Client Advisor Jobs in New York, NY

Drive global new business growth by leading a dynamic sales team, creating effective processes, and ensuring consistent performance across regions. Collaborate with leadership to prioritize opportunit...

Drive the establishment of a robust AI operations framework, ensuring effective deployment and governance of AI initiatives across the organization while fostering collaboration among cross-functional...

Join a team that's dedicated to optimizing eDiscovery services by configuring and supporting Relativity environments, standardizing workflows, and resolving technical issues across multiple engagement...

Innovate alongside executives by providing strategic support to drive organizational success, manage high-stakes priorities, and enhance workflow efficiency. You'll serve as a vital liaison and truste...

Empower our High Net Worth Planning Services by providing expert financial strategies. Engage with advisors to deliver tailored solutions, addressing complex planning issues while mentoring junior tea...

Unlock new opportunities by joining a dynamic team that drives growth, shapes innovative solutions, and builds strong client relationships in a collaborative, high-impact environment focused on busine...

Lead the charge in new business development by building client relationships, shaping sales opportunities, and closing complex deals within a dynamic global team focused on client success and service...

Unlock new client potential by leading financial advisory teams to acquire high-net-worth clients. Drive business growth through strategic marketing and relationship building, ensuring exceptional ser...

Optimize investment strategies by joining a global Hedge Fund Research team. Engage in manager research, portfolio analysis, and client interactions to identify and recommend alternative investment op...

Drive strategic initiatives by supporting the Chief of Staff in enhancing organizational effectiveness, managing stakeholder engagement, and executing high-level operations within a dynamic environmen...

Shape the future of organizational effectiveness by leveraging your expertise as a Senior Business Analyst. Collaborate with leadership to enhance strategic priorities, streamline operations, and enga...

Join a dynamic team to develop relationships with high-net worth clients, assess their financial goals, and deliver tailored investment solutions while leveraging mentorship and training to grow your...

Shape the future of contract administration by leading complex negotiations, ensuring compliance, and mitigating risks. Collaborate with cross-functional teams to drive successful outcomes in high-sta...

Empower your career by driving client acquisition and retention strategies. Collaborate with partners to enhance client experiences and maximize profitability while delivering tailored financial solut...

Drive client acquisition and retention strategies for Mass Affluent clients, enhancing revenue and deepening relationships. Collaborate with internal partners to deliver exceptional service and tailor...

Empower your career by leading regional growth and client success. As a senior leader, you'll build relationships, mentor teams, and drive strategic initiatives to enhance client experiences and estab...

Elevate your career by joining our Real Assets team, where you'll support top institutional investors through strategic planning, performance evaluation, and client relationship management, all while...

Accelerate progress at our expanding US market by driving new customer acquisition, managing a robust sales pipeline, and engaging with key decision-makers to close high-value deals in a dynamic B2B e...

Lead daily overlay workflows to optimize client portfolios, ensuring accurate trade execution, cash management, and compliance reporting while collaborating with cross-functional teams to enhance oper...

Join a nationwide team as a Service Advisor, enhancing customer loyalty while providing top-notch vehicle service. Utilize your communication skills and automotive knowledge to bridge the gap between...

Champion growth in the retail sector by driving account development and sales. Leverage strong customer relationships to enhance satisfaction and profitability while effectively managing your sales pi...

Elevate your career by managing high-net-worth clients, delivering tailored wealth advice, and collaborating across teams to enhance investment outcomes. Drive growth and innovation in a dynamic envir...

Join a team that's redefining loan settlements in investment operations. Drive operational strategy and governance while collaborating with cross-functional teams to enhance processes, manage high-vol...

Drive business growth by cultivating and managing client relationships in banking, ensuring personalized service and strategic support to enhance client experience and satisfaction...

Unlock potential by leading strategic business development in the Independent Broker/Dealer channel, driving client acquisition and territory growth. Work closely with a dedicated team to shape client...