Client Advisor Jobs in New York, NY

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...

Transform enterprise sales by executing strategies, acquiring large group practices, and building master agreements with key stakeholders, driving significant growth in a dynamic, high-growth environm...

Transform customer experiences by expertly arranging financing and presenting valuable products to enhance vehicle ownership. Lead with strategic deal structuring while ensuring compliance and maximiz...

Join our team and help clients achieve their financial goals by providing expert investment advice and comprehensive solutions. Your efforts will shape client relationships and drive sales success wit...

Unlock potential by leading client relationships in wealth management. Collaborate with team members to deliver personalized financial advice and investment strategies, ensuring a premium client exper...

Transform employee benefits administration by supporting daily operations, resolving inquiries, managing data, and ensuring compliance. Collaborate with teams and vendors for a seamless experience whi...

Reimagine the employee experience by managing benefits administration, ensuring compliance, and enhancing communication. Collaborate across teams to resolve issues and support well-being initiatives f...

Accelerate your career by leading mock regulatory examinations and compliance reviews, enhancing ACA's service offerings, and building client relations while driving brand awareness through impactful...

Join a team that transforms client requirements into impactful technical solutions. Your expertise will directly influence client success while fostering collaboration and innovation in a supportive e...

Unlock potential by driving B2B sales for surgical solutions, fostering client relationships, utilizing consultative selling, and collaborating with teams to enhance surgical practices' performance na...

Take ownership of strategic client relationships and drive growth by delivering exceptional programs. Collaborate with internal teams to ensure flawless execution while maintaining high standards and...

Lead the charge in managing audits for private equity and venture capital, ensuring timely client engagement while building strong relationships. Collaborate across service lines to develop innovative...