align on customer needs and deliver tailored solutions.
+ Conduct regular business reviews with clients to discuss performance, satisfaction, and new opportunities for collaboration.
+ Strategic Planning and Execution:
+ Collaborate with business leadership to define client engagement strategies that align with overall company objectives and market trends.
+ Develop and execute client account plans, ensuring all goals and deliverables are met on time and within budget.
+ Analyze client feedback, market data, and performance metrics to inform decision-making and improve client experiences.
+ Client Advocacy and Voice of Customer:
+ Champion the voice of the customer within the organization, advocating for their needs and ensuring service offerings are continually refined to meet expectations.
+ Lead initiatives to drive customer success, satisfaction, and loyalty, using data-driven insights to guide improvements.
+ Business Development Support:
+ Support the business head in the acquisition of new clients by providing insight into client needs and developing tailored proposals.
+ Represent the organization in client meetings, presentations, and industry events as required
+ Other activities as may be assigned by your manager
Qualifications/ Requirements:
+ Bachelor's degree in Business, Marketing, or related field (MBA or relevant advanced degree preferred).
+ Minimum of 15+ years of industry and/or relevant experience, typically with 2+ years in a SVP level role or external equivalent.
+ 10+ years of experience in client relationship management, account management, or customer success, with at least 5 years in a leadership role.
+ Proven track record of managing high-level client relationships, driving customer satisfaction, and achieving business growth targets.
+ Experience in financial services and Commercial Real Estate is a plus.
+ Exceptional leadership, communication, and interpersonal skills.
+ Strong strategic thinking and problem-solving capabilities.
+ Proven ability to manage multiple priorities and lead cross-functional teams.
+ Expertise in client management tools, CRM systems (Salesforce), and project management software.
+ High-level negotiation, presentation, and customer-facing skills.
+ Customer-centric mindset with the ability to build strong, lasting relationships.
+ Proactive and results-oriented with a focus on delivering value to clients.
+ Strong analytical skills with the ability to interpret data and make informed decisions.
+ Travel to other location as required
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$200,000.00 - $250,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision ( is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal ( does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
Wirehouse and Broker Dealer, Enterprise Wealth Client Management - Vice President
Posted 21 days ago
Job Viewed
Job Description
iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services, approximately $232 billion in global client assets invested in 1,907 funds, as of April 2025.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron's Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a Vice President to join the iCapital Solutions team, specifically focused on wirehouses and broker dealers. This position will play a key role in maintaining and developing current relationships, working to uncover new growth opportunities within the wealth management industry. This is a senior-level role focused on the delivery and ongoing support of iCapital's full suite of technology solutions to the independent wealth channel. This individual will be tasked with further refining our marketplace positioning and go-to-market strategy across our business lines.
Responsibilities
- Develop existing relationships with wealth managers including wirehouses and broker dealers.
- Play a key role as the relationship manager for several strategic wealth management clients.
- Work collaboratively with internal and external cross-functional teams on fund launches and strategic initiatives.
- Collaborate with other relationship managers and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
- Manage and lead internal projects and develop frameworks and processes for ongoing team management.
- Develop presentations with significant data and analysis for internal meetings and projects.
- Work alongside the Client Solutions team to develop meaningful measurements of success.
- 10+ years of experience in a business development or relationship management capacity, with a focus on enterprise or technology sales
- Extensive knowledge of alternative investments
- Direct experience working for or with wealth management firms is highly preferred
- Experience with SAAS offerings and wealth technology platforms are preferred
- Excellent verbal and written communication skills
- Strategic mindset and able to work independently
- Strong knowledge of Microsoft Office, specifically PowerPoint
- Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight
- Series 7 and 63 licenses are preferred
Benefits
The base salary range for this role is $55,000 to 180,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit Twitter: @icapitalnetwork | LinkedIn: | Awards Disclaimer:
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
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Asset Management- U.S. Client Onboarding Management- Vice President
Posted today
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As a U.S Client Onboarding Management Vice President on the onboarding team you will have the opportunity to implement investment solutions while collaborating with stakeholders. In the role you will work across stakeholders to lead the implementation of client/fund lifecycle changes and grow your skills within the team.
