Virtual Client Advisory Consultant
FBSPL
A financial services company is seeking a Remote Client Guidance Specialist to help clients make informed financial decisions through virtual consultations. This full-time role emphasizes strong communication skills and self-motivation while providing mentorship opportunities in a flexible remote environment. Ideal candidates will have experience in client-facing roles and must be detail-oriented. The position offers a competitive salary, performance-based earnings, and the chance for professional growth. #J-18808-Ljbffr
- ...A virtual mental health company is seeking board-certified physicians for its Advisory Board. Advisors will provide strategic guidance on mental health care and digital health innovations. This is a part-time role with a commitment of 1-2 hours per month through virtual...VirtualPart timeRemote work
- ...and healthier lives for all. About Owl Therapy Owl Therapy is a virtual‑first mental health company designed to bridge the gap between... ...maintain overall mental health and well‑being. The Role: Psychiatrist Advisory Board Member Location: Remote Engagement: Part‑Time Advisory...VirtualPart timeRemote work
$115k - $140k
A leading SaaS company is seeking a Sales Team Lead in New York City to drive growth among advisory clients and establish their market presence as a top Virtual Data Room provider. The role involves mentoring a team, setting operational metrics, and strategic partnership...VirtualRemote job$55k - $75k
...financial decisions. As a Remote Client Guidance Specialist , you’ll meet with clients virtually, discuss their goals, and... ...Responsibilities Conduct virtual consultations to understand client goals... ...experience in client-facing or advisory work preferred Benefits Performance...VirtualFull timeRemote workFlexible hours- ...scientists, healthcare innovators, and strategic advisors to join its Advisory Board and support the expansion of a revolutionary precision... ...executives and medical professionals with expertise in virtual reality and artificial intelligence, is leading the rollout of...VirtualImmediate start
- ...Clinical Advisory Board Member – Doxy.me & Telehealth.org United States (Independent Contractor) Who We Are Doxy.me (doc-see-me) is a... ...digital health innovation. What You’ll Do Participate in quarterly virtual advisory board meetings to discuss product direction, clinical...VirtualFull timePart timeFor contractorsPrivate practiceWorldwide
- ...and healthier lives for all. About Owl Therapy Owl Therapy is a virtual-first mental health company designed to bridge the gap between... ...Owl Therapy is seeking board-certified physicians to join our Advisory Board . Advisors serve as thought partners to our founding and...VirtualRemote work
$110k - $120k
...it. About the Role Ramp's Advisory & Services channel is one of... ...reactivating, and qualifying the consulting firms, System Integrators (... ...or integrate Ramp for their clients. You'll be holding... ...Employee Assistance Program and virtual care through Lumino Health...VirtualRemote jobFull timeWork at officeHome officeRelocation packageFlexible hours- ...climate action, and our Sustainability Advisory & Services organization plays a key role... ...professional services teams , either in a consulting environment or within B2B SaaS You bring... ...call for other roles) which leads to a virtual or in person interview panel. We prioritize...VirtualWork at officeRemote work
- ...business executives and medical professionals with expertise in virtual reality and artificial intelligence, is leading the rollout of... ...Supported: ATCA’s protocols are backed by an experienced Medical Advisory Board of top doctors and scientists. See our Medical Advisory...Virtual
- ...Tasks What you’ll do Communicate with individuals who have expressed interest in personal and professional development programs and virtual events Use simple online systems and digital tools to provide information and manage follow-up Work remotely using your laptop and...VirtualHourly payContract workFor contractorsWork experience placementImmediate startRemote workFlexible hours
$120k - $125k
Lazard is a global leader in financial advisory and asset management, advising clients on mergers and acquisitions, restructurings, capital structure, and... ...tracking investor interactions and demand. Facilitate the Virtual Data Room (VDR) and coordinate responses to complex...Virtual- ...Executive (BDM) in Berlin Ideals has been in the Virtual Data Room space since 2008 and has built a trusted reputation with clients across multiple industries in Europe,... ...-makers across financial institutions, advisory firms, and other strategic German accounts...VirtualRemote work
$125k - $222.5k
...Job Description: Job Title BLAFC Advisory - Digital Assets & FinTech Corporate... ...associated with FinTech and Digital Asset clients in line with the German Anti-Money Laundering... ...and architecture, including E-money, virtual IBANs, cryptocurrency Deep experience...VirtualWork at officeLocal areaWork from home- ...Client Success Consultant – Grants and Scholarships About Foundant: AtFoundant, we empower mission-driven organizations to manage their data, workflows... ...network of talent is supported by physical office hubs and virtual collaboration, fostering a dynamic environment where...VirtualTemporary workWork at officeRemote workFlexible hoursShift work
