59 client solutions manager jobs at 21 companies in New Haven, CT
1d
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Client Advisor Solutions Lead
New York or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Grand Cayman or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
$150k-$170k/yr HybridFull Time
5+ YOEBachelor's degree in business, economics, finance, or related field; 5–7 years of relevant experience; investment and wealth management knowledge; data analysis, technology collaboration, and presentation skills.
eMoney
2w
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Enterprise & Client Solutions Manager, AI, Song Life - part of Accenture Song
Albany or Arlington or Atlanta or Austin or Boston or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Detroit or Hartford or Houston or Irving or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or New York City or Oklahoma City or Philadelphia or Pittsburgh or Raleigh or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or United States
$80k-$266k/yr RemoteFull Time
5+ YOE5+ years in AI solution development, digital transformation, creative technology, product innovation, or related fields; experience prototyping, automation, API integration, prompt engineering, and scalable offerings.
Claude, ChatGPT, GPT-4o, Gemini, Adobe Firefly, Midjourney, Runway, Suno, ElevenLabs, Cursor, Copilot
2w
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Client Partner, Insurance Solutions
Hartford, Connecticut, United States
$124k-$210k/yr RemoteFull Time
10+ YOEBachelor's degree required; 10+ years in client success, insurance/BPO/professional services, and client-facing project or program delivery. Requires complex account leadership, insurance operations fluency, and 30–50% travel.
Salesforce, Zoom
3w
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Energy Solutions Sales Manager
Armonk or Brooklyn
$75k-$95k/yr FieldFull Time
4+ YOEBachelor's degree in sustainability, engineering, business administration, or similar, or 4+ years of sales experience preferred. Requires Microsoft Office, CRM, client relationship, building systems, and renewable energy knowledge.
Microsoft Office, HubSpot
1mo
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VP/Client Lead, Integrated Commerce
Stamford or New York
$149k-$239k/yr HybridFull Time
12+ YOE12+ years managing large complex client accounts in agency/consultancy environments; experience with CPG shopper and retail marketing, retail media, P&L management, team leadership, and strategic integrated commerce solutions.
1w
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Asset Manager Solutions International- Vice President
New York City or Greenwich
$155k-$185k/yr HybridFull Time
8+ YOERequires 8–10+ years in private markets and funds within asset or wealth management, a bachelor's degree, fund structuring experience, client development skills, and strong analytical and communication abilities.
1w
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Workforce Solutions - Organization and Talent - Senior Manager
New York City or Stamford or Boston or Florham Park or Dallas or Philadelphia or Houston
$124k-$280k/yr OnsiteFull Time
7+ YOEBachelor's degree required with at least 7 years of experience. Requires strategic workforce planning, talent management, systems thinking, client collaboration, communication, coaching, and team leadership.
1mo
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Director, Data Solutions
Norwalk or New York
$150k-$200k/yr HybridFull Time
7+ YOE7+ years in compensation consulting or related advisory services; strong client development, benchmarking, data management, and analytical skills; advanced Excel and presentation ability; Bachelor's required, advanced degree preferred.
Microsoft Excel, Microsoft PowerPoint
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Director, Data Solutions
Norwalk, Connecticut, United States
$150k-$200k/yr HybridFull Time
7+ YOE7+ years in compensation or total rewards consulting with experience in custom benchmarking, data cleaning/validation, market pricing, client development, and advanced Excel/PowerPoint skills; bachelor\u0002s required, advanced degree preferred.
Microsoft Excel, Microsoft PowerPoint
1mo
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Financial Solutions Advisor Registration Candidate - Eastern Long Island Market
East Hampton, New York, United States
$29-$34/hr OnsiteFull Time
1+ YOEAbility to obtain required industry licenses and SAFE Act registration; experience cultivating client relationships and recommending financial solutions; self-disciplined time management; high school diploma required; SIE and bachelor’s degree preferred.
