Client Advisor Jobs in Montclair, NJ

Empower clients by providing expert financial planning solutions, enhancing relationships through insightful consultations, and implementing personalized strategies to achieve financial success and se...

Drive growth and retain clients by leveraging industry expertise, managing strategic accounts, and utilizing a consultative sales approach. Collaborate cross-functionally to deliver tailored solutions...

Elevate your career by driving B2B sales and building strong client relationships. Collaborate with clients to deliver innovative solutions while managing the entire sales process in a dynamic, fast-p...

Develop strategic partnerships and enhance business development activities to drive household acquisition. Collaborate with teams to provide coaching, share best practices, and manage risk while achie...

Lead financial due diligence engagements for acquisitions, managing timelines and client relations while developing junior leaders and leveraging cross-functional collaboration to deliver comprehensiv...

Elevate your career by managing direct indexing portfolios while collaborating with clients on investment strategies. Leverage your quantitative expertise in trading and monitoring to innovate portfol...

Drive order entry excellence by ensuring accuracy and efficiency in purchase orders, mentoring team members, and collaborating cross-functionally to enhance customer satisfaction and operational proce...

Join a team that's at the forefront of healthcare technology, bridging customer needs with innovative solutions. Bring your expertise in risk adjustment and product engagement to drive real impacts in...

Shape the future of private funds by advising on compliance, negotiating agreements, and drafting legal documents, while collaborating with various stakeholders to achieve successful fund formation an...

Champion enterprise-wide tech initiatives that modernize your organization, focusing on AI-driven transformations. Lead cross-functional teams, manage high-visibility projects, and align strategies to...

Shape the future of real estate investments by managing secured financings, facilitating negotiations, and expanding financing relationships while collaborating closely with internal teams to maximize...

Take ownership of innovative technology solutions to enhance the OCIO Advisory team’s investment strategies. Collaborate with professionals to streamline workflows and integrate AI tools, driving effi...

Drive compliance excellence and optimize claims management through expert oversight of multi-line claims, collaboration with TPAs, and regulatory adherence to minimize organizational risk and enhance...

Oversee claims management processes while ensuring compliance with regulations and optimizing service delivery. Collaborate with internal and external teams to identify trends, manage high-severity cl...

Transform claims processes by ensuring compliance, providing oversight, and managing high-severity claims and service delivery with TPA adjusters, all while fostering strategic partnerships across the...

Collaborate to build long-term relationships with clients, ensuring their needs are met through strategic solutions, managing accounts, and seeking growth opportunities in the healthcare market...

Engage with state EMS organizations, driving client success, retention, and operational compliance across various stakeholders. Lead onboarding, account strategy, and collaboration to improve outcomes...

Contribute to SMB commercialization strategies by analyzing market trends and coordinating launch plans across teams to enhance small business solutions in retail and restaurant sectors, operationaliz...

Join a team that's dedicated to fiduciary integrity by administering trust accounts, cultivating client relationships and ensuring compliance with legal standards while addressing complex client needs...

Unlock potential by driving innovative investment strategies and thorough market analysis. Collaborate with teams to ensure adherence to policies, perform due diligence, and elevate the quality of inv...

Lead the charge in optimizing investment operations by providing expert consulting and execution support across diverse projects, ensuring exceptional quality, accuracy, and efficient workflows in cli...

Transform the way we attract top talent by owning full-cycle recruiting across Sales, Marketing, Customer Success, and Operations. Collaborate closely with leadership to enhance hiring strategies in a...

Discover a rewarding opportunity where you'll manage client relationships, mentor teams, and drive business growth while providing exceptional service and support. Lead the way in a collaborative and...

Advance your career by delivering transaction advisory services, conducting due diligence, and building client relationships. Collaborate with firm leadership to enhance success while developing the n...

Lead the charge in driving commercial deals from initiation to execution, ensuring seamless contract progression. Collaborate with cross-functional teams to streamline processes, resolve blockers, and...