Client Advisor Jobs in New York, NY

Lead the charge in establishing digital quality strategies and embedding best practices within agile software delivery, ensuring compliance and performance across internal and external platforms while...

Transform regulatory reporting by leading compliance initiatives and overseeing filings. Collaborate with senior leaders to navigate complex regulations, enhance processes, and drive compliance excell...

Deliver compliance leadership by overseeing regulatory reporting processes, advising on developments, and ensuring adherence to obligations for registered investment advisers and private funds. Drive...

Join a leading team to shape advanced life insurance strategies, drive high-impact outcomes, and elevate consulting excellence. As a senior executive, you'll mentor talent, innovate processes, and inf...

Shape the future of AI-driven products by leading zero-to-one development, working closely with operators, engineers, and executives to create impactful solutions that scale across markets and drive m...

Join a team that's transforming capital markets advisory by leading technical accounting and financial reporting initiatives. Drive client engagements, manage teams, and deliver impactful solutions du...

Optimize client protection by serving as the dedicated security concierge, managing all aspects of service delivery and client relationship from onboarding through ongoing support for high-net-worth i...

Elevate your project management career by leading a strategic platform within investor client coverage, enhancing client engagement and driving technology integration across CBRE's commercial real est...

Accelerate your career by driving retirement plan sales across diverse markets. Build strong relationships with financial intermediaries and manage your territory effectively to achieve ambitious sale...

Analyze and underwrite investment opportunities, ensuring alignment with business goals. Collaborate with teams to conduct market research, prepare financial models, and present findings to leadership...

Analyze and underwrite investment opportunities, collaborating with teams to drive decisions and enhance housing policies. Engage in market research and financial modeling to support acquisitions in a...

Unlock your potential by driving business growth through strategic partnerships in real estate. You'll manage high-volume pipelines, develop territory strategies, and nurture key relationships, while...

Transform your career by managing strategic accounts with top global firms. Drive growth through deep relationships and strategic planning, while leading negotiations and advocating for client needs i...

Champion exceptional client service by managing administrative and operational functions for a dynamic team, ensuring seamless execution of projects and enhancing client relationships through effectiv...

Shape the future of investment technology by leading product innovation and enhancing user experiences. Collaborate across teams to develop scalable solutions that empower informed investment decision...

Unlock potential by managing and expanding relationships with large enterprise clients. Drive strategic account growth and new business development in the SAP ecosystem, ensuring client satisfaction a...

Empower your career by driving sales and developing strategic relationships within retail. You'll manage accounts, deliver exceptional customer support, and connect NCR's solutions to customer needs i...

Join a team that's driving success in the retail sector by leveraging deep industry knowledge and consultative selling skills to foster strong customer relationships, achieve sales targets, and enhanc...

Lead the charge in driving account growth through strategic sales planning and relationship management while delivering exceptional customer service to enhance client satisfaction in the retail sector...

Lead strategic account planning and customer engagement to grow retail accounts. Foster strong relationships, drive sales of NCR's Retail solutions, and ensure high customer satisfaction while deliver...

Shape the future of wealth management by delivering tailored financial solutions to clients, enhancing relationships, and driving growth through expert advice and investment management strategies that...

Drive transformation by enhancing digital planning capabilities for advisors. Collaborate cross-functionally to modernize the planning experience, ensuring clarity and efficiency in complex initiative...

Optimize client lifecycle governance by coordinating risk and control processes. Engage stakeholders across operations, compliance, and risk to ensure effective onboarding and incident management whil...

Help us drive growth by managing the full sales cycle, from prospecting to closing. You'll identify new business opportunities and shape outbound strategies, all while collaborating with sales leaders...

Take ownership of custodian operations and lead migration projects, ensuring seamless onboarding and data management. Collaborate cross-functionally to solve complex challenges while enhancing operati...