Client Advisor Jobs in New York, NY

Transform client reporting by leading portfolio functions, ensuring accuracy and timeliness in using advanced systems. Collaborate with new advisors for seamless integrations and maintain processes fo...

Contribute to cutting-edge AI solutions by developing scalable agentic products, collaborating cross-functionally, and enhancing user experience through innovative design and implementation of LLM age...

Elevate your career by supporting senior bankers in executing transactions and managing client relationships. Leverage your financial analysis skills to impact the tech and software space with a dynam...

Join a team that's pivotal in driving the Inorganic Growth Strategy. You will support merger due diligence and integration, coordinating cross-functional efforts to ensure seamless transitions while m...

Manage customer relationships and drive AI adoption through strategic partnerships. Collaborate with teams to execute complex projects, oversee account growth, and support deployments from initiation...

Empower businesses to leverage AI by managing customer accounts and executing strategic plans. Collaborate with cross-functional teams to drive growth and deliver insights throughout the sales cycle...

Transform the legal landscape in equity finance by advising senior executives, negotiating key agreements, and navigating complex regulations. Join a dynamic team driving legal clarity and innovation...

Transform client engagements by managing strategic accounts across major financial institutions. Drive technology decisions, expand relationships, and influence product strategies to become the prefer...

Partner with us to drive legal excellence and support commercial operations by providing strategic legal advice, managing contracts, and fostering scalable processes as we navigate growth in a dynamic...

Drive strategic business development within Investment Management, collaborating across practices to enhance client relationships, identify growth opportunities, and execute initiatives that strengthe...

Champion technical project management from initiation to delivery, ensuring alignment with organizational goals. Drive team coordination, risk management, and customer satisfaction while overseeing co...

Lead the regional triReduce-triBalance Client services team, ensuring effective workflow, client training, support, and coordination of cycles to maximize operational efficiency and client satisfactio...

Lead the charge in shaping compliance and legal strategies for Real Estate funds, collaborating across teams to ensure seamless operations and adherence to regulations while managing critical document...

Lead the charge in optimizing sales force effectiveness through strategic planning, performance management, and process improvement, ensuring productivity and aligning with organizational goals for su...

Take ownership of our legal function as the sole in-house counsel, managing corporate governance, investor relations, compliance, and strategic transactions while driving automation in legal processes...

Lead the charge in providing business-savvy legal guidance to support employment matters across a dynamic, high-growth fintech environment, ensuring compliance and fostering a productive workplace for...

Join a team that's committed to driving revenue growth by mastering the full sales cycle, fostering new business, engaging with strategic stakeholders, and collaborating cross-functionally to enhance...

Unlock insights as you analyze industry trends, develop financial models, and produce research reports. Collaborate with peers to drive investment strategies in a fast-paced environment, leveraging yo...

Develop proprietary equity research and engage with C-suite clients to provide informed investment recommendations and insights in the banking sector, influencing key capital market decisions and enri...

Contribute to a dynamic legal team by providing strategic advice on derivatives and trading matters. Engage with multiple stakeholders to navigate complex regulatory frameworks while enhancing complia...

Advance customer solutions by leveraging expertise in low-code platforms, driving delivery excellence, and influencing product development to meet client-specific needs and enhance operational efficie...

Accelerate growth by driving high-value sales in the enterprise segment. Utilize your expertise in software sales, relationship building, and strategic prospecting to exceed targets and foster key par...

They’re seeking a motivated and experienced Sales Executive to join our growing team. In this role, you will be responsible for identifying new business opportunities, nurturing client relationships...

Drive strategic initiatives in a dynamic Investment Banking environment, managing complex client relationships and executing M&A solutions, while mentoring junior staff and leading impactful projects...

Join a dynamic team as an Associate Financial Advisor, focused on driving client engagement and investment sales through relationship management, compliance adherence, and collaborative growth strateg...