Senior Manager, Client Strategy

About UsAt bkln, we are pioneering the future of tax-advantaged separately managed accounts (SMAs). Our innovative platform seamlessly integrates institutional-quality quantitative research, advanced technology, and personalized client support. Our mission is to offer tailored, tax-aware portfolios at scale.We seek not a traditional “relationship manager,” but rather an investment athlete who thrives at the intersection of clients, quantitative analysis, and technology — someone fluent in market dynamics, proficient in Python, and credible when engaging with sophisticated allocators.The RoleAs a Senior Client Portfolio Manager (CPM), you will convert quantitative insights into actionable client outcomes. Collaborating with portfolio managers, engineers, and customer success teams, you will customize portfolios, clarify performance and risk metrics, and contribute to a platform that is transforming wealth management. This high-visibility position entrusts you with the following responsibilities:- Serve as an ambassador for the SMA platform, engaging directly with clients and advisors.- Analyze portfolio data — including exposures, tax trades, drift, and risk — and present findings in an actionable manner.- Utilize Python for analyses, such as pulling time series data, diagnosing factor exposures, validating tax trades, and building quick diagnostic dashboards.- Collaborate with research and engineering teams to translate client requirements into product features and workflow enhancements.- Proactively monitor accounts for opportunities including tax-loss harvesting, transitions, customization, and compliance with restrictions.What We're Looking For- A minimum of 3 years of experience in asset management, wealth management, or investment consulting with direct client engagement.- In-depth knowledge of equity markets, factor risk, and tax-aware investing strategies.- Proficient in Python — while you need not be an engineer, you should be capable of manipulating data, conducting analyses, and effectively communicating with quantitative and technical teams.- Strong ability to switch contexts between technical details and client-focused narratives.- A proven track record of establishing trust and credibility with clients.

The Company You’ll JoinCarta is at the forefront of connecting founders, investors, and limited partners through innovative software designed specifically for the venture capital, private equity, and private credit landscapes. With the trust of over 65,000 companies across more than 160 countries, Carta’s platform equips you to build, invest, and scale confidently.Our Fund Administration platform currently supports over 9,000 funds and SPVs, managing nearly $185 billion in assets. Our tools are tailor-made to enhance the strategic capabilities of fund CFOs. Recognized by leading publications like Fortune, Forbes, and Great Places to Work, Carta is pioneering the future of private market infrastructure.We are committed to creating a comprehensive ERP platform tailored for private markets. Traditional ERP solutions often fall short for private funds, which require a cohesive software solution to replace outdated spreadsheets and fragmented service models. Carta's innovative software for the Office of the Fund CFO is geared towards transforming private markets to mirror the efficiency of public markets—a connected ERP for private capital.To discover more about our offices and culture, please visit our Carta careers page.The Problems You'll SolveAt Carta, we’re revolutionizing the private market operations. Stakeholders in this domain encounter intricate, high-stakes operational challenges, particularly during transitions and onboarding. By leveraging your unique blend of strategic finance expertise, operational leadership, and relationship management skills, you will deliver exceptional experiences to our most sophisticated clients.As a Client Partner, you will not only be a subject matter expert but also a strategic advisor and transformation leader, orchestrating successful cross-functional collaboration from late-stage sales to go-live.As a Client Partner, your responsibilities will include:Enhancing win rates by providing executive-level backing to Go-To-Market teams during late-stage sales cycles, facilitating the closure of strategic, enterprise-level deals.Leading high-level discovery sessions with prospective clients, integrating your industry insights with Carta’s best practices to develop customized operational and financial solutions.Serving as the primary continuity point for clients throughout onboarding and implementation, acting as a stable, trusted advocate aligned with C-level objectives.Managing critical transitions across internal teams (Sales, Product, Delivery, Support) with a focus on reducing complexity, risk, and friction for our clients.

Role overview The Senior AI Program Portfolio Manager at NBCUniversal Media, LLC leads the planning and delivery of AI programs across the organization. This position plays a central role in advancing AI initiatives that drive business objectives and operational improvements. The role is based in New York. What you will do Direct and oversee complex AI projects from initiation through completion Collaborate with cross-functional teams to enhance project outcomes and efficiency Ensure all AI programs support NBCUniversal’s strategic goals Provide guidance and management for several AI initiatives running at the same time Location This role is located in New York.

