74 retail client manager jobs found in New York

About the Role: Grade Level (for internal use): 15 Role We are seeking a senior technology delivery leader to own the execution, reliability, and commercial performance of a complex, highly integrated, and regulated financial-services technology estate. This is a hands-on delivery and execution role, accountable for ensuring mission-critical systems are built, integrated, operated, and evolved safely, while improving efficiency, predictability, and cost discipline over time. The role exists to close the gap between strategy and execution and to ensure complex change works in production. What's In for you: You will lead delivery across multiple segments, platforms, and vendor ecosystems, taking direct accountability for complex integrations, third-party dependencies, and end-to-end outcomes. You will stay close to the most critical initiatives and technical decisions, knowing what to engage in personally and what to delegate, rather than operating through...

About the Role: Grade Level (for internal use): 12 Sponsorship Account Manager Reports to: Commercial Director Location: New York The Role With Intelligence is looking for a high-performing sponsorship sales professional to play a pivotal role in driving new business revenue and the successful growth of new event launches within our growing Summits portfolio. This is a frontline revenue-generating role with a strong emphasis on opening new accounts, building pipeline, and taking new products to market. The successful candidate will be responsible for identifying, securing, and growing relationships with new sponsors, while also contributing to the go-to-market strategy and commercial success of newly launched events. This is a high-impact, fast-paced, client-facing role requiring a strong understanding of the asset management industry, particularly GP and service provider audiences. Experience in event sales selling to asset managers seeking capital from insurance...

About the Role: Grade Level (for internal use): 13 Director, Asset Manager Sales, Multi-Asset & Options Indices Role Overview S&P Dow Jones Indices is seeking a Director, Asset Manager Sales, Multi-Asset & Options Indices to lead commercial growth across our derivative-based and multi-asset index solutions. This is a senior role within the Sales organization, designed to meet growing client demand for sophisticated index solutions for buy-side clients. The Director will combine deep technical fluency in derivatives overlays and other options- and income-based strategies with a strong commercial orientation and proven ability to originate, develop, and close complex licensing opportunities. The role will require consultative selling, senior client engagement, structured problem solving, and close collaboration with Product Management, Research & Design, Legal, Finance, and Marketing. This individual will serve as a senior sales rep, helping clients...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. Job responsibilities   Be a motivating force for the branch team by sharing a clear vision and embodying our company’s culture and...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. Job responsibilities   Be a motivating force for the branch team by sharing a clear vision and embodying our company’s culture and...

About the Role: Grade Level (for internal use): 13   The Team: The Partnerships & Solutions group at S&P Dow Jones Indices (SPDJI) is seeking a Director-level Relationship Manager to lead SPDJI’s engagement with the investment consultant community in a fast-paced, growth-oriented environment . This team operates with an enterprise perspective, proactively connecting current activities to the wider vision of the organization. It highly values innovative thinking, cross-functional collaboration, and strategic leadership to drive commercial growth and increase market acceptance of SPDJI’s solutions. Responsibilities and Impact: Lead the firm-wide investment consultant engagement strategy to drive commercial growth, expand access, strengthen brand recognition, and increase the adoption and integration of SPDJI indices and data solutions within consultant research, due diligence, and asset-owner recommendations . This includes owning the strategy...

About the Role: Grade Level (for internal use): 09 The Multi-Asset Indices Product Management team at S&P Dow Jones Indices (S&P DJI) is seeking a Senior Specialist to support its initiatives in both the US and globally. This is an exciting opportunity to join the team as a product manager, providing S&P DJI’s clients with indexing solutions in growing areas of the insurance, options overlay, and multi-asset investment universes. This multi-faceted role includes serving as the owner of the product development and maintenance process as well as the financial health of the product line. The Role The Senior Specialist will play an integral role within the Multi-Asset Indices Product Management team.  The role includes the following key responsibilities: Help define and execute the product development strategy, considering broad market trends and client needs. Support the suite of Multi-Asset Indices and products via analysis and content creation for...

About the Role: Grade Level (for internal use): 11 The Role: Manager, Insurance Risk Management The Team:  The Risk Management team operates as a strategic partner to business segments across S&P Global, ensuring comprehensive protection of company assets and operations. We value technical expertise, collaborative problem-solving, and proactive risk identification. Our team works closely with internal stakeholders and external partners to maintain best-in-class insurance programs that support business growth while managing exposures effectively. Responsibilities and Impact: Drive the comprehensive insurance program renewal process by compiling underwriting data, reviewing program structures, and recommending coverage changes based on industry best practices and company exposures, managing deliverables from brokers, and reviewing quotes, binders and policies. Manage and oversee renewals of S&P Global's Casualty, Property, E&O, Cyber, D&O,...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Part Time Branch Ambassador - NYC Welcome to the future of banking. At Capital One, we believe your bank should be as mobile, intuitive, and human as the rest of your life. We are reimagining the way people interact with their money by creating community hubs where technology meets human empathy. As a Branch Ambassador , you are the heartbeat of our space. You don't just "process transactions"—you embody our culture of outstanding hospitality. You are a relationship-builder who blends friendly, attentive service with cutting-edge digital innovation. Whether you’re helping a client navigate our latest tools or empowering them to reach their financial goals, you are the face of an exceptional, human-centric experience. We are looking for curious, empathetic, and tech-savvy individuals who thrive in a fast-moving environment. You are someone who doesn't wait to be asked; you anticipate needs, solve problems before they arise, and have a genuine passion for helping...

