Client Advisor Jobs in New York, NY

Lead the charge in advancing enterprise governance and compliance through Archer. Oversee complex configurations, API integrations, and custom applications while mentoring junior developers and collab...

Champion seamless transitions for newly recruited advisors, managing data migration, training, and operational integration. Collaborate with stakeholders to ensure a smooth onboarding experience while...

Join a team that's critical for executing high-profile healthcare transactions. Leverage your investment banking expertise to drive client success, influence industry trends, and collaborate with stak...

Join a dynamic team as you manage a portfolio of mid-market accounts, driving retention and revenue growth through proactive engagement and strategic upselling. Your efforts will directly impact compa...

Unlock your potential as you manage equity compensation relationships, ensuring client satisfaction and enhancing participant experiences through collaboration and strategic insights. Drive service ex...

Drive new-client acquisition by managing the full sales cycle, from prospecting to contract signing. Collaborate with marketing and commercial teams to deliver tailored solutions and build executive r...

Contribute to strategic transactions and investments by conducting financial analysis, developing models, and supporting due diligence efforts. Collaborate with senior leaders and external advisors to...

Shape the future of retirement planning by partnering with advisors to drive growth in employer-sponsored plans. Utilize your expertise to provide consultative sales support, foster relationships, and...

Transform Fixed Income Trading Systems by collaborating with developers and business users. Drive data migration projects, manage documentation, and ensure timely project deliverables while enhancing...

Engage with mid-sized General Contractors to drive revenue growth. Manage the full sales cycle, from outreach to contract signing, while delivering exceptional customer experiences and exceeding sales...

Shape customer onboarding processes by reviewing applications, ensuring compliance, and making timely approval decisions. Collaborate with teams to enhance efficiency as onboarding volume increases, w...

Join a team that's dedicated to providing tailored financial strategies for high-net-worth clients, enhancing client relationships, and gaining broad experience in wealth management processes under th...

Join a team that's driving innovation in automation solutions for the Public Sector. Leverage your sales expertise to build relationships, generate new opportunities, and expand market share while col...

Join a team that's dedicated to transforming customer onboarding experiences. Support small to mid-sized clients as they implement a modern, employee-first approach, driving long-term success with emp...

Pioneer the Mortgage vertical by driving new revenue and expansion. Engage with top lenders and fintechs to enhance compliance and operational efficiency while shaping the go-to-market strategy and sa...

Join a team that's dedicated to driving sales growth and client success. You'll develop strategic account management plans and leverage resources to achieve objectives while ensuring high customer sat...

Elevate client relationships by providing strategic risk management and insurance solutions. Leverage industry expertise to enhance service delivery, ensuring compliance and maximizing profitability w...

Empower your career by collaborating with a dynamic team to drive innovative solutions and enhance operational efficiency across diverse projects. Join us in making a meaningful impact while advancing...

Empower the Private Wealth team by providing essential administrative support, managing complex schedules, coordinating travel, and serving as a key liaison for stakeholders to ensure seamless operati...

Help us guide financial institutions to measurable outcomes through expert value consulting. Leverage your analytical skills and industry knowledge to influence engagement, optimize platform usage, an...

Champion the development of Prime brokerage applications, leading engineering teams to deliver scalable, secure solutions while aligning with business needs and fostering a culture of technical excell...

Lead the charge in driving growth across key sell-side financial institutions. Own strategic accounts, build senior relationships, and close expansion opportunities while navigating complex sales cycl...

Join a team that's dedicated to delivering exceptional operational services within financial technology. Leverage your expertise in asset management to optimize processes and provide consulting suppor...

Help us drive sales success by leveraging your expertise in life sciences to shape go-to-market strategies, collaborate with cross-functional teams, and achieve revenue targets while promoting Biovia...

Champion client onboarding by facilitating seamless processes for corporate clients. Oversee documentation, communications, and operational follow-ups, ensuring a smooth lifecycle experience across Co...