Client Advisor Jobs in West Haven, CT

Drive your career with impactful strategies to attract high net worth clients while collaborating with a skilled team. Foster relationships in personal insurance and optimize satisfaction through expe...

Empower a high-performing vCIO team to deliver strategic IT advisory services, ensuring clients achieve business outcomes through proactive guidance, roadmaps, and strong collaboration across service...

Elevate your career by managing enterprise-level payment solutions, focusing on client adoption, retention, and growth across large multi-site veterinary organizations in a strategic partnership role...

Elevate your career by transforming wealth management through innovative technology solutions. Collaborate with industry leaders to drive impactful change, focusing on client engagement and operationa...

Advance digital transformation initiatives by designing tailored wealth management solutions, focusing on technology-driven operational excellence. Collaborate with diverse stakeholders to implement i...

Elevate your career by leading international sales efforts in the defense sector. Drive growth through strategic relationships, market insights, and effective teamwork while navigating complex client...

Lead the charge in providing tailored financial planning and investment management solutions, servicing complex client needs and enhancing relationships to achieve client goals. Drive sales while ensu...

Transform the way data influences product decisions by analyzing user behavior and driving insights for business impact in a fast-paced eCommerce environment. Collaborate with global teams to define s...

Join a team that's driven by results to accelerate sales within diverse Commercial Accounts. Leverage your sales expertise and cultivate relationships to exceed targets while enjoying clear paths for...

Design and manage enterprise software implementation projects, ensuring alignment between business needs and technical development. Collaborate with clients and internal teams to deliver high-quality...

Elevate your career by overseeing complex custom software projects, partnering directly with enterprise clients to identify needs, manage requirements, and ensure high-quality implementations that dri...

Lead strategic projects in capital markets surveillance to enhance client risk management. Leverage regulatory knowledge, analytical skills, and technology expertise to develop systems that prevent ma...

Elevate client outcomes by leading complex surveillance and compliance projects. Leverage regulatory expertise, analytical skills, and technology insights to design and implement effective systems add...

Join a team that's dedicated to enhancing customer relationships with dealership technology solutions, driving retention and expansion through data-driven strategies and collaboration with cross-funct...

Optimize business performance by leveraging data insights and strategic analysis. Play a key role in developing financial models, driving data-informed decisions, and fostering organizational growth t...

Support multifamily financing transactions and legal compliance. Collaborate across departments to provide essential legal assistance, ensure efficient loan closings, and uphold CHFA's mission through...

Optimize project success by ensuring quality delivery within budget and scope. Lead cross-functional teams through complex initiatives, drive change, and exceed stakeholder expectations while managing...

Shape financial futures by leading a dedicated client team to deliver personalized, strategic wealth management solutions, ensuring high satisfaction and long-term growth for moderate and high-net-wor...

Lead the charge in operational and regulatory supervision of Investment Advisor Representative accounts, ensuring compliance and excellence. Collaborate with key stakeholders, supervise support staff...

Accelerate client success by managing SMA account setups, transitions, and inquiries while delivering exceptional service. Collaborate with sales and operational teams to enhance the advisor experienc...

Unlock potential by guiding financial institutions to achieve measurable business outcomes through strategic value consulting. Leverage deep expertise and data-driven insights to enhance digital banki...

Join a team that's passionate about enhancing client success through data-driven insights. As an expert consultant, you'll guide financial institutions in maximizing digital banking value, fostering c...

Manage the administration and reporting of sales commissions, ensuring accuracy and compliance with company policies. Collaborate with multiple teams to uphold data integrity and drive process improve...

Unlock the potential of M&A transactions as you review critical documents, ensuring clarity of obligations and terms. Collaborate with stakeholders to deliver precision in our proprietary database whi...

Empower corporate clients by delivering exceptional stock plan services, ensuring timely processing, accurate reporting, and fostering trusted relationships. Collaborate across teams to drive best-in...