Strategic Client Service Leader

4 days ago


New York, New York, United States eFinancialCareers Full time

The eFinancialCareers team is seeking a highly skilled and experienced Director of Client Service to lead our Client Relationship Management efforts. The ideal candidate will have 7-15+ years of experience in client service within the asset management industry.

About the Role

As a key member of our Client Relationship Management team, you will be responsible for developing and maintaining strong relationships with institutional investors, family offices, and ultra-high net worth clients. You will also oversee the delivery of high-quality client service, ensuring that all interactions reflect our commitment to white-glove client service.

Key Responsibilities
  • Serve as the primary point of contact for a portfolio of institutional, family office, and ultra-high net worth clients, ensuring their needs from account start-up to ongoing reporting are met with professionalism and promptness.
  • Develop and maintain strong relationships with clients, understanding their unique goals and providing tailored investment solutions.
Investor Relations
  • Proactively manage communication with clients regarding their investment portfolios, performance updates, and market insights.
  • Address and resolve client inquiries and concerns in a timely manner.
  • Conduct thorough due diligence on potential investors to assess their investment criteria, risk appetite, and compatibility with our investment objectives.
Service Excellence
  • Oversee the delivery of high-quality client service, ensuring that all interactions reflect our commitment to white-glove client service.
  • Collaborate with internal teams to ensure a seamless client experience and address any service-related issues.
Private Assets and Complex Structures
  • Partner with our investment team to provide expert guidance on investments, including venture capital, equity, fixed income, and real assets.
  • Advise clients on complex tax and trust structures, ensuring compliance with relevant regulations and optimizing financial outcomes.
Client Reporting and Documentation
  • Review and analyze client portfolios, providing insights and recommendations to enhance performance and align with client objectives.
  • Prepare and deliver presentations, K-1s, fact sheets, data rooms, client performance reports, and due diligence questionnaires.
Salary and Benefits

We offer a competitive salary range of $150,000 - $250,000 per year, depending on experience, plus benefits, including health insurance, retirement plan, and paid time off.



  • New York, New York, United States Slalom Full time

    When it comes to delivering exceptional client experiences, Slalom is the partner of choice. As Client Service Leader – Financial Services, you will be instrumental in driving growth and success within our Financial Services account team in New York City. **Job Title:** Client Service Leader – Financial Services (Capital Markets/Asset and Wealth...


  • New York, New York, United States TriSearch Full time

    We are seeking an experienced leader to drive the strategic direction of our professional services division. As Director, Head of Professional Services, you will play a critical role in ensuring the successful delivery of our clients' Books and Records system to clients worldwide.This leadership position offers an exciting opportunity to drive process...


  • New York, New York, United States Stax Inc Full time

    Unlock Your Potential as a Strategic Growth Leader at Stax Inc.We are seeking an experienced Managing Director to join our team and drive business growth globally. As a key member of our leadership team, you will be responsible for developing and executing strategic plans to expand our recruitment and talent development efforts. This is a unique opportunity...


  • New York, New York, United States Lloyds Banking Group Full time

    Lloyds Banking Group, a leading UK-focused retail and commercial bank with over 30 million customers globally, is seeking a highly skilled Strategic ABS Syndicate Leader to join their team. The successful candidate will be responsible for a key role interfacing between Asset Backed Securities (ABS) Banking and Sales to support the marketing, distribution,...


  • New York, New York, United States BNY Full time

    Job OverviewWe are seeking an experienced Director, Strategic Planning to join our Client Services team in New York City, NY - Hybrid. This role will play a critical part in shaping the company's client service strategy and driving business growth.About BNYBNY is a leading global financial services company with a strong culture that empowers employees to...


  • New York, New York, United States GroupM Full time

    Job OverviewWe are seeking an experienced Strategic Media Leader to join our team at GroupM. This role will be responsible for overseeing multiple planning groups and providing strategic leadership to understand all aspects of client businesses.About the RoleLead media planning and buying aspects for assigned accounts.Monitor client programs and day-to-day...


  • New York, New York, United States Kantar Full time

    Unlock Your Potential as a Senior Technology Partner at KantarWe are seeking a highly motivated and experienced Senior Technology Partner to join our team at Kantar. As a Strategic Business Development Leader, you will play a key role in driving the growth and development of multiple large/complex client accounts.About the RoleLeverage your expertise to own...


