Client Advisor Jobs in New York, NY

Drive client solutions by shaping bespoke investment deals in private markets, collaborating with engineering and sales teams to design innovative, customized offerings that enhance competitive win ra...

Partner with us to support portfolio management by analyzing markets, ensuring alignment with strategies, and maintaining strong relationships with clients and teams for effective portfolio operations...

Unlock potential by providing expert legal advice on regulatory issues, overseeing investigations, and ensuring compliance across various business segments. Collaborate with diverse teams to mitigate...

Lead strategic partner growth initiatives, enhance engagement, and drive revenue across a diverse portfolio of high-potential distribution partners. Collaborate with internal teams to ensure optimal p...

Transform enterprise data capabilities in Capital Markets by partnering across teams, leading strategic initiatives, and ensuring data governance to deliver significant business value through innovati...

Shape compliance strategies for Prime Brokerage, ensuring governance and regulatory alignment. Collaborate with leaders to oversee compliance initiatives, support growth, and manage risks within a dyn...

Drive strategic account management in New Jersey, fostering long-term client relationships, executing renewals, and leading a dedicated team to enhance client satisfaction and growth. Make a meaningfu...

Join a team that's dedicated to delivering high-quality financial planning services for high-net-worth clients. Collaborate in a fast-paced, client-focused environment to provide comprehensive and act...

Analyze and deliver comprehensive financial planning solutions for HNW clients, focusing on wealth structuring, estate planning, and strategic recommendations. Collaborate with private bankers to enha...

Accelerate progress at our organization by cultivating vital relationships with healthcare consultants and brokers. Drive strategic outreach and business development initiatives to enhance our market...

Drive your career forward as you provide executive support to the CEO, manage sensitive information, coordinate meetings, and liaise with stakeholders to ensure smooth organizational operations and st...

Drive enhancements and optimizations of PeopleSoft Financials, leveraging AI technologies to streamline processes, improve quality, and deliver functional solutions tailored to business needs in a col...

Champion transformational investment banking initiatives within the healthcare biopharma sector, leading M&A transactions and providing pivotal strategic advice to clients, while cultivating relations...

Champions investment strategies by collaborating with CIO and teams to optimize portfolio construction, compliance, and performance reporting, driving innovative asset management solutions for a regul...

Partner with us to manage multiple client SaaS implementations and provide exceptional advisory services. Enhance client strategies through effective governance, risk management, and technology soluti...

Drive significant growth by managing the entire sales cycle for mid-market nonprofit clients, nurturing relationships to unlock their potential and optimize the use of our innovative solutions, while...

Transform corporate client relationships by leading a dedicated team to ensure exceptional service and client retention. Drive strategic initiatives for the largest accounts, enhancing our product off...

Drive strong relationships and strategic growth with existing customers, ensuring satisfaction and maximizing retention. Collaborate with teams to deliver exceptional support while understanding custo...

Lead the charge in identifying and managing risk for diverse macro portfolios, utilizing advanced analytics and communication to impact decision-making at a high level within a dynamic financial team...

Deliver strategic client engagement and solutions within the Enterprise sector, ensuring customer success while driving revenue growth through trusted relationships and tailored solutions. Act as inte...

Join as a technology leader shaping trading platforms, enhancing critical trader-facing systems, and driving operational excellence while collaborating with multidisciplinary teams to modernize workfl...

Manage and enhance complex commercial banking relationships by acquiring new clients and expanding existing accounts. Drive business development while maintaining portfolio integrity and ensuring comp...

Join us to provide legal counsel on banking regulations, technology, and enterprise innovations. Collaborate with business leaders to navigate complex legal issues in a fast-evolving environment focus...

Join us to lead contract negotiations and provide legal advice for commercial agreements across our money transfer division, collaborating with diverse teams to mitigate risk and ensure compliance whi...

Transform the future of work by driving sales success for innovative AI solutions. Collaborate with diverse teams to uncover opportunities and deliver tailored solutions that empower organizations wor...