**Job Responsibilities**
+ Lead and influence cross-functional teams across Institutional Client Service, Product teams, Operations, Product Development, Global Trade Agreements Group, Legal, Compliance, Risk, and Controls to drive the design and implementation of investment solutions for new business opportunities and complex change events impacting existing operating models
+ Implement against established project plans, onboarding checklists, and account set up requirements to ensure timely execution of key deliverables
+ Undertake effective issue management practice to ensure timely resolution of key roadblocks, escalating where appropriate
+ Support the re-engineering and enhancement of existing operational and service models to improve scalability, enhance operational controls, and mitigate business risk
+ Liaise with external parties, as appropriate, for successful delivery of the initiative. Key contact points may include client-appointed consultants, custodians, transfer agents, record keepers, outsourced service providers, and transition managers/asset managers
+ Ensure effective and timely communication of initiative status, particularly with client-facing stakeholders to keep them abreast of key developments
+ Lead New Business Initiative Approval (NBIA) initiatives and obtain required Committee sign-offs to ensure new operating models can be effectively support by the business in a controlled and scalable manner
**Required qualifications, capabilities and skills**
+ 5+ years of financial services experience in analyzing and delivering against complex business strategies
+ Prior experience in Client Service, Operations, or Business Management
+ Strong product knowledge and understanding of vehicle types including separate accounts, mutual funds, ETFs, and commingled pension trust funds
+ Knowledge of complex instruments including derivatives and alternatives
+ Understanding of Institutional operating platforms including experience interfacing with Client service providers such as custodians, transfer agents, and record keepers
+ Solid critical thinking, analytical, and quantitative skills
+ Ability to communicate effectively (written and verbal)
+ Disciplined project management, organization, and execution skills
+ Highly collaborative - history of delivering results through organizational partnership with cross-functional teams
**Preferred qualifications, capabilities and skills**
+ 4 year college degree or equivalent financial serviceexperience
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Jersey City,NJ $109,300.00 - $75,000.00 / year; New York,NY 109,300.00 - 175,000.00 / year
Asset Management- U.S. Client Onboarding Management- Vice President
Posted 1 day ago
Job Viewed
Job Description
As a U.S Client Onboarding Management Vice President on the onboarding team you will have the opportunity to implement investment solutions while collaborating with stakeholders. In the role you will work across stakeholders to lead the implementation of client/fund lifecycle changes and grow your skills within the team.
Job Responsibilities
- Lead and influence cross-functional teams across Institutional Client Service, Product teams, Operations, Product Development, Global Trade Agreements Group, Legal, Compliance, Risk, and Controls to drive the design and implementation of investment solutions for new business opportunities and complex change events impacting existing operating models
- Implement against established project plans, onboarding checklists, and account set up requirements to ensure timely execution of key deliverables
- Undertake effective issue management practice to ensure timely resolution of key roadblocks, escalating where appropriate
- Support the re-engineering and enhancement of existing operational and service models to improve scalability, enhance operational controls, and mitigate business risk
- Liaise with external parties, as appropriate, for successful delivery of the initiative. Key contact points may include client-appointed consultants, custodians, transfer agents, record keepers, outsourced service providers, and transition managers/asset managers
- Ensure effective and timely communication of initiative status, particularly with client-facing stakeholders to keep them abreast of key developments
- Lead New Business Initiative Approval (NBIA) initiatives and obtain required Committee sign-offs to ensure new operating models can be effectively support by the business in a controlled and scalable manner
Required qualifications, capabilities and skills
- 5+ years of financial services experience in analyzing and delivering against complex business strategies
- Prior experience in Client Service, Operations, or Business Management
- Strong product knowledge and understanding of vehicle types including separate accounts, mutual funds, ETFs, and commingled pension trust funds
- Knowledge of complex instruments including derivatives and alternatives
- Understanding of Institutional operating platforms including experience interfacing with Client service providers such as custodians, transfer agents, and record keepers
- Solid critical thinking, analytical, and quantitative skills
- Ability to communicate effectively (written and verbal)
- Disciplined project management, organization, and execution skills
