Client Advisor Jobs in New York, NY

Join a team that's dedicated to excellence in administrative support, managing calendars, travel, and office logistics for a dynamic branch serving high net worth clients. Your organizational skills w...

Join a dynamic team to drive international platform strategy and deployment initiatives, ensuring global standardization and operational efficiency across the Salesforce ecosystem while collaborating...

Take ownership of international platform strategy and deployment initiatives, aligning regional processes and governance within the Salesforce ecosystem. Collaborate with cross-functional teams to dri...

Drive client growth and retention by building trust with C-Level executives. Manage complex sales processes in a dynamic environment, ensuring clients maximize value from services while identifying ne...

Champion innovative investment solutions by driving product onboarding and due diligence across key platforms. Collaborate with teams to enhance client engagement and maximize opportunities in the US...

Elevate our deal desk function by transforming processes into a scalable model. You'll implement AI tools, streamline order forms, and ensure efficient deal structuring while collaborating with cross...

Empower enterprise clients by managing strategic relationships, driving revenue growth, and aligning solutions with business objectives. Lead cross-functional teams to deliver exceptional outcomes and...

Shape the future of lending by partnering with Private Bankers to deliver tailored solutions for ultra-high-net-worth clients, driving growth and excellence in execution across diverse asset classes a...

Drive the development and execution of a cutting-edge transaction monitoring program. Collaborate with engineering to enhance tools, manage investigations, and ensure compliance with regulatory standa...

Optimize customer financing experiences by structuring profitable deals, ensuring compliance, and enhancing ownership satisfaction through additional product offerings. Drive success in a dynamic envi...

Join a dynamic team to lead healthcare client partnerships, driving integrated marketing strategies and ensuring client satisfaction while managing complex projects across multiple disciplines and tea...

Join a team that's dedicated to enhancing client relationships and supporting the US Sales Team. You'll manage client inquiries, maintain CRM records, and coordinate strategic initiatives to drive eff...

Drive excellence by leading model audits and mentoring a dynamic team. Collaborate on complex financial models, ensuring accuracy and strategic growth, while enhancing methodologies to deliver top-not...

Champion growth by managing corporate healthcare accounts, crafting strategies, and fostering executive relationships to drive revenue and client satisfaction while navigating multi-stakeholder enviro...

Lead the charge in transforming enterprise data into actionable sales strategies that drive growth across distribution channels. Equip teams with insights and AI tools to enhance targeting, productivi...

Elevate your career by supporting trading operations across multiple asset classes. This role involves executing trades, ensuring compliance, and delivering exceptional client service in a fast-paced...

Elevate your career by joining a dynamic team as a Business Analyst, Real Assets. Collaborate with cross-functional teams to enhance product offerings and drive data-driven decisions in private market...

Champion enterprise growth by managing key client relationships, driving retention and revenue expansion. Leverage insights to create strategies, foster collaboration, and enhance client value through...

Shape the future of real estate investment marketing by developing strategic campaigns that engage sophisticated investors while enhancing product visibility and client experiences across global platf...

Grow your career with an influential tax leadership role, guiding high-net-worth clients through complex tax strategies and compliance. Drive team development while nurturing client relationships and...

Join a team that's dedicated to providing top-tier due diligence and transaction advisory services. Collaborate with partners and clients across diverse industries to deliver exceptional financial sol...

Engage in full-cycle recruiting, partnering with teams to identify and hire top talent across all departments. Shape candidate experiences and streamline hiring processes as the company scales while m...

Join a team that's redefining private market operations by leveraging AI and data expertise. Collaborate with cross-functional teams to enhance service delivery, ensure data quality, and drive process...

Transform your career by underwriting high net worth personal lines, focusing on new business and agent relationships. Collaborate across teams to drive profitable growth while leveraging advanced tec...

Accelerate your career by driving new business and revenues through client relationships, understanding market dynamics, and leveraging innovative solutions in a dynamic startup environment...