Top 4945 Client advisor Jobs in New York, Ny

Member Relations Director
Confluence Philanthropy —Manhattan, NY
- $104,000 - $114,000 a year
- Email
- Hybrid work
- Research
- Mid-level
- Office
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Sales Manager
Nine Orchard Hotel (MML Hospitality) —New York, NY
- $100,000 - $120,000 a year
- Full-time
- Hotel
- Travel
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —New York, NY
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Chief Operating Officer
Met Council —New York, NY
- $300,000 a year
- Full-time
- Office
- Bachelor's degree
- Mentoring
- Food provided
1d
Senior Account Manager
Upfluence —New York, NY
- $110,000 - $160,000 a year
- Full-time
- Hybrid work
- English
- Office
- Conflict management
- Health insurance
- Dental insurance
Client and Advisor Experience Associate
EARNED —New York, NY
- $125,000 - $150,000 a year
- Full-time
- Presentation skills
- Bachelor's degree
- Training & development
- Health insurance
- Dental insurance
PRADA Client Advisor Fifth Avenue
Prada —New York, NY
- $22 - $26 an hour
- Communication skills
- Entry level
PRADA Client Advisor Broadway
Prada —New York, NY
- $22 - $26 an hour
- Communication skills
- Entry level
PRADA Client Advisor Madison Avenue
Prada —New York, NY
- $22 - $26 an hour
- Communication skills
- Entry level
Client Advisor
KITH —New York, NY
- $17 - $18 an hour
- Part-time
- Ability to walk for extended periods
- Mid-level
- 3 years
Investment Analyst - Family Office
Midas Wealth —New York, NY
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Agency Customer Success Manager
Smartly —New York, NY
- $75,000 - $90,000 a year
- Mid-level
- Presentation skills
- Continuous improvement
- Paid holidays
- Health insurance
13d
Chief Operating Officer (COO) - Insurance Industry
Confidential —New York, NY
- From $175,000 a year
- Full-time
- Office
- Bachelor's degree
- Mentoring
- Relocation assistance
Quick Apply
3d
Institutional Service Analyst - Registered Reps (Series 7) Needed-1-3 years of experience!
Mid-Large Asset Manager —New York, NY
- $80,000 - $130,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Relocation assistance
Quick Apply
Client Advisor (Sales Consultant)
BMW —Long Island City, NY
- From $50,000 a year
- Full-time
- Background check
- Dealership
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Business Development Representative
High Rise Capital —New York, NY
- $90,000 - $450,000 a year
- Urgently hiring
- Customer service
- Office
- Business development
Quick Apply
Strategic Client Partner, Uber Health
Uber —New York, NY
- $143,333 - $176,667 a year
- Full-time
- Office
- Analysis skills
- Presentation skills
Client Advisor - New York City
Louis Vuitton —New York, NY
- $26 - $29 an hour
- Entry level
- Commercial
- Disability insurance
- Health insurance
Client Advisor, Full Time
FERRAGAMO USA INC —New York, NY
- $22 - $24 an hour
- Weekends as needed
- Merchandising
- Mid-level
- Computer skills
Quick Apply
Client Advisor - East Hampton, NY
Louis Vuitton —New York, NY
- $25 - $32 an hour
- Full-time
- Mid-level
- Commercial
- Disability insurance
- Health insurance

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client advisor jobs near new york, ny

Member Relations Director

Confluence Philanthropy
Manhattan, NY

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Job Details

Full-time
$104,000 - $114,000 a year

Qualifications

Nonprofit management
Corporate partnership
Teamwork
Program design
Team leadership
Research
Corporate giving fundraising
Attention to detail
Client management
Organizational skills
Corporate sponsorships
Event sponsorship marketing
Master of Business Administration
Project leadership
Event promotion

Full Job Description

Confluence Philanthropy advances values-aligned investing across asset classes, investment vehicles, and engagement strategies when prudent and feasible. Our mission is to transform the practice of investing by aligning capital with our community’s values of sustainability, equity, and justice. We support and catalyze an international membership of private, public and community foundations, families, individual donors, and their investment managers representing more than $70 billion in philanthropic assets under management, and over $3 trillion in managed capital.

