Client Advisor Jobs in New York, NY

Champion exceptional client outcomes by leading claim service strategies and managing key partnerships within a National Accounts territory. Engage collaboratively to drive successful account renewals...

Lead the charge in developing and executing claim service strategies by forging strong partnerships with underwriting branches and agency relationships to ensure superior client service and retention...

Tackle new opportunities in the healthcare sector by driving sales and strategy. Engage with C-suite executives, implement effective sales policies, and analyze market trends to maximize revenue growt...

Shape the future of credit risk management by driving the development and execution of GMS and IMS stress testing capabilities, ensuring regulatory compliance and enhancing governance structures withi...

Pioneer investment strategies by partnering with teams to oversee, analyze, and report on alternative assets. Support portfolio management and execute due diligence to enhance overall investment perfo...

Join a team that's driving retail real estate investments, focusing on sourcing, underwriting, and executing high-value transactions while collaborating closely with senior leadership to enhance portf...

Optimize sales and credit functions by supporting relationship teams, preparing pitch materials, managing lending processes under $10M, and ensuring timely client interactions while ensuring data inte...

Transform enterprise sales by owning the complete cycle, developing strategies to close complex deals, and engaging diverse stakeholders, enhancing adoption of cutting-edge solutions for large organiz...

Join a team that's focused on enhancing client relationships in private credit. Drive retention, growth, and product adoption while leveraging data insights and strategic planning to maximize account...

Lead the charge in executing and optimizing CPC's capital strategy, managing institutional partnerships and construction loan participations while driving impactful growth across lending platforms in...

Champion complex securities valuations within a dynamic team. Engage with top-tier asset managers to analyze illiquid instruments and deliver insights on financial markets, while developing sophistica...

Shape the future of our Mid-Market sales team by leading strategic initiatives, mentoring talent, and driving customer success through collaborative partnerships and innovative sales strategies...

Lead the charge in driving mid-market SaaS sales, managing end-to-end cycles, and collaborating with cross-functional teams to unlock business growth. Embrace a builder mindset, navigating high-veloci...

Join a team that's driving sales growth by establishing vital relationships and tailored solutions for enterprise clients. Leverage your expertise in SaaS sales to exceed targets and deliver exception...

Transform business insights into technological advancements by collaborating with teams to optimize processes, manage projects, and analyze requirements, while fostering a culture of transparency and...

Join a dynamic team to optimize buy-side investment processes through AI. You'll leverage deep domain expertise to drive client adoption, shape product development, and influence the future of credit...

Join us to lead and execute multiple client programs, ensuring timely delivery and high-quality standards while fostering strong client relationships and driving operational excellence across a portfo...

Shape operational success by managing workflows, documentation, and support for departmental initiatives. Engage in process improvement and collaboration to enhance execution and drive effectiveness i...

Lead and innovate leasing strategies across diverse retail assets, driving performance and enhancing retailer relationships while collaborating cross-functionally to support investment goals and culti...

Optimize strategic insights for clients through comprehensive primary market research. Collaborate with teams to analyze qualitative and quantitative data, develop impactful presentations, and mentor...

Elevate client strategies by leading qualitative and quantitative market research projects. Collaborate with internal and external teams to deliver insightful analysis, mentorship, and comprehensive p...

Transform client engagement in healthcare by driving strategic solutions and fostering relationships. Leverage deep industry knowledge to manage the sales cycle, serving as a trusted advisor to C-leve...

Deliver comprehensive FP&A support to optimize revenue growth through financial analysis, reporting, and strategic insights, collaborating with the sales team and executing innovative financial tools...

Lead the charge in managing onboarding projects for hedge funds and asset managers, ensuring smooth trade execution and fostering collaboration across teams. This hybrid role emphasizes innovation and...

Transform the digital client experience for Home Loans by leading strategy, design, and delivery of innovative tools and platforms. Collaborate with cross-functional teams to enhance performance and d...