Client Advisor Jobs in Montclair, NJ

Engineer cutting-edge agentic AI solutions within an agile team, driving innovation and intelligent automation across data governance, reconciliation, and lifecycle management processes on a robust da...

Innovate digital retirement offerings by developing client-centric strategies and collaborating across teams to ensure regulatory compliance and enhance user experience for self-directed clients...

Pioneer innovative strategies in the Energy & Power sector, advising clients on complex casualty solutions while managing relationships to optimize risk management and enhance business growth...

Elevate your project management career by leading a strategic platform within investor client coverage, enhancing client engagement and driving technology integration across CBRE's commercial real est...

Lead the charge in strategic advisory initiatives, supporting digital transformation in Finance and HR functions while managing complex projects with independent judgment and broad oversight responsib...

Elevate your career as a Senior Business Analyst, driving strategic analysis for Veterans Affairs IT programs. Collaborate with stakeholders and ensure clarity in business requirements, while leading...

Engage with internal and external stakeholders to define and execute product strategy, synthesizing inputs into actionable requirements to drive successful software launches and enhance user experienc...

Transform client investments by leading media negotiations and strategic buy execution, ensuring adherence to KPIs across multiple platforms while mentoring junior team members and driving innovative...

Elevate business opportunities by leading enterprise development initiatives across North America, establishing strong executive relationships, driving disciplined pipeline management, and ensuring st...

Drive your career forward by engaging in diverse consulting projects, applying analytical expertise to derive insights and recommendations, while actively participating in business development and men...

Unlock potential by designing and structuring innovative equity derivative products. Leverage quantitative skills to analyze market data and interpret client needs to deliver tailored financial soluti...

Engage with leading financial institutions to drive strategic advisory and transaction origination. Shape client relationships and foster a high-performance team environment while executing M&A and ca...

Design tailored solutions that address complex business challenges and engage clients throughout the sales cycle. Collaborate with sales and engineering to showcase the product's value and refine tech...

Help us enhance our workforce management capabilities by supporting the implementation and monitoring of timekeeping systems. Ensure compliance with labor regulations and optimize team processes while...

Lead the charge in enhancing the digital trading experience by defining and executing the product roadmap for markets and research, focusing on client satisfaction and efficient delivery across platfo...

Transform customer experiences by driving new acquisition and revenue growth, while leveraging user insights to enhance product offerings and streamline sales strategies for optimal success in a dynam...

Drive strategic account management and operational excellence by overseeing enterprise client relationships while building scalable success processes. Collaborate cross-functionally to enhance user ex...

Take ownership of investment compliance rule coding across top OMS platforms. You'll interpret guidelines, implement rules, and collaborate with teams to ensure compliance across diverse asset classes...

Lead the design and implementation of customized enterprise solutions, bridging technical and business needs to enhance customer operations and drive agentic solution adoption across complex workflows...

Drive customer success by managing key sports account relationships, ensuring client satisfaction and adoption of our software platform while identifying growth opportunities and contributing to a sca...

Drive deep relationships with small business clients, utilizing technology to understand their needs, propose tailored solutions, and achieve sales targets in a dynamic, fast-paced virtual environment...

Partner with us to seamlessly plan and execute meetings and events, ensuring optimal coordination with teams and vendors while managing logistics, schedules, and communications across various firm loc...

Champion outbound prospecting by qualifying leads in the government sector. Drive engagement with key decision-makers through compelling messaging, collaboration, and strategic outreach to build a rob...

Drive asset origination and portfolio monitoring for debt investments, focusing on renewable energy and sustainable infrastructure. Collaborate within a team to evaluate and structure investment oppor...

Empower high net worth clients by providing comprehensive estate planning and private client advisory services. Utilize your expertise to manage and expand a substantial client portfolio while benefit...