Brooklyn Investment Group is a registered Investment Adviser with the SEC, utilizing cutting-edge technology from its parent company, Brooklyn Artificial Intelligence Research. This innovative approach combines advanced portfolio optimization with automated tax-loss harvesting, allowing us to create personalized investment strategies for a diverse range of clients, including financial advisory firms and asset managers.In the last five years, Brooklyn Artificial Intelligence Research has engineered one of the most sophisticated engines for tailored investment portfolios, successfully trading over $5 billion through these strategies.Our dynamic team of over 20 quantitative investors, machine learning experts, and software engineers hails from prestigious universities and leading financial institutions such as Goldman Sachs, Citadel, and Bridgewater Associates.Career Opportunity If you are passionate about the evolving integration of finance and technology, this position offers an exceptional opportunity. At Brooklyn, we are committed to harnessing the transformative power of technology to reshape portfolio management and trade execution. Join us in developing one of the industry's most advanced portfolio management platforms.As a Portfolio Management Engineer, you will serve as the primary point of contact for our clients, operational partners, and custodians. Your main responsibilities will include creating innovative tools to enhance portfolio management, streamline trade execution, and improve reconciliation processes. You will work closely with teams across quantitative analysis, engineering, research, and trading to foster seamless workflows and drive innovation.

Join Hivemind Capital as a Senior Portfolio Manager and take charge of our public equities fund's complete lifecycle. This prestigious investment role offers full P&L ownership, demanding extensive fundamental analysis skills, conviction-based capital allocation, and active execution. We are seeking a buy-side expert who excels at evaluating equity positions from inception and managing risks throughout the investment process. As a Senior Portfolio Manager, your responsibilities will include strategic analysis, capital allocation, and optimal execution to drive exceptional fund performance. Collaborate closely with our Research, Trading, and Operations teams to develop portfolio optimization frameworks and establish best practices for operational and trading execution.

RXR Realty, headquartered in New York, is a vertically integrated investment management firm with over 450 professionals. The company focuses on acquisitions, asset and portfolio management, property operations, development, construction, leasing, and technology. RXR invests in real estate credit, rental housing, commercial properties, and proptech, using value-added and opportunistic strategies. Role Overview The Vice President, Assistant Portfolio Manager, plays a central role in the performance and strategy of RXR’s real estate private equity and debt funds. This position oversees fund-level financial performance, portfolio strategy, and optimization projects. Responsibilities include forecasting, analytics, and investor reporting. The VP collaborates with acquisitions, asset management, capital markets, and accounting teams to support fund performance, liquidity, capital structure, and investor communications. Strong real estate fund experience and advanced financial modeling skills are essential, along with the ability to make strategic recommendations to senior leadership. Fund Management and Forecasting Build and manage advanced financial models at both fund and investor levels, focusing on accuracy, scalability, and strategic value. Lead fund performance forecasting, including scenario modeling, sensitivity analysis, covenant monitoring, liquidity optimization, and capital deployment planning. Oversee fund cash management to ensure compliance with all fund- and asset-level covenants. Supervise annual budgets, quarterly forecasts, and regular portfolio reviews, confirming that financial assumptions are sound and conclusions are well-supported. Drive analytics at the portfolio level, such as hold/sell analysis, refinancing scenarios, return attribution, benchmarking, and market performance reviews. Demonstrate expertise in fund partnership agreements, joint venture structures, and waterfall mechanics. Investor Reporting and Communications Create, review, and improve presentations for senior leadership and investors. Translate complex financial and operational data into actionable insights for executive decisions. Oversee the preparation of quarterly and annual investor reports, coordinating with multiple teams to deliver high-quality, investor-ready materials.

