Client Advisor Jobs in Greenwich, CT

Lead the charge in strategic growth as a key sales executive focused on private equity. Drive enterprise-level opportunities, foster executive relationships, and cultivate cross-service collaboration...

Manage and expand a diverse portfolio of accounts while driving sales and implementing strategies for business growth. Collaborate with practice leadership and utilize proprietary systems to enhance t...

Optimize client engagements by diagnosing business needs and translating data into actionable insights. Collaborate with cross-functional teams to drive effective adoption and measurable outcomes from...

Unlock potential by joining our Infrastructure Advisory team to provide expert guidance on diverse projects, ensuring successful delivery and compliance while collaborating with stakeholders and enhan...

Support commercial agreements across retail and banking sectors while providing legal expertise and advice. Collaborate with business partners to enhance contract processes, ensuring alignment with co...

Grow your career with a leading ingredient manufacturer, driving strategic account management and fostering deep customer relationships while achieving sales goals and overseeing complex account plann...

Drive innovation and performance while collaborating across teams to enhance operational efficiencies and deliver impactful solutions that align with business objectives and customer needs. Your contr...

Lead competitive bids for municipal bonds; evaluate, price, and execute transactions while managing risks and maximizing profitability through strategic market insights and collaboration with sales an...

Accelerate consultant relations strategy and execution, enhancing partnerships with third-party consulting firms to drive client engagement and market insights while collaborating cross-functionally t...

Take ownership of enterprise consultant relations strategy, enhancing engagement across consulting firms to influence financial institution decisions. Collaborate cross-functionally to drive actionabl...

Elevate client experiences by managing relationships and delivering solutions that drive business outcomes. Lead P&L, foster connections, and navigate complexities to ensure satisfaction and growth wi...

Pioneer client onboarding and support for trading analytics, driving optimization in TCA and surveillance across diverse trading workflows while engaging collaboratively with institutional clients and...

Transform client engagement strategies by proactively identifying and qualifying opportunities in the RIA channel, leveraging financial technology to enhance growth and drive adoption of innovative in...

Accelerate growth through strategic client relationships, leading complex solution sales and orchestrating high-impact outcomes in AI, Data & Tech. Drive measurable change and innovation by bridging c...

Support clients by developing financial strategies that meet their needs. Lead investment planning, manage portfolios, and collaborate with experts to enhance client relationships and foster growth wi...

Pioneer impactful advisory services in M&A and ECM. Leverage deep financial expertise across sectors, driving relationships, and delivering top-tier outcomes in a fast-paced, collaborative environment...

Champion innovative communications strategies by leading client accounts, managing creative teams, and executing strategic plans in a fast-paced environment. Leverage media relationships and deliver e...

Advance your career by managing and growing a diverse portfolio of corporate clients, driving revenue and satisfaction through strategic relationship building and innovative solutions within a dynamic...

Join a team that's redefining client relationships by managing a diverse national portfolio. Drive business growth, enhance client satisfaction, and deliver innovative financial solutions in a results...

Transform client experiences by leading software implementation projects. Collaborate with diverse teams to define project objectives, manage resources, and drive successful deployments while ensuring...

Join a team that's dedicated to providing tailored wealth strategies by collaborating with clients and Wealth Advisors. Enhance relationships through active financial planning and contribute to holist...

Accelerate progress at the forefront of technology sales, building strong client relationships and delivering tailored solutions to meet unique business needs. Drive growth through proactive engagemen...

Join our team to manage client relationships in Business Banking, driving revenue growth and client engagement while analyzing risks and delivering tailored solutions. Collaborate effectively to expan...

Unlock potential by providing expert legal guidance for LIHTC transactions, ensuring compliance throughout investment lifecycles. Collaborate with teams while managing legal documentation and external...

Join our team to identify, source, and nurture exceptional financial advisors with $25M+ AUM. As a crucial member of Advisor Growth, you'll engage strategically to enhance our recruiting efforts and b...