Client Advisor Jobs in Cedarhurst, NY

Drive customer success by managing relationships and expanding revenue within existing accounts. Leverage strategic sales execution and cross-functional collaboration to ensure customer retention and...

Join a team that's dedicated to fund administration excellence, overseeing valuations, audits, and compliance. Collaborate with stakeholders and lead initiatives to enhance operational processes for i...

Help us empower early talent by providing hands-on experience in GP-led secondary transactions, collaborative teamwork, and valuable client engagement, all while utilizing innovative AI tools and data...

Join a team that's driving transformative projects to enhance operational excellence, delivering results that optimize client outcomes and scalability while ensuring seamless communication across team...

Drive growth by managing complex client pursuits and multi-year strategies. Collaborate across teams to deepen executive relationships and execute firm-wide sales initiatives while mentoring junior te...

Partner with us to drive enterprise growth in private equity. Shape strategic revenue initiatives, foster executive relationships, and lead complex pursuits within a collaborative sales environment fo...

Accelerate progress at our firm by driving enterprise-level growth initiatives. Lead complex client relationships within Private Equity, collaborating with teams to enhance client acquisition, revenue...

Join a team that's pioneering innovative data-driven solutions, engaging with Fortune 1000 manufacturers. Drive strategic outreach, leverage AI tools, and collaborate with leadership to redefine marke...

Shape and lead our global regulator engagement strategy, translating regulatory frameworks into actionable insights while building scalable solutions that enhance financial supervision and risk intell...

Unlock your potential by leveraging automotive data to drive client success, provide deep insights, build relationships with OEMs, and support strategic decisions, all while shaping the future of auto...

Manage business development support for client requests and event logistics, coordinating with attorneys and BD team members to ensure efficiency and successful execution of initiatives while building...

Champion high-stakes financial, operational, and international matters with autonomy and deep expertise. Drive strategic corporate initiatives while managing diverse portfolios in finance, real estate...

Drive excellence at the forefront of M&A, capital raising, and financial advisory by leveraging investment banking expertise while mentoring Analysts and managing complex projects in a dynamic, high-p...

Drive the development of target strategies for high net worth personal lines clients, collaborating with commercial producers to provide strategic insurance and risk management solutions while managin...

Drive your career with impactful strategies to attract high net worth clients while collaborating with a skilled team. Foster relationships in personal insurance and optimize satisfaction through expe...

Transform client engagement by expertly facilitating SOFR options trades, maintaining market awareness, and building deep relationships. This role fosters mentorship and offers opportunities for growt...

Champion the successful implementation of Loan IQ solutions, leading extensive testing and coordinating efforts across Finance, IT, and Operations to enhance workflows and ensure a robust operating mo...

Engage in a leadership role by mentoring a high-performing finance team, overseeing complex financial reporting and analysis, ensuring compliance with standards, and driving strategic initiatives with...

Join our Finance team and unlock potential by analyzing financial data, enhancing forecasts, and providing strategic insights for our Marketplace Partnership business. Collaborate with cross-functiona...

The Senior Business Systems Analyst at Nuveen will be responsible for identifying and analyzing business needs, leading IT platform enhancements, and translating business requirements into application...

Deliver expert analysis and resolution for complex conflict requests, ensuring compliance and ethical standards. Collaborate with legal teams while navigating high-stakes environments, maintaining org...

Elevate your career by managing enterprise-level payment solutions, focusing on client adoption, retention, and growth across large multi-site veterinary organizations in a strategic partnership role...

Shape the future of Wealth Management by driving business transformation through innovative digital solutions. Collaborate with diverse experts to deliver tailored results that enhance client experien...

Join a team that drives transformational change in Wealth Management through innovative solutions. Shape industry strategies and enhance client experiences while collaborating with experts, ensuring i...

Contribute to the growth of business banking by developing and managing client relationships, promoting tailored financial solutions, and ensuring adherence to credit quality and risk management stand...