Client Advisor Jobs in New York, NY

Lead the charge in managing key customer relationships within the Global Financial Services vertical, focusing on strategic growth and transforming the cloud computing landscape through collaboration...

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...

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...

Champion provider onboarding as part of a dynamic team, guiding new organizations from first contact to activation. Enhance user experience through outreach, training, and resource development while c...

Drive growth and brand engagement strategies for franchisees, focusing on retention, optimization, and measurable outcomes. Collaborate with leadership to enhance performance and deliver exceptional b...

Play a key role in managing finance and accounting functions for a growing Private Equity division, focusing on financial reporting, cash management, compliance, and portfolio analysis to support robu...

Help us expand our commercial lending portfolio by building client relationships and delivering tailored financing solutions. You'll play a key role in driving business growth while ensuring an except...

Empower legal executives by driving membership growth through strategic outreach, leveraging AI tools, and maintaining deep industry insights to enhance engagement and conversion rates in a dynamic, f...

Shape compliance strategies for investment advisers and funds. Collaborate across teams to ensure adherence to regulations, monitor developments, and support governance frameworks while driving soluti...

Join us to empower enterprise customers with innovative sourcing solutions, manage complex RFPs, and collaborate with cross-functional teams to drive procurement success while leveraging cutting-edge...

Drive sales by developing relationships and supporting RVPs to enhance Transamerica's market presence in mutual funds, annuities, and insurance, ensuring proactive and responsive interactions that yie...

Drive your career with a pivotal role in Investor Relations, shaping messaging and engaging the investment community. Collaborate cross-functionally to analyze performance, develop strategies, and enh...

Advance expertise in energy markets by managing complex client engagements, developing strategic recommendations, and fostering client relationships. Utilize analytical skills to drive impactful solut...

Unlock your potential in a dynamic role focused on complex fund accounting within Private Markets. Collaborate with industry leaders to drive impactful results while managing diverse alternative inves...

Optimize legal support for banking and investment services, advising on client account issues, pre-litigation matters, and compliance. Collaborate with business partners to mitigate risks and ensure a...

Shape the future of compliance in the financial services sector by supporting regulatory programs, collaborating with cross-functional teams, and ensuring adherence to fiduciary standards while managi...

Champion operational excellence by integrating teams, managing projects, and driving process improvements. Leverage your analytical skills to navigate complexities and enhance collaboration across mul...

Join a team that's dedicated to enhancing customer success through strategic relationship management, cross-functional collaboration, and continuous improvement of customer engagement processes to dri...

Lead the charge in healthcare performance improvement by overseeing project delivery, managing client relationships, and mentoring a team of Advisory consultants to ensure successful, high-quality out...

Transform brand experiences by leading innovative connections strategies. Collaborate with cross-functional teams to craft audience-driven solutions that extend beyond traditional advertising, ensurin...

Join a team that's dedicated to providing expert legal guidance in consumer loan servicing. Leverage your extensive experience to support compliance, risk management, and operational strategies while...

Join a team that's driving growth in digital media by prospecting and signing premium publishers. In this dynamic role, you'll build sales pipelines, execute outreach, and collaborate cross-functional...

Innovate and lead client engagements, driving strategic insights and integrated solutions in a fast-paced healthcare environment while mentoring cross-functional teams towards operational excellence a...

Drive business analysis by gathering requirements, documenting processes, and validating Salesforce solutions to enhance customer satisfaction and operational efficiency through effective stakeholder...

Drive investor operations by supporting onboarding, servicing, and capital activities. Collaborate with cross-functional teams to enhance investor experiences and streamline processes, gaining valuabl...