About NextStepNextStep is an innovative AI-driven career platform dedicated to facilitating seamless career transitions for elite consulting professionals. Our cutting-edge matching technology connects consultants with exceptional opportunities, enabling companies to tap into world-class talent. We are currently seeking a skilled Portfolio Manager on behalf of a client within our esteemed partner network located in New York.About the CompanyOur client is a prominent global investment management firm headquartered in New York, boasting a diverse portfolio that includes public equities, private credit, and alternative assets. They manage substantial capital for institutional and high-net-worth clients across North America, Europe, and Asia. With significant growth over the last five years, the firm is expanding its senior portfolio management team to accommodate an increasing business volume and a more intricate asset mix.The RoleAs a Portfolio Manager, you will take ownership of a specific set of client portfolios, ensuring that investment decisions are based on comprehensive analysis, aligned with the mandates, and effectively communicated to all stakeholders. You will collaborate closely with research, risk, and client teams to transform strategies into well-positioned portfolios that deliver results. This position is a hands-on role with substantial accountability, rather than a mere support function.What You'll DoOversee a portfolio of client accounts, fully accountable for investment performance in relation to mandates and benchmarks.Continuously analyze market conditions, asset allocation, and portfolio positioning, making swift and confident recommendations.Work in tandem with the research team to convert investment insights into portfolio-level decisions across various asset classes.Assess portfolio risk exposures and collaborate with the risk management team to ensure compliance with guidelines and client constraints.Develop and sustain robust relationships with key clients, contributing to regular reporting, reviews, and investment updates.Guide and nurture junior team members, fostering high standards of analytical rigor and investment processes.Engage in broader investment committee discussions and strategic asset allocation reviews within the firm.What We're Looking For7+ years of experience in portfolio management, investment strategy, or asset management, ideally with a background in consulting, investment banking, or strategic roles.Strong investment acumen across multiple asset classes, with demonstrated expertise in executing investment strategies effectively.

Role Overview The City of New York is hiring a Project Manager for the Division of Portfolio Management & Conversions. This position focuses on guiding projects that improve conversion strategies across multiple portfolios. The work supports initiatives that benefit the local community. What You Will Do Lead projects from planning through delivery, with a focus on conversion-related initiatives Apply project management methods to keep efforts on track and aligned with goals Coordinate with internal teams and stakeholders to support successful implementation Location This role is based in New York City.

About EquiEqui is a pioneering investment management firm dedicated to crafting institutional-quality alternative investment solutions. Our innovative business model not only features Equi-branded funds but also involves the creation of white label fund of funds products for leading independent multi-family offices and financial advisory firms across the nation. By merging profound manager selection expertise with advanced portfolio construction techniques, we deliver exceptional outcomes for our clients and partners. Currently, Equi is at a significant growth phase, experiencing rapid scaling of our assets under management (AUM). We've signed a Letter of Intent (LOI) to launch a new fund of funds product and anticipate further LOIs in the upcoming months. We are in the process of assembling a high-caliber team poised to grow with our platform and embrace increased responsibilities as we expand.About the RoleWe invite an ambitious investment professional with a true passion for investing to join Equi as we develop distinctive products within the alternative investment space. In this pivotal role, you will report directly to the Chief Investment Officer and take on a leadership position within the Investment Committee.This position merges thorough manager due diligence with portfolio construction, risk management, and team leadership, providing a clear pathway to greater responsibility as the firm evolves.You will collaborate closely with the CIO to source, assess, and oversee hedge fund managers while influencing portfolio construction and optimization decisions. Additionally, you will supervise a junior quant researcher, guiding analytical projects and fostering talent as we enhance our investment team. Equi engages managers via a combination of pooled funds, separately managed accounts (SMAs), and swap structures, necessitating adept navigation of various liquidity terms, transparency levels, and operational requirements. As a vital member of the Investment Committee, your input will directly impact capital allocation and strategic direction. This role presents a remarkable opportunity for a driven investment professional eager to contribute meaningfully to our mission.CultureAt Equi, we foster a collaborative and transparent environment where healthy debate is essential to our success. Our flat organizational structure ensures that ideas prevail based on merit rather than seniority, and we expect every member of the investment team to engage actively in discussions. We cherish intellectual honesty, rigorous analysis, and the humility to adjust our perspectives when warranted by evidence.

Our Vision: To position New York City as the global leader in inclusive innovation and economic development, driven by the diverse talents and enterprises within the City. Our Mission: Creating a vibrant, inclusive, and globally competitive economy for all New Yorkers. Position Overview: We are looking for a detail-oriented and analytically adept Senior Associate to join our Cruise Portfolio team. This role provides a unique opportunity to contribute to a diverse portfolio that promotes economic development, environmental sustainability, and socially responsible urban tourism. As the Senior Associate, reporting directly to the Vice President of Cruise, you will play a crucial role in overseeing financial performance and employing data-driven strategies across the Cruise portfolio. Your expertise will directly influence decision-making processes aimed at achieving our goals.

