Senior Client Management Specialist Jobs

Start date: Immediate Salary: $70,000 - $80,000 annually Location: New York, NY, Washington, D.C., Boston, MA, Miami, FL, Seattle, WA, San Francisco, CA, San Diego, CA, Los Angeles, CA ABOUT ORCHESTRA Orchestra is a strategic communications and marketing company built for today’s complex and fragmented world. From decoding audiences to designing bold strategies, Orchestra integrates people, platforms, and stories that stick to help clients build lasting influence. The company offers programs that span from the highest level strategic business counsel through to tactical execution. Orchestra brings together 700+ people with experience across consumer and lifestyle, technology, nonprofit and philanthropy, real estate, sports, travel, hospitality, and more. Made up of leading firms BerlinRosen , Civitas Public Affairs Group , Derris , Glen Echo Group , Inkhouse , M18 , Message Lab , Onward and Small Girls PR . It also launched Brightmode , a talent acquisition firm for communications professionals, and Versus Media Group , a strategy-first political media team. Learn more at www.orchestraco.com . People of all backgrounds and abilities are strongly encouraged to apply. Orchestra is committed to building and maintaining a diverse staff, and recognizes that its continued success depends on hiring and retaining high-quality creative professionals with a variety of backgrounds and experiences. Opportunities for advancement exist, and we are committed to helping all staff develop and grow. ABOUT THE ROLE Orchestra is seeking a Client Management Specialist to support the execution of the firm’s core client management initiatives and strengthen the systems, processes and tools that power our Client Management function. This role is central to scaling Client Management at Orchestra and will serve as a key operational partner to leadership. The Specialist will be responsible for translating Client Management priorities, data and stakeholder needs into actionable pro

CX Transformation Specialist - Product & Experience Location: London (Hybrid) | Practice Area: Product & Experience | Type: Permanent Help leading financial institutions reimagine customer experiences through strategy, innovation, AI and transformation. The Role As a CX Transformation Specialist within Capco’s Product & Experience practice, you will help clients transform how they acquire, engage, serve and retain customers across the end-to-end customer lifecycle. Working alongside senior client stakeholders and multidisciplinary Capco teams, you’ll design customer-centric strategies, operating models and experiences that deliver measurable business and customer outcomes. From defining customer strategies and go-to-market approaches for new propositions to redesigning customer journeys and enabling AI-powered experiences, you’ll help shape the future of customer experience across financial services. What You’ll Do Lead or support CX transformation engagements across banking, insurance, wealth management, capital markets, and payments. Design customer strategies, service propositions, go-to-market approaches and future-state operating models that improve customer and business outcomes. Analyse customer journeys, pain points and operational processes to identify opportunities for transformation and optimisation. Conduct market, competitor and customer research to identify emerging trends, unmet customer needs and growth opportunities, translating insights into actionable recommendations. Synthesise qualitative and quantitative research into compelling client presentations, business cases and executive-level recommendations that support strategic decision-making. Apply customer insights, human-centred design and experimentation techniques to develop, test and refine new products, propositions, services and business models. Define business requi

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Manager, Product Management Role Overview We are looking for a highly motivated Project Management Senior Specialist to support the delivery of technical projects and client implementations across the region. The successful candidate will act as a bridge between clients, banks, vendors, regional teams, and global stakeholders, ensuring timely and successful project delivery. This role requires a combination of project management, business analysis, and client-facing skills. The candidate should be comfortable discussing technical topics, reviewing specifications, understanding client requirements, and helping identify practical solutions to business and implementation challenges. As part of the CHS family, the role involves close collaboration with regional and global teams, external partners, and financial institutions across the region. Key Responsibilities • Manage multiple technical and client-facing projects from initiation through implementation and post-launch support. • Gather, analyze, and document business and technical requirements. • Understand client needs and translate them into effective product and implementation solutions. • Review and interpret technical specifications, API documentation, implementation guides, and operating procedures. • Support clients and banking partners t

