Client Advisor Jobs in New York, NY

Join our team to drive product onboarding and research placement, enhancing investment solutions across intermediary platforms while collaborating with cross-functional partners to meet client needs a...

Optimize customer agreements by coordinating cross-functional teams to ensure alignment with business objectives and operational capabilities throughout the customer lifecycle. Drive onboarding, contr...

Unlock potential by driving customer growth and engagement through consultative selling, leveraging AI insights to enhance account strategies and foster strong relationships with existing clients and...

Join a dynamic team to drive debt advisory and restructuring initiatives, collaborating with senior leaders to evaluate strategic alternatives and execute transactions while mentoring junior members a...

Join a dynamic sales team to drive growth in capital markets solutions, leveraging your expertise to build client relationships, identify needs, and close deals. Collaborate with stakeholders to deliv...

Champion strategic partnerships by managing relationships, driving innovation, and achieving measurable results. Collaborate with leadership to align priorities and enhance commercial outcomes, foster...

Drive strategic initiatives and enhance governance for investment products. Collaborate with teams to assess risks, develop procedures, and ensure compliance, fostering a culture of engagement and con...

Unlock the potential of enterprise learning by leading a dynamic training function. Collaborate with cross-functional teams to design and implement effective onboarding and development programs that a...

Build strong relationships and drive mortgage sales by delivering exceptional customer service and expanding your network. Take ownership of client needs and maximize productivity to achieve branch go...

Drive success by building strong relationships and delivering exceptional service in mortgage lending. Leverage your expertise to meet sales goals while enhancing customer experiences and expanding yo...

Drive high-impact sales cycles, managing lead generation to contract negotiations. Build strong client relationships and deliver tailored solutions while navigating complex sales processes in a collab...

Accelerate pipeline growth and account expansion in B2B enterprise sales. Engage with clients and senior managers to drive new opportunities, support account management, and execute complex deals with...

Lead the charge in tax advisory and preparation, overseeing a team to deliver expert guidance and ensure compliance for a diverse client base. Engage with clients and financial advisors to identify pl...

Drive growth by managing existing client relationships in the Financial Services sector. Leverage your B2B SaaS sales expertise to upsell and expand market presence, contributing significantly to the...

Join a dynamic team to oversee client account management, ensuring timely project delivery and quality standards. Collaborate with internal teams, analyze data for insights, and drive account growth t...

Empower your career by architecting a robust capital markets strategy. Lead the development of lender relationships and innovative funding structures to drive growth in healthcare lending, while shapi...

Join a team that's dedicated to ensuring compliance and regulatory excellence in the insurance sector. You'll support licensing across all states, engage in diverse legal matters, and collaborate with...

Drive growth in the Healthcare sector by securing new enterprise accounts, leveraging AI voice technology to enhance patient and clinician experiences while navigating complex sales cycles and regulat...

Lead the charge in enhancing client onboarding and project management processes. Collaborate with teams to resolve complex issues, develop methodologies, and ensure seamless transitions for clients, d...

Contribute to growth by owning the full sales cycle, engaging with prospects to identify their needs and delivering effective solutions. Collaborate with teams to refine sales strategy and drive signi...

Empower product innovation by leading strategy, execution, and team development in a transformative software-focused environment. Drive comprehensive product outcomes through strong cross-functional c...

Join us to drive product strategy and execution for a key software area. Lead teams in developing market-driven solutions, enhancing B2B SaaS offerings, and ensure customer value throughout the produc...

Innovate data-driven strategies to enhance business decision-making and optimize reporting processes. Leverage expertise in BI, CRM Analytics, and Salesforce to deliver actionable insights and support...

Accelerate growth and expand market presence by developing strategic sales initiatives, managing national accounts, and building key industry relationships in the commercial real estate sector. Drive...

Optimize client relationships as a senior wealth advisor. Lead a team in crafting tailored financial strategies for high-net-worth clients, ensuring their goals and values are met with creativity and...