Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Client Advisory Director

Pathstone

Pathstone is seeking an Associate Director, Client Advisory to join its Newtown Square, PA office. You will partner with Directors to deliver comprehensive wealth management solutions for ultra‑high‑net‑worth families, family offices, and endowments. The role combines client relationship management, investment implementation, planning coordination, and leadership—mentoring junior staff and driving operational excellence. A strong analytical mindset and excellent communication are essential. #J-18808-Ljbffr Pathstone

Vacancy posted 11 hours ago
Similar jobs that could be interesting for youBased on the Senior Client Advisory Director in Brooklyn, NY vacancy
  • Pathstone is hiring an Associate Director, Client Advisory in San Francisco to deliver comprehensive wealth management solutions to UHNW families and institutions. You will partner with Directors and_MD s to manage client relationships, implement investment guidance, and... 
    Senior

    Pathstone

    Brooklyn, NY
    21 hours ago
  • Baker Tilly International is seeking a Senior Manager for CFO Accounting Advisory to lead and mentor teams, oversee engagements, and drive client solutions in finance and accounting processes. You will collaborate with partners and managers across groups to review work... 
    Senior

    Baker Tilly International

    Brooklyn, NY
    3 days ago
  • SRS Acquiom Inc. seeks a driven Institutional Client Relations Director to manage post-closing engagements for U.S., Canada, and Israel deals. The role involves leading investor discussions, escalating issues, and coordinating with internal teams to ensure smooth post-closing... 
    Senior
    Remote job
    Work at office

    SRS Acquiom Inc.

    Brooklyn, NY
    2 days ago
  • CrossCountry Consulting is seeking a Senior Consultant in Accounting Advisory in Boston. You will be a trusted partner to multinational clients, delivering tailored accounting solutions, driving improvements in reporting and finance processes, and implementing new standards... 
    Senior

    Cross Country Consulting

    Brooklyn, NY
    1 day ago
  • Berkowitz Pollack Brant (BPB) is seeking a Senior Associate/Senior Accountant to join our Client Accounting & Advisory Services Group. As an Accounting Senior Associate specializing in Real Estate with our team, you will play a key role in overseeing accounting functions... 
    Senior

    bpbcpa

    Brooklyn, NY
    4 days ago
  • Springline Advisory, Inc. is seeking a Talent Acquisition Senior to own full-cycle recruiting across our U.S. firm locations, focusing on Tax, Audit, CAS, and specialty practice roles. You’ll proactively identify and engage top talent, partnering with firm leaders to provide... 
    Senior
    Remote job

    Springline Advisory, Inc.

    Brooklyn, NY
    3 days ago
  • $110k - $175k

    A leading healthcare service provider is seeking a Client Success Director to provide strategic leadership and mentor a team of Account Managers. The role focuses on driving client success through collaboration and advocacy at the enterprise level, while managing relationships... 
    Senior

    Marathon Health

    Brooklyn, NY
    1 day ago
  • KPMG LLP is seeking a Senior Manager to join our Business Tax Services practice in Los Angeles. You will lead tax engagements for a range of clients from Fortune 100 to growing businesses, providing compliance and advisory services in a collaborative, fast-paced environment... 
    Senior

    KPMG Careers

    Brooklyn, NY
    1 day ago
  •  ...a Program Manager to coordinate community outreach and engagement activities. This role involves designing programming, managing advisory board logistics, and providing administrative support. The ideal candidate will have a high school education with 6 years of related... 
    Senior
    Work at office

    https:/www.scheurer.org/careers/

    Brooklyn, NY
    21 hours ago
  •  ...experienced treasury professional to join their growing SAP Treasury advisory services practice. The ideal candidate should have practical...  ...in SAP treasury functionalities and skills in managing client relationships. Your tasks will include overseeing treasury engagements... 
    Senior

    EY

    Hoboken, NJ
    1 day ago
  • Elliott Davis, LLC is seeking a Senior Accountant within the Client Accounting Advisory Services team. This role focuses on coordinating engagements, analyzing financial data, and delivering valuable insights to clients while mentoring associates and interns. You will collaborate... 
    Senior

    Elliott Davis, LLC

    Brooklyn, NY
    4 days ago
  •  ...resources while supporting business operations and customer outcomes. Candidate thrives on data-driven decisions, cross-functional collaboration, and strategic advisory work across R&D, Sales, Support, and Finance. #J-18808-Ljbffr Keysight Technologies SAles Spain SL.
    Senior
    Remote job

    Keysight Technologies SAles Spain SL.

    Brooklyn, NY
    2 days ago
  •  ...valuation firm with a national footprint and a dedicated ESOP Advisory Group. As an Associate or Senior Associate, you’ll build financial models, analyze...  ...company valuations, and support ESOP transactions with client presentations and due diligence. You’ll collaborate... 
    Senior

    Marshall & Stevens Inc.

