Client Advisor Jobs in Stamford, CT

Champion client relationships by supporting Relationship Managers in executing transactions and delivering tailored banking solutions across diverse industries while collaborating with global teams to...

Engage in corporate banking by supporting Relationship Managers in executing transactions and delivering diverse financial products to clients across regions, ensuring thorough analysis, effective int...

Help us transform client financial strategies by delivering expert guidance in retirement planning, investment solutions, and insurance. You will cultivate lasting relationships and promote comprehens...

Grow your career with a dynamic Investment Banking Business Manager role, collaborating with senior stakeholders to drive strategic execution, improve business performance, and deliver insightful repo...

Unlock potential by leading technology due diligence efforts from buy/sell-side analysis to post-acquisition optimization, managing large-scale projects, and delivering data analytics solutions across...

Join a team that's dedicated to delivering technical excellence in pre-sales support. You will partner with sales to transform customer needs into tailored solutions and demos, ensuring alignment and...

Transform compliance frameworks by managing conflicts of interest and upholding regulatory standards within a dynamic financial services environment. Drive risk oversight and provide strategic complia...

Drive business success by building relationships and executing sales strategies, acquiring new clients, and delivering tailored HR solutions to small and midsize businesses across a diverse range of i...

Engage with prospective clients to build your own business book and execute a strategic sales process. Help power business success by promoting HR solutions to midsize companies across diverse industr...

Lead the charge in business growth by leveraging consultative sales skills to build relationships, develop strategic sales plans, and exceed targets within your designated territory, focusing on compa...

Elevate your career by driving technical sales and client collaboration. Leverage your Pro AV expertise to identify opportunities, support sales strategies, and ensure project success while fostering...

Join a dynamic team as an Electronic Trading Analyst, focusing on analyzing execution performance and improving trading outcomes across diverse asset classes while mastering transaction cost analysis...

Lead and optimize partner programs by collaborating across teams to enhance alignment, drive profitability, and support strategic growth initiatives, ensuring successful implementation and monitoring...

Drive performance management and optimization through operational insights, bridging senior management with operations teams to enhance efficiency, compliance, and strategic alignment for Global Marke...

Elevate business efficiency by analyzing requirements, collaborating with cross-functional teams, and driving enhancements in order-to-cash (O2C) processes through effective communication and document...

Engage directly with senior leaders to guide them through an AI curriculum, managing inquiries, closing enrollments, and ensuring a high-quality experience from first contact to completion...

Lead the charge in driving new business development through full sales cycle management, establishing relationships, and exceeding revenue targets by leveraging consultative selling and effective pipe...

Empower client success by delivering tailored wealth management strategies and exceptional advisory services. Build and nurture client relationships while analyzing financial goals to offer personaliz...

Elevate your career as a Senior Insurance Advisor, driving client engagement and developing team success while managing complex insurance needs and promoting a variety of insurance solutions in a supp...

Join our team as a Senior Insurance Advisor, where you'll strengthen client relationships, educate on diverse insurance products, and lead local community engagement while mentoring junior staff to fo...

Lead and shape the Transaction Advisory Services strategy, driving business origination and client engagement excellence while mentoring teams through complex transactions and delivering high-quality...

Empower growth by leading the Transaction Advisory Services team, driving new business opportunities, enhancing client engagements, and delivering strategic insights in complex transactions while ment...

Take ownership of revenue growth by driving sales across North America. Leverage your expertise in complex solutions to cultivate relationships and exceed targets while becoming a trusted resource for...

Lead client onboarding and analytics to enhance institutional trading efficiency. Collaborate with trading desks and technology teams to optimize workflows. Deliver insights and support complex data a...

Lead financial oversight for U.S. Broker Dealers, ensuring compliance with GAAP/IFRS. Drive collaboration and innovation while managing month-end processes, liaising with regulators, and enhancing tal...