Advisor, Client Engagement
$88k - $132kPublicis Groupe
Overview As an Advisor, you’ll collaborate with the Portfolio Lead to coordinate the delivery of our products and services for clients in the consumer‑packaged goods, travel, or dining sector. You will work across various functional teams—Product, Strategy, Analytics, Data Partnerships, and Delivery—to support Epsilon’s PeopleCloud MarTech, AdTech, and Data Solutions for large enterprise clients. You’ll play a significant role in ensuring successful project engagements and driving business growth by facilitating communication among clients, project teams, and other partners. Operating within a large, multicultural, and geographically diverse organization, you’ll work alongside internal teams to uphold service quality throughout and after engagements. As you develop expertise in Epsilon PeopleCloud solutions and services, you’ll supply knowledge sharing and the dissemination of lessons learned within the organization. Responsibilities What You’ll Achieve Develop strong connections with clients and ensure client happiness with contracted Epsilon offerings Coordinate with delivery teams to unify products/services, interpret client needs, and improve client profitability Drive collaboration internally with product, support, and delivery organizations throughout the client lifecycle, as a vocal leader of the Client engagement Support leading a complementary team with varied expertise; and offer timely performance feedback Raise issues and risks for resolution within the cross functional team Ensure accurate and timely billing for services rendered, working with internal Accounting teams and client Accounting teams, as required Qualifications Who You Are What you’ll bring with you: Bachelor’s degree or equivalent experience 5+ years of industry specific experience Program and project management experience MarTech platform experience such as Email, CRM/Database or Loyalty platforms 3+ years of demonstrated ability in a client facing role 2+ years of managerial experience Financial competence Strong Microsoft Word, Excel and PowerPoint skills as well as Service Now, Jira, SharePoint Why you might stand out from other talent: You enjoy working with both clients and delivery teams, connecting the dots and leading both internal and external expectations You work collaboratively to build positive relationships You thrive in a client‑facing role, working with clients, addressing their concerns and being their point of contact You take on complex problems and issues with a focus on outcomes and effective resolutions You have expertise and knowledge across the full ecosystem of MarTech and AdTech such as cleanroom, digital media etc. You have experience working with contracts, supporting invoices and understanding P&L reporting Additional Information When You Join Us, We’ll Create Something EPIC Together Epsilon is a global data, technology and services company that powers the marketing and advertising ecosystem. For decades, we’ve provided marketers from the world’s leading brands the data, technology and services they need to engage consumers with 1 View, 1 Vision and 1 Voice. 1 View of their universe of potential buyers. 1 Vision for engaging each individual. And 1 Voice to harmonize engagement across paid, owned and earned channels. Epsilon’s comprehensive portfolio of capabilities across our suite of digital media, messaging and loyalty solutions bridge the divide between marketing and advertising technology. We process 400+ billion consumer actions each day using advanced AI and hold many patents of proprietary technology, including real‑time modeling languages and consumer privacy advancements. Thanks to the work of every employee, Epsilon has been consistently recognized as industry‑leading by Forrester, Adweek and the MRC. Epsilon is a global company with more than 9,000 employees around the world. Our pillars aren't just words. They're how we show up every day. People centricity: We focus on employee well‑being in an environment where colleagues truly care about each other Collaboration: We work together, support one another, and collectively achieve goals Growth: There are endless opportunities for growth through learning, development and career advancement Innovation: We drive progress through cutting‑edge solutions and forward‑thinking approaches Flexibility: We’ve created a balance between work and personal life, and we encourage adaptability to solve problems creatively Our values guide us to create value for our clients, our people and consumers. Act with integrity Work together to win together Innovate with purpose Respect all voices Empower with accountability These pillars and values are our foundation—shaping our culture, guiding our decisions, and uniting us in common purpose. Benefits As an Epsilon employee, you deserve perks and benefits that put you, your family and your finances first. Our benefits encompass a wide range of offerings, including but not limited to the following: Time to Recharge: Flexible time off (FTO), 15 paid holidays Time to Recover: Paid sick time Family Well‑Being: Parental/new child leave, childcare & elder care assistance, adoption assistance Extra Perks: Comprehensive health coverage, 401(k), tuition assistance, commuter benefits, professional development, employee recognition, charitable donation matching, health coaching and counseling Epsilon benefits are subject to eligibility requirements and other terms. Equal Opportunity Employer Epsilon is an Equal Opportunity Employer. Epsilon’s policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, color, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable federal, state or local law. Epsilon also prohibits harassment of applicants and employees based on any of these protected categories. Epsilon will provide accommodations to applicants needing accommodations to complete the application process. Please reach out to View email address on click.appcast.io to request an accommodation. San Francisco Bay and Los Angeles Areas Epsilon will consider for employment qualified applicants with criminal histories in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance and San Francisco Police Code Sections 4901‑4919, commonly referred to as the San Francisco Fair Chance Ordinance. Applicants with criminal histories are welcome to apply. Compensation Base Salary: $88,000.00 – $132,000.00 annually. Actual compensation within the range will be dependent upon, but not limited to the individual’s skills, experience, qualifications, location and application employment laws. The salary pay range is subject to change and may be modified at any time. The application deadline for this job posting is 07/13/2026. #J-18808-Ljbffr Publicis Groupe
$200k - $250k
...your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously... ...pieces to address frequently asked client questions.Actively engage in IRG investment discussions and decision-making processes.2....SuggestedFull timeWork at officeLocal area- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...administrative support to Private Client Advisors within Wealth Management.Job... ...and accurate performance reportsActively engage in Risk Management; including Know Your Customer...Suggested