WHO WE ARE Zeta Global (NYSE: ZETA) is an innovative AI-Powered Marketing Cloud that harnesses advanced artificial intelligence (AI) and vast consumer insights to empower marketers in acquiring, retaining, and expanding customer relationships efficiently. Our Zeta Marketing Platform (ZMP) aims to simplify sophisticated marketing through the unification of identity, intelligence, and omnichannel activation, leveraging one of the industry’s largest proprietary databases and AI capabilities. We enable our enterprise clients across various industries to personalize consumer experiences at an individual level, enhancing the effectiveness of their marketing initiatives. Founded in 2007 by David A. Steinberg and John Sculley, Zeta Global is headquartered in New York City, with offices around the globe. To learn more, visit www.zetaglobal.com. THE ROLE The Senior Client Success Manager – Programmatic is a dynamic, client-facing position responsible for overseeing the comprehensive success of a portfolio of strategic programmatic accounts. In this role, you will act as the primary client liaison, operational expert, and strategic ally, managing live campaigns, directing client communications, and driving performance, retention, and growth. This position demands robust programmatic expertise, sound judgment, and the capability to work autonomously while fostering close collaboration with Sales, Analytics, and Operations teams. This is a hybrid position based in New York City (3 days/week). RESPONSIBILITIES Oversee and manage 10+ active programmatic campaigns end-to-end across multiple accounts. Lead all client communications, including status calls, quarterly business reviews (QBRs), and escalations, providing clear insights and recommendations linked to business outcomes. Act as the technical owner of campaign execution, collaborating closely with Operations to ensure proper setup, effective optimization, and alignment with strategic goals (targeting, pacing, QA, troubleshooting). Leverage a deep understanding of DSP functionality and optimization levers to guide setup decisions, troubleshoot issues, and drive performance enhancements. Generate client-ready reporting and performance insights in conjunction with Analytics. Proactively identify and facilitate upsell, cross-sell, and renewal opportunities in partnership with Sales. Collaborate cross-functionally to address issues, drive improvements, and enhance client satisfaction.

Based in New York, RXR is a dynamic investment manager with a robust platform comprising over 450 professionals. Our expertise spans a diverse range of value creation activities including acquisitions, asset and portfolio management, real estate operations, development, construction, leasing, and innovative technology solutions. RXR actively invests in real estate credit, rental housing, commercial properties, and property technology utilizing value-added and opportunistic investment strategies.Job OverviewThe Associate will play a pivotal role in managing RXR’s existing and new real estate private equity and debt funds. Responsibilities include overseeing daily fund and portfolio operations, financial forecasting, and ensuring seamless coordination among internal teams for the successful execution of portfolio business plans. This position also involves supporting investor reporting through the synthesis of portfolio insights, ensuring timely and accurate communication of fund updates and materials to Limited Partners (LPs). The Associate will blend operational precision with investment acumen to facilitate smooth fund operations and keep investors well-informed. Collaboration with acquisitions, asset management, strategy and product development, and accounting teams will be crucial for generating in-depth analytics, maintaining portfolio models, and aiding strategic capital allocation decisions.