    Brooklyn, NY
    2 days ago
  • Mowery & Schoenfeld, LLC is adding a Client Advisory Services (CAS) Manager to our growing CAS Advisory team. The CAS Manager will work closely with our diverse client base to implement best practices within the accounting function for a variety of small-to-medium sized... 
    Work experience placement
    Work at office
    Immediate start

    Jobless

    Brooklyn, NY
    4 days ago
  •  ...with a diverse portfolio of private-company clients? We are seeking an experienced Client...  ...reporting efficiency. Client Management & Advisory Serve as a primary point of contact for...  ...Control Manage, coach, and develop staff and senior accountants supporting engagement work.... 
    Immediate start

    Jobless

    Brooklyn, NY
    4 days ago
  • $112k

    Chime is seeking a Senior Analyst in AML Governance & Advisory within Financial Crimes & Identity to strengthen governance, policy, and program maturity. This role partners with Compliance, Legal, Risk, Product, and Engineering to drive oversight and continuous improvements... 
    Senior

    Chime Enterprise

    Brooklyn, NY
    1 day ago
  • Nationwide Financial seeks an AVP to oversee operations strategy for Annuity New Business and Advisory services. You will manage the Policy Disbursements team for Life and Annuity, ensure regulatory compliance, and partner with Sales and Compliance to deliver high-quality... 
    Senior

    OhioX

    Brooklyn, NY
    3 days ago
  • $138.82k - $163.32k

     ...will be able to clarify expectations and answer any questions you have.We are looking for an experienced and relationship-driven Senior Client Relations Managerto join our PSA Vault team. As the Senior Client Relations Manager, you will own the vault's relationship with... 
    Senior
    Full time
    Work at office
    Remote work
    Worldwide
    Flexible hours
    Shift work

    Collectors

    Jersey City, NJ
    3 days ago
  •  ...California-based team. You will supervise complex accounting tasks, support tax and financial reporting, and deliver high-quality client service across multiple engagements. Ideal candidates have 4-6 years of accounting experience, a CPA license or eligibility, and strong... 
    Senior
    Full time

    Sorren, Inc.

    Brooklyn, NY
    4 days ago
  • Cherry Bekaert LLP in Boston, MA is seeking a Senior Tax Manager on a hybrid schedule (average 2-3 days in office). You will manage the client’s tax compliance needs, anticipate tax and business issues, and serve as the main point of contact with the client while guiding... 
    Senior
    Work at office

    Cherry Bekaert LLP

    Brooklyn, NY
    3 days ago
  • Baker Tilly seeks a Principal to join and help lead its Real Estate Advisory Team within the Financial Advisory Services Group in New York. The Principal will originate and expand client relationships, lead complex advisory engagements, and develop professionals for practice... 

    Baker Tilly International

    Brooklyn, NY
    2 days ago
  • EY is seeking a Real Estate Tax Senior Manager to lead teams on strategic tax planning for a diverse client base. You will provide timely tax advice and collaborate with colleagues and clients to deliver high‑impact results. The role requires deep REIT and partnership tax... 
    Senior

    EY

    Secaucus, NJ
    21 hours ago
  • Alliant Insurance Services seeks a Client Executive for Private Client Services to manage assigned accounts and lead service teams remotely across multiple states. The role focuses on servicing, renewal business, and strategic cross-selling to high-net-worth clients. The... 
    Senior
    Remote job

    Alliant

    Brooklyn, NY
    4 days ago
  • We are seeking a Senior Vice President to lead our Institutional Trade Maintenance and Fail Management processing teams. This leader will be responsible for overseeing day-to-day processing, client support, operational quality, risk management, and people leadership across... 
    Senior
    Work experience placement
    Local area
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Jersey City, NJ
    4 days ago
  • $179.85k - $340.97k

    Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of...  ...Description: Baker Tilly is currently searching for a Senior Manager to join our CFO Accounting Advisory practice... 
    Senior
    Work at office
    Local area
    Worldwide
    Shift work

    Baker Tilly International

    Brooklyn, NY
    3 days ago
  • JPMorgan Chase & Co. is seeking a Senior Associate Project Manager for the Private Client division. You will report to the Client Experience Support Lead and manage multiple projects and initiatives that support the divisional agenda. You will collaborate with partners... 
    Senior

    JPMorgan Chase & Co.

    Brooklyn, NY
    1 day ago
  • Phillips Connect, based in Irvine, CA, is seeking a Senior Customer Success Manager to guide a portfolio of customer accounts from onboarding...  ...usage, and drive renewal-related activities, reporting to the Director, Customer Success. Remote (U.S.) opportunities exist for this... 
    Senior
    Remote job

    Phillips Connect

    Brooklyn, NY
    2 days ago
  • dnata Catering USA is seeking a Customer Service Manager to serve as a crucial liaison between the CSC, airlines, and internal teams, ensuring seamless communication and exceptional service delivery across accounts. You will manage customer relationships, address concerns...
    Senior

    dnata

    Inwood, NY
    4 days ago
  • Kforce, Inc. in King of Prussia, PA is seeking a Sr Account Executive to deliver creative, cost-effective solutions for our clients and to develop lasting in-person relationships within technology, finance, and accounting sectors. This role requires 5-8 years of sales-related... 
    Senior
    Work at office

    Kforce, Inc

    Brooklyn, NY
    4 days ago
  • $100k

     ...practice. This individual will build new client relationships, deepen market presence,...  ...cross-selling opportunities across tax, advisory, digital transformation, and related services...  ...placement, with a focus on manager, director, and executive-level roles. Build strong... 
    Permanent employment
    Temporary work
    Work experience placement
    Local area

    Cherry Bekaert LLP

    Brooklyn, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Client Advisory Director. Be the first to apply!