Client Advisor Jobs in Charlotte, NC

Join a dynamic non-delegated lending platform that empowers you to control pricing, streamline operations, and maximize your earnings potential. Enjoy access to 60+ investors and robust tech support t...

Champion transformative customer enablement strategies through innovative, scalable education programs and personalized learning experiences that drive adoption and maximize value derived from the pla...

Unlock potential by leading legal strategies for Lending Partnerships, driving business growth through effective negotiation and strategic advice while ensuring compliance in a fast-paced, innovative...

Join a team that drives sales success by leading national strategies, overseeing execution, and managing high-performing teams while collaborating with key stakeholders to deliver exceptional client s...

Shape the future of healthcare by leading a dynamic Trade Client Relations team, driving innovative pharmacy strategies and cost-saving solutions while collaborating with key clients and internal stak...

Join a team that supports timely SEC reporting and financial operations for multiple BDCs. This role requires strong analytical skills and the ability to manage complex reporting tasks while collabora...

Elevate business and technology partnerships by analyzing requirements and crafting comprehensive solutions that enhance enterprise processes and support successful project delivery across multiple pl...

Reimagine business solutions by leveraging your analytical skills to translate complex needs into actionable technology strategies, ensuring a seamless collaboration between stakeholders and developme...

Champion customer success by managing relationships, ensuring satisfaction, and driving operational excellence. Collaborate with teams for continuous improvement and commercial opportunities within th...

Shape the future of finance by leveraging your expertise in Workday Financials to optimize processes, drive analytics, and support strategic initiatives. Collaborate with teams to design solutions tha...

Develop high-quality backend solutions as an Engineering Leader, guiding a team to enhance our trading platform. Collaborate across teams, fostering a culture of innovation to deliver exceptional resu...

Engage with customers as a trusted advisor, ensuring effective onboarding and support while driving adoption of technology solutions. You will be pivotal in enhancing customer satisfaction and maximiz...

Join a team that shapes the future by overseeing Trade & Working Capital transactions, ensuring structured approval, client engagement, and comprehensive portfolio management while collaborating with...

Join our dynamic team to achieve sales growth in the financial services sector! Drive revenue through consultative selling, account management, and strategic relationship building with large banking e...

Lead enterprise-wide banking strategy and transformation programs, guiding C-suite clients. Drive growth and innovation across channels, leveraging AI and digital tech, while developing consulting tal...

The Workday Financials/Professional Services Automation Senior Principal Consultant is a dynamic professional responsible for leading Workday Professional Services Automation and Financials workstream...

Champion innovation by leading agile teams in designing, developing, and maintaining robust software systems, while mentoring junior engineers to enhance technical excellence across multiple projects...

Take ownership of audit projects by conducting thorough evaluations, ensuring compliance with standards, and delivering insightful reporting while collaborating with stakeholders to enhance operationa...

Join a dynamic team leading financial strategy for growth-stage Consumer companies. You will drive practice expansion, oversee embedded teams, and serve as a CFO-level advisor with a focus on scaling...

Shape the future of trading by managing risk and developing client relationships in the CMBS sector. Utilize your expertise to drive informed trading decisions and lead complex initiatives while mento...

Empower enterprise resilience by managing critical business continuity and disaster recovery initiatives, ensuring compliance with regulations and stakeholder engagement while leading risk mitigation...

Unlock potential by leading analytical strategies that drive insights and performance across diverse data sets in healthcare. Collaborate cross-functionally to enhance operations, support business dec...

Drive full-cycle B2B SaaS sales, engaging diverse stakeholders from practitioners to C-suite. Leverage AI capabilities to add business value while managing your own pipeline in a fast-paced environmen...

Drive customer engagement and growth as a results-oriented Account Manager, collaborating with key stakeholders to deliver tailored automation solutions and exceed profitability goals while ensuring l...

Drive strong enterprise relationships and account strategies with top-tier clients, serving as a senior escalation point. Collaborate with C-suite executives while leading contract negotiations, coach...