Client Manager Jobs in New York
Client Manager jobs in New York are among the most active in the country, with strong demand concentrated in financial services, advertising and media, technology, and professional services firms, at levels from entry-level account coordinators through senior client directors. The largest concentrations of openings are in New York City, White Plains, and Melville, where anchor employers such as JPMorgan Chase, Publicis Groupe, and Verizon maintain significant client-facing teams. The most sought-after specializations in New York right now are financial services client management, digital media account management, and enterprise technology client partnerships. Find a role that fits below and apply directly.
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INTRODUCTION
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 foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client’s financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business
- Leads complex credit opportunities, including structured credit deals
- Grows book balances and Year over Year revenue
- Partners with and mentors Private Client Managers on more complex products and client relationships
- Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
BASIC QUALIFICATIONS
- Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position
- 7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience
- Excellent ability to work in a team environment
- Strong interpersonal and influence / partnership skills
- Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer
PREFERRED QUALIFICATIONS
- MBA or Post-Graduate Degree
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
SKILLS
- Client Management
- Client Solutions Advisory
- Loan Structuring
- Relationship Building
- Risk Management
- Active Listening
- Analytical Thinking
- Oral Communications
- Referral Management
- Underwriting
- Account Management
- Attention to Detail
- Collaboration
- Decision Making
- Financial Analysis
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
INTRODUCTION
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 foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client’s financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business
- Leads complex credit opportunities, including structured credit deals
- Grows book balances and Year over Year revenue
- Partners with and mentors Private Client Managers on more complex products and client relationships
- Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
BASIC QUALIFICATIONS
- Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position
- 7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience
- Excellent ability to work in a team environment
- Strong interpersonal and influence / partnership skills
- Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer
PREFERRED QUALIFICATIONS
- MBA or Post-Graduate Degree
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
SKILLS
- Client Management
- Client Solutions Advisory
- Loan Structuring
- Relationship Building
- Risk Management
- Active Listening
- Analytical Thinking
- Oral Communications
- Referral Management
- Underwriting
- Account Management
- Attention to Detail
- Collaboration
- Decision Making
- Financial Analysis
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
See All 101+ Client Manager Jobs in New York
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Find Client Manager JobsClient Manager Jobs by City in New York
Where New York roles are concentrated, by current openings.
Client Manager Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- Goldman Sachs5
- Pinterest5
- Guidepoint4
- Arch3
- Gallagher3
Top Industries Hiring
- Technology & Software37
- Investment & Asset Management16
- Consulting & Professional Services13
- Banking & Financial Services10
- Insurance7
What New York Employers Look For
The qualifications that appear most often in client manager jobs across New York.
- Bachelor's degree in business, marketing, communications, or a related field required
- Proven ability to manage and grow a book of client accounts independently
- Experience working with CRM platforms such as Salesforce or HubSpot
- Strong written and verbal communication skills for executive-level client interaction
- Ability to coordinate cross-functional teams to deliver on client commitments
- Familiarity with New York's financial services or media industry regulations and norms
Client Manager Jobs in New York: Frequently Asked Questions
How do you become a client manager in New York?
Most client manager roles in New York require a bachelor's degree in business, marketing, communications, or a related field, and no state-issued license is required for the general role. Employers in New York's financial services sector may require FINRA Series 7 or Series 63 registrations depending on the accounts managed. Building experience in account coordination or sales support at a New York firm, then progressing to a client-facing role, is the most common path into the position.
Which companies hire client managers in New York?
Employers hiring client managers in New York right now include Goldman Sachs, Pinterest, and Guidepoint, based on current listings on Migrate Mate as of June 2026. New York's concentration of financial institutions, global advertising agencies, and enterprise technology firms means client manager openings appear consistently year-round across a wide range of industries.
Which New York cities have the most client manager jobs?
The cities with the most client manager openings in New York are New York, Buffalo, and New York. New York City dominates the distribution because it serves as the headquarters or major regional hub for financial services, media, and professional services firms that rely heavily on client-facing teams, while suburban markets like White Plains and Melville reflect the corporate campuses and regional offices that serve the broader metropolitan business community.
Are there remote client manager jobs in New York?
Yes, and more than many fields, since client management in desk-based sectors like financial services, advertising, and technology transfers well to remote settings. About 34% of client manager openings tied to New York are remote or hybrid as of June 2026, reflecting how broadly New York employers have adopted flexible arrangements for relationship-driven roles. Account strategy, reporting, and planning work tends to be most remote-friendly, while high-stakes client meetings and new business pitches often require in-person presence.
How can I get hired as a client manager in New York with little or no experience?
The most realistic entry path is to start in a client coordinator, account associate, or sales operations role at a New York agency, bank, or technology company, then move into client management after demonstrating relationship and project skills. Large New York employers such as advertising holding companies and major financial institutions run rotational associate programs that place recent graduates directly in client-facing teams. Building proficiency in Salesforce and earning a FINRA Series 63 registration gives candidates a measurable edge in the competitive New York market.
Where can I find and apply to client manager jobs in New York?
You can find and apply to client manager jobs in New York on Migrate Mate, which lists current New York openings across industries including financial services, advertising, technology, and professional services. Find roles that fit your experience and specialization and apply directly to the listings that match.
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