Client Relationship Manager Jobs in New York
Client Relationship Manager jobs in New York are among the most active in the country, concentrated in financial services, wealth management, insurance, and enterprise technology, with openings at every level from associate to senior. Most hiring is anchored in New York City, with additional demand in White Plains and Melville, where firms like JPMorgan Chase, Citi, and AXA Financial maintain large client-facing teams. The most sought-after specialties in New York are private banking relationship management, institutional client services, and technology account management. Find a role that fits below and apply directly.
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INTRODUCTION
Grant Thornton is seeking a Commercial Client Relationship Executive (Director) to join the team in New York, NY.
Grant Thornton is seeking a Commercial Director Client Relationship Executive (CRE) to drive focused growth within Audit and Tax through relationship management, active prospecting, disciplined pipeline development, and strong collaboration across pursuit teams. This leader serves as a client growth strategist and commercial seller, opening new doors for the firm, translating client needs into actionable Audit and Tax pursuits, and identifying Advisory cross-sell opportunities where relevant. identify client needs, create new access to buyers, and advance well-qualified opportunities by aligning client priorities to relevant Audit, Tax, and Advisory capabilities. The Commercial CRE operates at the intersection solution strategy, pursuit leadership, executive relationship management, and cross-service line growth — shaping how capabilities are packaged, positioned, and activated in the market.
Your Day-to-Day May Include:
Active Prospecting & Business Origination (Primary)
- Conduct active, rigorous daily prospecting across assigned accounts, targets, and markets — originating new business through outbound calls, executive meetings, and relationship development
- Meet sales production targets and goals with discipline and minimal oversight
- Originate new sales opportunities by consistently and systematically initiating contacts; pursue prospects to secure meetings and win referrals
Commercial Growth Leadership & Account Strategy
- Lead Commercial account and pursuit strategies for priority clients and prospects, identifying new Audit and Tax opportunities and where Advisory cross-sell can expand client value.
- Act as the deal/solution architect — shaping how GT brings capabilities together into clear value propositions, solution narratives, and commercially viable program structures
- Partner with RMPs, Audit & Tax Growth Leaders, PMDs, and pursuit teams to align client needs to relevant capabilities.
- Translate client needs into scalable, differentiated solutions; partner with offering and solution strategy leaders to ensure solutions are executable and repeatable
- Lead cross-solution opportunity development by identifying where additional Audit, Tax, or Advisory capabilities may strengthen pursuit strategy.
- Build deep relationships with relevant executives and buyers across client organizations to create new access and generate qualified commercial pipeline
- Drive proposal strategies that emphasize measurable outcomes, defined governance, and practical implementation plans (not just scopes and hours)
- Position GT's full-service approach — uniting data-driven insights, technology modernization, and shared services/outsourcing to deliver speed, efficiency, and ROI at scale
- Champion responsible, practical AI adoption in pursuit narratives, coordinating with AI and risk leaders as needed
- Maintain strong executive altitude in client conversations (Board/C-suite), aligning pursuits to growth, risk, profitability, and performance priorities
Pursuit Leadership & Win Strategy
- Identify winning strategies by deeply understanding client needs; coach pursuit teams through qualification, solutioning, pricing, and closing
- Participate in Audit and Tax services sales presentations and executive working sessions; facilitate alignment across stakeholders
- Negotiate and participate in pricing strategy to ensure GT is competitive while protecting value
Market Presence & Executive Connectivity
- Project executive presence; build effective relationships with senior Partners and C-Suite executives
- Identify key decision makers at client and prospect organizations at the C-Suite and Board levels
- Cultivate relationships across executive networks, industry forums, and alliances to build GT relevance
- In partnership with marketing, activate events, campaigns, and thought leadership to build pipeline
You Have the Following Technical Skills and Qualifications:
- 10+ years of progressive experience in business development, Audit / Tax sales, complex solution selling, or enterprise transformation pursuits with C-suite/Board-level buyers
- Demonstrated success building and expanding executive relationships and driving measurable growth outcomes in a matrixed professional services environment
- Familiarity with Audit / Tax buying processes and the ability to identify Advisory cross-sell opportunities
- Strong commercial acumen: qualification discipline, win strategy, pricing, negotiation, and executive storytelling
- Proven ability to translate complex capabilities into clear value propositions and scalable pursuit narratives; comfort operating at the intersection of strategy and go-to-market
- Working knowledge of Audit & Tax domains (e.g., Assurance, Attestation, Corporate Tax, Indirect Tax, International Tax, Partnership Tax, and related technology-enabled offerings, with the ability to identify relevant Advisory cross-sell opportunities)
- Experience selling and structuring multi-year Audit & Tax engagements
- Direct experience in professional services firms, with working knowledge of how partner-led, client-service organizations operate
- Advanced communication and presentation skills (executive-level decks, whiteboarding, facilitating decision sessions)
- Bachelor’s degree or equivalent professional experience required; MBA or other advanced degree preferred.
