Client Advisor Jobs in Rockville Centre, NY

Drive accurate reconciliations and resolve trade discrepancies while collaborating with prime brokers. Manage monthly performance estimates and corporate actions for client portfolios in a dynamic mid...

Join a team that's revolutionizing sales strategies in the SaaS industry. Drive impactful solutions for renowned brands while fostering relationships across various levels. Own the sales process from...

Grow your career by developing strategic relationships with crop insurance agents, driving sales growth through extensive travel and market insights, while collaborating cross-functionally to enhance...

Shape the future of crop insurance by developing strategic relationships and driving profitable growth through extensive networking and insights. Collaborate effectively across teams while ensuring co...

Join our dynamic team to optimize sales strategies and empower clients by leveraging data and insights. Engage with top executives, represent the company at industry events, and drive product evolutio...

The Internal Client Advisor Associate within the Asset Management team at JPMorgan is responsible for assisting financial advisors in navigating capital markets and providing timely investment solutio...

Lead the charge in managing high-impact client engagements, providing strategic oversight and executive partnership to ensure successful delivery of Intapp solutions aligned with client objectives and...

Lead the charge in driving high-impact, complex client engagements by providing strategic oversight and executive-level partnership, ensuring alignment of technology and business outcomes for success...

Champion strategic legal support for structured investments and annuities. Collaborate with business teams to negotiate agreements, manage risk, and ensure compliance within the financial services sec...

Drive comprehensive financial planning excellence by collaborating with Financial Advisors and clients, mentoring peers, and sharing expertise. Participate in training while leveraging technology to e...

Drive transformative sales initiatives by leveraging a SaaS platform, building partnerships, and closing high-value enterprise deals within the U.S. market while navigating diverse stakeholder interac...

Drive end-to-end strategy and execution of large-scale, data-driven programs in asset management. Lead cross-functional teams to address complex challenges while fostering trusted relationships with s...

Lead the charge in providing legal counsel on structured investments and annuities, collaborating closely with business teams to ensure compliance and mitigate risks while negotiating complex agreemen...

Join a high-performing team impacting asset growth by distributing cutting-edge ETFs to financial advisors and brokers. Utilize strategic relationship management while navigating the capital markets t...

Drive creative excellence by leading multi-channel design production, managing workflows, and ensuring brand integrity to support strategic business initiatives and marketing efforts globally in a dyn...

Unlock potential by leading commercial contract negotiations and strategic transactions within the U.S. insurance sector, driving collaboration across functions to support underwriting, claims, and fi...

Empower the U.S. Corporate Legal team by leading contract negotiations and strategic transactions, collaborating effectively with various stakeholders in the insurance domain for impactful contributio...

Accelerate transformation by delivering AI solutions for Fortune 500 pharma clients through strategic partnership, driving revenue growth, and enhancing customer experience while leading a cross-funct...

Champion the expansion of client partnerships and lead transaction teams in the US Real Estate Lodging and Leisure sector. Drive innovation while managing and developing talent to exceed performance s...

Support enterprise customers by delivering tailored solutions that maximize Profound's AI platform value, enhancing visibility and outcomes across business operations in a dynamic, collaborative envir...

Enable go-to-market readiness by collaborating with cross-functional teams to create impactful training materials, ensuring customer-facing teams are equipped to articulate product updates and enhance...

Contribute to impactful equity research for institutional clients by analyzing market trends, developing investment theses, and delivering actionable insights to drive client success and strategic fin...

Shape the future of private fund formations by independently leading fund strategies, advising key stakeholders, and expanding a growing practice at a reputable firm known for its collaborative cultur...

Drive new business development by exceeding sales targets and acquiring clients. Engage prospects through calls, onboard customers regularly, and navigate a fast-paced startup environment to contribut...

Grow your career with an impactful role focused on driving new business and fostering client relationships within the enterprise sector, leveraging your fintech expertise to enhance client engagement...