Client Advisor Jobs in Cedarhurst, NY

Drive the creation and scaling of a comprehensive direct mail acquisition program, overseeing strategy, execution, performance, and cross-team collaboration to enhance user acquisition and business gr...

Engage in comprehensive valuation processes, collaborating with diverse teams to enhance methodologies, ensuring quality through thorough reviews, and supporting audit processes with strong analytical...

Engage with top Independent Mortgage Banks to maximize nCino's impact. You will leverage relationships, drive sales, and enhance client satisfaction through innovative solutions tailored to client nee...

Join a dynamic operations team where you'll support trading and investment functions, engage with various departments, identify process improvements, and leverage AI tools to enhance productivity in a...

Shape the future of portfolio monitoring and risk by leading a global team to enhance analytics, frameworks, and client solutions across private markets, ensuring alignment with investment strategies...

Join a team that excels in equities and multi-asset research, driving impactful insights for clients. Lead a diverse group in analyzing market dynamics, enhancing investment strategies, and engaging w...

Lead the charge in acquiring small business medical practices by leveraging your sales expertise. Engage with stakeholders, conduct impactful demos, and drive user success in a dynamic, fully remote e...

Drive a global team in enhancing portfolio monitoring and risk practices, overseeing effective implementation and client strategies across private markets. Collaborate with teams to refine risk models...

Lead the charge in managing premium client portfolios, guiding a skilled team to foster relationships and develop growth strategies across various verticals, maximizing both client success and agency...

Unlock potential by driving strategic industrial acquisitions, managing a team, and fostering key partnerships while ensuring compliance and operational excellence in a dynamic market. Lead the evolut...

Join a team that's driving investment decisions and optimizing capital allocation across alternative strategies. Lead due diligence processes and play a key role in portfolio monitoring, influencing h...

Drive operational innovation by optimizing efficiency and effectiveness for clients. Leverage analytical skills to solve complex challenges while mentoring junior team members and fostering strong cli...

Join a team that's dedicated to ensuring sales compensation accuracy and operational excellence. You'll collaborate with cross-functional teams to enhance processes, support Xactly implementation, and...

Join our dynamic team to drive inventory optimization and account strategies, collaborating with cross-functional partners to enhance sales performance and support our wholesale network effectively...

Engage with prospective clients in the dental and insurance sectors, driving sales growth by managing the full sales cycle, building lasting relationships, and exceeding performance targets while navi...

Optimize financial processes and implementation strategies while providing expert consulting to universities. Collaborate to enhance academic structures and strengthen institutional financial reportin...

Unlock new growth opportunities as an Enterprise sales specialist, driving exceptional client collaborations and navigating complex sales processes. Contribute to a dynamic, autonomous environment foc...

Manage and grow client relationships, ensuring top-tier service in employee benefits. Lead renewal processes, identify new business opportunities, and collaborate with internal teams to deliver tailor...

Play a key role in driving renewals and upsells for enterprise clients, enhancing customer satisfaction, and improving operational efficiency as you manage contract processes and foster strong client...

Elevate project financial management across large construction projects by overseeing job costing, accounts payable, and vendor compliance while collaborating with cross-functional teams to enhance op...

Accelerate sales success by sourcing and closing Workday consulting services deals, building strong partnerships, and managing the complete sales lifecycle to deliver exceptional client outcomes acros...

Discover a unique pathway into M&A advisory, leveraging your finance background to excel within a strategic advisory platform focused on transformative transactions and early career exposure to senior...

Champion cutting-edge valuation projects, ensuring effective delivery and business growth while managing a talented team in a fast-paced environment. Engage with clients and lead business development...

Shape the future of valuation by leading complex engagements, managing teams, and driving business development. Collaborate with cross-functional teams to deliver high-quality analyses while supportin...

Shape the future of valuation by steering complex business assessments, managing diverse teams, and driving growth through innovative client solutions. Lead engagements from proposal to delivery, enha...