  • New York, New York, United States DSJ Global Full time

    At DSJ Global, we are seeking a visionary Strategic BPO Transformation Leader to spearhead our Business Process Outsourcing (BPO) initiatives. This pivotal role demands a seasoned professional with a proven track record in managing complex programs and fostering collaboration across diverse teams.Job Summary:The ideal candidate will possess expertise in BPO...


  • New York, New York, United States Teneo Holdings Full time

    Teneo Holdings is a leading international consulting firm with a strong presence in the energy sector.Job OverviewWe are seeking a highly skilled Strategic Energy Transition Leader to join our team. The ideal candidate will have extensive experience in strategy consulting, particularly in the energy and infrastructure sectors.Key ResponsibilitiesDevelop...


  • New York, New York, United States Gartner Full time

    Unlock Your Potential as a Strategic Account Leader at GartnerAbout GartnerWe are a global research and advisory company that guides the leaders who shape the world. Our mission relies on expert analysis and bold ideas to deliver actionable, objective insight, helping enterprise leaders and their teams succeed with their mission-critical...


  • New York, New York, United States Influential Full time

    Influential, the largest influencer marketing company in the world by revenue, seeks an experienced Vice President for its Client Solutions team.About UsWe connect our clients with a network of over 3 million social media influencers, trusted by over 60% of the Fortune 500. Our platform powers seamless talent discovery, comprehensive brand safety, content...


  • New York, New York, United States Early Warning Full time

    Job Title: Strategic Product LeaderJob Summary:Early Warning is seeking a Strategic Product Leader to drive the vision, strategy, and product execution for Zelle.Key Responsibilities:* Build and execute a product strategy that aligns with the company's overall goals and objectives* Lead cross-functional teams to develop and launch new products and features*...


  • New York, New York, United States BNY Full time

    Director, Strategic PlanningBecome a key player in shaping the future of BNY's Client Services team as a Director, Strategic Planning. With a strong track record of process improvement and operational excellence, you will drive business growth and client satisfaction.About Us:We are a leading global financial services company at the center of the world's...


  • New York, New York, United States Fay Full time

    At Fay, we're dedicated to long-term growth and expansion. As a Career Opportunity, we're seeking a talented individual to join our team as a Strategic Growth Leader.We offer a competitive salary of $120,000 per year, commensurate with experience.About the RoleIn this role, you'll develop and execute strategies that drive growth for our clients. You'll work...


  • New York, New York, United States BerlinRosen Full time

    About the RoleWe are seeking an experienced Account Director to lead our Arts & Culture team in developing and executing strategic communications plans.Key ResponsibilitiesDevelop large-scale communications strategies with cross-functional teamsDrive high-touch client relationships, brainstorming, and problem-solvingManage junior staff, delegate tasks, and...


  • New York, New York, United States SMCP NORTH AMERICA (US, CANADA) Full time

    Role OverviewWe are seeking an experienced Strategic Retail Leader to join our team as an Assistant Store Manager. This role will be responsible for driving sales growth, leading a high-performing team, and delivering exceptional customer experiences.


  • New York, New York, United States IPG Health Full time

    Job OverviewThe role of the Strategic Account Leader is to drive business growth and lead client relationships in the healthcare industry. As a key member of our team, you will be responsible for managing client expectations, developing strategic plans, and collaborating with internal teams to deliver exceptional results.About the RoleThis is a senior-level...


  • New York, New York, United States Bernhard LLC Full time

    At Bernhard, we strive to remain at the forefront of the Energy-as-a-Service sector by leveraging emerging technologies and a commitment to growth. Our team members have the opportunity to advance their careers in a supportive environment that values continuous learning and development. We believe in fostering a collaborative environment where diverse...


  • New York, New York, United States ALTERYX Full time

    {"Responsibilities": "The Director of Strategic Sales (North) will provide leadership and guidance to a dynamic field sales team. As a strategic sales leader, you will be responsible for the development and ability of your team to effectively sell Alteryx solutions. You will need strong business acumen and the ability to quickly assess and understand a...


  • New York, New York, United States Municipal Credit Union Full time

    About Municipal Credit UnionMunicipal Credit Union is a trusted financial institution dedicated to delivering exceptional services and fostering a culture of innovation, collaboration, and community engagement.Our organization has been serving over 500,000 members for more than 100 years, providing affordable financial products and convenient services that...