117 client solutions advisor jobs found in New York

Goodwin Procter Join Goodwin's Global Operations Team, and make a real impact on a global scale. At Goodwin, we work with some of the world's most successful and innovative investors, entrepreneurs and disruptors in the life sciences, private equity, real estate, technology and financial industries, and where they converge. As part of the Global Operations Team - all business professionals at the firm - you'll collaborate with colleagues from varied backgrounds and experiences, fostering an environment where cross-functional learning, networking, and collaboration are at the core of what we do. Here, we're not just supporting a law firm; we're partnering with attorneys and clients to deliver cutting-edge solutions in high-stakes litigation and dispute resolution, world-class regulatory compliance and advisory services, and complex transactions. Our commitment to integrity, ingenuity, agility, and ambition drives us, and we're proud to have been recognised as the "Best...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client coverage to institutional capital clients (private equity and family office), to include driving revenue growth from payments, lending, and fees. Focus is on Mid to Small Cap...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Job Summary: The Sr. Vice President has local and regional responsibility for multiple highly complex clients. This Sr. Leadership role reports directly to the Northeast Regional Managing Director. This is an exciting opportunity to shape strategy & expand Influence in the Northeast. This newly created position for the Northeast region offers a unique opportunity to develop a strategic vision and cultivate a powerful network in an area experiencing consistent and dynamic growth. As a key leader,...

Moody's At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into...

ZEGNA ABOUT ZEGNA The global leader in luxury menswear, ZEGNA was founded in the Italian Alps in 1910. Part of the Ermenegildo Zegna Group, the brand remains true to the values of its visionary Founder, Ermenegildo Zegna, who believed in creating world-class fabrics in harmony with both nature and local communities—a philosophy embodied by Oasi Zegna, the home of our values. The inspiration behind the brand’s values, Oasi Zegna, continues to guide everything we do at ZEGNA — from supporting our people to fostering a culture of growth, where craftsmanship and innovation are core elements of our learning processes and long-term growth strategy. YOUR ROLE AT ZEGNA As Style Advisor, based in New York City, on 57th street , you will bring your unique strengths to the Team, helping us deliver an exceptional, personalized luxury shopping experience that reflects ZEGNA heritage and craftsmanship. You’ll work closely with the General Manager and store team to drive...

NFP Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is a multiple Best Places to Work award winner in Business Insurance. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com. Summary: Supports the Relationship Manager by scheduling and coordinating activities and initiatives that...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week Role Overview: The Investment Solutions Product Manager for the Purchase Experience Value Stream will be responsible for overseeing and enhancing the platforms and processes supporting the purchase and onboarding of annuity and investment products. This role plays a critical part in shaping the customer and advisor experience by driving modernization, innovation, and efficiency across our new business capabilities. As part of the Purchase Experience Value Stream, the Product Manager will play a key role in transforming how clients and financial professionals engage with our wealth and investment products, from the moment of purchase through account setup and onboarding.This role is responsible for supporting and modernizing all investment purchase platforms and driving digital innovation to deliver seamless, efficient, and client-centered new business processes. The ideal candidate brings...

Barclays Summer Internship Program Overview Join us as a summer intern and discover the world of finance and technology. Dive into our culture, engaging in real projects that offer a comprehensive business overview. Select your desired business area for an in-depth introduction, taking on immediate responsibilities, guided by a mentor and line manager. Forge connections, explore new horizons, and unlock growth opportunities in this 10 week journey. Join us during the summer of your penultimate year of university to build skills, expand knowledge, and embark on an impactful path towards a promising career. Why the Investment Banking Summer Intern Program? As a Banking intern, you will be working with various Investment Banking teams. Here you'll come up with the answers to our clients' most strategic questions. Advising a broad range of corporate clients, you'll deliver holistic, structured solutions that help our clients deliver on their goals; whether that's through...