Confluence is a tight-knit, collaborative team that is deeply engaged with a dynamic membership and is motivated by a sense of urgency. We are prized by our members for thought-provoking and industry-shifting content. Through convenings, learning programs, and collaborative initiatives, our members advance climate solutions, social equity, and systems-level innovation in the field of values-aligned investing. We generate action.

Are you an ambitious, high performing mid-career professional looking to help transform the economy?

Confluence Philanthropy’s Member Relations Director is a key leadership position with significant management, planning, and communications responsibility. We are recruiting a dynamic, process-minded, and detail-oriented ‘servant-leader’ motivated by the idea of growing a cutting-edge community of investors and their financial advisors. Our next era of growth will rely upon this engaging individual to cultivate relationships, benchmark membership engagement, and support sales and fundraising. The Member Relations Director will work directly with the Chief External Officer to strategize membership cultivation as an integral part of the development team. We are looking for a motivated professional who will take charge of this position, making a minimum three-year commitment to the organization.

Reports to: Chief External Officer

Compensation: Full-time with a $104,000 - $114,000 salary, plus highly competitive benefits

Hybrid Location: New York City (mid-town) Office – required minimum 4 days per week in office. Eligible candidates must legally reside in New York.

Responsibilities:

Member Experience Lead (50%): Direct the management of membership experience events, including onboarding, networking events, retreats, fieldtrips and donor celebrations with supervision from the Vice President of Programs. Plan 4-6 social events annually in multiple geographies (dinners, cocktail hours, luncheons). Manage steering committees. Support sponsor recruitment and benefits. Experienced management, planning and strong program development skills required, community organizing skills a plus. “Servant leadership” and strong social intelligence required.
Member Engagement and Volunteer Management (20%): Confluence prides itself on being a vibrant, closely knit community. Develop authentic relationships with members and partners that deepen the quality of our programming and enrich the membership experience. Strategize and deploy Executive Team for member cultivation and fundraising. Ability to build trust and easy rapport with a diverse group of actors required.
Sponsorship and Member Recruitment (15%): Assist in event sponsorship and member recruitment and retention initiatives meeting annual KPI’s in close collaboration with the CXO and Associate Director. Develop meaningful sponsorship benefits packages. Prior corporate sponsorship experience required.
Event and Conference Marketing & Recruitment (10%): Play a significant role in marketing and recruiting attendance for fee-based events and the annual conferences in collaboration with development and communications team staff. Host conference registration and welcome activities. See: www.confluencegathering.org Prior event promotion experience required.
Evaluation and Research (5%): Guidethe annual review and assessment of membership programs by overseeing the collection of membership data and program metrics. Work with the communications team to vision the monthly collection of information for blogs, e-news, and other communications materials.
Other duties as assigned.

Qualifications:

Graduate degree in non-profit management, communications, related field or graduate experience equivalent required, MBA preferred.
Strong written and oral communication skills required.
Detail-oriented work style required.
Strong client management skills required.
Sales experience required.
Social and emotional intelligence, and the ability to perform under pressure with ‘high power’ executives with grace, poise, and humor.
Experience in integrating diversity, equity, and inclusion values in professional settings.
Event planning experience required.
A high level of discretion for both professional and personal affairs.
Strong interest in environmental and social investing, and the path to a new economy.
Ability to work independently but in a small office environment required.

To apply: : send your resume, cover letter, and three professional references to [email protected] with “Business Relations Director” in the subject line. We will only review candidates that contact us directly - not through the platform.

We’re an equal opportunity employer and strongly encourage applicants from all backgrounds, identities, and experiences to apply. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status, or any other protected characteristic. We’re committed to building an inclusive workplace where everyone feels valued and respected Position open until filled.

Pay: $104,000.00 - $114,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in new york, ny

Member Relations Director

Sales Manager

Registered Client Administrative Manager

Chief Operating Officer

Senior Account Manager

Client and Advisor Experience Associate

PRADA Client Advisor Fifth Avenue

PRADA Client Advisor Broadway

PRADA Client Advisor Madison Avenue

Client Advisor

Investment Analyst - Family Office

Agency Customer Success Manager

Chief Operating Officer (COO) - Insurance Industry

Institutional Service Analyst - Registered Reps (Series 7) Needed-1-3 years of experience!

Client Advisor (Sales Consultant)

Business Development Representative

Strategic Client Partner, Uber Health

Client Advisor - New York City

Client Advisor, Full Time

Client Advisor - East Hampton, NY

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