The Loan Processing Manager provides leadership and direction to a medium-sized team of employees. In-depth knowledge of all of the core functional areas of Fulfillment and key regulations as well as well versed in credit policy, collateral, legal & compliance. Plays a critical role in ensuring that business controls are adhered to thereby mitigating risk to the company. The role is critical in managing teams and pipeline to ensure adherence internal and external client experience for optimal client experience. Responsibilities: Direct responsibility for a team of loan processing specialists who will perform overall client relationship management including reviewing the loan to ensure credit conditions are met and assisting clients through the balance of the process. Management duties include performance evaluation, compensation, hiring, disciplinary actions as well as direction of daily tasks and responsibilities. Guides the team to meet production goals while ensuring the level of expected service, quality and integrity of the loans are maintained. Takes ownership of MCAs, CAPS and Action Plans for Processing area and frequently presenting progress, challenges and performance results of the team, the channel or processing team to peers, senior leaders and partners in various forums. Influence decisions through advice, counsel, facilitating services to other or through joint accountability for volume, quality and timeliness of end results. Assists processors with complex transactions by providing experience, knowledge and resources in order to guide the processor through the correct steps, questions that arise and approvals needed. Added complexity could be the result of self-employed borrower or unique income sources, Condo/Coop requirements, Government and Investor requirements, market nuances, et al. Assists processors with escalated client complaints and resolutio

This is Adyen Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice. At Adyen, everything we do is engineered for ambition. For our teams, we create an environment with opportunities for our people to succeed, backed by the culture and support to ensure they are enabled to truly own their careers. We are motivated individuals who tackle unique technical challenges at scale and solve them as a team. Together, we deliver innovative and ethical solutions that help businesses achieve their ambitions faster. Senior Fraud Risk Management Expert A key part of building our business is ensuring we do it ethically and sustainably. In order to do so, Adyen needs to understand and monitor at all times what happens on our platform and whether this is in line with regulations and our risk appetite. And that in a scalable and adaptive way. To achieve this, we are looking for a Senior Fraud Risk Management Expert to join our Financial Crime Compliance Department based in Amsterdam and covering our global business. While you will engage with regulatory topics, your primary focus will be hands-on Fraud Risk Assessments, designing end-to-end Fraud Control Frameworks, and assessing control effectiveness across our global products. Are you a senior specialist who thrives on evaluating fraud risks across distinct customer segments and financial products, and translating those insights into scalable controls? Then this is the role for you! What you’ll do Guide the design and oversee the build of the end-to-end Fraud Control Frameworks . Define baseline fraud controls tailored to specific client segments and financial products. Perform deep-dive Fraud Risk Assessments . Lead risk evaluations (e.g., Issuing Fraud risk assessments, Account Takeover, First-Party Fraud, Application Fraud) focusing on among other customer segments, new product launches,

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. Robinhood Asset Management (“RAM”) is a digital-first investment advisor responsible for delivering investment advice to its rapidly growing client base. RAM is continuing to expand its business activities to meet the needs of clients with broader, more complex, and comprehensive advisory needs. Working with a dedicated team of qualified relationship managers and utilizing innovative technology resources, RAM will meet the needs of its clients by delivering this unique financial planning service conveniently at their fingertips, anytime and anywhere. The Compliance Specialist will help create and champion a culture of compliance for a new investment advisory business activity at the pre-launch and development stage. As a primary point of contact, you will coordinate with teams across the broader Robinhood spectrum to identify and solve problems, research unique issues, and collaborate to achieve a successful launch. You'll help set the path for a customer-friendly, compelling, and regulatorily compliant advisory service. You will be expected to apply the requirements of a fiduciary’s duty to serve clients and have experience documenting best pr

