Client Advisor Jobs in Cedarhurst, NY

Join a team that drives strategic value for top-tier financial services clients. You'll partner with executives, lead transformative engagements, and cultivate insights to maximize Salesforce's capabi...

Drive strategic initiatives for banking and insurance clients, leveraging Salesforce expertise to enhance customer value. Cultivate relationships, oversee deal cycles, and manage a portfolio of key en...

Help us advance economic justice by coordinating initiatives, conducting research, and engaging with stakeholders to support equitable workforce development across various city agencies...

Drive innovation in mortgage products while ensuring compliance and optimizing borrower experience. Collaborate with teams to identify market opportunities and enhance offerings, overseeing post-closi...

Lead the charge in financial oversight, analysis, and reporting. Guide a team in accurate budgeting and grant management while ensuring compliance and enhancing financial performance in a fast-paced...

Unlock your potential by delivering strategic executive support, managing complex schedules, and enhancing communications for senior leadership in a dynamic, high-pressure environment...

Advance your career by managing Federal accounts, driving revenue growth and adoption through strategic engagement with government customers, ensuring long-term satisfaction and alignment between offe...

Transform customer experiences by leading end-to-end systems engineering solutions. Collaborate with cross-functional teams to create reliable, scalable backend services and modern frontend applicatio...

Shape the future of security operations by monitoring and responding to threats. Collaborate with analysts, oversee incidents, and maintain security protocols to protect organizational assets. Join a...

Contribute to executing risk-based audits end-to-end, partnering with stakeholders to identify control gaps and providing actionable insights while enhancing audit practices and delivering quality res...

Collaborate to drive sales performance through effective account management, strategic planning, and operational excellence, ensuring brand alignment and revenue growth across specialty and department...

Join a team that's dedicated to cultivating profitable client relationships in diverse industries. You will work collaboratively to identify growth opportunities, leverage innovative solutions, and dr...

Unlock potential by fostering relationships within Diversified Industries, driving client growth and retention. Collaborate with teams to deliver innovative financial solutions while developing market...

Engage and drive growth by identifying business opportunities in Private Assets, leveraging relationships and expertise to enhance operational processes within the Private Equity, Credit, and Real Est...

Advance revenue growth by driving sales of partnership solutions to Mid Law High Value Accounts. Collaborate with territory owners, manage full-cycle sales processes, and leverage deep product knowled...

Generate new business opportunities in the Private Assets sector, focusing on client relationships, sales strategy, and market insights to drive revenue growth and enhance operational efficiencies for...

Elevate your career by negotiating global trading documentation, ensuring compliance and enhancing policies within capital markets. Collaborate effectively to manage a diverse workload and drive conti...

Take ownership of CRM optimization and workflow management, leveraging HubSpot to enhance collaboration across teams, drive operational efficiency, and elevate sales strategies, all while managing tec...

Engage with Sales and Delivery teams to identify opportunities, scope solutions, and drive professional services revenue while achieving targets and ensuring customer success through innovative propos...

Collaborate with legal and finance teams to execute key financing transactions, provide guidance on legal risks, and streamline processes. Drive consistency in agreements across various funding struct...

Optimize fund administration processes by reviewing valuations, managing audits, and supporting investor relations while ensuring compliance and implementing effective controls for timely fund operati...

Champion advanced estate planning for HNW/UHNW clients. Lead strategy development, advisor partnerships, and enhance client engagement. Drive thought leadership and collaboration in a dynamic team env...

Support clients by leading capital market transactions, delivering complex financial solutions, and integrating Equity Sales and Investment Banking expertise to drive strategic growth and mitigate ris...

Advance clinical trials by leading strategies, medical monitoring, and regulations. Collaborate cross-functionally while ensuring integrity in trials and representing the company in external engagemen...

Drive clinical development in late-stage oncology trials by leading study teams, overseeing medical monitoring, and collaborating on strategic direction to enhance patient outcomes and regulatory succ...