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Jobs

Consultant, Financial Services (Private Equity) 360pi (Inactive)

Consultant, Financial Services (Private Equity)
NY
  • $88,000–$121,000 / year

Together with supporting client services team members, drive your assigned client(s) engagement and utilization of contracted resources (consulting hours, platform access, survey credits, and custom projects) to maximize return on investment, and provide an opportunity to expand relationships beyond existing parameters. Your focus will be on servicing a core set of dynamic, high-performing financial services clients, acting as the day-to-day point of contact, engagement lead, and project manager - with a north star of serving as a trusted adviser delivering strategic insights to inform their investment decisions.

30+ days ago

Strategic Services Manager Trimble Inc

Strategic Services Manager
NJ
Remote
  • $99,600–$137,000 / year

What Makes This Role Great: In this high-impact role, you will serve as the trusted advisor for key strategic accounts, steering critical recovery efforts and directly shaping client retention strategies while leveraging cutting-edge transportation management solutions. You'll work on projects that truly matter: Our purpose-driven culture means you'll be helping to build and deliver solutions that make work faster, safer, and more sustainable for millions of people worldwide.

13 days ago

Partnership Tax Managing Director, Advanced Computational Services bdo consulting

Partnership Tax Managing Director, Advanced Computational Services
New York, NY
  • $157,500–$420,000 / year

The Tax Managing Director, Partnerships is responsible for advising clients on the tax implications of their business objectives and various partnership specific items including but not limited to section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations and Tax Receivable Agreement (TRA) calculations. In addition, the Tax Managing Director, Partnerships develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to other team members.

30+ days ago
New

Client Service Representative MDMS Recruiting LLC

Client Service Representative
New York, NY
  • $25–$37 / hour

Client Service Unit is responsible for the opening and closing of demand deposit accounts within the account management system, as well as account lifecycle management, including timely billing and invoicing, client inquiries, check processing support, ACH-related processes, and end-to-end payment investigations. Ensure proper and timely handling of check payments and deposits, including check deposits, inclearing items, returned checks, exception handling, suspense items, reconciliation follow-up, and client inquiries related to check processing.

2 days ago

Portfolio Manager, Business Clients FX & Payments Convera USA LLC

Portfolio Manager, Business Clients FX & Payments
New York City, NY
  • $80,000–$115,000 / year

We're hiring an Account Manager to manage and grow a portfolio of top-tier upper small business clients by delivering a service experience that blends human insight with self-service capability. Our clients rely on their Account Manager to help navigate complexity, combining the right technology with expert guidance to deliver the best outcomes for their business.

16 days ago

Portfolio Manager, Business Clients FX & Payments - Must be fluent in French Convera USA LLC

Portfolio Manager, Business Clients FX & Payments - Must be fluent in French
New York City, NY
  • $80,000–$115,000 / year

We're hiring a Portfolio Manager to manage and grow a portfolio of top-tier upper small business clients by delivering a service experience that blends human insight with self-service capability. Our clients rely on their Portfolio Manager to help navigate complexity, combining the right technology with expert guidance to deliver the best outcomes for their business.

28 days ago

Tax Senior Manager - Financial Services/Asset Management RSM US LLP

Tax Senior Manager - Financial Services/Asset Management
New York, NY
  • $126,100–$253,000 / year

On this particular team, you'll work with clients in the asset management industry with a focus on private equity funds, hedge funds, or fund of funds while utilizing top in field technology and national resources. Drive growth and profitability to the Asset Management practice by generating new revenue on existing client portfolio, cross selling and identifying new clients for the tax practice.

22 days ago
Michael Page International logo

Senior Client Development Manager Michael Page International

Senior Client Development Manager
New York, New York
  • $162,000–$243,000 / year
  • Full time

Job SummarySector: MarketingSub Sector: Marketing ManagementIndustry: Business ServicesLocation: New YorkContract Type: Permanent What's on OfferCompetitive base salary ranging from $162,000 to $243,000 USD per year in New York City and eligible to receive a discretionary annual bonus.

13 days ago

Account Manager, Client Success Axios Media Inc

Account Manager, Client Success
NY
  • $75,000–$85,000 / year

Working closely with multiple cross-functional teams (Client Partnerships, Smart Brevity Studio, Events, Brand Journalism, and Ad Operations), you will develop and execute a wide range of campaigns across the Axios product suite. Why it matters: In this role, you will join the Client Success team, leading post-sale account management for new and existing growth accounts, delivering best-in-class, turnkey client experiences from kickoff to wrap.

30+ days ago

Lead Client Program Manager WebMD

Lead Client Program Manager
Newark, NJ
  • $75,000–$85,000 / year

Medscape, a division of WebMD, develops and hosts physician portals and related mobile applications that make it easier for physicians and healthcare professionals to access clinical reference sources, stay abreast of the latest clinical information, learn about new treatment options, earn continuing medical education credits and communicate with peers. This individual will provide high-level campaign oversight, ensures internal/external alignment on program requirements, execution, and expectations, keeps track of all challenges/remediation plans; catalogs all new enhancement requests, leads discussions and regular check-ins and spearhead efforts on issue mgmt.

