Client Advisor Jobs in Hollis, NY

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...

Join us to lead transaction processes, ensuring compliance and efficient execution while managing legal documentation and risks. Collaborate with stakeholders to drive continuous improvements and supp...

Grow your career with a key role in KYC compliance, driving periodic reviews, assessing risk, and ensuring regulatory alignment within our innovative financial platform. Collaborate across teams to en...

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...

Transform the investment banking landscape by executing complex transactions, developing client presentations, and leveraging analytical expertise to drive M&A and capital market initiatives for the r...

Empower clients by managing their complete post-sales journey, driving success through strategic insights and partnership. Collaborate across teams to enhance client experiences, adoption, and retenti...

Grow your career with a dynamic sales environment where you'll engage with high-net-worth clients, driving strategic sales initiatives and implementing tailored solutions to optimize outcomes across f...

Shape sales strategies by engaging C-level executives, cultivating lasting relationships, and achieving revenue targets. Collaborate with internal teams to drive growth in assigned territories while e...

Champion the future of legal strategy by leading corporate governance, commercial contracts, and strategic transactions while collaborating with key stakeholders in a high-growth environment. Drive al...

Optimize partner delivery strategies by providing expert guidance in implementation and AI adoption, managing risks, and ensuring exceptional client outcomes within a dynamic ecosystem...

Manage the delivery of complex partner-led implementations, mitigating risks and ensuring client satisfaction through strategic advisory and expert guidance on Salesforce and AI technologies...

Strategize partnerships across the U.S. wealth management ecosystem to enhance alternative investment engagement, leveraging 12+ years of industry expertise to drive growth and innovation...

The person will be leading all the sales and client interfaces for new accounts along with the Group Managers to build the account plan and will be responsible for sales and client management based on...

Elevate your career by leading international sales efforts in the defense sector. Drive growth through strategic relationships, market insights, and effective teamwork while navigating complex client...

Unlock potential by leveraging your Epic Advisor expertise to drive solutions, enhance healthcare processes, and collaborate with cross-functional teams to improve patient outcomes and streamline proj...

Drive strategic relationships and client engagement to enhance market leadership, foster innovation, and deliver DTCC’s comprehensive solutions. This role requires deep industry expertise and a proven...

Shape the future of secure work by driving sales for an innovative cybersecurity company. Join a team focused on transforming modern workflows with groundbreaking technology while collaborating with l...

Advance client experiences by coordinating onboarding processes for institutional clients in Corporate and Investment Banking, ensuring a seamless transition through effective collaboration and stakeh...

Drive growth and innovation by leading cross-functional teams, enhancing processes, and utilizing strategic insights to deliver impactful results in a dynamic, results-oriented environment...

Lead the charge in providing tailored financial planning and investment management solutions, servicing complex client needs and enhancing relationships to achieve client goals. Drive sales while ensu...

Transform the way data influences product decisions by analyzing user behavior and driving insights for business impact in a fast-paced eCommerce environment. Collaborate with global teams to define s...