Client Advisor Jobs in New York, NY

Transform the investment landscape by engaging high-net-worth clients and converting leads into loyal customers. Collaborate remotely with a dedicated team while optimizing your sales strategies to dr...

Engage as a key partner in managing client relationships, overseeing product performance, and identifying growth opportunities to enhance overall client satisfaction and success in healthcare IT solut...

Drive resource optimization and capacity planning for a global workforce, ensuring the right talent is deployed for client projects. Collaborate with cross-functional teams to enhance operational effi...

Drive your career forward by ensuring investment compliance and integrity. As an integral part of a dynamic team, you’ll manage guidelines, support portfolio adherence, and enhance controls in asset m...

Optimize client engagement by driving capital markets solutions. As a leader in the ESOP sector, you'll foster relationships, coordinate sales strategies, and navigate market conditions to enhance cli...

Manage and drive capital markets sales activities, enhancing client relationships and delivering tailored financial solutions while leading strategic initiatives and ensuring compliance with market re...

Manage a dynamic team in alternative investments, enhancing operations and ensuring top-tier client servicing through process optimization and automation initiatives. Drive excellence, quality control...

Drive customer success by leading technical discovery and aligning Microsoft solutions with business challenges. Collaborate with sales teams to accelerate opportunities and enhance adoption through w...

Drive innovative insurance solutions for life sciences clients, leveraging deep industry expertise and strategic risk management. Collaborate with multi-disciplinary teams to enhance client outcomes a...

Shape client relationships and drive revenue growth by expanding existing accounts. Collaborate with teams to ensure client needs are met while utilizing industry best practices for strong communicati...

Unlock potential by aggressively pursuing new business and building a pipeline. Engage with agency teams and brand decision-makers, driving sales of innovative ad solutions while managing the full sal...

Collaborate with leadership to optimize revenue operations by building systems and processes that enhance sales and success teams' performance. Drive data-driven decision-making with robust reporting...

Manage and drive alternative investment fund origination initiatives, ensuring successful product development and lifecycle management across various structures in a dynamic, cross-functional team env...

Lead and execute fund origination projects, partnering with asset managers to develop and launch innovative alternative investment products that meet client needs and align with market trends. Drive c...

Unlock transformative potential in financial services by leading enterprise delivery, shaping strategies, and driving change management to optimize processes and enhance client experiences across dive...

Drive the evaluation and review of diverse commercial real estate appraisals. Collaborate with vendors and internal teams to ensure compliance and accuracy in appraisal reports, mitigating risk and en...

Join a high-impact team to drive market growth in New York City. You'll build territory, forge partnerships with district leaders, and shape strategies for sustainable success in education, all while...

Shape the future of financial services by leading, mentoring, and inspiring a team to achieve excellence while expanding your personal business portfolio with strategic growth initiatives...

Accelerate progress at a leading BPaaS firm by providing strategic legal counsel, drafting and negotiating complex agreements, and ensuring compliance with regulatory standards in a dynamic, fast-pace...

Drive strategic initiatives by partnering with alternative asset managers to onboard, structure, and distribute private market funds. Collaborate cross-functionally to enhance operational efficiency a...

Drive relationship management by acquiring and deepening connections with affluent customers. Leverage strategic advice to create tailored financial solutions while collaborating with internal partner...

Elevate client experiences by resolving complex IT issues through strong remote and onsite support. This hybrid role values technical skill and interpersonal finesse to enhance client relationships wh...

Shape and enhance referral programs to align with business goals, streamline lead management, and improve organizational effectiveness through strategic insights and collaboration with stakeholders...

Tackle new client acquisition and retention for insurance companies, engaging senior stakeholders with tailored investment solutions. Drive partnership across Nuveen’s platforms with ongoing client su...

Champion strategic legal support for structured investments and annuities. Collaborate with business teams to negotiate agreements, manage risk, and ensure compliance within the financial services sec...