Client Advisor Jobs in Cedarhurst, NY

Unlock potential by leading fiduciary practice initiatives, providing strategic counsel, and overseeing compliance and talent development in a major business segment, ensuring top-tier client experien...

Lead the charge in providing fiduciary counsel, enhancing client relations, and driving business development initiatives while maintaining compliance and performance standards across the estate settle...

Join a dynamic team driving transformation in higher education by advising on system-level modernization strategies. Engage with key stakeholders to develop actionable plans that align with institutio...

Join a team that's focused on providing operational support for a federal application, liaising with users and technical teams, and ensuring seamless application administration while managing stakehol...

Lead a team of Advisory consultants to enhance healthcare performance by managing client engagements, ensuring project quality, and fostering strong relationships. Oversee deliverables, drive profitab...

Drive performance improvement in healthcare by leading advisory teams and 340B services, managing client relationships, and delivering optimal solutions while ensuring project quality and profitabilit...

Elevate client experiences by managing Private Wealth Advisors' practices, driving sales and service goals. Collaborate with internal teams to enhance operations, strengthen relationships, and expand...

Lead financial planning and investment solutions for clients, ensuring comprehensive service and relationship development to meet wealth management objectives. Drive sales goals while delivering excep...

Elevate your legal career by partnering with cross-functional teams to manage complex transactions, advise on compliance and data privacy, and establish best practices in a fast-paced SaaS environment...

Transform employee benefits management by leading strategic programs across the Americas. Enhance engagement and compliance through innovative solutions, collaboration with stakeholders, and clear com...

Join a team that's focused on ensuring precise revenue recognition and accounting compliance. Drive innovations in financial reporting and operational excellence while collaborating across functions t...

Grow your client base by developing personalized wealth management strategies. Collaborate with advisors and partners to enhance client relationships and drive engagement in a dynamic environment prio...

Lead the charge in expanding our enterprise presence by driving new business initiatives, building client relationships in the US independent wealth channel, and executing strategic market analysis to...

Lead the financial planning process for high-net-worth clients, collaborating with various teams to deliver tailored investment strategies and monitor performance while ensuring compliance with regula...

Transform the customer experience by driving platform adoption among top-tier banks. Collaborate with senior stakeholders to deliver strategic insights and value, ultimately facilitating growth and su...

Elevate client experiences as a Sr. Product Analyst for a premier debit platform, partnering cross-functionally to innovate and drive product enhancements that boost retention and satisfaction across...

Lead the charge in managing client life cycles and building lasting relationships, involving thorough client onboarding, accurate money movements, and customized financial solutions within a dynamic t...

Transform transaction enrichment capabilities by analyzing data, defining product requirements, and collaborating with cross-functional teams. Lead enhancements to improve user experiences and support...

Manage client relationships by delivering tailored financial planning solutions while driving investment strategy to meet clients' unique goals. Collaborate with partners to optimize their wealth mana...

Join a team that's central to U.S. loan operations, processing transactions and ensuring accuracy across syndicated and bilateral facilities while collaborating with key teams...

Lead strategic account management for agencies, driving growth through data insights and collaboration. Champion TV buying optimization and serve as a trusted advisor, ensuring agile responsiveness in...

Engage with clients by managing equity compensation relationships, ensuring satisfaction, and enhancing participant experience through collaboration and strategic insights across multiple administrati...

Develop and maintain strong banking relationships, driving growth for the Private Banking Group by delivering personalized services and exceptional client support to institutional customers, enhancing...

Drive growth by building and managing strong client banking relationships. Oversee account management and solve client issues while collaborating across teams. Deliver tailored banking services to enh...

Join a team that's committed to guiding clients through their financial journey, leveraging existing relationships to expand your clientele and deliver tailored investment solutions in a supportive, h...