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...Job Title Director, Philanthropy Engagement & Communications (Hybrid) Organizational Unit IIE Organization - IIE US - Philanthropy... ...in engagement and cultivation of donors, alumni, or clients. Excellent leadership and interpersonal abilities, with a proven...SuggestedFull timeTemporary workWork experience placementWork at officeRemote workFlexible hours- ...channels, building on its 60-year track record of exceptional client service. Aquarian continued to deepen its expertise and grow its... ...President of Investor Relations to support institutional investor engagement, fundraising execution and capital formation for Aquarian...SuggestedWork at officeLocal area
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TD Bank is looking for a Financial Advisor in Langhorne, PA. In this role, you'll deliver financial planning guidance and develop client relationships to meet investment goals. The ideal... ...in financial planning. You will engage with clients to help achieve their wealth...Suggested$91.71k - $156.49k
...materials, facts and information on project messaging and supports client activities to stakeholders according to the public outreach... ...meetings, forums and public hearings as well as tracks social engagement and other digital strategies as needed. Drafts speeches, creates...Local area- ...Search in New York City, NY seeks an Investment Associate to join the Financial Services Group. You will work with partners, engage directly with clients, and advise a range of investment funds on governance, regulatory, and compliance matters. The role requires 3-5 years...Work at officeRemote work
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Vice President, Client Coverage - Global Client Management, Investment ManagersAt BNY, our culture allows us to run our company better... ...role, you’ll make an impact in the following ways: Executive engagement - Partner with senior leadership to shape engagement with top Investment...Temporary workWorldwideFlexible hours- ...Financial Planner to craft personalized financial plans including investments, insurance, and retirement strategies. You will engage with clients to understand goals and risk tolerance, then translate insights into comprehensive, actionable plans. Responsibilities...
$160k - $200k
...existing enterprise Registered Investment Advisor (RIA) relationships. This position will... ...within existing enterprise clients, ensuring fulsome delivery and execution... ...Business Development team. Drive day‑to‑day engagement with RIA clients to ensure we are delivering...Full timeWork at officeRemote work$79k - $113k
Associate - Engagement and Communications Associate Our New York Life culture has laid the foundation for over 180 years of commitment... ...learn more about how our company is constantly evolving to meet our clients’ and employees’ needs. #J-18808-Ljbffr FinancialnarrativeLocal area- ...Relationship Management to deepen relationships with affluent clients and provide tailored financial solutions. The candidate must have... ...8 years of relevant experience and strong analytical skills to engage clients effectively. This role entails building trust through...
$112k - $175k
...actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights... ...in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset...H1bRemote workWorldwideVisa sponsorshipWork visa- ...Private Client Banker You have a passion for taking care of our customers and employees... ...with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship... ...financial products. Our mission is to create engaged, lifelong relationships and put our customers...Immediate startAfternoon shift
$115k - $140k
...Title: Client Portfolio Manager Reports to: Client Management Department Manager Location : Flanders, NJ Salary Range: $115 – $140K... ...Communicating client expectations and SCE expectations to project teams. Engaging in routine proactive coordination with other Managers and...Full timeWork at officeMonday to Friday$90k - $157.5k
...rich technology wrapped in an exceptional client service experience. As the Client... ...Charles River; and serving as a trusted advisor and direct point of contact for the client... ...River IMS accounts by:Ensuring a high touch engagement model with clients, including regular...Full timeTemporary workWork at officeFlexible hours- ...investment initiatives and support the portfolio management team. This role demands strong investment knowledge and the ability to engage with clients effectively. Requirements include over 7 years in investment management, excellent communication skills, and the ability to...
- Bank of America is hiring for a front-line banking role focused on engaging clients in the lobby, educating them on self-service options, and processing cash transactions with accuracy. The position emphasizes building client relationships to meet financial needs and drive...Weekend work
$175k - $225k
Investment Banking Associate - Shareholder Engagement and Activism Advisory New York, NY,... ...research, and wealth management services to clients worldwide. Our Shareholder Engagement &... ...executives, boards of directors, legal advisors, and institutional investors while contributing...Full timePart timeLocal areaWorldwide$20 per hour
...where every day feels like a holiday awaits! The role of the Client Advisor at Vilebrequin is at the core of our brand as they continue to... ...bringing it to life each day. As Brand Ambassadors, you help engage clients in the discovery of our heritage through storytelling...Part timeImmediate startFlexible hoursShift workDay shiftAfternoon shift- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...support to our Private Client Advisors. Your role will encompass the efficient management... ...and accurate performance reports Actively engage in Risk Management; including Know Your...
- Bank of America in New York City seeks a client-focused teller to engage clients in the lobby, educate about self-service options, and process cash transactions accurately. The role emphasizes building relationships and identifying client needs to connect them with suitable...Work at office
$20.53 - $34.23 per hour
...it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and... ...exceptional customer service in alignment with the bank’s mission by engaging clients with professionalism, confidence, and a strong...Full timePart time- A leading financial institution in New York is seeking a motivated individual to engage clients and assist with transactions in a dynamic environment. Responsibilities include educating clients on banking solutions, processing cash transactions, and building client relationships...Hourly pay
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- ...In this full-time role, you will provide exceptional service to clients, understanding their financial needs and offering tailored... ...sales experience and excellent communication skills. You will engage clients to educate and connect them with the Chase Mobile App and...Full time
- Strategist, Wealth and Intermediary Client Marketing page is loaded## Strategist, Wealth and Intermediary Client Marketingremote... .... The ultimate objective of the role is to drive engagement with financial advisors and greater awareness and adoption of our investment products...Work at officeWork from homeHome office
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