Client Advisor Jobs in Wakefield, MA

Provide strategic leadership in customer master data initiatives, enhancing data quality and governance across the enterprise to support business transformation and operational excellence. Collaborate...

Drive Medtronic's global customer master data strategy, ensuring data governance and quality. Partner across functions to enable transformation initiatives supporting commercial excellence and operati...

Shape the future of customer data management by leading transformative projects that enhance data quality and governance across the organization, while collaborating with cross-functional teams to dri...

Lead the charge in optimizing global customer master data strategy and governance, improving data quality and accessibility across the enterprise through strategic partnerships and initiatives ensurin...

Empower admin workflows in residential transactions. Lead a team, enhance ops, and ensure compliance. Drive quality assurance, systems integration, and streamline processes for a seamless customer exp...

The Senior Consultant, NetSuite is responsible for leading full-cycle NetSuite implementation projects, from discovery to deployment, while ensuring excellent customer service. This role involves coll...

Drive impactful evaluations of FINRA firms’ communications while collaborating across departments. Engage in rigorous assessments, provide essential training, and contribute to policy adaptations to u...

Pioneer local business development initiatives, leveraging existing client relationships while identifying new opportunities. Collaborate with leadership to define strategies and engage with industry...

Collaborate to enhance the performance and growth of wealth management programs, serving as a trusted partner to institutions. Translate strategic priorities into actionable plans and drive exceptiona...

Architect next-gen cloud-native accounting systems. Lead development teams in delivering secure, scalable solutions, driving enterprise-level software innovation while ensuring optimal performance and...

Engage clients and manage daily operations for investment fund administration. You will maintain relationships and enhance client satisfaction while overseeing accurate reporting and efficient interna...

Join a team that's dedicated to managing client relationships and delivering exceptional service. You will interact with management at large firms, ensuring client needs are met while managing interna...

Drive impactful client relationships by managing communications, deliverables, and financial documents. Engage with stakeholders while coordinating internal teams to ensure client satisfaction and tim...

Lead the charge in managing complex equity data projects, ensuring accuracy and compliance for critical transactions. Collaborate with clients and teams to drive process improvements and automation in...

Join a dynamic team to develop key institutional relationships in Australia and Oceania, driving sales and strategic solutions across alternative investments while collaborating with global colleagues...

Empower clients by delivering personalized wealth management and financial planning advice while growing your practice through networking, referrals, and collaboration in a dynamic team environment...

Champion operational excellence by leveraging your expertise to enhance portfolio performance for Private Equity clients, while collaborating on finance, strategy, and accounting projects that drive i...

Grow your career with a dynamic team, driving client partnerships and delivering innovative legal solutions while consulting on managed services across law firms and corporate legal departments...

Accelerate client engagement by building strong executive relationships, driving revenue growth, and managing strategy for assigned accounts. Utilize expertise in benefits administration, SaaS, and re...

Transform client relationships by serving as the primary contact for IRB review and advising designated pharmaceutical and academic partners, facilitating timely communications and process improvement...

Champion growth by building relationships in the eDiscovery sector. Develop and manage a robust sales pipeline while aligning client needs with our comprehensive service offerings to ensure mutual suc...

Oversee the legal aspects of distribution for mutual funds and private investments. Collaborate with teams to ensure compliance with U.S. regulations, providing insightful legal guidance on complex fi...

Engage with key GSP partners to elevate strategic relationships, drive revenue growth, and enhance portfolio performance through expert consultative sales and tailored solutions. Leverage market insig...

iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...

Lead the charge in exceeding sales goals by driving prospect engagement, managing a robust pipeline, and executing strategic sales plans focused on pre-IPO and emerging growth companies in equity mana...