Barclays Summer Internship Program Overview Join us as a summer intern and discover the world of finance and technology. Dive into our culture, engaging in real projects that offer a comprehensive business overview. Select your desired business area for an in-depth introduction, taking on immediate responsibility guided by a mentor and line manager. Forge connections, explore new horizons, and unlock growth opportunities in this 10 week journey. Join us during the summer of your penultimate year of university to build skills, expand knowledge, and embark on an impactful path towards a promising career. Why join the Capital Markets Summer Intern program? As a Summer Analyst, you'll learn from the several specialist areas covering equity and debt origination, loans, structuring, risk management and syndication; these areas operate within four business units, including Debt Capital Markets, Risk Solutions Group, Equity Capital Markets and Leveraged Finance. No matter...

Barclays Summer Internship Program Overview Join us as a summer intern and discover the world of finance and technology. Dive into our culture, engaging in real projects that offer a comprehensive business overview. Select your desired business area for an in-depth introduction, taking on immediate responsibility guided by a mentor and line manager. Forge connections, explore new horizons, and unlock growth opportunities in this 10 week journey. Join us during the summer of your penultimate year of university to build skills, expand knowledge, and embark on an impactful path towards a promising career. Why the Credit Research Summer Intern Program? Barclays' award-winning Credit Research team empowers internal and external clients to make well-informed investment choices by providing expert insights. Covering Investment Grade, High Yield, Emerging Markets, Municipals, and Credit Strategy, this team offers actionable insights and innovative products daily. You can test your...

Barclays Summer Internship Program Overview Join us as a summer intern and discover the world of finance and technology. Dive into our culture, engaging in real projects that offer a comprehensive business overview. Select your desired business area for an in-depth introduction, taking on immediate responsibility guided by a mentor and line manager. Forge connections, explore new horizons, and unlock growth opportunities in this 10 week journey. Join us during the summer of your penultimate year of university to build skills, expand knowledge, and embark on an impactful path towards a promising career. Why the Public Finance Summer Intern Program? At Barclays, we're dedicated to providing comprehensive investment banking and capital markets solutions to our public sector clients. Covering state and local governments, public authorities, health care systems, universities and other not-for-profit organizations, our Public Finance team helps clients with their complex...

Barclays Summer Internship Program Overview Join us as a summer intern and discover the world of finance and technology. Dive into our culture, engaging in real projects that offer a comprehensive business overview. Select your desired business area for an in-depth introduction, taking on immediate responsibility guided by a mentor and line manager. Forge connections, explore new horizons, and unlock growth opportunities in this 10 week journey. Join us during the summer of your penultimate year of university to build skills, expand knowledge, and embark on an impactful path towards a promising career. Why the Equity Research Summer Intern Program? Barclays' award-winning Equity Research team provides expert knowledge to enable both internal and external clients to make informed investment decisions. Covering over 2,500 companies globally, our Equity Research team offers actionable insights and innovative products, every day. Want in? Join us as a summer analyst. As a...

Barclays Summer Internship Program Overview Join us as a summer intern and discover the world of finance and technology. Dive into our culture, engaging in real projects that offer a comprehensive business overview. Select your desired business area for an in-depth introduction, taking on immediate responsibility guided by a mentor and line manager. Forge connections, explore new horizons, and unlock growth opportunities in this 10 week journey. Join us during the summer of your penultimate year of university to build skills, expand knowledge, and embark on an impactful path towards a promising career. Why the Sales, Trading and Structuring Summer Intern Program? Barclays makes markets in nearly all major asset classes, providing sophisticated, timely solutions to our clients. Our Sales, Trading and Structuring teams work in a fast-paced, dynamic and exciting environment, quickly processing information and anticipating market trends to help clients make their next move....

Barclays Do you have a quantitative trading inclination? Barclays makes markets in nearly all major asset classes, providing sophisticated, timely solutions to our clients. Quantitative positions in our Sales and Trading teams are filled with candidates who like to work in a fast-paced, dynamic and exciting environment. Such traders quickly process information and anticipate market trends to help clients make their next move. Sound like the place for you? Find out when you join us as a summer analyst. The chance to make an impact As a summer analyst, you'll spend 10 weeks in our New York office learning about the market as well as Barclays' global businesses, products and services. You will complete rotations on different Sales and Trading desks across the following areas: * Credit * Equities * Equity Financing * Foreign Exchange * Municipals * Rates * Structuring * Securitized Products The right candidate will have a background in one or a group of the following: *...

