Client Advisor Jobs in New York, NY

Empower clients by managing their complete post-sales journey, driving success through strategic insights and partnership. Collaborate across teams to enhance client experiences, adoption, and retenti...

Grow your career with a dynamic sales environment where you'll engage with high-net-worth clients, driving strategic sales initiatives and implementing tailored solutions to optimize outcomes across f...

Manage comprehensive administrative support for multiple executives, ensuring efficient calendar management, travel coordination, and effective communication across teams. Play a key role in fostering...

Shape sales strategies by engaging C-level executives, cultivating lasting relationships, and achieving revenue targets. Collaborate with internal teams to drive growth in assigned territories while e...

Unlock potential by delivering comprehensive underwriting support for diverse real estate debt and equity investments. Collaborate with teams to evaluate, execute, and monitor commercial transactions...

Strategize partnerships across the U.S. wealth management ecosystem to enhance alternative investment engagement, leveraging 12+ years of industry expertise to drive growth and innovation...

Join a team that drives impactful solutions for diverse clients by leveraging financial expertise and innovative analytics, addressing challenges through collaborative engagement and mentorship within...

Help us drive impactful investment decisions by analyzing market opportunities, executing due diligence, and crafting financial models. This role is pivotal in supporting growth within the Animal and...

Unlock your potential in a dynamic role that combines quantitative analysis, risk management, and stakeholder collaboration to enhance investment strategies and drive superior portfolio performance...

Unlock potential by leveraging your Epic Advisor expertise to drive solutions, enhance healthcare processes, and collaborate with cross-functional teams to improve patient outcomes and streamline proj...

Lead the charge in managing customer relationships, ensuring seamless onboarding, training, and ongoing support. Build proactive engagement, fostering strong bonds while translating customer needs int...

Drive strategic relationships and client engagement to enhance market leadership, foster innovation, and deliver DTCC’s comprehensive solutions. This role requires deep industry expertise and a proven...

Shape the future of secure work by driving sales for an innovative cybersecurity company. Join a team focused on transforming modern workflows with groundbreaking technology while collaborating with l...

Advance client experiences by coordinating onboarding processes for institutional clients in Corporate and Investment Banking, ensuring a seamless transition through effective collaboration and stakeh...

Lead the charge in providing tailored financial planning and investment management solutions, servicing complex client needs and enhancing relationships to achieve client goals. Drive sales while ensu...

Unlock your potential by fostering relationships with consultants and brokers to drive market growth. Collaborate across teams to educate stakeholders on value propositions and enhance consultant-led...

Transform your career as a Relationship Manager, driving business growth by fostering and maintaining relationships with banking clients while delivering personalized financial solutions and exception...

Champion a data-driven approach by leading strategic operations projects that optimize processes, enhance insights, and drive revenue growth within a collaborative team focused on solving complex busi...

Unlock potential by managing the full sales cycle, driving partnerships with AI leaders, and navigating complex enterprise environments to foster adoption and expansion of B2B software solutions...

Unlock your potential by driving enterprise sales cycles and fostering relationships with key AI stakeholders. Navigate complex processes, provide feedback, and contribute to growth while collaboratin...

Lead strategic projects in capital markets surveillance to enhance client risk management. Leverage regulatory knowledge, analytical skills, and technology expertise to develop systems that prevent ma...

Drive client success by overseeing compliance and surveillance programs in financial services. Leverage regulatory insights and analytical skills to combat market abuse, enhancing processes that safeg...

Join us to lead complex projects in capital markets surveillance, enhancing clients' defense programs against market abuse. Leverage your regulatory knowledge and analytical skills to drive impactful...

Accelerate client success by designing, implementing, and managing surveillance systems to prevent market abuse and insider trading. Leverage industry expertise to lead complex projects and enhance re...

Elevate client outcomes by leading complex surveillance and compliance projects. Leverage regulatory expertise, analytical skills, and technology insights to design and implement effective systems add...