About Us:At Galaxy, we are at the forefront of digital assets and data center infrastructure, providing innovative solutions that propel advancements in finance and artificial intelligence. We are passionate about the transformative potential of blockchain and digital assets, and we are dedicated to developing the products and services that will shape this future. Our institutional digital asset platform encompasses trading, investment banking, asset management, staking, self-custody, and tokenization technologies. Additionally, we invest in and manage state-of-the-art data center infrastructure to support AI and high-performance computing, meeting the surging demand for scalable energy and compute resources in the U.S. Positioned at the intersection of finance and technology, we assist institutions, startups, and developers in navigating a digitally empowered economy. Under the leadership of CEO and Founder Michael Novogratz, our team combines extensive cryptocurrency expertise with institutional experience, all while being committed to shaping the future of Web3 and AI. Galaxy is headquartered in New York City, with a presence across North America, Europe, the Middle East, and Asia. To learn more about our initiatives and offerings, visit www.galaxy.com.Our Core Values:We pride ourselves on fostering a diverse team of innovative thinkers and proactive doers, united in our mission to energize the global economy for investors and creators. We seek individuals who thrive in a dynamic environment of builders and high achievers, embracing excellence, transparent feedback, and a mission-driven mindset. Our culture drives our work ethic and propels us toward our goals.Strive for Excellence.Be Selective to Achieve Effectiveness.Maintain High Alignment with Loose Coupling.Encourage Transparent Disagreements.Foster Independent Decision-Making.Build Exceptional Teams.Your Profile:We are in search of an experienced Product Manager with over 7 years of expertise in derivatives, portfolio risk, and margin infrastructure. This pivotal role sits at the intersection of trading, risk management, quantitative modeling, and technology. You will spearhead the design and advancement of our portfolio margin and risk framework, contributing to the capital efficiency, safety, and scalability of Galaxy’s multi-asset and multi-instrument trading platform.

ABOUT US Zeta Global (NYSE: ZETA) is a cutting-edge AI-Driven Marketing Cloud that harnesses the power of advanced artificial intelligence (AI) and massive consumer data to streamline the marketing process, enabling marketers to efficiently acquire, nurture, and retain customers. Our Zeta Marketing Platform (ZMP) is designed to simplify complex marketing tasks by integrating identity, intelligence, and omnichannel activation into a unified solution, bolstered by one of the industry's largest proprietary databases and AI capabilities. Our diverse enterprise clients are empowered to create highly personalized experiences, leading to enhanced marketing outcomes. Founded in 2007 by David A. Steinberg and John Sculley, our headquarters is located in New York City, with a global presence. Discover more at www.zetaglobal.com. POSITION OVERVIEW The Senior Client Success Manager - Programmatic is a pivotal, client-facing role responsible for ensuring the comprehensive success of a portfolio of strategic programmatic accounts. You will act as the primary point of contact for clients, demonstrating operational expertise and strategic insight while managing live campaigns, overseeing client communications, and driving performance, retention, and growth. Success in this role requires a strong background in programmatic advertising, sound judgment, and the ability to work independently while collaborating effectively with the Sales, Analytics, and Operations teams. This is a hybrid role based in New York City, requiring three days per week in the office. KEY RESPONSIBILITIES Oversee and manage more than 10 active programmatic campaigns from inception to completion across various accounts. Lead all client communications, including status updates, quarterly business reviews (QBRs), and escalations, delivering clear insights and recommendations aligned with business objectives. Act as the technical lead for campaign execution, closely collaborating with the Operations team to ensure campaigns are set up accurately, optimized effectively, and aligned with strategic goals (including targeting, pacing, quality assurance, and troubleshooting). Utilize an in-depth understanding of Demand-Side Platform (DSP) functionalities and optimization strategies to guide campaign setup, troubleshoot issues, and enhance performance. Provide client-ready reporting and performance analytics in partnership with the Analytics team. Identify and nurture opportunities for upselling, cross-selling, and contract renewals in conjunction with the Sales team. Collaborate across departments to resolve issues and bolster campaign performance.

At January, we are dedicated to revolutionizing consumer finance by infusing humanity into every interaction. Our innovative, data-driven solutions empower financial institutions to enhance their collections processes, providing borrowers with clear, compassionate pathways to regain control over their financial futures. We are not just increasing access to credit; we are restoring dignity and affording millions the opportunity to achieve true financial independence.About the RoleAs the Senior Client Success Manager, you will play a pivotal role in transforming client relationships into a key competitive advantage for January. Your responsibility will extend beyond mere account retention; you will extract invaluable insights that will inform our product development and client service strategies. You will manage 5-7 strategic accounts that present significant potential along with operational challenges. Your goal is to establish scalable client management systems that maintain a personal touch, transition our approach from reactive to proactive, and create a framework that converts client feedback into actionable product decisions and market intelligence.Collaborating closely with Operations, Product, Compliance, and Sales teams, you will tackle complex issues swiftly, identify patterns that might go unnoticed, and uncover expansion opportunities before they are articulated by clients. You thrive on challenging conversations, master the art of precise communication—whether it's de-escalating issues or crafting replicable playbooks—and excel at prioritizing conflicting demands.What You'll DoServe as the primary relationship steward for strategic accounts, proactively anticipating client needs and fostering trust through transparency in both success and crisis.Detect patterns within your portfolio of accounts, functioning as an intelligence resource for Product and Account Management by translating frontline insights into product roadmap strategies and identifying growth opportunities.Lead monthly performance reviews that provide clients with new insights, advancing from mere reporting to diagnosing root causes and proposing data-driven solutions.Manage audit processes from start to finish with impeccable attention to deadlines, swiftly resolving complex issues with clarity.Transform individual client successes into standardized playbooks and collaborate with Client Operations to address systemic friction points.Document successful strategies and enhance team performance through knowledge sharing and scalable processes.What We're Looking ForA minimum of 4 years of experience in high-touch B2B client success, strategic account management, or consulting with enterprise clients: ...