Location: 124 East 14th Street, Suite 1100, New York New York Job Summary The Business Development Advisor is responsible for developing and nurturing relationships with prospective and existing healthcare B2B, B2B2C and B2C clients and partners through complex lead generation, pipeline management, and supporting revenue-generating activities. This role also leads by example in outbound prospecting and pipeline generation while helping to mentor Business Development Associates. Essential Job Functions Execute targeted outreach strategies to secure qualified meetings with key decision-makers Conduct outbound prospecting and client campaigns via phone, email and other channels to drive client conversion and expansion Build and manage a robust pipeline of opportunities in designated healthcare B2B employers and B2B2C organizations Qualify leads and assess partnership potential through discovery calls and research. Collaborate with the relationship management team...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.  As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.  Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions – helping clients achieve their financial goals.  Job Responsibilities  Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Your work days are brighter here. We’re obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we’re shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you’ll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We’re in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you’ll do meaningful work with Workmates who’ve got your back. In return, we’ll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company invested in...

Join our dynamic Multi Asset Solutions Global Retirement team focused on the rapidly expanding defined contribution market—an area experiencing tremendous growth and strategic attention across the firm. Job Summary:  As an Investment Specialist (Global Retirement) – Program Associate in the Asset Management Multi-Asset Solutions (Retirement) team, you will support the Global Retirement business ($175 billion in assets under supervision) through a blend of client-facing, analytical, and reporting work. You will have the opportunity to engage with capital markets, asset allocation, and content creation in a fast-paced portfolio management environment, with a focus on target date and retirement income strategies spanning registered mutual funds, collective investment trusts, and advisory portfolios. Your clear communication skills and attention to detail will be critical in this role. Job responsibilities: Create, maintain, and quality-check client facing and internal...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Location: 1301 Avenue of the Americas, New York New York Job Summary KeyBanc Capital Markets (KBCM) is a premier middle-market investment bank offering a full suite of advisory and capital markets solutions. The Investment Banking Associate plays a critical role in the execution of mergers and acquisitions (M&A), capital raising, and strategic advisory assignments. Associates are responsible for financial analysis, transaction execution, and client engagement, working closely with senior bankers and clients across a variety of industries. This role is ideal for professionals seeking a dynamic, team-oriented environment with significant responsibility and client exposure. Essential Functions Support the execution of M&A, equity, and debt capital markets transactions across multiple industry verticals. Build and maintain complex financial models, including discounted cash flow, comparable company, and precedent transaction analyses. Prepare client...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

About the Role: Grade Level (for internal use): 13   The Team: The Asset Owners Team is part of the North America Commercial organization. We focus on a carefully identified group of institutional decision-makers and influencers, promoting solutions and providing access to index data, analytics, research, and market intelligence. We work closely with colleagues across Client Coverage, Product, Index Investment Strategy, Research & Design, Client Services, Marketing, and Legal to deliver client outcomes and revenue growth. Responsibilities and Impact: Drive commercial growth and revenue generation by identifying, qualifying, and advancing opportunities from early discovery through client execution, building and managing a robust pipeline across U.S. and Canadian asset owners. This role requires demonstrating how your work fits into the broader strategy and leveraging your network in other functions and at a senior leadership level to ensure strategic...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

About the Role: Grade Level (for internal use): 12 The Team: The Financial Services team within S&P Global Ratings operates as a globally distributed sector team focused on banks, brokers, exchanges, and clearinghouses in Canada and the U.S. Our team values analytical excellence, collaborative relationships, and strategic thinking in delivering high-quality credit research. We foster an environment where diverse perspectives drive innovative solutions and where each team member contributes to maintaining our reputation for integrity and transparency in the financial markets. The Impact: At S&P Global Ratings, your analytical opinion truly matters, and each person who works here plays an essential role in upholding our reputation for integrity, transparency, and ratings excellence. S&P Global Ratings plays a vital role in bringing transparency and comparability to the financial markets, enabling investors and other decision makers to measure and manage...