Senior Client Advisor

At VisionFund, we are committed to empowering families to grow their livelihoods in rural areas through microfinance services.We aim to enable caregivers to create secure futures for their children by addressing intergenerational poverty.The Impact Technical Advisor RoleThis position plays a crucial role in supporting microfinance institutions to understand...

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...

Job OverviewAs an Executive Producer, you will oversee a portfolio of projects, working directly with clients and leading teams to deliver results-driven solutions.Oversight: Ensure project alignment with strategic objectives and seamless execution.Client Relationships: Build senior-level partnerships, serving as a trusted advisor.Project Management: Provide...

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...

Job Summary">We are seeking a highly skilled Senior Risk Advisor to join our team in New York. The ideal candidate will have a strong background in risk management, regulatory compliance, and financial services. As a Senior Risk Advisor, you will work closely with clients to assess their risk profiles, develop strategies to mitigate risks, and implement...

About the RoleWe are seeking an experienced Senior Tax Advisor - Growth Expert to join our team at FORVIS. In this role, you will play a critical part in developing and implementing tax strategies that drive business growth and revenue. Your strong analytical skills and expertise in tax consulting and research will enable you to identify opportunities and...

Job Overview:Apollo Solutions is seeking a highly skilled Senior Advisor - Dispute Resolution to join our team. As a Senior Advisor, you will provide expert advice and strategic solutions in complex financial and commercial disputes. You will work closely with our clients to develop and implement effective strategies to resolve their disputes efficiently and...

We're seeking a highly skilled and experienced professional to join our team as a Senior Tax Advisor. In this role, you'll have the opportunity to work closely with our clients, develop advanced technical knowledge, and management skills.About the RoleThis role involves:Managing multiple projects and client engagements simultaneously while scheduling,...

Job OverviewWe are seeking an experienced Audit Senior Manager to join our team at Hertz Herson CPA LLP. As a key member of our practice, you will serve as a trusted business advisor, providing guidance to help our clients succeed in today's complex and challenging marketplace.The ideal candidate will have 9+ years of experience at a CPA firm, with a...

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...

Join Our TeamWe are seeking an experienced Senior Tax Advisor to join our Tax Services Group. As a senior member of our team, you will be responsible for providing expert tax planning and consulting services to our clients.Job SummaryThe estimated annual salary for this position is $150,000 - $170,000 per year, along with a comprehensive benefits package and...

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...

Job SummaryThe Vice President, Relationship Manager will be responsible for managing a territory of financial institutions. This role will oversee all aspects of the territory, including relationships, strategic initiatives, goals, activities, and the delivery of key resources to the financial institutions. The ideal candidate will have excellent listening,...

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...

About the RoleWe are looking for a highly motivated Senior Policy Advisor to join our team at NYCEDC. In this role, you will provide expert advice and guidance to senior leaders and stakeholders on policy issues related to economic development.The successful candidate will have a strong background in public policy, economic development, or a related field,...

Job DescriptionTata Consultancy Service Limited is seeking a highly motivated and experienced Senior Growth Advisor to join our team. As a key member of our strategy group, you will be responsible for developing and executing growth strategies that drive business expansion and profitability.About UsWe are an award-winning agency and consultancy with a...

Job SummaryWe are seeking a seasoned Senior Client Growth Manager to join our team at Green Street Advisors LLC. This is a unique opportunity to grow and develop existing relationships with our clients, driving increased revenue and business growth.About the RoleThe ideal candidate will have 2-3 years of experience in account management, customer success or...

A highly skilled professional is sought after by Tandym Group to take on the role of Senior Business Advisor. This individual will be responsible for overseeing financial services and ensuring high-quality delivery to clients.Key Responsibilities:Prepare financial statements, tax returns, and other documentationAssist in planning, fieldwork, and wrap-up...

Job Summary:The Executive Director, Financial Services Relationship Specialist will be responsible for managing a portfolio of financial institution clients. The goal is to build and maintain strong relationships with key decision-makers at each institution.Key Responsibilities:Develop and implement client relationship management strategies.Collaborate with...

Job DescriptionWe are seeking an Associate Client Advisor to join our team. As a key member of our client services team, you will be responsible for providing innovative solutions to our clients' risk management needs. Your primary focus will be on developing and executing renewal/placement strategies in conjunction with senior colleagues and clients.You...