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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Showing 5 of 9+ Client Relationship Manager jobs
Are you a dynamic, quick-thinking self-starter with a passion for the financial markets, exceptional interpersonal skills and interest in client services? We are looking for a professional with strong communication skills and investment acumen who has the ability to thrive in a dynamic environment and successfully retain and expand existing relationships by delivering superior client service. The Client Relationship Manager will support a diverse set of investment products - equities, fixed income, and alternative - through various distribution vehicles in a fast-paced environment.
OUR IMPACT
Goldman Sachs Asset Management is one of the world’s leading investment managers and provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today’s dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world’s leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices.
The Client Coverage Group (CCG) within Asset Management is dedicated to servicing and supporting existing client relationships by ensuring exceptional client service, operational support, and risk management, while also looking for opportunities to expand the relationship. This involves partnering closely with the sales team, keeping them abreast of recent interactions with clients, and collaborating with portfolio management and operations teams to address client queries.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Contribute to a broad platform that serves as the client’s main point of contact for a diverse set of functional areas, including Portfolio Management, Trading, Operations, Legal, and Compliance
- Provide a superior level of service across all aspects of client experience, including management of client inquiries, ad hoc issue resolution, and enabling customized and standardized report delivery
- Help coordinate life-cycle events of client accounts, including implementation of new business, account restructures/terminations, and impact from regulatory changes. Requires managing tasks across various teams including Strategic Client Services, Client Implementation, Portfolio Management, Trading, Operations, Controllers, Risk Management, Legal, Compliance, and Accounting/Billing
- Work on special projects that build out the service model and infrastructure to create scale and efficiencies within the CCG organization
- Manage client deliverables including reporting requirements (performance and operational reporting, commentaries) and other service needs as identified by the client
- Navigate the organization internally and collaborate across teams including business and operations to resolve client queries in a timely fashion
- Respond to information requests from clients including information questionnaires, audit requests, and ad-hoc and recurring client inquiries
- Develop a strong awareness of client interests and investment trends coupled with the intellectual curiosity to explore and research those areas to best deliver the resources of the firm to our clients
BASIC QUALIFICATIONS
- Bachelor’s degree, preferably in business or finance-related studies
- 5-10 years of work experience at an institutional asset management firm / other financial services organization
- Direct experience working with pension plan clients; familiarity with funded status considerations, liability-aware investing, and pension governance structures
- Strong knowledge of investment policy statements (IPS), investment management agreements (IMA), and institutional documentation standards
- Comfortable coordinating across Portfolio Management, Legal, Operations, and Compliance teams to support client service efforts
- Strong project management and problem solving skills including an ability to organize and track multiple threads of activity to deliver on tight timelines and a hands-on approach to resolving issues, in partnership with other teams
- Strong interpersonal skills including an ability to build trust and confidence of colleagues across different regions, strengthen relationships through ongoing dialogue, and collaborate well with others internally to meet client needs
- Strong knowledge of the asset management business, financial markets and investment funds or separately managed accounts
- An understanding of portfolio construction, risk management or accounting principles would be beneficial
- Highly organized with exceptional attention to detail, time management skills and excellent follow-through
- Strong written and oral communication skills
- Motivated and proactive self-starter with strong work ethic
- Proficient in Microsoft Excel, Power Point and Word and exposure to business intelligence tools
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Opportunity Overview
CORPORATE TITLE
Vice President
OFFICE LOCATION(S)
New York
JOB FUNCTION
Client Relationship Management
DIVISION
Asset & Wealth Management
SALARY RANGE
USD 125,000 - 290,000
Are you a dynamic, quick-thinking self-starter with a passion for the financial markets, exceptional interpersonal skills and interest in client services? We are looking for a professional with strong communication skills and investment acumen who has the ability to thrive in a dynamic environment and successfully retain and expand existing relationships by delivering superior client service. The Client Relationship Manager will support a diverse set of investment products - equities, fixed income, and alternative - through various distribution vehicles in a fast-paced environment.
OUR IMPACT
Goldman Sachs Asset Management is one of the world’s leading investment managers and provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today’s dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world’s leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices.
The Client Coverage Group (CCG) within Asset Management is dedicated to servicing and supporting existing client relationships by ensuring exceptional client service, operational support, and risk management, while also looking for opportunities to expand the relationship. This involves partnering closely with the sales team, keeping them abreast of recent interactions with clients, and collaborating with portfolio management and operations teams to address client queries.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Contribute to a broad platform that serves as the client’s main point of contact for a diverse set of functional areas, including Portfolio Management, Trading, Operations, Legal, and Compliance
- Provide a superior level of service across all aspects of client experience, including management of client inquiries, ad hoc issue resolution, and enabling customized and standardized report delivery
- Help coordinate life-cycle events of client accounts, including implementation of new business, account restructures/terminations, and impact from regulatory changes. Requires managing tasks across various teams including Strategic Client Services, Client Implementation, Portfolio Management, Trading, Operations, Controllers, Risk Management, Legal, Compliance, and Accounting/Billing
- Work on special projects that build out the service model and infrastructure to create scale and efficiencies within the CCG organization
- Manage client deliverables including reporting requirements (performance and operational reporting, commentaries) and other service needs as identified by the client
- Navigate the organization internally and collaborate across teams including business and operations to resolve client queries in a timely fashion
- Respond to information requests from clients including information questionnaires, audit requests, and ad-hoc and recurring client inquiries
- Develop a strong awareness of client interests and investment trends coupled with the intellectual curiosity to explore and research those areas to best deliver the resources of the firm to our clients
BASIC QUALIFICATIONS
- Bachelor’s degree, preferably in business or finance-related studies
- 5-10 years of work experience at an institutional asset management firm / other financial services organization
- Direct experience working with pension plan clients; familiarity with funded status considerations, liability-aware investing, and pension governance structures
- Strong knowledge of investment policy statements (IPS), investment management agreements (IMA), and institutional documentation standards
- Comfortable coordinating across Portfolio Management, Legal, Operations, and Compliance teams to support client service efforts
- Strong project management and problem solving skills including an ability to organize and track multiple threads of activity to deliver on tight timelines and a hands-on approach to resolving issues, in partnership with other teams
- Strong interpersonal skills including an ability to build trust and confidence of colleagues across different regions, strengthen relationships through ongoing dialogue, and collaborate well with others internally to meet client needs
- Strong knowledge of the asset management business, financial markets and investment funds or separately managed accounts
- An understanding of portfolio construction, risk management or accounting principles would be beneficial
- Highly organized with exceptional attention to detail, time management skills and excellent follow-through
- Strong written and oral communication skills
- Motivated and proactive self-starter with strong work ethic
- Proficient in Microsoft Excel, Power Point and Word and exposure to business intelligence tools
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Opportunity Overview
CORPORATE TITLE
Vice President
OFFICE LOCATION(S)
New York
JOB FUNCTION
Client Relationship Management
DIVISION
Asset & Wealth Management
SALARY RANGE
USD 125,000 - 290,000
See All 9 Client Relationship Manager Jobs in New York
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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
- Stifel Financial3
- Invesco2
- Goldman Sachs1
- JPMorganChase1
- Pillsbury Winthrop Shaw Pittman LLP1
Top Industries Hiring
- Investment & Asset Management6
- Banking & Financial Services3
- Law & Legal Services1
- Marketing & Advertising1
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 Stifel Financial, Invesco, and Goldman Sachs, based on current listings on Migrate Mate as of June 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, Garden City, and Washington. 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 33% of client relationship manager openings tied to New York are remote or hybrid as of June 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.
See All 9 Client Relationship Manager Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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