Manager – Sponsor Coverage

CBIZ

Manager overseeing client engagement and relationship building for private equity advisory services. Expanding market share for CBIZ in the New York Metro market.

Posted 6/24/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $150,000 - $200,000 per yearWebsite

About the role

Key responsibilities & impact

Identify, network into, and establish relationships with deal team professionals at private equity firms, investment banking firms, and other M&A constituents
Nurture and leverage existing firm relationships to expand contacts within a PE or IB group
Prepare for telephonic and in person meetings by completing information sheets necessary to conduct successful calls/meetings
Schedule, participate in, and lead follow up on telephonic and in person meetings
Log and update all data tracking fields in SalesForce after telephonic and in person meetings
Log and track advancement of individual professionals along our sales cycle continuum
Use tools including PitchBook, LinkedIn etc. to navigate
Send best practice emails to probe for needs where CBIZ Private Equity Advisory can deliver solutions
Attend industry events as necessary to market CBIZ Private Equity Advisory and optimize brand awareness
Work with Marketing to follow up on specific lead generation campaigns
Present actionable business intelligence off fund news to properly stay top of mind and advance more individuals at more funds
Learn and maintain in-depth knowledge of new services, industry trends and competition

Requirements

What you’ll need

Bachelor’s degree required
5 years of experience in related field
3 years of supervisory experience
Must have and preserve required licenses
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on client and business needs

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account CBIZ Website LinkedIn All Job Openings 10,000+ employees Founded 1996 🤝 B2B 💸 Finance 🏢 Enterprise B2B
Finance
Enterprise CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations. Manager – Sponsor Coverage Job not on LinkedIn 🔥 8 minutes ago 🏢🏡 New York City – Hybrid 💵 $150k - $200k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 👔 Manager 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Identify, network into, and establish relationships with deal team professionals at private equity firms, investment banking firms, and other M&A constituents
Nurture and leverage existing firm relationships to expand contacts within a PE or IB group
Prepare for telephonic and in person meetings by completing information sheets necessary to conduct successful calls/meetings
Schedule, participate in, and lead follow up on telephonic and in person meetings
Log and update all data tracking fields in SalesForce after telephonic and in person meetings
Log and track advancement of individual professionals along our sales cycle continuum
Use tools including PitchBook, LinkedIn etc. to navigate
Send best practice emails to probe for needs where CBIZ Private Equity Advisory can deliver solutions
Attend industry events as necessary to market CBIZ Private Equity Advisory and optimize brand awareness
Work with Marketing to follow up on specific lead generation campaigns
Present actionable business intelligence off fund news to properly stay top of mind and advance more individuals at more funds
Learn and maintain in-depth knowledge of new services, industry trends and competition 🎯 Requirements
Bachelor’s degree required
5 years of experience in related field
3 years of supervisory experience
Must have and preserve required licenses
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on client and business needs Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Licensing and Credentialing Manager 🔥 3 hours ago Conduit Health 11 - 50 ⚕️ Healthcare Insurance 👥 B2C 🤝 B2B Website LinkedIn All Job Openings Licensing and Credentialing Manager managing telehealth provider applications and multi-state licensing at AI-powered healthcare startup. Ensuring compliance and timely credentialing for clinicians. 🏢🏡 New York City – Hybrid 💵 $75k - $150k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 👔 Manager Associate Manager, Audiobook Licensing 🔥 3 hours ago Spotify 5001 - 10000 📱 Media 👥 B2C 🛍️ eCommerce Website LinkedIn All Job Openings Associate Manager helping shape and scale Spotify’s audiobooks publishing initiatives. Supporting content development, licensing, and editorial strategy. 🏢🏡 New York City – Hybrid 💵 $96.8k - $138.3k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 👔 Manager 🦅 H1B Visa Sponsor Engagement Manager 🔥 3 hours ago Harvey 11 - 50 🤖 Artificial Intelligence 🏢 Enterprise Website LinkedIn All Job Openings Engagement Manager at Harvey leading AI adoption programs for law firms. Partnering with clients to design and execute transformation strategies for measurable change in the legal industry. 🏢🏡 New York City – Hybrid 💵 $159.2k - $238.8k / year 💰 $80.6G Series B on 2023-12 ⏰ Full Time 🟡 Mid-level 🟠 Senior 👔 Manager 🦅 H1B Visa Sponsor Manager, eDiscovery Technology 🔥 8 hours ago Simpson Thacher & Bartlett LLP 1001 - 5000 💸 Finance 🏠 Real Estate 📋 Compliance Website LinkedIn All Job Openings Legal eDiscovery Technology Manager leading technical expertise across the eDiscovery processes for a law firm. Focusing on innovation, strategic consulting, and cross-functional leadership in technology best practices. 🏢🏡 New York City – Hybrid 💵 $150k - $175k / year ⏰ Full Time 🟠 Senior 🔴 Lead 👔 Manager 🦅 H1B Visa Sponsor Regional Education Manager 🔥 11 hours ago Huda Beauty 201 - 500 💄 Beauty Website LinkedIn All Job Openings Regional Education Manager at Huda Beauty managing educational initiatives and brand events across the Americas. Leading strategy execution and performance improvements in the beauty segment. 🏢🏡 New York City – Hybrid 💵 $100k - $135k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 👔 Manager View More Manager Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

data trackingclient engagement managementsales cycle management

Soft Skills

relationship buildingcommunicationsupervisory skillsorganizational skillspresentation skills

Certifications

required licenses