Senior Client Advisory Director
Pathstone
Pathstone in New York, NY is seeking an Associate Director, Client Advisory to deliver comprehensive wealth management solutions for ultra-high-net-worth families and endowments. You will lead client relationships, coordinate investment implementation, and mentor junior professionals within a growing advisory platform. The role emphasizes relationship management, collaboration with planning and tax teams, and business development to expand Pathstone's client base. #J-18808-Ljbffr Pathstone
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Client Advisory Director in New York, NY vacancy
$113.5k - $295k
...professionals providing specific tax technical services to US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because... ...across the entire process. The EY GPO Client Solution Senior Manager is a client-facing lead role within EY Global Payroll...SeniorSummer holidayLocal areaFlexible hours$113.5k - $259.5k
...professionals providing specific tax technical services to US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because... ...across the entire process. The EY GPO Client Solution Senior Manager is a client-facing lead role within EY Global Payroll...SeniorSummer holidayLocal areaFlexible hours$124k - $280k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior... ...Markets Accounting Advisory Services - Senior Manager, you will provide strategic... ...Deals practice, you will focus on advising clients on complex accounting advisory and...SeniorFull timeH1b$60k - $140k
...communications leader built to create value for clients through reputation. With highly... ...Global Network, is seeking a Senior Account Executive/Account Director to support high-profile, high-... ...environment with fluctuating workloadsPrior advisory firm experience is a plusBurson...SeniorWork at officeAfternoon shift- ...investor-first approach, the firm brings to clients the best of both worlds: specialist... ...seeking a future team member for the role of Senior Vice President, Client Executive to join... ...significant responsibility of this role.Strategic Advisory: Act as a consultative partner to senior...SeniorWorldwideFlexible hours
- Senior Customer Success ManagerThis role has been designated as ‘Remote/Teleworker’, which... ...-facing role responsible for helping clients maximize the value of their HPE solutions... ...sectors.Knowledge of HPE's GreenLake offering, Advisory and Professional services and Managed...SeniorFull timeWork experience placementLocal areaImmediate startRemote workWork from home
$179k - $262k
...Tilly US is seeking an experienced professional to join their team in transaction advisory services. Essential responsibilities include data gathering, conducting due diligence, and client communication to ensure exceptional service delivery. Ideal candidates will have...SeniorBaker Tilly US
New York, NY1 day ago- Huron helps its clients drive growth, enhance performance and sustain leadership in the... ...now and create your future.At Huron, Senior Directors belong where leaders are elevated and celebrated... ...years of experience in a consulting or advisory role focused on enterprise-scale...SeniorFull time
$175k - $215.5k
...else - remarkably smart. In this role, you'll join the R&D Advisory Group within Syneos Health Consulting, where you will help make... ..., or a combination of these. You will: Work with senior customer stakeholders to comprehend the customer's business goals...Local areaFlexible hoursSyneos Health Careers
New York, NY20 hours ago- Jobtailor is seeking an experienced tax professional to lead client relationships and deliver high-level tax planning and consulting services. The role requires extensive public accounting exposure, CPA licensure, and a track record in business development within a professional...Senior
$150.1k - $227k
...managers or mentors for guidance on priority problems.Strategic Advisory and Stakeholder ManagementDevelop and maintain strong... ...relationships for success and revenue opportunities.Form a clear plan for client engagements, communicate clearly and proactively with...SeniorFull timeWork at officeFlexible hoursShift work3 days per week- GlassView, based in New York, is seeking a career commercial professional to join its team as we expand our business. This role requires deep relationships at independent agencies across the US and is tailored for someone eager to capitalize on real upsides through a commission...SeniorRemote jobFlexible hours
$130k - $175k
DescriptionKforce has a client that is seeking a Senior Manager - Risk Advisory in New York, NY.Requirements* Bachelor's degree in relevant discipline (e.g., Accounting, Finance, Statistics, Data Analytics, Auditing, or related field) required* Professional Certification...Senior$120k - $135k
...The Account Management Team is at the forefront of building client relationships and driving revenue through enhancing clients' workflows... ...to build strong relationships within buyside, sellside & advisory community ~ A track record of managing & growing a book of enterprise...SeniorSummer workLocal areaWorldwideFlexible hours9fin
New York, NY4 days ago- FTI Consulting is seeking an SEC & Accounting Advisory Senior Director in New York to supervise day-to-day engagements with client personnel, audit and advisory teams, and to apply deep technical accounting expertise to complex business transactions and IPO readiness....Senior
$224.72k - $327.85k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of... ...system.Job Description:OCFO-FS Technical Accounting Senior Manager Our Purpose:Our purpose is to build a financial...SeniorFull timeWork at officeLocal areaWorldwideShift work$200k - $275k
Jefferies is hiring a Senior Associate/VP for their Secondary Advisory team in New York. This role focuses on GP-led secondary transactions with responsibilities in execution leadership and sponsor relationship management. Ideal candidates will have 4-9+ years of investment...Senior- ...Accountant And Advisory SeniorOrbiss is an advisory and tax firm specialized in business growth... ...a 360° and tailor-made support to its clients' cross-border accounting, tax, and M&A... ...the industry.As an Accountant and Advisory Senior, you will be responsible for:Managing a client...Senior
Orbiss Inc.
