Client Advisor Jobs in Hollis, NY

Accelerate business growth by generating new opportunities with home builders, fostering relationships, and positioning innovative CX solutions to enhance customer experiences and reputation managemen...

Champion transformative solutions in financial technology as a Sr. Sales Engineer, supporting sales processes, conducting technical consultations, and guiding clients through tailored product experien...

Engage clients through relationship-building and proactive support, ensuring a deep understanding of their needs. Leverage financial expertise to address challenges and enhance partnerships, working c...

Drive impactful client relationships in the financial sector by providing analytical support, transaction structuring, and market analysis. Collaborate with diverse teams to craft tailored investment...

Lead enterprise sales efforts by developing strategic relationships, driving new business, and expanding existing accounts with a focus on consultative selling and solution alignment. Be the key playe...

Drive revenue growth by building client relationships and executing targeted marketing strategies. Collaborate closely with Financial Advisors to establish a strong client pipeline and enhance sales p...

Pioneer impactful engagements as a BDR, driving enterprise account strategy and fostering meaningful conversations with technical teams to build significant sales pipelines in a collaborative environm...

Help us drive sales success by leveraging your financial software expertise as a Sr. Sales Engineer, guiding the sales lifecycle and collaborating with executives to optimize client engagement and pro...

Advance your career by leading sell-side M&A processes for founder-led businesses, driving exclusivity, mentoring talent, and shaping firm strategy in the lower middle market while partnering with exp...

Unlock potential by providing tailored wealth management strategies. Collaborate with clients to develop financial plans and guide them through an exceptional service experience while supporting Wealt...

Champion client success by providing tailored wealth management strategies, collaborating closely with Wealth Advisors to develop individualized financial plans and deliver exceptional client experien...

Champion customer success by driving product adoption and engagement. Collaborate cross-functionally to align customer goals with solutions, ensuring value realization and long-term success through ef...

Accelerate progress at a leading equity research team by conducting in-depth analyses and assisting in financial modeling, industry research, and comprehensive report writing to drive investment decis...

Join a dynamic team of Wealth Advisors to develop personalized strategies, enhance client relationships, and drive growth through client engagement and collaboration with partners, ensuring top client...

Join a team that's redefining supply chain solutions by driving enterprise-level sales. Collaborate with diverse internal teams to foster customer relationships, shape strategies, and achieve measurab...

Shape the future of financial technology while collaborating with diverse teams to translate business requirements into innovative technical solutions and drive high-quality product delivery in a dyna...

Deliver innovative correspondent clearing solutions by driving business growth and fostering strategic relationships within the broker-dealer and institutional markets, while ensuring exceptional clie...

Elevate client relationships by driving delivery, unlocking growth, and ensuring long-term satisfaction through proactive engagement and strategic guidance in a fast-paced environment...

Transform client experiences by collaborating with Financial Advisors to manage relationships, implement productivity campaigns, and ensure operational excellence in a dynamic environment focused on c...

Join a team that's dedicated to executing Corporate Performance Management projects, collaborating with clients to support financial processes, and producing high-quality deliverables while fostering...

Shape the future of client engagement by managing complex relationships, driving strategic initiatives, and expanding market presence in a dynamic environment that fosters independence and mentorship...

Lead the charge in driving new revenue and building relationships with top AI labs and corporate decision makers, focusing on selling expert data services that enhance AI capabilities in healthcare an...

Shape the future of business development by leading a dynamic team to cultivate new revenue opportunities in the fintech sector. Collaborate across departments to drive growth and innovation while men...

Join a team that's focused on enhancing business continuity strategies to ensure operational resilience. Support incident management and recovery planning while collaborating across various business l...

Help us empower clients by driving meaningful financial conversations and consolidating their assets to achieve savings goals using industry-leading tools and expertise, while cultivating strong relat...