About General Atlantic General Atlantic is a global investment firm with over 45 years of experience. Since 1980, the firm has partnered with more than 830 companies, supporting entrepreneurs and investors focused on building businesses and long-term value. General Atlantic manages approximately $123 billion in assets, with a team of over 900 professionals in 20 countries. The platform spans Growth Equity, Credit, Climate, and Sustainable Infrastructure strategies. More details are available at www.generalatlantic.com. Role Overview: Vice President of Portfolio Management General Atlantic seeks a Vice President to join its Portfolio Management team in New York (Park Avenue), focusing on the core growth equity investment strategy. Key Responsibilities Lead analytics at both the fund and portfolio level Drive risk management processes and deliver strategic insights Work closely with senior leadership, portfolio managers, and investment teams Collaborate with cross-functional partners to monitor performance, manage risk, and optimize capital allocation Support the ongoing growth and scalability of investment strategies Qualifications Strong analytical skills and portfolio management experience Strategic thinker with a background working across multiple functions (such as Finance, Capital Solutions, Legal/Compliance, Fund Accounting, Valuations, Technology) Comfortable in a data-driven investment environment

OnMed is seeking a dynamic and experienced Senior Vice President of Client Management to lead our client services team. This role requires a visionary leader who can enhance client relationships, drive client engagement, and ensure the highest level of satisfaction across our client base. The ideal candidate will have a proven track record in client management, exceptional communication skills, and the ability to develop strategic initiatives that align with our business goals.

Company Overview: Established in 1983, Caxton Associates is a distinguished global trading and investment firm with a presence in major financial hubs including London, New York, Monaco, Singapore, and Dubai. Our core mission is to expertly manage both client and proprietary capital across a diverse range of liquid global hedge fund strategies. This broad mandate empowers us to engage in trading across international markets and financial instruments, emphasizing alpha generation for our clientele.The Role:We are actively seeking seasoned Portfolio Managers with expertise across various strategies, including but not limited to:Discretionary MacroEmerging Markets MacroEquity Long/ShortEvent-DrivenFixed Income Relative ValueMedium-Frequency SystematicCommoditiesIn this pivotal role, you will oversee a substantial capital allocation, apply extensive risk management protocols, and thrive in our collaborative, research-focused environment. We value insightful dialogue on global macroeconomic trends, geopolitical shifts, and market dynamics. We seek professionals capable of deriving distinctive insights within their investment domains, enhancing our strategic outlook, and utilizing collective expertise to generate alpha.Key Responsibilities:Independently manage a significant capital allocation by crafting, executing, and overseeing an alpha-driven investment strategy.Build portfolios aimed at achieving asymmetric returns, with minimal correlation to conventional capital markets, by recognizing and exploiting distinctive market perspectives.Implement stringent risk management practices, consistently evaluating the validity of all positions and investment hypotheses.Engage collaboratively within a global team, sharing knowledge and adding value through shared insights and expertise.Adhere strictly to all industry regulations and internal risk management protocols.

Role Overview iCapital Network is hiring a Junior Portfolio Manager, iDPE - Vice President in New York, NY. This entry-level role works alongside seasoned professionals in financial services. The position involves supporting the management and optimization of client portfolios, monitoring market trends, and assisting with investment strategy decisions.