Client Advisor Jobs in Cedarhurst, NY

Build impactful relationships and drive mortgage sales by delivering exceptional customer service, while actively participating in community engagement and professional growth. Commit to a proactive a...

Shape transformative client solutions by managing multidisciplinary projects, fostering relationships, and driving innovative strategies that elevate brand success and market impact across diverse bus...

Transform cybersecurity resilience in the financial sector by leading engaging, scenario-based exercises and workshops that enhance firm preparedness, coordination, and incident recovery strategies ag...

Grow your career by leading high-impact cybersecurity engagements that enhance resilience and preparedness across the financial sector, empowering firms to effectively manage and respond to evolving c...

Advance your career by driving cybersecurity resilience through immersive workshops and risk assessments. Lead high-impact events, collaborate with firms, and shape incident management strategies to e...

Join a team that drives compliance in product development, collaborating directly with cross-functional teams to navigate securities laws efficiently. You’ll influence product strategy and streamline...

Join a team that's redefining client engagement through strategic support. Empower executive initiatives, manage global communications, and foster collaboration in a dynamic, high-growth environment...

Analyze and lead client relationships to enhance wealth management strategies, drive revenue growth, and ensure comprehensive financial solutions for high net worth clients through effective consultat...

Join a team that's transforming investment banking sales strategies by leading a dynamic group of Account Executives and Business Development Representatives focused on both strategic and mid-market a...

Join a team that's dedicated to guiding clients through their wealth management journey, offering tailored financial advice and strategies to enhance their financial health and achieve personal goals...

Empower clients as a Premier Client Regional Sales Manager, driving sales strategy and team performance. Lead diverse teams, manage risks, and enhance client relationships while achieving business goa...

Join us to lead technical engagements in a dynamic sales environment, guiding clients through AI-driven solutions while supporting executives in transforming financial workflows into impactful results...

Empower a diverse team through strategic management of real estate transactions, leveraging your expertise to execute innovative solutions and foster client relationships. Collaborate across disciplin...

Play a key role in guiding M&A processes, advising clients and managing analyses. Collaborate with stakeholders, drive business development, and mentor junior team members while contributing to succes...

Join a team that's redefining loan settlements in investment operations. Drive operational strategy and governance while collaborating with cross-functional teams to enhance processes, manage high-vol...

Lead the charge in publishing proprietary equity research, driving capital market insights and client engagement while fostering C-suite relationships to enhance revenue growth in the Banking sector...

Drive global standardization and operational excellence by leading cross-functional initiatives. Collaborate with stakeholders to enhance GTM planning and foster innovation within the Sales Developmen...

Transform your career by leading marketing initiatives in a dynamic team. Build and maintain critical relationships with carriers and wholesalers while guiding a team in delivering top-notch service f...

Lead the charge in drafting and reviewing contracts, ensuring compliance and strategic alignment with stakeholders. Drive enhancements and support negotiations while managing a diverse workload in a f...

Inspire growth and retention as a Mid-Market Business Advisor, managing high-value partnerships and driving strategic value through consultative support and tailored account strategies in the dynamic...

Bring your expertise to guide customers through seamless product onboarding and pilot conversions. Lead technical restructuring efforts and support post-sales operations, ensuring client success and p...

Shape the future of investment banking sales by leading diverse teams targeting large banks and boutique firms. Drive strategy, nurture partnerships, and cultivate executive relationships in a dynamic...

Engage with clients to identify strategic issues in wealth management, optimizing financial planning and investment management processes. Contribute to operational effectiveness and market trend analy...

Contribute to wealth management success by advising clients on tailored investment and insurance strategies. Nurture client relationships, analyze financial information, and meet financial goals throu...

Engage with teams to enhance business development strategies, coaching, and guidance. Collaborate across departments to drive consumer and small business growth, while managing risks and prioritizing...