1mo
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Manager, Sage Implementation - Accounting Advisory/Private Accounting Solutions
Greenwich, Connecticut, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3+ years implementing Sage Intacct and Sage Intacct Implementation Certification; strong US GAAP knowledge, data migration and integrations experience, advanced Excel, client-facing and project management skills.
Sage Intacct, Bill.com, Ramp, Expensify, Nexonia, Avalara, FloQast, SQL, Power BI, Microsoft Excel
2w
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Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): White Plains Office
White Plains, New York, United States
$29-$34/hr OnsiteFull Time
Requires sales confidence, client relationship skills, proactive time management, results focus, solution identification, and regulatory due diligence. Bachelor's degree or 1+ year financial services or sales experience preferred.
Securities Industry Essentials (SIE)
1mo
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Investment Solutions Strategist, VP - State Street Investment Management
Boston or Stamford
$120k-$203k/yr OnsiteFull Time
Experience with not-for-profit/planned giving clients, multi-asset portfolio and OCIO advisory, asset allocation and modeling, investment accounting and performance, strong communication and client-facing skills, independent and organized.
2mo
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Retail Banking Manager
New York or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$80k-$294k/yr OnsiteFull Time
5+ YOE5+ years combined experience in management consulting, consumer/mortgage lending, or core banking; Bachelor’s degree; ability to lead client engagements, design data- and AI-driven solutions, and travel up to 80%.
Microsoft PowerPoint
3w
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Senior Consulting Manager, Financial Reporting Solutions (VP level)
Alpharetta or Purchase or Sandy
$100k-$140k/yr OnsiteFull Time
7+ YOEBachelor's degree in accounting, finance, or business; 7+ years in accounting, reporting, FP&A, or equity compensation; client engagement, leadership, communication, and reconciliation skills.
Equity Edge Online (EEO), Shareworks, Microsoft Excel
3w
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Senior Consulting Manager, Financial Reporting Solutions (VP level)
Alpharetta or Sandy or Purchase
$100k-$140k/yr OnsiteFull Time
7+ YOEBachelor's degree in accounting, finance, or business; 7+ years in public accounting, SEC reporting, FP&A, or equity compensation; client-facing, leadership, communication, reconciliation, and equity reporting expertise.
Equity Edge Online, Shareworks, Microsoft Excel, Financial Planning and Analysis (FP&A), SEC reporting, ASC 718
1mo
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TSIB - Insurance Manager
Saddle Brook or Shelton or New York or Hollywood or Dallas
$128k-$180k/yr HybridFull Time
8+ YOEManage client insurance and surety programs, draft contract language, mentor insurance analysts, and provide risk management solutions; requires 8+ years insurance experience and relevant professional designations.
Microsoft Office, insurance-based risk management information systems
1mo
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Wealth Management Solutions, Trust & Estates, Trust Administrator - VP
Greenwich, Connecticut, United States
$110k-$160k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3-5 years trust and estates experience, proficiency with trust accounting systems, strong client servicing, problem solving, and risk management skills.
trust accounting system
6d
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Principal Implementation Specialist
New York City or Chicago or Boston or Norwalk or San Francisco or Los Angeles or Toronto
$140k-$175k/yr HybridFull Time
7+ YOEBachelor's degree and 7+ years using FactSet Analytics tools required. Expertise in portfolio analytics, performance and risk solutions, complex screening codes, client implementations, and technical solutioning; travel required.
FactSet Analytics, Portfolio Analysis (PA), SPAR, Portfolio Vault, Insight, Analytics APIs
4w
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2027 Group Benefit Solutions (GBS) Sales Summer Internship Program (Farmington, CT)
Farmington, Connecticut, United States
$25/hr HybridInternship
Rising senior pursuing a bachelor's in business-related field, strong analytical and communication skills, proficiency with Microsoft Excel/Word, interest in client-facing sales and account management.
Salesforce, BenefitFlow, Tableau, generative AI, Microsoft Excel, Microsoft Word
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