Client Advisor Jobs in Rockville Centre, NY

Champion client engagement by analyzing terms, managing contracts, and collaborating across departments. Enhance client relationships and support business objectives through effective project executio...

Provide compliance insights and guidance to management, ensuring adherence to laws and regulations for global asset management. Lead the Marketing Compliance team in monitoring practices and developin...

Execute advanced financial modeling and market analysis to drive high-stakes investment sales in multifamily and mixed-use assets. Collaborate with clients and teams to enhance transaction support, de...

Join a team that's dedicated to delivering high-value domestic transport services. Oversee service performance, security protocols, and data integrity to ensure excellent operational efficacy and cust...

Lead comprehensive asset recovery strategies, managing distressed loans through financial analysis, restructuring, and liquidation while collaborating cross-functionally to maximize recovery outcomes...

Analyze and optimize Amazon DSP and paid search campaigns to drive results across Retail Media. Leverage data insights to enhance performance, ensuring KPI excellence while managing fast-paced, multif...

Join a team that's dedicated to ensuring compliance within a global asset management firm, advising partners on regulatory requirements and leading compliance initiatives while fostering a culture of...

Champion client success by leading account teams across digital strategies, driving growth and performance for multiple campaigns. Collaborate cross-functionally while mentoring talent to enhance clie...

Champion account growth by driving strategic AI initiatives and delivering consistent revenue growth. Engage with C-suite executives to expand relationships, enhance offerings, and position the organi...

Support the Private Wealth Management team by ensuring compliance with Anti Money Laundering and regulatory policies through meticulous review and approval of client account changes, providing critica...

Help us drive enterprise growth by leading strategic sales efforts, engaging C-level executives, and transforming financial solutions. Your expertise will guide clients through complex sales cycles an...

Drive the success of capital markets and M&A transactions for private equity clients by guiding teams, innovating client strategies, and delivering impactful presentations, all while ensuring professi...

Transform the client experience by designing impactful retail and hospitality environments. Leverage creativity and architectural principles to support project teams in delivering functional, aestheti...

Support the growth of Gemini's institutional OTC business; drive trading flow, expand client relationships, and ensure excellent execution across various financial products while collaborating with ke...

Support the Central Region's Client Sales team to grow relationships, develop strategies, and drive add-on sales through effective leadership and communication, addressing client needs and closing dea...

Contribute to strategic revenue growth by leading public sector sales channels, leveraging policy insights and stakeholder relationships to drive market development and close high-value opportunities...

Drive strategic capital management, partnering across teams to optimize funding structures and enhance operational efficiency, directly influencing growth and scalability in a dynamic startup environm...

Empower clients by providing strategic investment advice and building relationships. Collaborate with financial advisors to deliver tailored solutions, managing projects and coordinating expert teams...

Drive client success by expertly managing engagements, leading teams, and delivering tailored solutions that enhance operational efficiency in investment management and insurance sectors while fosteri...

Engage clients by managing the sales process from demo to close while cultivating relationships with C-level executives, driving market share growth, and exceeding sales quotas within a collaborative...

Lead the charge in strategic solution design and presales excellence, collaborating with teams to create scalable solutions for complex opportunities. Elevate performance through coaching, feedback, a...

Champion cost transparency and analysis in technology services to enhance operational efficiency. Collaborate with finance and IT partners to provide insights, support forecasting, and streamline gove...

Partner with us to drive strategic initiatives and create impactful client-facing content for executive engagements, enhancing our positioning in the investment management technology market while coll...

Advance growth strategies by managing accounts and exploring new sales opportunities within the Insurance market unit, enhancing client relationships, and driving innovative initiatives for sustained...

Shape compliance strategies by monitoring regulations, conducting legal research, and providing actionable guidance to stakeholders. Partner with internal teams to develop training materials that faci...