Strategic Client Advisor

3 weeks ago


New York, New York, United States Bank of America Full time

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

This role is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the clients' financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.

The successful candidate will drive inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business, lead complex credit opportunities, including structured credit deals, grow book balances and Year over Year revenue, partner with and mentor Private Client Managers on more complex products and client relationships, act as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction, encourage use and adoption of digital capabilities to enhance the client and client team experience, build relationships with internal and external partners and centers of influence.



  • New York, New York, United States Citigroup, Inc. Full time

    Job Description:Citigroup, Inc. is seeking a highly skilled Strategic Client Advisor to join our team in New York. As a key member of our Commercial and Business Sales division, you will be responsible for originating, managing, and growing global commercial banking relationships within Citi's Commercial Bank.The ideal candidate will have 6-10 years of...


  • New York, New York, United States GrowthAssistant Full time

    GrowthAssistant is a leading provider of offshore talent solutions for growth marketing, design, sales, customer service, and more. We're currently seeking a Strategic Client Advisor to join our sales team. In this role, you'll be responsible for qualifying new leads, closing deals, and ensuring client satisfaction. If you have a proven track record of...


  • New York, New York, United States Asian Infrastructure Investment Bank Full time

    Company Overview:The Asian Infrastructure Investment Bank (AIIB) is a leading multilateral development institution that aims to promote sustainable infrastructure investments and improve social and economic outcomes in Asia and beyond.We are seeking a highly skilled Strategic Infrastructure Advisor to join our team in advancing technical excellence and...


  • New York, New York, United States Brunswick Group Full time

    About the JobWe are seeking a highly skilled Strategic Advisor for LitComms to join our team in New York. The successful candidate will have a strong background in strategic communications and be able to advise clients on critical issues and stakeholders.Key ResponsibilitiesDevelop key client documents, playing a vital role in drafting, editing, routing...


  • New York, New York, United States ExpertHiring Full time

    About the RoleWe are seeking an experienced Financial Services Leader to join our team in New York, NY. The estimated salary for this role is $180,000 - $220,000 per year, depending on experience.The ideal candidate will have 12+ years of experience in transaction advisory, investment banking, corporate finance, or related fields.As a Financial Services...

  • Strategic Advisor

    3 weeks ago


    New York, New York, United States Brunswick Group Full time

    About the OpportunityWe are seeking a highly skilled Strategic Advisor to join our team in New York. The ideal candidate will have experience in crisis management and a strong understanding of global communications, business, crisis, corporate reputation, and litigation.As a Strategic Advisor, you will play a senior role across the development of our...


  • New York, New York, United States Ankura Consulting Group, LLC Full time

    **Ankura Consulting Group, LLC: A Leader in Financial Services Advisory**We are seeking a highly skilled Strategic Financial Advisor to join our team. In this role, you will provide exceptional client service to major financial institutions.The successful candidate will have experience executing consulting projects of various sizes and complexities,...


  • New York, New York, United States Phyton Talent Advisors Full time

    Job Title: Strategic Client Onboarding DirectorThe Phyton Talent Advisors team is seeking an experienced Strategic Client Onboarding Director to join our organization. As a key member of our team, you will be responsible for leading the onboarding process for new clients, ensuring a seamless transition into our financial and operational...


  • New York, New York, United States Apollo Full time

    About the Company: Apollo is a high-growth, global alternative asset manager committed to providing our clients with exceptional returns at every point along the risk-reward spectrum. We have three core investing strategies: yield, hybrid, and equity.Job Description: As a Strategic Financial Advisor, you will contribute to the development, management, and...


  • New York, New York, United States Citigroup, Inc. Full time

    Job DescriptionCitigroup, Inc. is seeking a highly skilled Strategic Business Advisor to join our team in New York. As a key member of our organization, you will be responsible for providing strategic guidance and support to business leaders across the company.About the RoleThis role requires a strong understanding of market data management, compliance, and...


  • New York, New York, United States Advisor Group Full time

    Job Description:The Senior Vice President, Strategic Business Development Manager will be responsible for managing a territory of financial institutions. The goal is to establish and maintain strong relationships with key decision-makers at each institution.Responsibilities:Develop and implement strategic plans to drive business growth.Collaborate with...

  • Strategic Advisor

    1 week ago


    New York, New York, United States Acctuate Full time

    Key ResponsibilitiesWe are seeking an experienced Senior Financial Analyst to support companies across a spectrum of strategic questions and issues. Key responsibilities include:Supporting clients with benchmarking, KPI development, and strategic planningManaging competing needs from multiple clients simultaneouslyDeveloping complex financial models and...


  • New York, New York, United States The Trade Desk Full time

    The Trade Desk is a leader in changing the way global brands and their agencies advertise to audiences around the world. As a Strategic Advisor for Agency Holding Groups at The Trade Desk, you will be responsible for guiding problem-solving discussions, providing best-in-class client services, and leading key agency client meetings. With a proven track...


  • New York, New York, United States Tarka Talent Full time

    Tarka Talent is seeking an accomplished Strategic Growth Advisor to join our NYC office. As part of our growing North American presence, this role offers a unique opportunity for candidates from multiple industry specialities.Key ResponsibilitiesLeading Commercial Due Diligence engagements, including Market Sizing, Competition Analysis & Growth Strategy, and...


  • New York, New York, United States Voya Financial Full time

    About Our TeamVoya Financial is a leading provider of investment management and retirement plans. We strive to deliver exceptional results for our clients through our expertise, innovation, and commitment to excellence.We are seeking an Client Advisor Associate to join our team in New York, Atlanta or fully remote. This role will support a team of Client...


  • New York, New York, United States Citigroup, Inc. Full time

    About the Role: Business Intelligence Strategic AdvisorThe Financial Planning and Analysis Group Manager is a senior management level position responsible for providing management with an analysis and insight of Citigroup's financial results in coordination with the broader Finance team. The overall objective is to manage professional teams/departments and...


  • New York, New York, United States Code3 Full time

    Code3, an integrated marketing agency, empowers business growth for digital disruptors and Fortune 500 leaders alike. Our power lies at the intersection of Connections, Creative, and Commerce – our DNA.We harvest insights and utilize audience data to develop scroll-stopping content and creative that performs and elevates brands across all digital media...


  • New York, New York, United States Flagstar Bank Full time

    About the Role:The Strategic Financial Advisor is responsible for providing financial guidance and support to key business initiatives at Flagstar Bank. This role involves working closely with senior management to analyze financial data, identify trends, and make recommendations.Key Responsibilities:Develop and maintain financial models to forecast future...


  • New York, New York, United States Citigroup, Inc. Full time

    Job SummaryCitigroup, Inc. is seeking an Affluent Client Advisor to provide financial planning and wealth management services to high net worth individuals and families.Key ResponsibilitiesAs an Affluent Client Advisor, you will be responsible for:Providing comprehensive financial planning and wealth management services to high net worth clients;Identifying...


  • New York, New York, United States TD Bank Group Full time

    Responsibilities and ExpectationsThis role requires a highly skilled professional who can develop and manage complex commercial relationships. As a Senior Relationship Manager, you'll be responsible for growing client portfolios, identifying new business opportunities, and providing expert advice on financial solutions.You'll collaborate with internal...