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

Page: 37

FS/ Business Analyst- Wealth Management- Infosys Consulting

Solutions - Firm/Advisory/Client Discretionary Products, SMA, UMA, estate planning, trust services etc. Experience working... industry to improve client and/or advisor experience. Ability and willingness to work as part of a cross-cultural team...

Posted Date: 16 Jul 2025

Associate, Product Specialist, AlpInvest Investor Relations

relations or business development within private markets , financial services, investment banking, capital markets / advisor... for both institutional and private wealth client bases. Position Summary: Carlyle seeks to hire an Associate Product Specialist...

Company: Carlyle
Location: New York City, NY
Posted Date: 13 Jul 2025

Cybersecurity Senior Manager

: Provide strategic cybersecurity consulting services for clients within our Client portfolio, ranging from policy definition... including: Financial Services, Consumer and Industrial Products, Healthcare, Utilities and Private Equity. Responsibilities...

Posted Date: 13 Jul 2025

Senior Associate, Investor Financial Data Governance

Investor Services and third-party fund admins to help ensure accuracy, consistency and completeness of our investor financial... administrators to resolve issues Work with client facing teams to build requirements for additional reporting needs and work...

Posted Date: 12 Jul 2025
Salary: $125000 - 150000 per year

Solution Architect

/Supply Chain Planning and Financial Planning/CPM solutions to join our Professional Services team. This strategic role blends.... You will lead complex projects, design and implement best-in-class planning solutions, and serve as a trusted advisor to clients...

Posted Date: 12 Jul 2025

Customer Solutions Engineer - NYC or East Coast Remote

and exceptional Customer Solutions Engineer to be the primary technical contact and trusted advisor for Fastly customers, building... expertise and the focus of client driven communications to act as the primary contact for some of our largest and most critical...

Company: Fastly
Location: New York City, NY
Posted Date: 12 Jul 2025
Salary: $104830 - 147996 per year

Solution Architect

/Supply Chain Planning and Financial Planning/CPM solutions to join our Professional Services team. This strategic role blends.... You will lead complex projects, design and implement best-in-class planning solutions, and serve as a trusted advisor to clients...

Posted Date: 12 Jul 2025

Route/Switch Engineer

are tailored to each client and include a wide variety of professional services, project, and talent solutions. By always striving... of leaders and customers and able to use the confidence to achieve results. Be the trusted advisor on assigned customers...

Company: Genuent
Location: New York City, NY
Posted Date: 11 Jul 2025

A/E (Architectural/Engineering) Managing Director

and Senior Project Managers, ensuring the delivery of high-quality services, fostering client relationships, and providing... as a trusted advisor, foster and maintain strong client relationships, ensuring exceptional client satisfaction. Develop...

Company: The Falcon Group
Location: New York City, NY
Posted Date: 11 Jul 2025

AVP, Senior Data Engineer - Tech Lead - AWS & Python

a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring... of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity...

Company: LPL Financial
Location: New York City, NY
Posted Date: 10 Jul 2025
Salary: $140475 - 234125 per year

Global Equities - High Touch Trading - Executive Director

, exceptional analytical skills, and the ability to cultivate and maintain senior-level client relationships. Job Summary... senior-level client relationships. Job Responsibilities: Lead and oversee the execution of equity trades...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 10 Jul 2025

Regional Head of Americas Account Management

financial services business by market capitalisation, and in the top 10 of the FTSE 100. A major financial information... financial market infrastructure services – and its open-access model – LSEG provides the flexibility, stability and trust...

Posted Date: 09 Jul 2025

Transactions and Capital Raising Counsel

by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships...; Develop capital solutions and new fundraising products for the insurance business; Serve as strategic legal advisor on multi...

Company: Global Atlantic
Location: New York City, NY
Posted Date: 09 Jul 2025

Senior Counsel - Transactions

by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships... and retrocessions to Bermuda reinsurers. Serve as strategic legal advisor on multi-billion-dollar (re)insurance transactions...

Company: Global Atlantic
Location: New York City, NY
Posted Date: 09 Jul 2025

Director, Securitized Products

that improve scalability, automation, and client impact. * Engage Clients as a Trusted Advisor Build positive relationships... across capital markets, data and analytics, and post-trade services. Our business includes leading capabilities in valuations...

Posted Date: 08 Jul 2025

Senior Business Developer

institutions Develop your own network of Centers of Influence, Business Introducers and direct prospects Act as a trusted advisor... to US based Financial Advisors and prospects; provide recommendations that encompass multiple products and services as well...

Company: Vontobel
Location: New York City, NY
Posted Date: 06 Jul 2025

Account Director, Social Platform Partnerships

Later is the enterprise leader in social media and influencer marketing software, services, and data, trusted... and optimize social commerce with our software platform or award-winning services. Later is founded on two success stories...

Company: Later
Location: New York City, NY
Posted Date: 05 Jul 2025

PWM Wealth Strategist

(WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships generally... above $10MM net worth into Wealth Management, help with client discovery and work with wealth management specialists to deepen...

Company: U.S. Bank
Location: New York City, NY
Posted Date: 05 Jul 2025

Audit Supervisor I Digital Assets

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide..., CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs...

Company: Cbiz
Location: New York City, NY
Posted Date: 05 Jul 2025
Salary: $115000 - 130000 per year

Property Manager

, management, financial and consulting services. We’ve designed our corporate structure to best serve our clients by enhancing... estate services to our clients while fostering a supportive and inclusive workplace culture for our employees...

Company: Avison Young
Location: New York City, NY
Posted Date: 04 Jul 2025
Salary: $110000 per year