62 client solutions manager jobs at 22 companies in Shelton, CT
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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/yrHybridFull Time
Bessemer Trust: Wealth management and family office services for affluent clients.
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.
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/yrRemoteFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
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.
ReSource Pro: Operational and technology services for the insurance industry.
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.
Brightcore Energy: Provides turn-key clean energy and efficiency solutions for commercial clients.
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.
Publicis GroupeEuronext Paris: PUB: Global communications, advertising, and digital transformation holding.
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.
Asset Manager Solutions International- Vice President
New York City or Greenwich
$155k-$185k/yrHybridFull Time
iCapital: A global fintech platform for alternative investment marketplace access.
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.
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/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
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.
AonNYSE: AON: Global professional services firm providing risk and people solutions.
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.
AonNYSE: AON: Provides risk management, insurance brokerage, and human capital consulting.
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.
Financial Solutions Advisor Registration Candidate - East Meadow Financial Center
East Meadow, New York, United States
$29-$34/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEHigh school diploma/GED required; one year of financial services or sales experience preferred. Must obtain required industry licenses, manage client relationships, recommend solutions, and complete SAFE Act registration.
AndersenNYSE: ANDG: Independent global provider of tax, legal and consulting services.
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
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): White Plains Office
White Plains, New York, United States
$29-$34/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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.
Investment Solutions Strategist, VP - State Street Investment Management
Boston or Stamford
$120k-$203k/yrOnsiteFull Time
State StreetNYSE: STT: Provides investment servicing and management to institutional investors.
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.
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/yrOnsiteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
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%.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
Saddle Brook or Shelton or New York or Hollywood or Dallas
$128k-$180k/yrHybridFull Time
Turner Construction: Manages and constructs large-scale commercial and infrastructure projects.
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
Go to Market (GTM) Partnerships & Alliances Manager – AI Consulting Solutions (AWS, Anthropic partner)
New York or New York or North America or Brooklyn or Manhattan or Yonkers
$170k-$180k/yrRemoteFull Time, Contract
Provectus: Builds and deploys custom artificial intelligence and data solutions.
5+ YOERequires 5+ years in sales or business development in consulting or services-led environments, technology services sales, independent prospecting and qualification, client negotiations, and willingness to travel.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
New York City or Chicago or Boston or Norwalk or San Francisco or Los Angeles or Toronto
$140k-$175k/yrHybridFull Time
FactSetNYSE: FDS: Provides integrated financial data and analytical software solutions.
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.