- Highly collaborative - history of delivering results through organizational partnership with cross-functional teams
Preferred qualifications, capabilities and skills
- 4 year college degree or equivalent financial serviceexperience
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
Jersey City,NJ $109,300.00 - $75,000.00 / year; New York,NY 109,300.00 - 175,000.00 / year
Director, Strategic Pricing & Client Project Management
Posted 11 days ago
Job Viewed
Job Description
Join Goodwin’s Global Operations Team, and make a real impact on a global scale. At Goodwin, we work with some of the world’s most successful and innovative investors, entrepreneurs and disruptors in the life sciences, private equity, real estate, technology and financial industries, and where they converge. As part of the Global Operations Team – all business professionals at the firm – you’ll collaborate with colleagues from diverse backgrounds and experiences, fostering an environment where cross-functional learning, networking, and collaboration are at the core of what we do. Here, we’re not just supporting a law firm; we’re partnering with attorneys and clients to deliver cutting-edge solutions in high-stakes litigation and dispute resolution, world-class regulatory compliance and advisory services, and complex transactions. Our commitment to integrity, ingenuity, agility, and ambition drives us, and we’re proud to have been recognised as the “Best Business Team” by The American Lawyer. This is your opportunity to grow professionally in a dynamic, global environment, surrounded by forward-thinking peers. As we continue to grow and modernize our business, we are building a high-performing Client Value function designed to drive profitability, innovation, and client-centricity. We’re looking for a strategic leader to help shape the future of pricing at the firm. You’ll be at the forefront of redefining legal service delivery through creativity, commercial strategy and innovation. The Director, Strategic Pricing & Client Value (“Director”) will lead the development and execution of innovative, data-driven pricing strategies across the firm. This will include advising and supporting attorneys and our key clients in creating and managing value based pricing solutions, fee proposals, RFPs, rate analysis, client budgets and matter reporting that enhance profitability and improve client relationships aligning with their needs. Within this role, the Director will work closely with other members of the Pricing & Project Management team (“P&PM”), responsible partners, billers and collectors, to identify and manage robust analytical tools and reporting systems to support tracking of alternative fee arrangements (fixed fees, fee caps, matter budgets), monitor performance against budget, and coordinate and respond to internal and client reporting/analysis requests. In addition, the Director will play a role in bridging the gap between agreed fees and ongoing commercial management of matters, by assisting with the development of legal project management tools, approaches, and training attorneys to use those tools. In addition, this individual will help implement best practices in client management. The Director will also work closely with other business facing roles including Practice Management and Client Development to drive opportunities for growth across the firm. What You Will Do: Strategic Pricing Lead team and be a “go to” resource for all partners, across all industries and practice areas to review pricing proposals, payment plans and proactive discount arrangements. Develop and implement creative and data-driven pricing solutions and strategies aligned to meet internal and external client needs and business objectives, including the use of alternative fee arrangements. Create innovative pricing models that go beyond traditional alternative fee structures – helping clients see legal investment as a strategic asset, not just a cost. Consult with attorneys to develop pricing proposals and budgets, pitch strategies, and client negotiations. This will include locating sample budgets and other relevant matter experience, data mining and analysis of historical matters in our knowledge management environment, and drafting pricing-related communications. Build trust and credibility across geographies, industries, and practices in estimating and budgeting, Provide advice and support to lawyers and others involved in pricing proposals and approvals, advancing pricing as a strategic discipline to drive profitability and revenue growth. Work directly with attorneys on pricing and project management issues, including providing data and analytics on matter performance and rate arrangements. Lead the team to identify client business objectives, cost pressures, and pricing preferences, and leverage information to develop fee proposals aligned with client goals. Analyze the financial impact of pricing arrangements and work with client teams and business units to develop strategies to improve profitability. Assist in developing and implementing economic models to project the financial impact of proposed pricing arrangements and staffing models. Stay informed of current pricing and project management trends within the legal market and apply learned concepts to help improve the firm’s pricing