Client Advisor Jobs in Cedarhurst, NY

Unlock your potential by managing middle-market commercial lines accounts, evaluating underwriting information, and negotiating favorable terms for clients while maintaining strong relationships and e...

Accelerate progress at our team by driving sales growth through the identification and development of new business opportunities in the financial technology sector, showcasing innovative software solu...

Accelerate consultant relations strategy and execution, enhancing partnerships with third-party consulting firms to drive client engagement and market insights while collaborating cross-functionally t...

Lead competitive bids for municipal bonds; evaluate, price, and execute transactions while managing risks and maximizing profitability through strategic market insights and collaboration with sales an...

Take ownership of enterprise consultant relations strategy, enhancing engagement across consulting firms to influence financial institution decisions. Collaborate cross-functionally to drive actionabl...

Tackle complex data analysis and drive technical solutions to enhance Credit Markets IT projects, supporting integration and optimizing reporting systems for improved data quality and operational effe...

Join our dynamic consulting team to drive impactful change in healthcare, engaging with diverse clients to enhance operational performance, optimize costs, and navigate M&A processes. Collaborate with...

Help us support our clients' investment needs by delivering exceptional service in a fast-paced, collaborative environment. Collaborate with our Investor Relations team to enhance user experience and...

Lead the charge in shaping compliance strategy and regulatory governance, ensuring robust cybersecurity practices across all business domains while advising on critical legal obligations and maintaini...

Shape financial futures by leading a dedicated client team to deliver personalized, strategic wealth management solutions, ensuring high satisfaction and long-term growth for moderate and high-net-wor...

Unlock potential by serving as the primary trusted advisor for a diverse portfolio of clients, ensuring exceptional service delivery and fostering business growth through strategic financial planning...

Oversee client relationships as you provide tailored financial planning guidance. Manage investment solutions for clients while leveraging your expertise to deepen engagement and drive asset growth th...

Support growth by enhancing financial advisors' cash management and lending offerings, fostering client relationships, and driving business development. Leverage extensive experience to meet key perfo...

Accelerate client success by managing SMA account setups, transitions, and inquiries while delivering exceptional service. Collaborate with sales and operational teams to enhance the advisor experienc...

Strategize and expand key financial sector accounts by cultivating deep client relationships and driving revenue growth through insightful partnership. Leverage expertise and navigate complex structur...

Unlock potential by guiding financial institutions to achieve measurable business outcomes through strategic value consulting. Leverage deep expertise and data-driven insights to enhance digital banki...

Join a team that's passionate about enhancing client success through data-driven insights. As an expert consultant, you'll guide financial institutions in maximizing digital banking value, fostering c...

Lead the charge in delivering high-quality proposals and client presentations, collaborating with Business Development teams to ensure effective messaging, project timelines, and compliance while main...

Manage the administration and reporting of sales commissions, ensuring accuracy and compliance with company policies. Collaborate with multiple teams to uphold data integrity and drive process improve...

Advance your career by leading architectural solutions that drive AI-powered innovations and client servicing enhancements to optimize business operations and elevate the customer experience across a...

Manage comprehensive talent strategies for diverse clients, collaborating closely with stakeholders to enhance employee engagement, retention, and development initiatives. Drive project execution whil...

Unlock the potential of M&A transactions as you review critical documents, ensuring clarity of obligations and terms. Collaborate with stakeholders to deliver precision in our proprietary database whi...

Optimize data-driven sales insights by developing SQL-based Tableau dashboards, collaborating with stakeholders to enhance sales performance and reporting accuracy through advanced analytics in AWS en...

Join a team that's shaping the future of trading agreements by leveraging your legal expertise. You'll manage complex derivative transactions, collaborate with stakeholders, and ensure compliance whil...

Join a team that's driving strategic legal initiatives across diverse financial transactions and corporate matters while ensuring compliance with applicable laws and regulations in a dynamic, collabor...