eClinical Solutions helps life sciences organizations around the world accelerate clinical development initiatives with expert data services and the elluminate Clinical Data Cloud – the foundation of digital trials. Together, the elluminate platform and digital data services give clients self-service access to all their data from one centralized location plus advanced analytics that help them make smarter, faster business decisions. OVERVIEW The Senior External Data Specialist is responsible for managing the processing of external and/or local lab data received at eClinical Solutions throughout the clinical trial lifecycle. The Senior External Data Specialist will provide subject matter expertise in external data handling of various external data sources (ie: central laboratories, imaging, PK, PD, eCOA, ePRO, etc.) to internal cross-functional teams and external stakeholders to ensure high quality data. The Senior External Data Specialist works to ensure departmental SOPs, guidelines, regulatory and global standards are followed to maintain data integrity and ensure consistency across all assigned projects. This position reports to the Manager, External Data. KEY TASKS & RESPONSIBILITIES In addition to the duties outlined, performs additional duties and responsibilities based on developing skills and capabilities: Act as primary study contact, subject matter expert (SME) and liaison for external data and local lab processing on assigned studies for internal and external stakeholders. Communicate to Clinical Data Manager, study team, and/or Manager, External Data problems involving local lab data point issues and validation issues. Communicate to vendors and client issues involving external data transfers, data point issues and validation issues. Perform QC of laboratory normal ranges prior to entry to ensure documents received are ICH/CGP compliant and accurate. Perform Lab Normal Range data entry and/or QC, meeting processing deliverables on time a

ABOUT CAPCO Capco, a Wipro company, is a global management and technology consultancy specialising in driving digital transformation across the financial services industry. Operating at the intersection of business and technology, Capco combines innovative thinking with unrivalled industry knowledge to fast-track initiatives for banking and payments, capital markets, wealth and asset management, and insurance. Our ingenuity is brought to life through our Innovation Labs, award-winning Be Yourself at Work culture, and a diverse, talented team across more than 30 offices worldwide. ROLE DESCRIPTION As a Knowledge Graph & Ontologies Specialist, you will lead the design and delivery of enterprise knowledge graph and semantic ontology solutions for Capco's financial services clients across Asia. Based in Singapore, you will serve as a senior practitioner and trusted advisor to insurers, wealth managers, private banks, and capital markets firms — helping them realise the value of connected, semantically rich data. This is a hands-on, client-facing role. We are looking for someone who has built and deployed real-world knowledge graph solutions — ideally through experience at or with a graph technology vendor such as Stardog, Neo4j, Franz Inc. (AllegroGraph) or Ontotext (GraphDB), or through deep project delivery at a specialist consultancy. You will join a growing data and AI practice in Asia and will have the opportunity to shape Capco's knowledge graph capability, contribute to thought leadership, and build lasting client relationships at the most senior levels. KEY RESPONSIBILITIES Lead the design, development, and delivery of enterprise knowledge graph architectures and domain ontologies for financial services clients. Define and govern ontological models representing complex financial data domains including insurance products, policy hierarchies, client entities, wealth portfolios, regulatory obligations, and counterparty relationships. Advise clients on the

AI Fullstack Engineer Poland ABOUT US Capco is seeking experienced and motivated AI Engineers to help design, build, and deploy AI-enabled solutions for clients in the financial services industry. As part of this engagement, you will work on complex business, technology, and data challenges, applying modern AI engineering practices to create scalable, reliable, and production-ready solutions. We are seeking professionals combines strong software engineering skills with practical experience in large language models, machine learning, data platforms, and modern AI application development. You will collaborate with client stakeholders, product teams, data specialists, and engineers to turn business needs into AI capabilities that are explainable, maintainable, and aligned with enterprise standards. SCOPE OF SERVICES AI Solution Delivery Design, develop, test, and deploy AI-enabled applications and services. Build solutions using large language models, machine learning, retrieval-augmented generation, semantic search, and agentic AI patterns where appropriate. Translate client business problems into technical designs, implementation plans, and working software. Develop reusable AI components, APIs, prompts, workflows, and evaluation approaches. Ensure AI solutions are scalable, reliable, secure, and suitable for production use. Data, Knowledge, and Retrieval Engineering Work with structured and unstructured data sources to support AI-enabled discovery, reasoning, and decision support. Build or integrate search, retrieval, ranking, and knowledge management capabilities. Develop approaches that help AI systems understand business context, data assets, metadata, documentation, and other enterprise knowledge sources. Improve the quality, relevance, traceability, and explainability of AI-generated outputs. Collaborate with data engineering and platform teams to ensure AI solutions are well integrated with existing data ecosystems. Technical