About this role Join the Team Powering BlackRock's Digital Workplace Technology & Operations is the backbone of BlackRock's global platform - a diverse team of 4,000+ professionals who design, build, and run the systems that support every aspect of our business. From trade execution to client experience, employee enablement to platform innovation, we drive operational excellence across the firm. As Digital Workplace Business Manager (Vice President) , you'll support the teams that connect and empower 25,000+ employees worldwide. Your role goes beyond budget oversight - you'll help shape how we invest in the tools, technologies, and experiences that define the future of work at BlackRock. You'll collaborate across Technology & Operations, translating strategy into action through financial planning, performance analysis, and process transformation. You're a strategic partner, a change agent, and a trusted advisor who thrives in complexity and drives clarity in a...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week Role Overview : When you join New York Life, you become part of a company that values growth, collaboration, innovation, and inclusion. You'll have opportunities to advance your career while developing personally and professionally through a wide range of resources and programs. We are seeking a Product Owner who thrives on collaboration and is energized by enabling digital products that advance client growth and retention goals. This role sits at the intersection of business and technology-translating business needs and features into digital product solutions and requirements that deliver measurable business outcomes. Success requires a strong grasp of digital product delivery, the ability to connect business priorities to execution, and the influence to align cross-functional teams around shared objectives. What great looks like in this role: A proactive, team-oriented...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week Alternate locations: New York, NY (New York); White Plains, NY (New York) Role Overview : We are seeking a highly motivated and experienced Corporate Vice President to join our Life Insurance Product Solutions team. This individual will play a pivotal role in driving operational efficiency, enhancing in-force customer experiences, and leading strategic initiatives that shape New York Life's life insurance portfolio. This is a high-impact opportunity for a collaborative leader with deep insurance industry expertise, exceptional cross-functional coordination skills, and a passion for innovation, excellence, and client service. Join Life Insurance Solutions, the engine behind New York Life's diverse life insurance offerings. You'll collaborate with experts across disciplines to develop, manage, and strategically evolve the company's insurance portfolio-directly contributing to the...

FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. Location: Hybrid - NYC Your Team's Impact Join our innovative Portfolio Management Systems (PMS) Support pillar, where you'll drive strategic improvements and lead the end-to-end onboarding of top-tier hedge funds and asset managers. You will architect and optimize workflows for mission-critical onboarding and trade execution,...

Goodwin Procter Join Goodwin's Global Operations Team, and make a real impact on a global scale. At Goodwin, we work with some of the world's most successful and innovative investors, entrepreneurs and disruptors in the life sciences, private equity, real estate, technology and financial industries, and where they converge. As part of the Global Operations Team - all business professionals at the firm - you'll collaborate with colleagues from varied backgrounds and experiences, fostering an environment where cross-functional learning, networking, and collaboration are at the core of what we do. Here, we're not just supporting a law firm; we're partnering with attorneys and clients to deliver cutting-edge solutions in high-stakes litigation and dispute resolution, world-class regulatory compliance and advisory services, and complex transactions. Our commitment to integrity, ingenuity, agility, and ambition drives us, and we're proud to have been recognised as the "Best...

Manatt, Phelps & Phillips, LLP With eleven offices across the United States, 450+ professionals and 350+ business professionals, Manatt, Phelps & Phillips, LLP (www.manatt.com) is a multidisciplinary, integrated national professional services firm known for quality and an extraordinary commitment to clients. The Firm's groundbreaking approach-bringing together legal services, advocacy and business strategy-differentiates Manatt from its competitors and positions the firm to provide a distinct and compelling value proposition. Opportunity: We currently have a great opportunity for a Billing Specialist in our New York, Los Angeles, Boston, Washington, D.C., or Orange County, or Tampa office. The Senior Billing Specialist provides high-level support to assigned Billing Professionals, serving as a trusted advisor throughout all phases of the billing cycle. This role is responsible for ensuring the accuracy, timeliness, and compliance of billing processes while driving...