Client Advisor Jobs in Hollis, NY

Elevate your career by leading innovative retirement planning initiatives. Leverage your expertise in ERISA and IRC to guide strategy and empower financial professionals in enhancing client services a...

Join a team that's committed to enhancing customer success by managing relationships, driving product adoption, and optimizing the customer lifecycle for strategic clients while leveraging data insigh...

Transform initiatives at the U.S. Banks by leading cross-functional programs, managing risks, and driving governance to ensure successful project outcomes and stakeholder alignment across business uni...

Join a team that's dedicated to driving program success across cross-divisional initiatives, collaborating with stakeholders and senior management. Leverage your expertise to lead multifaceted project...

Unlock potential by supporting asset management workflows and decision-making. Develop expertise in financial analysis, valuation, and portfolio strategy with hands-on experience, collaborating with s...

Design intuitive experiences that transform complex financial data into clarity. Collaborate with product and engineering teams, lead complex initiatives, and enhance wealth management through innovat...

Champion cost management initiatives that drive project efficiency and accuracy. Oversee financial planning and governance for commercial real estate projects while innovating with digital tools and c...

Champion the local EA team, managing workload and performance while ensuring seamless executive support and efficient billing processes in a dynamic environment. Lead training initiatives and uphold s...

Drive efficient resolution of aviation liability claims by leveraging your expertise in regulatory compliance and client relations. Manage financial oversight and implement improvements to enhance cla...

Drive client success by managing a portfolio of large business accounts. Focus on delivering customized banking solutions, enhancing client relationships, and utilizing financial expertise to optimize...

Champion project success by leading the global team in Oncology, ensuring adherence to budgets, timelines, and quality standards while fostering client relationships and supporting business developmen...

Collaborate with cross-functional teams to define and execute product vision for enterprise financial reporting tools, ensuring alignment with strategic objectives and enhancing data transparency acro...

Shape the future of real estate analytics! Drive data strategy and enhance portfolio performance through strategic insights, reporting, and collaboration with technology teams while supporting informe...

Explore transformative strategies to tackle complex business challenges, shape initiatives with cross-functional teams, and influence executive decisions using data insights to drive impactful outcome...

Optimize financial planning as a Private Wealth Analyst, driving investment strategies and analytical support for high-net-worth clients. Collaborate with teams to deliver tailored solutions and enhan...

Elevate your career by joining a top-tier Strategic Advisory team focused on Healthcare. Leverage analytical expertise to advise on complex financial transactions, enhance client relationships, and dr...

Join a dedicated team as an Executive Administrative Assistant, providing essential support to a Global Compliance executive. Your organization and communication skills will thrive in a fast-paced env...

Shape the future of cloud solutions by designing scalable architectures, assessing workloads, and building trusted relationships with customers to drive innovation and success in complex environments...

Pioneer transformative cloud solutions by architecting scalable implementations, fostering deep relationships with clients, and delivering innovative strategies to enhance operational efficiency and s...

Engage in critical legal and policy initiatives to advance the City’s clean energy goals. Collaborate with multiple stakeholders on regulatory compliance and legislative strategies, ensuring alignment...

Champion the investment team by leading the end-to-end deal process for private credit transactions, focusing on origination, underwriting, and monitoring structured and asset-backed securities, while...

Unlock potential by managing investor lifecycle operations and overseeing AML/KYC processes. Collaborate cross-functionally to enhance operational efficiency while coaching and developing team leaders...

Unlock potential by managing investor lifecycle operations, ensuring compliance, and enhancing processes. Lead a team focused on client relationships, project execution, and operational efficiency wit...

Help us drive growth with high-potential startups by managing full sales cycles, fostering relationships, and ensuring AWS remains their primary cloud provider through effective go-to-market strategie...

Pioneer innovative IT solutions to optimize operational efficiency, mentor teams, and cultivate strong client relationships in healthcare. Leverage analytical skills to navigate complex challenges and...