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Client Solutions Manager Jobs in New York (NOW HIRING)

Syntax

Client Solutions Manager

New York, NY · On-site

The Client Solutions Manager will help shape how Syntax supports advisors and platform users, how questions are triaged and answered, how recurring feedback is documented, and how new Client ...

Meta

Client Solutions Manager

New York, NY · On-site

The Client Solutions Manager for Meta's Global Business Group is a strategic and enthusiastic solution-driver who puts our customers at the core of ever.

Meta

Client Solutions Manager

New York, NY · On-site

The Client Solutions Manager for Meta's Global Business Group is a strategic client partner who drives solutions who puts our customers at the core of e.

Syntax

Client Solutions Manager

New York, NY

The Client Solutions Manager will help shape how Syntax supports advisors and platform users, how questions are triaged and answered, how recurring feedback is documented, and how new Client ...

SHI

Client Solutions Manager

Somerset, NJ · On-site

$50K/yr

Job Summary The Client Solutions Manager will serve as the primary customer contact for IT solutions, fostering strong relationships with clients, internal departments, and OEM sales teams. This role ...

Meta

Client Solutions Manager

New York, NY · On-site

The Client Solutions Manager for Meta's Global Business Group is a professional with proven experience in scoping, developing and implementing strategie...

Hogg Robinson Group

Client Solutions Manager

New York, NY · On-site

$88K - $163K/yr

The Client Solutions Manager is responsible for strategic management of a select portfolio of $1M - $10M clients, by delivering all core account management components and value-added services. This ...

Waystone

Client Solutions Manager

Manhattan, NY · On-site

$90 - $130/hr

The Client Solutions Manager will play a critical role in generating new business opportunities by identifying, qualifying, and nurturing leads through proactive outreach and relationship-building ...

Meta

Client Solutions Manager

New York, NY · Remote

$87K/yr

The Client Solutions Manager for Meta's Global Business Group is a professional with proven experience in scoping, developing and implementing strategies and plans that increase impact, putting our ...

Facebook App

Client Solutions Manager

New York, NY · Remote

$112K/yr

The Client Solutions Manager for Meta's Global Business Group is a strategic and enthusiastic solution-driver who puts our customers at the core of everything we do. This is an outstanding ...

Meta

Client Solutions Manager

New York, NY · Remote

$112K/yr

The Client Solutions Manager for Meta's Global Business Group is a strategic client partner who drives solutions who puts our customers at the core of everything we do. This is an opportunity to lead ...

SupportFinity™

Client Solutions Manager

Manhattan, NY · On-site

$110 - $130/hr

About The Role As a Client Solutions Manager, you will own a portfolio of enterprise customers and will be directly responsible for their growth. You will design and executive your own account ...

Waystone

Client Solutions Manager

Manhattan, NY

Waystone is seeking a motivated and results-driven Client Solutions Manager ) to join our marketingteamandhelpbuild out a sales functionin the US. The Client Solutions Managerwill play a critical ...

Parloa

Client Solutions Manager

Manhattan, NY · On-site

$215 - $245/hr

As a Sr. Client Solutions Manager, you'll lead the full services sales cycle--from opportunity identification through scoping, SOW negotiation, and contracting--while staying present as a trusted ...

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Client Solutions Manager information

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$12K

$85K

$117.1K

How much do client solutions manager jobs pay per year?

As of Aug 30, 2026, the average yearly pay for client solutions manager in New York is $84,958.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,700.00 and $117,100.00 per year, depending on experience, location, and employer.

What does a client solutions manager do?

A client solutions manager oversees business relationships with clients to promote customer satisfaction and company growth. As a client solutions manager, your job duties include working collaboratively with clients to develop business opportunities, establishing and maintaining client relationships through communication and project management, and ensuring clients receive high-quality service from internal teams. You may also prepare and present business reviews and work with contracts. The qualifications for the career vary depending on the industry, but you typically need a bachelor’s degree in marketing, business administration, or a related field and client services experience. Strong interpersonal, communication, and organizational skills are also essential, along with keen attention to detail and analytical ability.

What are the key skills and qualifications needed to thrive as a client solutions manager?

To thrive as a Client Solutions Manager, you need a solid background in account management, business development, and data analysis, often supported by a bachelor's degree in business or a related field. Familiarity with CRM platforms, digital marketing tools, and data visualization systems is typically required. Strong interpersonal skills, problem-solving abilities, and effective communication set standout candidates apart in this role. These skills ensure the ability to understand client needs, deliver tailored solutions, and build long-lasting business relationships that drive organizational growth.

How does a client solutions manager typically collaborate with sales and account management teams?

A Client Solutions Manager regularly works alongside sales and account management teams to develop and implement tailored solutions that address client needs. They often participate in joint meetings to understand client objectives, provide strategic recommendations, and ensure seamless delivery of services. Effective communication and cross-functional coordination are essential, as this role acts as a bridge between clients and internal stakeholders to drive successful outcomes. Building strong relationships with both teams helps anticipate challenges and deliver value to clients.

What is the salary of client solutions manager in meta?

