216 Client Management jobs in New York

• Conducting financial analysis to uncover trends and pinpoint opportunities for optimizing revenue and profitability
• Developing and delivering detailed pricing reports to practice group leadership, providing actionable insights and strategic recommendations that drive informed decision-making
• Serving as a key point of contact for partners and clients in pricing discussions, providing expert advice and solutions tailored to client needs
• Building and maintaining trusted relationships with key client counterparts, including Legal Operations and Finance/Billing teams
• Leading complex fee negotiations and offering expert pricing advisory support for client opportunities, ensuring alignment with client expectations and firm standards
• Developing and implementing formal processes and standardized reporting mechanisms to ensure consistency and efficiency in pricing support across practice groups and client engagements.
• Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information that Latham & Watkins retains

• Demonstrate knowledge of various information technology systems, including knowledge of Microsoft Excel, PowerPoint, and Business Objects
• Exhibit strong knowledge of market research resources and financial reporting
• Possess excellent financial modeling skills and project management skills

• A Bachelor's degree or equivalent in economics, finance, business administration, or related field; preferably an MBA
• A minimum of seven (7) years' analytical experience in finance or related professional services environment
• A minimum of two (2) years' leading projects and other initiatives, preferably
• Previous experience in a customer-focused position, preferably
• Previous experience in running revenue-related programs, preferably

• Healthcare, life and disability insurance
• A generous 401k plan
• At least 11 paid holidays per year, and a PTO program that accrues 23 days during the first year of employment and grows with tenure
• Well-being programs (e.g. mental health services, mindfulness and resiliency, medical resources, well-being events, and more)
• Professional development programs
• Employee discounts
• Affinity groups, networks, and coalitions for lawyers and staff

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and prosper.

Strategic Client Management (SCM), which sits within Integrated Firm Management (IFM), is responsible for identifying and facilitating cross-selling business opportunities across the investment management, wealth management and institutional divisions. SCM is focused on sourcing transactions from our Financial Advisors to be executed in the Investment Banking Division (IBD), Sales and Trading (S&T) and Morgan Stanley Investment Management (MSIM), and additionally is focused on sourcing opportunities to increase new client assets in Morgan Stanley Wealth Management (MSWM) by leveraging existing relationships across the Institutional divisions at our firm.

• Relationship Management: Act as the primary liaison between financial advisors, investment bankers, and key internal teams to ensure seamless communication and alignment of Integrated Firm goals
• Strategic Collaboration: Facilitate cross-divisional collaboration and interface regularly with investment bankers, financial advisors, company management, and firm clients, in introducing firmwide capabilities
• Project Management: Lead and support cross-functional projects aimed at improving operational efficiency, client engagement, and business outcomes
• Client Advocacy: Represent the needs of the Firm's clients internally, ensuring the full Firm is accessible to serve client needs
• Data Analysis & Reporting: Analyze client data to identify trends, opportunities, and areas for improvement; prepare reports and presentations for senior management. Maintain various pipelines, group metrics and cross-divisional revenue and asset databases

• Bachelor's degree required plus 1-3 years related industry experience with a general understanding of Investment Banking and Wealth Management product and services
• Strategic thinker with strong analytical and problem solving skills
• Self-starter who will take initiative, learn quickly and work independently
• High level of attention to detail, with excellent written and verbal communication skills
• Team-oriented, with high level of administrative and interpersonal professionalism
• High energy, results orientated and high performer in fast paced environment
• Strong knowledge of the MS Office suite (Excel, Word, PowerPoint)
• Series 7 and 63

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

Expected base pay rates for the role will be between $75,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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.

• 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.

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