Client Advisor Jobs in East Haven, CT

Join a dynamic team focused on delivering personalized financial advice and investment solutions. Learn and grow while building meaningful client relationships, ensuring exceptional service, and meeti...

Partner with us to lead the onboarding journey for Mid-Market customers. You will manage multiple implementations, ensuring each launch meets technical standards while driving customer success through...

Lead enterprise growth efforts by aligning marketing objectives with our advanced AI tools. Collaborate with senior leadership to develop impactful marketing roadmaps that foster long-term client succ...

Empower our customers by driving revenue growth through strategic account management. You'll oversee migrations, foster client relationships, and collaborate with teams to ensure adoption and expansio...

Champion client benefits strategy through expert consultation. Lead complex projects, coach consultants, and enhance solutions within cross-functional teams to elevate client satisfaction and drive gr...

Lead the charge in fostering strong client relationships to ensure satisfaction, retention, and successful product adoption, while coordinating with internal teams to enhance the overall client experi...

Unlock growth by managing strategic Financial Institution relationships, driving revenue, and enhancing client satisfaction through operational excellence and expertise in payments and foreign exchang...

Transform client relationships into growth opportunities as you drive consultative sales cycles for top firms. Collaborate with cross-functional teams to implement strategies, achieve quota, and expan...

Elevate client investment strategies by enhancing alternative product sales to financial advisors, ensuring clients receive expert support and education to navigate complex offerings and build success...

Lead a dynamic team and engage stakeholders to enhance and maintain Salesforce applications across multiple government agencies, facilitating continuous improvement through collaborative analysis and...

Accelerate recruiting excellence in Wealth Management by partnering with leadership to evaluate and secure top Financial Advisor talent. Drive strategic hiring efforts, enhance processes, and maintain...

Shape the future of payments by driving new business in Tier 1 retail markets. Leverage your sales expertise to build relationships, create opportunities, and expand market presence, ensuring success...

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...

Lead growth initiatives by driving new business acquisition through consultative selling, overseeing the full sales cycle, and building key relationships across diverse industries. Thrive in a dynamic...

Champion the client conversion lifecycle, managing data migrations and project timelines, while collaborating cross-functionally with teams to ensure successful onboarding and integration into the pla...

Lead high-value negotiations and manage complex contracts, driving strategic partnerships while balancing risk and operational goals across multiple business functions...

Join us to manage comprehensive claims processes for diverse clients, leveraging your expertise to ensure effective communications and resolutions while advocating for their interests in a fast-paced...

Drive success by enhancing client engagement and product adoption across enterprise accounts. Act as a trusted advisor, ensuring clients fully realize value from their investments while strengthening...

Deliver innovative hedging analytics and trading strategies while collaborating with institutional clients and cross-functional teams to enhance valuation models and uphold industry best practices...

Join a team that's focused on driving new business growth through strategic relationships. Leverage expert knowledge in print and direct mail to deliver integrated marketing solutions, enhancing clien...

Champion innovative CRM solutions by leveraging your Salesforce Financial Services Cloud expertise. Collaborate with stakeholders and drive the alignment of business strategies for retail annuity oper...

Elevate business outcomes by providing expert legal guidance on commercial agreements. Join a dynamic corporate legal team to analyze complex contracts, mitigate risks, and influence strategic decisio...

Transform your career by driving enterprise sales for innovative investment solutions. Collaborate with marketing and product teams to expand our market presence, engage with key clients, and achieve...

Help us guide financial institutions to measurable outcomes through expert value consulting. Leverage your analytical skills and industry knowledge to influence engagement, optimize platform usage, an...

Grow your career with a dynamic sales team focused on driving transformation in the Financial Services sector through innovative SaaS solutions and a consultative sales approach, achieving significant...