Client Advisor Jobs in Montclair, NJ

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...

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

Join our dynamic consulting team to drive impactful change in healthcare, engaging with diverse clients to enhance operational performance, optimize costs, and navigate M&A processes. Collaborate with...

Lead the charge in shaping compliance strategy and regulatory governance, ensuring robust cybersecurity practices across all business domains while advising on critical legal obligations and maintaini...

Shape financial futures by leading a dedicated client team to deliver personalized, strategic wealth management solutions, ensuring high satisfaction and long-term growth for moderate and high-net-wor...

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...

Unlock potential by serving as the primary trusted advisor for a diverse portfolio of clients, ensuring exceptional service delivery and fostering business growth through strategic financial planning...

Oversee client relationships as you provide tailored financial planning guidance. Manage investment solutions for clients while leveraging your expertise to deepen engagement and drive asset growth th...

Support growth by enhancing financial advisors' cash management and lending offerings, fostering client relationships, and driving business development. Leverage extensive experience to meet key perfo...

Transform client engagement by streamlining transaction processes, onboarding new accounts, and enhancing user experience on the Canvas platform. Collaborate with teams to solve complex issues and ens...

Accelerate client success by managing SMA account setups, transitions, and inquiries while delivering exceptional service. Collaborate with sales and operational teams to enhance the advisor experienc...

Champion client relationships by consulting on personal insurance needs, conducting thorough risk assessments, and delivering tailored solutions while maintaining proactive communication and service e...

Strategize and expand key financial sector accounts by cultivating deep client relationships and driving revenue growth through insightful partnership. Leverage expertise and navigate complex structur...

Unlock potential by guiding financial institutions to achieve measurable business outcomes through strategic value consulting. Leverage deep expertise and data-driven insights to enhance digital banki...

Join a team that's passionate about enhancing client success through data-driven insights. As an expert consultant, you'll guide financial institutions in maximizing digital banking value, fostering c...

Lead the charge in delivering high-quality proposals and client presentations, collaborating with Business Development teams to ensure effective messaging, project timelines, and compliance while main...

Manage the administration and reporting of sales commissions, ensuring accuracy and compliance with company policies. Collaborate with multiple teams to uphold data integrity and drive process improve...

Pioneer innovative solutions by leading the design and delivery of AI-driven tools. Collaborate with stakeholders to define architectural vision, support business transformation, and enhance client ex...

Advance your career by leading architectural solutions that drive AI-powered innovations and client servicing enhancements to optimize business operations and elevate the customer experience across a...

Manage client location operations, leading a team in service excellence, resource management, and client satisfaction while ensuring compliance with organizational policies and goals to drive ongoing...

Unlock the potential of M&A transactions as you review critical documents, ensuring clarity of obligations and terms. Collaborate with stakeholders to deliver precision in our proprietary database whi...

Join a team that drives strategic initiatives and financial analytics within M&A. Provide support to deal teams, enhance operational efficiency, and prepare data-driven presentations for senior manage...

The Supervisory Officer will drive initiatives related to sales supervision, compliance, and business risk while supporting branches in audit processes and action plans. This role requires collaborati...

Join a team that's committed to driving sales supervision and compliance initiatives. You'll support branches, enhance risk management, and serve as a key point of contact for unresolved issues. Make...

Drive stakeholder engagement and requirements analysis to enhance Agile workflow management and support mission-critical projects in a dynamic software development environment...