New York, NY4 days ago - Delve Deeper is seeking a Client Director / Sr. Client Director to partner with nonprofit and charity-focused clients, aligning strategy,... ...strategy, lead cross-functional teams, manage P&Ls, and nurture senior-level relationships while balancing client success with...SeniorRemote job
$70k - $150k
To complement its existing Transaction Advisory Services offering, Kroll is continuing to grow its Technical Accounting Advisory practice... ...reporting. The team provides specialist accounting advice to clients across a range of areas, often working as part of cross-functional...SeniorWork at office- Highsnobiety is seeking a quality-driven Account Director to oversee client services at Highsnobiety+. This role demands deep client partnership management across integrated accounts and requires a proven background in strategic leadership. The ideal candidate will have...Senior
- ...Fragrances, BNY, Intuit, CKE Restaurants, Travelex, and Whole Foods spans 85+ countries.Who You Will Be Working WithAs our Client Strategy Senior Director, you’ll play a central role in shaping and executing impactful strategies for a diverse portfolio of clients while...SeniorLocal areaFlexible hours
- ...market Title: M&A Strategy - Senior Manager Salary: $21,000 to $... ...MAResponsibilities:• Work with Partners/Directors in M&A engagements • Conduct... ...the internal deal team and client communication/expectation •... ...with an emphasis on M&A Advisory, ODD, CDD and or IT Diligence...SeniorOdd job
- The Salvation Army of Greater New York is seeking an Advisory Board Relations Manager to coordinate 18 Advisory Boards and recruit new organizations. You will partner with staff, community leaders, and donors to strengthen board engagement, manage meetings, and ensure...Afternoon shift
$120k - $185k
...is looking for experienced professionals for their Transaction Advisory practice in New York. The role focuses on identifying key financial... ...and driving value creation through analytical insights and client deliverables. Candidates should have 6+ years of experience, strong...Senior- RGP is seeking a Senior Director, Data, Analytics & AI to grow and deliver advisory services in a consulting environment. This senior leader will shape offerings,... ...deliver high-impact data and AI initiatives for clients. The role demands deep expertise in data, analytics...Senior
- Turner Construction Company seeks a Senior Director for Turner Information Services to translate business strategy into actionable roadmaps... ..., you will shape prioritization, governance, and the advisory practice, driving transparency and alignment while overseeing...Senior
- 84.51° in New York is seeking a senior sales leader to own end-to-end client partnerships across our suite of retail data, insights and media solutions. You will drive executive relationships, expand opportunities with CPG and agency partners, and lead revenue growth in...Senior
- ...WSP is seeking a Senior Vice President to lead the Investor & Transaction Advisory team within the Advisory and Planning group. The candidate should have broad understanding... ...assignments, managing teams, and developing client relationships. #J-18808-Ljbffr Jobleads-USSenior
$80k - $92.5k
Join to apply for the Client Advisory Manager role at Veris Insights . Base pay range $80,000.00/yr - $92,500.00/yr The Company You’ll Join... ...-first: You excel at building trust and credibility with senior stakeholders. Confident facilitator: You bring energy and executive...Full timeWork at officeRemote workVisa sponsorship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Advisory Director. Be the first to apply!
Related searches
- client services supervisor New York, NY
- customer engagement manager New York, NY
- volunteer engagement manager New York, NY
- client development director New York, NY
- engagement project manager New York, NY
- client account executive New York, NY
- member engagement manager New York, NY
- pursuit client manager New York, NY
- strategic engagement manager New York, NY
- client services coordinator New York, NY