capabilities. Contribute to, help manage, and maintain resources and content on the Pricing & Project Management intranet site. Embrace opportunities for innovation, introduction of technology, participate in technology reviews, and participate in proof-of-concept analysis and recommendations. Lead matter management opportunities either proactively or at the request of a partner. Client Project Management Owns the relationship with the Client(s) and Partner(s) on pricing and project management issues, including providing data and analytics on matter performance and rate arrangements. Work with all levels of P&PM and across Goodwin’s GO Team to help identify client business objectives, cost pressures, pricing preferences, and leverage information learned from clients to develop client reporting. Partner with the P&PM & Client Development teams to draft sections of RFP and pricing proposal responses relating to pricing and project management. Partner with P&PM, Pricing Operations, and Billing teams on the review of and compliance with client Outside Counsel Guidelines and related requests. Partner with Practice Management and Client Development teams to emphasize cross-selling opportunities for Goodwin practices and partners for existing client relationships. Engage directly with leadership to develop and implement tools and processes to assist in effective client project management, including budget templates, reports, and model client communications. Leverage data to track matter progress and flag early signs of cost creep or budget risk. Layout strategic recommendations and drive process improvement recommendations as you work and progress within the role. Track key client and attorney reporting/analysis deadlines and meet those requirements, as requested. Who You Are: Bachelor’s Degree required. Minimum of 10 years’ work experience preferred, preferably in a large law firm, leading professional services firm, or corporate legal department. Client legal operations experience preferred. Extensive experience managing projects and/or legal matters with multiple work streams. Superior organizational skills, including the ability to prioritize workload, coordinate multiple projects simultaneously, meet deadlines, and ability to be flexible and adapt to change. Exceptional analytical skills, including the ability to prepare concise analysis and reports to support key clients. Strong attention to detail, including a focus on quality and accuracy of outputs produced. Exceptional interpersonal and relationship-building skills, business-minded, with leadership, influence, and execution capabilities. Ability to interact effectively with clients, attorneys, and senior professional staff. Exceptional oral and written communication skills. Proven ability to proactively and professionally manage internal client relationships with emphasis on producing results in a client focused/service-oriented manner. Ability to thrive in a fast-paced environment, manage multiple projects simultaneously, and complete tasks with minimal oversight. Ability to protect and maintain confidential and sensitive information. Proficiency in Word, Excel, and PowerPoint. Ability to learn, leverage and use additional programs, including business intelligence, visualization, budgeting, and financial management software. Periodic travel to Goodwin offices: 25% Office environment including 3-days a week in office Benefits and More At Goodwin, you will discover your next career opportunity with a rewarding compensation package and comprehensive benefits, including: Flexible work arrangements and hybrid work schedule Health, dental, and vision insurance Life and disability insurance Retirement & Savings Plan Emergency back-up child and adult care Paid vacation, sick time off, and holidays Professional development and career advancement opportunities Employee recognition and reward programs Employee wellness and assistance programs Employee discounts and perks Consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. Consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. G oodwin Procter LLP is an equal opportunity employer. This means that Goodwin Procter LLP considers applicants for employment, and makes employment decisions without unlawful discrimination on the basis of race, color, gender, gender identity or expression, age, religion, national origin, citizenship status, disability, medical condition, genetic information, marital status, sexual orientation, military or veteran status, or other legally protected status. To request a reasonable accommodation to participate in the job application or interview process in the US, contact the Benefits Department by email or by phone at . To request any disability or neurodivergence related accommodations to participate in the job application or interview process in the UK or Germany, please email the Recruiting Department. Any information you provide will be in the strictest confidence, and only used for the purpose of providing the accommodations needed. Requesting accommodations will not adversely affect the outcome of your application. This position is eligible for overtime: No The Target Salary Range For This Position Varies By Location And Is Commensurate With Relevant Experience: $200,000.00 - $270,000.00. #J-18808-Ljbffr