- Travel up to ~10%, variable by portfolio
COMPENSATION
- The total compensation package for this role includes base salary and bonus. The base salary range for this position is between $172,000 and $258,000. Placement within the pay range is at Grant Thornton’s discretion, and it is based on multiple factors, including but not limited to, job-related knowledge/skills, experience, business needs, progression within the role, geographic location, and internal equity. At Grant Thornton, compensation decisions are dependent upon the facts and circumstances of each position and candidate.
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Find JobsClient Relationship Manager Jobs by City in New York
Where New York roles are concentrated, by current openings.
Client Relationship Manager Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring



Top Industries Hiring
- Accounting & Auditing
- Investment & Asset Management
What New York Employers Look For
The qualifications that appear most often in client relationship manager jobs across New York.
- Bachelor's degree in business, finance, or a related field required
- Minimum three to five years of client-facing account management experience preferred
- FINRA Series 7 or Series 63 license required for financial services roles in New York
- Demonstrated ability to manage a portfolio of enterprise or high-net-worth accounts
- Proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
- Strong written and verbal communication skills for executive-level client interactions
Client Relationship Manager Jobs in New York: Frequently Asked Questions
How do you become a client relationship manager in New York?
Most client relationship manager roles in New York require a bachelor's degree in business, finance, marketing, or a related field, followed by experience in sales, account management, or customer success. In financial services, the dominant sector in New York, many employers require FINRA licensing, particularly the Series 7 and Series 63, administered through the Financial Industry Regulatory Authority. Building experience at a bank, insurance company, or enterprise tech firm in a client-facing role is the most direct path.
Which companies hire client relationship managers in New York?
Employers hiring client relationship managers in New York right now include JPMorganChase, Grant Thornton, and Invesco, based on current listings on Migrate Mate as of October 2026. New York's concentration of global financial institutions, insurance carriers, and enterprise software companies means demand for this role is spread across a wide range of large, established organizations.
Which New York cities have the most client relationship manager jobs?
The cities with the most client relationship manager openings in New York are New York, Cortland, and Edgewood. New York City drives the largest share by far, given its density of banks, asset managers, and Fortune 500 headquarters, while White Plains and other Westchester County locations account for a meaningful portion of openings tied to insurance and financial planning firms with suburban campuses.
Are there remote client relationship manager jobs in New York?
Yes, and they are more common in this role than in many others, since much of the work involves phone, video, and digital communication with clients. About 45% of client relationship manager openings tied to New York are remote or hybrid as of October 2026, reflecting how broadly distributed client portfolios have become. Technology and SaaS account management roles tend to offer the most remote flexibility, while private banking and wealth management roles typically require regular in-person contact.
How can I get hired as a client relationship manager in New York with little or no experience?
The most realistic entry path is through an associate or client services coordinator role at a bank, insurance firm, or technology company, then building toward a full relationship management portfolio. Large New York employers like JPMorgan Chase and Citi run structured rotational and new-analyst programs that place early-career candidates in client-facing positions. Moving laterally from inside sales, customer success, or financial advisory support roles is also a recognized route. Completing a FINRA Series 63 exam before applying gives candidates a measurable edge in financial services hiring.
Where can I find and apply to client relationship manager jobs in New York?
You can find and apply to client relationship manager jobs in New York on Migrate Mate, which lists current openings across industries and experience levels throughout the state. Find roles that fit your background and apply directly.
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