Client Advisor Jobs in Stamford, CT

Shape your career with us as you build a financial advisory practice focused on client needs and holistic planning. Leverage our award-winning training and technology to maximize client impact and ach...

Grow your career by helping clients achieve their financial goals through personalized planning, relationship building, and entrepreneurial spirit. You'll gain essential licenses and training to shape...

Empower clients through personalized financial planning and become a successful entrepreneur. This role involves building client relationships, tailoring financial solutions, and achieving long-term b...

Elevate your career as you become a financial advisor, helping clients achieve their financial goals through personalized planning and holistic services, with uncapped earning potential and extensive...

Shape the future of financial advisory by building personalized financial plans, cultivating client relationships, and achieving your entrepreneurial goals in a supportive and rewarding environment. U...

Champion initiatives to grow commercial lending and deposit relationships. Leverage expertise to strengthen client connections and lead a team toward achieving ambitious sales goals in a collaborative...

Manage high-value projects to optimize client use of analytics tools, integrating data, guiding clients through implementations, and enhancing product experience. Collaborate with teams to improve off...

Champion client success by implementing FactSet products through expert guidance, data integration, and training, while leading complex projects to enhance user experiences and drive solutions in a co...

Join a team that's shaping global partnerships and advancing city diplomacy through strategic project execution, managing cross-functional initiatives, and enhancing communication for the Mayor's Offi...

Empower your career with an impactful role blending sales and trading, serving institutional clients. Utilize market insights and strong relationships to navigate equities, ensuring compliance while d...

Empower cross-functional teams to develop AI-driven solutions, guiding engineers in delivering high-quality products while fostering talent growth and strategic innovation in a dynamic environment tha...

Unlock potential by leading sales initiatives for ACA's Regulatory Compliance unit. Build trusted relationships, engage clients, and drive sales success through innovative strategies and solutions ali...

Support and enhance client and advisor experiences by leading a centralized service team. Drive operational excellence, foster effective communication, and deliver exceptional service that empowers ad...

Join a leading Advisory team to tackle complex economic challenges. Utilize advanced analytical techniques and AI tools to guide clients in strategy development, operational performance, and impactful...

Drive strategic enterprise sales to Fortune 100/500 companies, leveraging strong negotiation skills and a proven track record to exceed quotas in a dynamic and collaborative environment...

Champion compliance by leading our Regulatory team to ensure adherence to the Investment Company Act and advising on initiatives that maintain the integrity of our registered funds and investment advi...

Seeking an experienced compliance leader to oversee regulatory initiatives for registered funds, working collaboratively with various teams to ensure adherence to the Investment Company Act, while man...

Unlock the potential of enterprise data management as a SimCorp GAIN Consultant, focusing on optimizing workflows, ensuring data quality, and supporting critical integrations within investment systems...

Lead the charge in cultivating high-value client relationships, ensuring satisfaction and retention while optimizing solutions. Drive strategic initiatives and collaborate across teams to empower cust...

Unlock potential by managing complex client relationships to enhance customer satisfaction and retention, leveraging your expertise in benefits administration and technology to drive seamless service...

Take ownership of enhancing client experiences by connecting prospective clients with suitable financial advisors, ensuring personalized support and trust-building interactions in a dynamic and fast-p...

Advance operational excellence by leading service delivery, empowering teams, and driving continuous improvement initiatives that meet client needs while fostering a collaborative and high-performing...

Lead the charge in operational excellence as you empower your team to deliver exceptional service. Oversee multiple service offerings, implement continuous improvements, and ensure client satisfaction...

Drive deal process efficiency by partnering with Sales, Finance, and Legal. You will oversee deal structuring and pricing, ensuring compliance and facilitating approvals to enhance win rates and strea...

Empower compliance across Deposit Product and Backoffice Operations. You'll provide oversight, manage risks, collaborate with stakeholders, and ensure adherence to federal and state regulations in a d...