The salary for a Client Solutions Manager at Meta typically ranges from $100,000 to $160,000 annually, depending on experience, location, and performance. Compensation may also include bonuses, stock options, and benefits aligned with industry standards for tech companies.
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Client Solutions Manager jobs near you
Infographic showing various Client Solutions Manager job openings in New York as of August 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $84,958 per year, or $40.8 per hour.

Client Solutions Manager

Syntax

New York, NY • On-site

Full-time

Posted 14 days ago

Job description

About Syntax Data
Syntax Data is a financial data and technology company supporting direct indexing solutions, custom index development, and financial data products. Through Syntax Direct, our platform enables wealth managers and advisors to create highly customized, tax-aware, transparent index strategies at scale. Syntax also works with asset managers, ETF issuers, wealth platforms, and other financial institutions to support index-based products, custom index solutions, and broader investment use cases.
About the Role
Syntax Data is building the client support function that will help power the next stage of growth for its cutting-edge Syntax Direct platform. As our advisor, partner, and client relationships expand, we are looking for a Client Solutions Manager to help build and manage the team, processes, scripts, training materials, and support workflows that will allow us to deliver a strong client experience at scale. This is a ground-floor leadership opportunity within a growing financial technology platform. The Client Solutions Manager will help shape how Syntax supports advisors and platform users, how questions are triaged and answered, how recurring feedback is documented, and how new Client Solutions Representatives are trained and managed. The ideal candidate is someone who enjoys building structure in a fast-moving environment. This person should be comfortable working directly with client-facing teams, product and engineering stakeholders, methodology experts, and junior support team members. They do not need to come in as an expert in Syntax Direct, direct indexing, or index methodology, but they should be able to learn quickly, communicate clearly, and turn complex information into practical support materials that a team can use every day.
This role will be critical in helping Syntax create a scalable client support model as Syntax Direct continues to grow.
Responsibilities will include:
  • Help build and manage the Client Solutions support function, including the day-to-day support workflow for Client Solutions Representatives.
  • Train, coach, and support Client Solutions Representatives as they respond to advisor, client, and platform user inquiries.
  • Develop, maintain, and improve support scripts, FAQs, onboarding guides, escalation workflows, internal reference materials, and client support documentation.
  • Partner with Sales, Index Development, Engineering, and other internal teams to ensure client questions are answered clearly, accurately, and consistently.
  • Create clear triage processes so Client Solutions Representatives know what they can answer directly, what requires escalation, and which internal team should own the next step.
  • Monitor recurring client questions, support themes, product feedback, and workflow issues to identify opportunities to improve the client experience.
  • Support onboarding and platform-readiness efforts for new advisors, clients, and platform users.
  • Participate in client support escalations and help resolve more complex product, platform, methodology, or workflow-related questions.
  • Coordinate with methodology, product, and technical stakeholders to translate internal expertise into practical training and support materials.
  • Support QA testing, platform review, and user-experience feedback efforts to help confirm updates, identify issues, and improve the customer experience.
  • Help define reporting, tracking, and quality-control processes across CRM, support, ticketing, and internal workflow tools.
  • Contribute to the longer-term scaling plan for the Client Solutions team as Syntax Direct and related client initiatives continue to grow.

The ideal candidate will have:
  • Bachelor's degree in finance, economics, business, communications, data analytics, investment management, or a related field.
  • 2-5 years of experience in client solutions, client success, customer support, financial services, fintech, wealth management, investment management, product support, technical account management, QA/customer support, or a related role.
  • Prior experience training, mentoring, coordinating, or managing junior team members.
  • Strong interest in finance, investment management, financial technology, and client experience.
  • Excellent written and verbal communication skills, with the ability to explain product, platform, and process-related information clearly.
  • Strong organizational skills and ability to manage workflows, follow-up items, documentation, and cross-functional coordination.
  • Ability to synthesize input from client-facing teams, product teams, methodology stakeholders, and technical teams into clear support materials.
  • Strong problem-solving ability, attention to detail, and comfort managing escalations or ambiguous client questions.
  • Proficiency with Microsoft Office or a comparable office suite, along with comfort learning professional software platforms, internal tools, CRM systems, and client support systems.
  • Ability to work independently and collaboratively in a fast-paced, evolving environment.
  • Empathy, patience, professionalism, and sound judgment when supporting clients, users, and internal team members.

Preferred qualifications include:
  • Experience building or improving customer support, client success, help desk, or client solutions processes.
  • Experience creating scripts, FAQs, training materials, onboarding guides, escalation workflows, or internal support documentation.
  • Familiarity with CRM, support, ticketing, project management, or documentation tools such as HubSpot, Salesforce, Zendesk, Jira, or similar platforms, with HubSpot experience preferred.
  • Exposure to RIAs, financial advisors, asset managers, ETF issuers, wealth platforms, investment products, or financial data products.
  • Familiarity with direct indexing, index methodology, portfolio construction, financial technology, or wealth management.

$90,000 - $110,000 a year
In addition to base compensation, this role is eligible for an annual incentive plan.
About Syntax
Syntax Data is a data and technology provider to the financial services industry. The company offers unique data sets for public and private companies that organize the global economy based on systems theory. Data is offered through database solutions, consulting services, indices, and technology platforms.
For more information, visit syntaxdata.com.

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