At ClickUp, we're building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what's possible. 🚀 Engagement Management is a new and fast-growing practice at ClickUp, and it's quickly becoming central to how we serve our enterprise customers. Our EMs bring program leadership, service delivery and change management together in one role. As a ClickUp Senior Engagement Manager you will lead the formation and orchestration of post-sale strategy and execution for the company’s largest and most strategic clients. We're looking for someone hungry, who excels in building, and who takes genuine pride in the quality of their work. Here, Engagement Managers are the single point of accountability for outcomes. You own everything between the contract being signed and the client seeing measurable results: what was sold gets delivered, on time and on margin, and we can prove it worked. You'll lead enterprise SaaS implementations across the full engagement lifecycle, from shaping scope in pre-sales, mobilizing the team and delivery, go-live, stabilization and a clean handover to the account team. You'll run work-stream programs with Paid TAMs, AI specialists, Product and Engineering, and the client's own project team, and you'll be the trusted advisor to the client's executive sponsor. Simply put: you are the single point of accountability for delivery, the client's partner in getting value from ClickUp, and a thought leader for how we deliver. Your role Stakeholder Management Serve as the primary client contact for delivery Build strong relationships with stakeholders while ensuring delivery remains aligned to client objectives and contractual commitments. Build trusted relationships with client executive sponsor

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. What You Will Do and Learn We are looking for an experienced Legal Operations Consultant/CLM Specialist to join our Legal Operations practice. The ideal candidate will have a strong background in Ironclad and/or Agiloft Contract Lifecycle Management platforms, with the ability to contribute across implementation, pre-sales, solution architecture, integrations, and client success activities. Ideal candidates will be able to: Technical Expertise Design, develop, and implement custom solutions using the Ironclad and/or Agiloft platform. Create and maintain integrations between Ironclad and/or Agiloft and other enterprise systems. Develop and optimize workflows, templates, business rules, dashboards, and automation processes. Troubleshoot and resolve technical issues related to Ironclad and/or Agiloft implementations. Build and customize contract templates on Agiloft and configure workflows, rules, and dashboards. Work with APIs and connectors to support smooth data flow across connected systems. Hands-on expertise with Agiloft KB configuration, business rules, workflow automation, custom calculations, and data integration capabilities. Pre-Sales Support Participate in client meetings and presentations to demonstrate Ironclad and/or Agiloft/CLM capabilities. Conduct product demonstrations and proof-of-concept activities. Collaborate with sales

At Ripple, we’re building a world where value moves like information does today. It’s big, it’s bold, and we’re already doing it. Through our crypto solutions for financial institutions, businesses, governments and developers, we are improving the global financial system and creating greater economic fairness and opportunity for more people, in more places around the world. And we get to do the best work of our career and grow our skills surrounded by colleagues who have our backs. If you’re ready to see your impact and unlock incredible career growth opportunities, join us, and build real world value. THE WORK: As a Senior Derivative Accountant on the Ripple Treasury Managed Services team, you serve as the subject matter expert on derivative instruments and hedging relationships across a portfolio of clients. You own the full technical accounting lifecycle under both ASC 815 and IFRS 9: documentation, effectiveness testing, journal entries, and disclosures. This is a hands-on role for a technical specialist who thrives with complexity, takes ownership of client engagements end-to-end, and communicates clearly with treasury and finance stakeholders at every level. WHAT YOU’LL DO: Own end-to-end derivative accounting for interest rate swaps, cross-currency swaps, FX forwards, options, and commodity derivatives across multiple client portfolios. Prepare and review hedge documentation, designation memos, risk management objectives, and formal effectiveness testing under ASC 815 and IFRS 9. Execute quantitative and qualitative effectiveness assessments (regression analysis, dollar-offset, hypothetical derivative method) on both a prospective and retrospective basis. Prepare journal entries and financial statement disclosures related to hedging activities and answer client inquiries about our deliverables Apply critical judgment on hedge accounting elections, fair value hedges, cash flow hedges, net investment hedges, and de-designation scenarios. Translate new FAS

