Client Advisor Jobs in Dallas, TX

Champion the development of innovative tools for customer service teams, enhancing agent efficiency and service quality. Collaborate across departments to drive product strategy, leveraging data and u...

Elevate enterprise sales by driving cloud adoption and co-selling strategies. Engage key stakeholders, navigate technical reviews, and close high-value contracts while collaborating with top cloud pla...

Shape the future of client relationships by leading global capital markets administration for high net-worth clients. Drive strategic decisions, enhance client experiences, and ensure compliance while...

Champion innovative financial solutions by leveraging your investment banking expertise to drive M&A execution and capital raising, while mentoring a dynamic team and building strong client relationsh...

Join a team that's dedicated to transforming the future of healthcare finance. Collaborate with cross-functional teams to enhance service delivery and drive innovative solutions that empower clients a...

Join a dynamic team to drive enterprise sales in Financial Services, building strategic relationships and delivering impactful solutions. Leverage your expertise to accelerate revenue and enhance cust...

Champion client success by educating and coaching teams on integrated solutions, driving asset growth through strategic engagement and product positioning within the Investment & Advisory Center...

Join a dynamic team to drive client relationships and sales initiatives in the defined contribution space, leveraging investment expertise to enhance client service and expand market presence through...

Join our Client Insights team to transform data into actionable insights that drive sales and merchant retention. Collaborate across analytics, product, and strategy to enhance AI-driven solutions for...

Shape the future of healthcare revenue management by leading IDR processes, ensuring compliance, and driving data-informed improvements while mentoring a team of analysts to optimize workflows and enh...

Lead the charge in driving client success and commercial growth by managing strategic relationships, identifying upsell opportunities, and ensuring client satisfaction across a diverse portfolio in th...

Lead risk management initiatives by collaborating with stakeholders to assess and mitigate potential risks in payment operations, ensuring compliance and enhancing operational effectiveness across Cap...

Join a team that's dedicated to enhancing risk management strategies. Collaborate with leadership to assess potential risks in payment operations, providing actionable insights and guidance while fost...

Lead the charge in executive support and strategic sales initiatives, managing schedules, communications, and events for the EVP of Global Client Services. Drive efficiency and stakeholder engagement...

Innovate data solutions by developing complex reports and analyses to support senior management and client needs. Collaborate with teams to enhance data literacy and provide technical guidance across...

Engage with clients and drive solutions in the telecommunications sector, managing technical proposals and account relationships to enhance business growth, while collaborating cross-functionally to e...

Lead the charge in driving growth strategies for large omnichannel merchants, while optimizing partnerships and implementing actionable plans. Collaborate with stakeholders to deliver measurable ROI a...

Unlock potential by delivering sophisticated financial, estate, and tax planning advisory services to high-net-worth clients, while building strong relationships and enhancing training and educational...

Drive your career forward by managing key partnerships and delivering measurable results. This role blends strategic relationship management with consultative selling, ensuring partner success and gro...

Champion growth by leading B2B sales strategy in senior care markets. Drive revenue, develop scalable sales models, and build strategic partnerships while expanding into new U.S. territories. Your exp...

Empower cross-functional teams to ensure compliance with regulatory standards while optimizing operational processes and controls, promoting best practices across the organization for enhanced supervi...

Take ownership of client relationships in the Financial Services sector, driving sales growth through upselling and prospecting. Leverage your expertise to influence decision-makers and contribute to...

Lead the charge in enhancing enterprise identity infrastructure by managing Active Directory and collaborating on strategic initiatives. Bring your expertise to support secure authentication solutions...

Lead the charge in capital formation by raising equity from high-net-worth investors, ensuring timely funding for real estate deals. Build and coach a high-performing team while architecting a vibrant...

Drive strategic growth and profitability by managing key client accounts, collaborating with cross-functional teams to deliver impactful AI and data solutions, and fostering executive relationships to...