Client Advisor Jobs in New York, NY

Contribute to strategic partner growth by managing relationships, optimizing business models, and driving platform adoption. Use data to influence decisions and ensure alignment across teams for susta...

The Managing Director for Institutional Sales will focus on expanding Patria's presence among institutional clients in the East Coast and Canada. This role involves developing sales strategies, engagi...

Manage and expand a diverse portfolio of accounts while driving sales and implementing strategies for business growth. Collaborate with practice leadership and utilize proprietary systems to enhance t...

Optimize client engagements by diagnosing business needs and translating data into actionable insights. Collaborate with cross-functional teams to drive effective adoption and measurable outcomes from...

Support commercial agreements across retail and banking sectors while providing legal expertise and advice. Collaborate with business partners to enhance contract processes, ensuring alignment with co...

Grow your career with a leading ingredient manufacturer, driving strategic account management and fostering deep customer relationships while achieving sales goals and overseeing complex account plann...

Unlock potential by joining our Infrastructure Advisory team to provide expert guidance on diverse projects, ensuring successful delivery and compliance while collaborating with stakeholders and enhan...

Drive innovation and performance while collaborating across teams to enhance operational efficiencies and deliver impactful solutions that align with business objectives and customer needs. Your contr...

Accelerate AI, Data & Tech growth by establishing trust-based executive relationships and leading client strategies to deliver impactful solutions. Shape integrated market offerings and drive client o...

Elevate client experiences by managing relationships and delivering solutions that drive business outcomes. Lead P&L, foster connections, and navigate complexities to ensure satisfaction and growth wi...

Pioneer client onboarding and support for trading analytics, driving optimization in TCA and surveillance across diverse trading workflows while engaging collaboratively with institutional clients and...

Accelerate growth through strategic client relationships, leading complex solution sales and orchestrating high-impact outcomes in AI, Data & Tech. Drive measurable change and innovation by bridging c...

Empower transformative financial insights by leading diverse transaction advisory projects. Collaborate with top-tier professionals to enhance client value through rigorous analysis, strategic recomme...

Support clients by developing financial strategies that meet their needs. Lead investment planning, manage portfolios, and collaborate with experts to enhance client relationships and foster growth wi...

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...

Pioneer impactful advisory services in M&A and ECM. Leverage deep financial expertise across sectors, driving relationships, and delivering top-tier outcomes in a fast-paced, collaborative environment...

Advance your career by managing and growing a diverse portfolio of corporate clients, driving revenue and satisfaction through strategic relationship building and innovative solutions within a dynamic...

Join a team that's redefining client relationships by managing a diverse national portfolio. Drive business growth, enhance client satisfaction, and deliver innovative financial solutions in a results...

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...

Transform client experiences by leading software implementation projects. Collaborate with diverse teams to define project objectives, manage resources, and drive successful deployments while ensuring...

Join a team that's dedicated to providing tailored wealth strategies by collaborating with clients and Wealth Advisors. Enhance relationships through active financial planning and contribute to holist...

Join our team to manage client relationships in Business Banking, driving revenue growth and client engagement while analyzing risks and delivering tailored solutions. Collaborate effectively to expan...

Unlock potential by providing expert legal guidance for LIHTC transactions, ensuring compliance throughout investment lifecycles. Collaborate with teams while managing legal documentation and external...

Join our team to identify, source, and nurture exceptional financial advisors with $25M+ AUM. As a crucial member of Advisor Growth, you'll engage strategically to enhance our recruiting efforts and b...

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...