Client Advisor Jobs in New York, NY

Lead the charge in delivering strategic client engagements, leveraging expertise to transform financial services with AI-driven solutions. Drive impactful change and nurture high-performance cultures...

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...

Discover a pivotal role focused on optimizing processes and enhancing workflow in an inspiring environment. Engage in financial operations, ensuring accurate settlements and efficient client communica...

Design impactful commercial deal structures by collaborating with cross-functional teams. Lead negotiations, align terms with strategic goals, and drive execution for transformative customer relations...

Deliver expert legal support to a dynamic team focused on financing transactions involving fine art and collectibles, driving strategic solutions and ensuring compliance as you navigate complex legal...

Join a team that's dedicated to driving business growth through strategic sales initiatives. Collaborate with leadership to develop relationships and implement sales strategies enhancing regional reve...

Lead client engagement and strategy in estate planning for UHNW families, enhancing team capabilities while delivering tailored solutions, internal training, and maintaining industry relationships to...

Engage and expand strategic relationships within top Financial Services firms, leading account management to safeguard revenue and drive growth while providing valuable insights that shape business st...

Elevate the portfolio management process by collaborating with senior managers to develop tailored investment strategies, ensuring client aspirations are met while managing and optimally executing com...

Lead the charge in sales strategy and account management, driving growth and satisfaction across a dynamic territory. Collaborate with cross-functional teams to secure new business and enhance existin...

Elevate your career by transforming Shared Services with data-driven insights and AI solutions. Collaborate across functions to implement analytical strategies that enhance operational efficiency and...

Join a team that's driving growth through sales excellence and customer engagement. Own your pipeline, conduct impactful product demos, and collaborate with cross-functional teams in a fast-paced fint...

Lead the charge in delivering innovative consulting solutions for clients, optimizing their business processes and enhancing performance through comprehensive assessments, project management, and fost...

Elevate client experiences by delivering exceptional stock plan administration and support. Utilize your equity compensation expertise to collaborate with internal teams, ensuring the seamless executi...

Empower clients by managing information and reports, enhancing team services, and organizing marketing events. Join a dynamic team focusing on strategic client engagement and support to drive business...

Elevate high-net-worth client relationships by delivering tailored investment strategies, comprehensive financial planning, and ongoing support. Collaborate with teams to drive business development an...

Drive client satisfaction and revenue growth by managing relationships and sales for a diverse client base, ensuring effective communication and resource navigation for optimal service delivery and re...

Champion the financial growth of high-net-worth clients by crafting tailored strategies and fostering strong relationships, all while collaborating with business development to enhance overall client...

Contribute to exceptional client service by leading complex accounts, driving operational improvements, and enhancing client experience. Utilize your expertise to foster relationships and deliver insi...

Unlock your potential by fostering client relationships and delivering tailored financial solutions with a leading firm that values your growth and success while supporting your professional journey i...

Transform IT support operations by leading the service desk team, resolving complex issues, and enhancing service delivery standards through strategic collaboration and policy development...

Join a team that advises high-net-worth clients on complex estate planning, wealth transfer strategies, and tax matters while implementing tailored solutions to preserve and grow wealth across generat...

Lead implementation of innovative investment management solutions while leveraging Aladdin expertise. Collaborate with cross-functional teams to enhance operational efficiency and compliance, driving...

Join a team that drives exceptional sales development by leading a high-performing SDR unit. Spearhead pipeline growth across multiple markets while fostering talent development, ensuring alignment ac...

Champion the development of thought leadership content and operations, collaborating with teams across the organization to produce high-quality, data-driven materials that enhance market position whil...