$120k - $125k
...one of the world's preeminent financial advisory and asset management firms. Our people and... ...advisory business, Lazard advises clients around the world on strategic and financial... ...Asset projection model(s), preparing the Virtual Data Room, etc.) and during the marketing...VirtualLocal area$69k
...into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...opportunities with promotion from within Supportive and collaborative virtual team environment Qualities We Value Willingness to learn...VirtualRemote jobWork from homeFlexible hours- ...providing first-line risk management support to Client Coverage (Financial Institutions "FI"/... ...), while embedding structured advisory capability to improve decision-making, portfolio... ...reskill and upskill and access to physical, virtual and digital learning. Being part of an...VirtualWork experience placementWork at officeWork from homeFlexible hours
$65k - $95k
...Manager within the Valuation & Advisory team, we are hiring a Real Estate Valuation Consultant, Advisory to join our growing New... ...acting as a trusted partner to clients and third-party appraisers. You... ...our interview process: * A virtual interview with a Talent Advisor...VirtualWork at officeLocal areaRemote workFlexible hours2 days per week$45k - $75k
...incentives. Who we need Reporting to Consultant+ within the Valuation & Advisory team, we are hiring an Analyst to... ...consulting services and key client assignments. Working closely with senior... ...from our interview process: * A virtual interview with a Talent Advisor to...VirtualInternshipWork at officeLocal areaRemote workFlexible hours2 days per week$188k - $225k
...About this role Our clients, General Counsel/Chief Legal Officers... ...Responsibilities Provide executive advisory services to GC members who... ...at the annual conference and virtual webinars. These activities... ...draft client‑ready materials. Consulting background a plus. Additional...VirtualWork at officeRemote workShift work- ...will support the planning and execution of Bentley’s Customer Advisory Boards (CABs), curated executive experiences and key industry association... ...of-show materials, and post-program recaps Support onsite and virtual execution of executive meetings, roundtables, dinners,...VirtualWork from homeWorldwide
$160k - $194k
...capabilities, and the trends across our client base. Challenge the member... ...sessions and workshops both virtual and onsite, as well as... ...to drive results. Consulting and/or CxO/CIO roles with 15+... ...can make the difference as an advisory organization. Experience with...VirtualLocal area- ...dinners, strategic customer forums, and advisory boards. Conduct pre-meeting research, attendee... ...launches, paid media, SEO programs, and virtual events. Provide reporting on lead... ...demands of large tech and enterprise clients. Customers choose ValorC3 for our reliability...VirtualFlexible hours
- ...previous projects. As an Independent Contractor with ACD Direct, you will be providing your skills, expertise and services to the clients we represent. We are looking for those who consider themselves among the best of the best in the customer service industry to help...VirtualFor contractorsWork from home
- ...mobility. SEI’s Wealth business is seeking a Client Support Specialist to join our Sales and... ...product, technology platform, and advisory business knowledge required to advance into... ...channel communication mediums, including virtual meetings, live video, recorded video, phone...Virtual
$90k - $100k
Senior Associate, Multi Strategy ESG Advisory Malk Partners, now part of SLR Consulting, is a consulting firm that... ...Malk’s Multi‑Strategy team support clients in building and enhancing ESG programs... ...and strategy. Review large virtual data rooms and take notes on relevant...VirtualWork experience placementWork at officeShift work- A customer service firm is hiring an Answering Service Agent to provide quality customer service via phone. Responsibilities include handling inbound and outbound calls, collecting customer data, and scheduling appointments. Candidates should be strong multitaskers with...Virtual
- Gartner, Inc. is seeking an experienced technology consultant to manage member relationships within the Banking and Financial Services... ...customized service solutions and conducting both on-site and virtual briefings for members. Ideal candidates will have over 15 years...VirtualRemote job
$80k - $105k
...product to identify prospects' pains and opportunities in order to consult them on growth potential and drive pipeline. Not only will... ...clubs. We encourage cross-functional relationships through virtual coffees and we stay close to the business through weekly team updates...VirtualRemote workFlexible hoursNight shift
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