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Keywords: Client Advisor, Location: New York City, NY

Page: 47

Vice President, Marketing

, and commercial packaging. Client-Facing Engagement Attend three to five key client meetings per week to support sales in real...; Translate client needs and industry trends into actionable marketing ideas and partnerships. Sales Tools & Storytelling...

Company: The Guardian
Location: New York City, NY
Posted Date: 14 Aug 2025
Salary: $23000 - 25000 per year

Customs & International Trade Tax Senior Manager

compliance with tax regulations and minimising the risk of disputes. Growing as a strategic advisor, you leverage... perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous...

Company: PwC
Location: New York City, NY
Posted Date: 14 Aug 2025

Hybrid Sales Senior Associate, Global Wealth

and client engagement across an assigned territory by executing a disciplined sales process and delivering exceptional client... for achieving territory sales targets and KPIs, maintaining and growing advisor relationships, and serving as Carlyle's key point...

Company: Carlyle
Location: New York City, NY
Posted Date: 14 Aug 2025

Manager Account Executive - Retail (Albany, NY)

as a trusted advisor. Prepare and deliver client reports and proposals to highlight the value of our services. Regularly...Job Description: Essential Job Functions: Manage and nurture client relationships, ensuring that solutions...

Company: DXC Technology
Location: New York City, NY
Posted Date: 14 Aug 2025
Salary: $105100 - 195200 per year

Relationship Manager Senior

& personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client... as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB...

Posted Date: 14 Aug 2025
Salary: $78970 - 126140 per year

Vice President, Global Asset Servicing (Investment Operations)

with a global client base—including pensions, insurance companies, and institutional investors—is essential. Ares... would have experience working with diverse lines of business for a global client base including pensions, insurance, and institutional...

Posted Date: 13 Aug 2025
Salary: $170000 - 200000 per year

Tax Senior - Financial Services Organization - Indirect Tax, Sales & Use

your credibility as a trusted advisor Developing clear, intelligent plans and approaches to improve our clients' tax activities... Working with a high performing team to meet client demands To qualify for the role you must have A bachelor's degree...

Company: EY
Location: New York City, NY
Posted Date: 13 Aug 2025

Director, Brand Marketing

anthropologists, client whisperers, and trusted thought partners to our peers in creative, media, data science, and insights. Our work.... Confidently lead high-level discussions and presentations with clients and internal teams. Diagnose client needs and decode RFPs...

Company: Known
Location: New York City, NY
Posted Date: 13 Aug 2025

Private Bank Digital Wealth and Estate Planning Product Lead, Executive Director

. Our business model emphasizes deep client relationships through an integrated team structure with a platform of both depth... with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements in the advisor-facing digital...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 13 Aug 2025

Wealth Management, Head of US Mortgage Product, Executive Director

a comprehensive understanding of mortgage products, their economics, client and advisor features, technology platforms, and the.... This role also oversees the end-to-end platforms/products, from client-facing applications to point-of-sale (POS) and loan...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 13 Aug 2025

Sr. Solutions Engineer

enterprise-level partners through complex integrations while serving as a trusted technical advisor. You'll not only lead... to influence our roadmap based on real-world client feedback and evolving market needs. This is more than a reactive support role...

Company: Verve Group
Location: New York City, NY
Posted Date: 13 Aug 2025
Salary: $110000 - 120000 per year

Digital Architect Pre Sales

. Be a subject matter expert on S/4HANA, SAP ECC, and related SAP product suites and act as a critical client contact and strategic... advisor throughout the sales cycle of SAP S/4HANA solution implementations. Provide process expertise and solutions in Supply...

Company: NTT Data
Location: New York City, NY
Posted Date: 13 Aug 2025

Digital Architect Pre Sales

. Be a subject matter expert on S/4HANA, SAP ECC, and related SAP product suites and act as a critical client contact and strategic... advisor throughout the sales cycle of SAP S/4HANA solution implementations. Provide process expertise and solutions in Supply...

Company: NTT Data
Location: New York City, NY
Posted Date: 12 Aug 2025

Senior Fixed Income IT FO Support Analyst

Pay Rate up to $119/hr Join the client's team as a Senior Fixed Income IT FO Support Analyst FICC Front Office IT..., Quant/STRATS and IT Functions, you will act as a trusted advisor addressing their immediate concerns while driving long-term...

Company: Phaxis
Location: New York City, NY
Posted Date: 12 Aug 2025

Senior Assistant I - Advisory

in the position offered, as a Client Advisor, Client Account Representative, or a related position. Alternatively, employer... of experience in the position offered, as a Client Advisor, Client Account Representative, or a related position. Must have one (1...

Company: Marsh McLennan
Location: New York City, NY
Posted Date: 10 Aug 2025
Salary: $79602 - 98900 per year

Credit Risk (Risk Management) : Job Level - Vice President

across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm..., and escalate risk metrics associated with client activity - Bachelor's degree is required. Finance and/or accounting degree...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 10 Aug 2025

Business Development Specialist

needed to deliver new Financial Advisor introductions while building their career in financial services sales and business development... advisor and introducing them to the local sales team to close new business. In this role you will have the opportunity to work...

Posted Date: 10 Aug 2025
Salary: $65296 - 104304 per year

Senior Consultant, Transaction Services | Financial Due Diligence | Corporate Finance & Restructuring

Consulting experts have served as the trusted advisor to Fortune 500 companies and the world's leading law and private equity... with transactions advisory Client or industry experience in one or more of the following: Manufacturing, Retail, Consumer Goods...

Company: FTI Consulting
Location: New York City, NY
Posted Date: 09 Aug 2025

Senior Consultant, Transaction Services | Financial Due Diligence | Corporate Finance & Restructuring

Consulting experts have served as the trusted advisor to Fortune 500 companies and the world's leading law and private equity... with transactions advisory Client or industry experience in one or more of the following: Manufacturing, Retail, Consumer Goods...

Company: FTI Consulting
Location: New York City, NY
Posted Date: 09 Aug 2025

Vice President, Risk and Insurance Due Diligence, Transaction Advisory Services

with brokers, coverage / exposure experts, producers, client service team and M&A team members and collaborate to develop findings... and solutions. Communicate externally on daily basis as trusted advisor with private equity firms, target companies...

Company: Aon
Location: New York City, NY
Posted Date: 09 Aug 2025
Salary: $120000 per year