Client Advisor Jobs in New York, NY

Lead capital markets legal strategy by managing equity and debt transactions, ensuring compliance and advising cross-functional teams, while actively contributing to the overall corporate legal framew...

Drive comprehensive wealth strategies and elevate client experiences through expert estate planning, tax strategies, and collaborative business development, ensuring holistic solutions for high net wo...

Collaborate closely with teams to provide essential desktop support, troubleshoot issues, and enhance productivity across Mac and Windows environments, ensuring smooth IT operations in a dynamic workp...

Lead the charge in cultivating strategic partnerships and driving sales for innovative software solutions. Collaborate with diverse teams to enhance customer relationships, maximize opportunities, and...

Join a team that's shaping the future of enterprise software solutions through innovative API development and modern technology strategies while driving customer-centric initiatives and leading change...

Join a team that's deploying AI agents to transform enterprise client workflows. Engage in hands-on integration, performance tuning, and expansion efforts to ensure agents resolve tickets reliably and...

Drive innovative sales strategies to capture new healthcare clients and enhance pilot initiatives. Leverage extensive consultative selling expertise to build relationships with C-suite executives, sec...

Partner with us to support our Asset Management team in managing real estate loan portfolios. Leverage your analytical skills while collaborating with diverse teams to deliver high-quality performance...

Grow your career with a leading role in driving sales growth through strategic relationship-building and consultative engagement with mid-market and enterprise clients in the benefits technology secto...

Transform revenue growth as a pivotal Business Development Representative, generating and nurturing leads while communicating Canoe Intelligence's value in the financial technology sector. Collaborate...

Join a dynamic Advisory team to drive client success by delivering strategic, client-facing consultancy on major programs and projects while working collaboratively in a multi-disciplinary environment...

Empower the future of venture capital by sourcing innovative startups and evaluating groundbreaking business ideas in a dynamic investment team that champions entrepreneurial spirit and strategic insi...

Drive strategic engagements with top financial services clients, guiding them to optimize their Salesforce investments while fostering strong relationships across teams and ensuring delivery excellenc...

Accelerate our growth by driving new business acquisition in a defined Mid-Market territory through a consultative sales approach, managing complex sales cycles, and building executive relationships t...

Empower healthcare innovation by leading the design and optimization of an omnichannel contact center, enhancing patient engagement through integrated technologies and seamless communication solutions...

Shape the future of banking transformation by leading teams to integrate business strategy, technology, and operational efficiencies. Drive innovative AI solutions, build client trust, and implement d...

Join a dynamic team as a Senior Business Analyst, driving solutions across underwriting, rating, quoting, and claims processes. Collaborate with cross-functional teams to enhance business operations a...

Drive operational excellence through strategic management, process improvement, and compliance oversight. Collaborate with stakeholders to enhance effectiveness, mitigate risks, and lead teams in a fa...

Join a dynamic team driving compliance and client engagement in KYC processes. You'll help enhance client experiences while managing vendor relationships, promoting cultural initiatives, and supportin...

Join a team that's dedicated to empowering financial advisors with mentorship and strategic support. Your leadership will enhance their engagement with financial institutions, driving growth and succe...

Lead strategic growth initiatives in the GWM US Channel and Prospecting Office, engaging stakeholders to streamline partnerships and drive performance across teams, fostering a culture of success whil...

Shape the future of user-centric design by creating impactful products that serve small-business needs. Collaborate closely with cross-functional teams to deliver innovative solutions, driving the pro...

Optimize business development strategies in Capital Markets by leveraging market intelligence, coordinating initiatives, and enhancing client engagement—fostering collaboration across teams to elevate...

Shape exceptional client experiences as you lead service efforts and mentor staff, ensuring seamless branch operations in collaboration with team members to meet diverse client needs effectively...

Lead the transformation of user experiences in financial services through innovative design approaches, workshops, and cross-functional collaboration, enhancing client satisfaction and driving engagem...