At Ripple, we’re building a world where value moves like information does today. It’s big, it’s bold, and we’re already doing it. Through our crypto solutions for financial institutions, businesses, governments and developers, we are improving the global financial system and creating greater economic fairness and opportunity for more people, in more places around the world. And we get to do the best work of our career and grow our skills surrounded by colleagues who have our backs. If you’re ready to see your impact and unlock incredible career growth opportunities, join us, and build real world value. THE WORK: As a Senior Derivative Accountant on the Ripple Treasury Managed Services team, you serve as the subject matter expert on derivative instruments and hedging relationships across a portfolio of clients. You own the full technical accounting lifecycle under both ASC 815 and IFRS 9: documentation, effectiveness testing, journal entries, and disclosures. This is a hands-on role for a technical specialist who thrives with complexity, takes ownership of client engagements end-to-end, and communicates clearly with treasury and finance stakeholders at every level. WHAT YOU’LL DO: Own end-to-end derivative accounting for interest rate swaps, cross-currency swaps, FX forwards, options, and commodity derivatives across multiple client portfolios. Prepare and review hedge documentation, designation memos, risk management objectives, and formal effectiveness testing under ASC 815 and IFRS 9. Execute quantitative and qualitative effectiveness assessments (regression analysis, dollar-offset, hypothetical derivative method) on both a prospective and retrospective basis. Prepare journal entries and financial statement disclosures related to hedging activities and answer client inquiries about our deliverables Apply critical judgment on hedge accounting elections, fair value hedges, cash flow hedges, net investment hedges, and de-designation scenarios. Translate new FAS

Senior Service Designer Location: London (Hybrid) | Practice Area: Product & Experience | Type: Permanent Design with impact. Lead with empathy. Transform experiences. The Role Capco is looking for a Senior Service Designer to help create customer-centric products and services that drive meaningful change in financial services and energy. You’ll work on complex transformation programmes addressing today’s most relevant challenges, from advancing inclusive design in high-street banking to helping global organisations adopt customer-driven operating models. You'll also help clients identify where AI-enabled capabilities can enhance customer experiences and service delivery in a responsible and user-centred way. What You’ll Do Facilitate senior-level workshops and lead discovery activities to define experience design strategies. Translate user needs into concepts, service blueprints, and artefacts that align business strategy with user needs. Identify opportunities to incorporate AI-enabled capabilities, such as personalisation or automation, into service concepts where they enhance customer and business outcomes. Support the design of customer journey management approaches, including AI-enabled insight where appropriate to improve service performance and decision-making . Oversee end-to-end design delivery, managing roadmaps and timelines. Promote the value of design across multi-disciplinary teams and client stakeholders. Become a trusted advisor to clients, identifying and leading new opportunities that address their challenges. What We’re Looking For Strong expertise in service design methods and customer experience practices. Proven ability to lead change and influence senior stakeholders. Experience in Customer Journey Management, including specialist tools such as Theydo and how analytics support journey optimisation. An understanding of how AI-enabled capabilities can enhance service design and customer experience outcomes. Experience working in agile, cros

The Mid-Corp Relationship Manager is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project. Responsibilities: Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations Introduces solutions to clients in building and strengthening an effective portfolio; Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met; Identifies cross-sell opportunities to deepen and increase share of wallet; Maximizes client experience by proactive sharing markets updates, trend and intelligence Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB) Networks with clients to identify