Client Advisor Jobs in New York, NY

Take ownership of advising ultra-high-net-worth clients on business succession, ownership transitions, and liquidity planning. Collaborate with Wealth Advisors to deliver integrated solutions and driv...

Unlock potential by driving new business in the Data Privacy sector, utilizing consultative sales techniques to meet client needs and exceed revenue goals while collaborating with cross-functional tea...

Unlock potential by engaging with trading teams to develop risk and P&L tools. In this front-office role, you'll enhance application performance and system stability, making a significant impact in th...

Unlock potential by owning the enterprise sales cycle for complex multi-stakeholder accounts, contributing to strategy and shaping the sales playbook while building long-term partnerships within legal...

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 project management and client engagement, overseeing diverse research analyses and developing actionable strategies that drive growth and innovation, while mentoring junior staff an...

Join a team that's dedicated to expanding client relationships in the RIA, Bank & Trust, and Family Office sectors. Leverage your consultative skills to position investment solutions and enhance asset...

Lead the charge in optimizing client integrations by managing projects, overseeing onboarding activities, and delivering tailored solutions that enhance operational readiness and client satisfaction f...

Shape the future of clinical trials by driving business development initiatives, identifying opportunities with sponsors and CROs, and promoting CTSdatabase's services to enhance growth and profitabil...

Grow your career with a high-autonomy sales role, owning the full cycle while building executive relationships. Drive impact in healthcare through persuasive ROI storytelling and precise pipeline mana...

Grow your career with a remote role assisting clients in navigating retirement solutions. Leverage your financial expertise to build relationships and provide guidance, all while enjoying a supportive...

Unlock potential by driving strategic security account plans and fostering relationships to achieve double-digit revenue growth. Collaborate with partners and technical teams to enhance product and se...

Lead the charge in transforming client and advisor experiences through AI and automation. Leverage Wealth Management expertise to develop strategies that enhance productivity and drive measurable busi...

Drive client success as a key Account Manager, managing relationships across diverse industries. Oversee project lifecycles, enhance client experiences, and help shape the client services function fro...

Transform client relationships as you manage diverse accounts, ensuring exceptional service and project delivery. Collaborate with internal teams to create structure and scale operations, while shapin...

Join a team that's transforming private markets data and technology. As an Enterprise Account Executive, you'll drive sales, develop new business opportunities, and enhance client relationships across...

Transform eDiscovery management by driving operational excellence, ensuring timely project delivery, and enhancing workflow efficiency. Collaborate with stakeholders to uphold quality standards and fo...

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...

Champion digital transformation initiatives in the Life Insurance sector. Lead teams in process optimization and modernization efforts while engaging with senior client executives to drive impactful s...

Unlock your potential in a dynamic role supporting legal and compliance teams. Collaborate with executives, manage complex schedules, and enhance decision-making through AI tools while ensuring organi...

Engage your skills in account management to drive growth and foster client relationships. Collaborate with cross-functional teams to deliver innovative solutions and exceed client expectations in a dy...

Champion innovative solutions as you drive partner adoption of our lending platform. Collaborate across teams to analyze deal economics and translate insights into actionable strategies that enhance p...

Lead the charge in transforming the construction industry by driving sales of AI-powered preconstruction tools. Own the full sales cycle and partner with teams to maximize growth and enhance bidding e...

Transform strategic healthcare partnerships by leading complex account initiatives, driving growth, and enhancing customer engagement across diverse Integrated Delivery Networks and Group Purchasing O...

Transform client financial strategies by managing complex trusts and estates. Cultivate relationships to understand goals and develop tailored solutions while achieving revenue targets through excepti...