30+ days ago

Financial Services - Tax - Financial Instruments Tax Solutions - Experienced Staff Ernst & Young Global Ltd

Financial Services - Tax - Financial Instruments Tax Solutions - Experienced Staff
New York, NY
  • $69,700–$114,800 / year

If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.

27 days ago

Securities Services Attorney - Assistant Vice President JPMorgan Chase Bank, N.A.

Securities Services Attorney - Assistant Vice President
New York, NY
  • Full time

While the full platform includes Custody, Fund Services, ETFs, Agency Securities Finance, Collateral Management, Cash and Liquidity Management, Depositary Receipts, and Digital Assets, you'll initially focus on a select number of these areas based on business needs and your expertise. You will also work with a broad range of clients-including asset managers, hedge funds, private equity funds, pension funds, banks, broker-dealers, and insurance companies-delivering solutions that span all Securities Services products.

16 days ago

Securities Services - On-Balance Sheet Product - Vice President JPMorgan Chase Bank, N.A.

Securities Services - On-Balance Sheet Product - Vice President
New York, NY
  • Full time

As a Vice President within the On-Balance Sheet Liquidity Product team in Securities Services Liquidity & FX, you will support the design, delivery, and ongoing management of innovative balance sheet solutions for a global client base of asset managers and asset owners. Reporting to the Global Head of On-Balance Sheet Product, you'll drive the execution of the strategic product roadmap, collaborating with cross-functional teams to deliver robust, scalable solutions aligned with client needs, regulatory requirements, and firmwide goals.

14 days ago

Senior - Commercial Tax Services (51919) Citrin Cooperman & Company LLP

Senior - Commercial Tax Services (51919)
Florham Park, NJ

As a CTS Senior, you will be responsible for: Prepares federal and state tax returns, extensions, and quarterly projections for various clients (C-Corp, S-Corp, Partnership, Individual). Possess advanced knowledge of federal and state tax laws - corporate, individual, trust, gifts, and partnership taxation.

30 days ago

Senior - Commercial Tax Services (50258) Citrin Cooperman & Company LLP

Senior - Commercial Tax Services (50258)
Florham Park, NJ

As a CTS Senior, you will be responsible for: • Prepares federal and state tax returns, extensions, and quarterly projections for various clients (C-Corp, S-Corp, Partnership, Individual) • Review tax work of staff and interns and provide feedback, training, and mentoring • Review tax information and coordinate with clients and staff while building relationships • Assist with the coordination of the day-to-day duties of planning, tax work, and delivery of finished work product • Able to perform tax research and resolve issues • Identify and communicate tax matters to Managers and Partners. Possess advanced knowledge of federal and state tax laws - corporate, individual, trust, gifts, and partnership taxation.

30+ days ago

Client Manager - Wealth Management Investment Software, AVP - Charles River Development State Street Corporation

Client Manager - Wealth Management Investment Software, AVP - Charles River Development
Princeton, NJ
  • $80,000–$140,000 / year

As the Client Manager focused on Wealth Management clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Charles River Client Managers are expected to actively manage a book of Charles River IMS accounts by: Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements.

9 days ago

Principal Client Onboarding & Implementation Manager Ometria Ltd

Principal Client Onboarding & Implementation Manager
New York, NY
Remote
  • $150,000–$180,000 / year

Our platform combines the data unification and customer insight of a CDP with an experience platform, letting retail marketers plan and launch their most profitable campaigns and create personalised experiences across email, mobile, on-site, social, direct mail and more. 7+ years of technical project management experience in an enterprise SaaS organisation, with a track record of delivering complex integrations for large, multi-stakeholder clients - ideally in retail, ecommerce or MarTech.

30+ days ago
PricewaterhouseCoopers LLP logo

Managed Services - Microsoft Director PricewaterhouseCoopers LLP

Managed Services - Microsoft Director
New York, NY
  • $155,000–$410,000 / year

Working in this area, you will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Microsoft applications. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .

30+ days ago

Client Experience Manager Ethos Veterinary Health

Client Experience Manager
Red Bank, NJ
  • Full time

Monitor and report on client experience KPIs including client satisfaction scores, complaint trends, service recovery metrics, wait-time communication performance, and training completion rates; provide regular performance reporting to hospital leadership. Training, Coaching & Development Provide leadership and direction for the Client Services function, working closely with supervisors and engaging directly with client-facing teams to support service excellence, team development, and operational success.

30+ days ago

Senior Product Manager, Protein Services GenScript ProBio

Senior Product Manager, Protein Services
Piscataway, New Jersey
  • $120,000–$150,000 / year

Guided by its mission to Make People and Nature Healthier Through Biotechnology, GenScript has become a trusted global partner with a team of 5,500+ employees, supporting over 200,000 customers across 100+ countries and regions, including the world’s Top 20 pharma companies. As a cornerstone of the global life science ecosystem, GenScript actively collaborates with a diverse network of partners—from academic institutions to industry leaders—to co-create cutting-edge solutions that redefine service excellence.

28 days ago
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