Client Advisor Jobs in Hollis, NY

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...

The person will be leading all the client interfaces within the assigned account along with the Group Managers to build the account plan and will be responsible for client management based on the acco...

Advance your career by driving commercial success through strategic pipeline management, collaborative goals, and relationship building. Balance high-level strategy with hands-on execution to translat...

Grow your career with a strategic role that drives new business and builds strong relationships, translating customer needs into value while fostering a collaborative and inclusive sales environment...

Discover a pivotal role in shaping compliance strategies and programs, ensuring adherence to evolving regulations within the fintech landscape while fostering cross-functional collaboration and levera...

Engage in dynamic hospitality transactions by underwriting, researching, and preparing meticulous pitch materials within a fast-paced team renowned for significant market impact. Broaden your expertis...

Unlock potential by managing a diverse portfolio of enterprise accounts, driving adoption and renewals, while providing expert guidance in commercial real estate solutions and AI integration, ensuring...

Drive growth and retain clients by leveraging industry expertise, managing strategic accounts, and utilizing a consultative sales approach. Collaborate cross-functionally to deliver tailored solutions...

Elevate your career by driving B2B sales and building strong client relationships. Collaborate with clients to deliver innovative solutions while managing the entire sales process in a dynamic, fast-p...

Develop strategic partnerships and enhance business development activities to drive household acquisition. Collaborate with teams to provide coaching, share best practices, and manage risk while achie...

Engage with C-suite security leaders, bridging Salesforce security and enterprise challenges. Leverage cybersecurity expertise to drive trust and adoption of Trusted Services while shaping thought lea...

Join a team that inspires excellence in market strategy and regulatory research. Leverage your skills to analyze market conditions, develop strategic reports, and collaborate with senior leadership to...

Optimize regulatory strategies by conducting thorough market analysis, creating reports for senior management, and collaborating on audits. This role enhances risk assessment efforts and supports sust...

Analyze market conditions and develop strategic responses to regulatory changes, delivering insights to senior leadership while collaborating across teams to ensure effective oversight and decision-ma...

Join a team that's at the forefront of healthcare technology, bridging customer needs with innovative solutions. Bring your expertise in risk adjustment and product engagement to drive real impacts in...

Champion enterprise-wide tech initiatives that modernize your organization, focusing on AI-driven transformations. Lead cross-functional teams, manage high-visibility projects, and align strategies to...

Collaborate to build long-term relationships with clients, ensuring their needs are met through strategic solutions, managing accounts, and seeking growth opportunities in the healthcare market...

Shape the future of private funds by advising on compliance, negotiating agreements, and drafting legal documents, while collaborating with various stakeholders to achieve successful fund formation an...

Shape the future of real estate investments by managing secured financings, facilitating negotiations, and expanding financing relationships while collaborating closely with internal teams to maximize...

Elevate your career by assisting in secured financings and expanding financing relationships within TREC’s Capital Markets Team, collaborating across investment vehicles to drive growth in real estate...

Take ownership of innovative technology solutions to enhance the OCIO Advisory team’s investment strategies. Collaborate with professionals to streamline workflows and integrate AI tools, driving effi...

Contribute to SMB commercialization strategies by analyzing market trends and coordinating launch plans across teams to enhance small business solutions in retail and restaurant sectors, operationaliz...

Lead vital contract negotiations and improve processes while fostering collaborative relationships across teams. Utilize your expertise to navigate complex agreements effectively and ensure compliance...

Discover a rewarding opportunity where you'll manage client relationships, mentor teams, and drive business growth while providing exceptional service and support. Lead the way in a collaborative and...

Empower your career by driving sales and shaping our go-to-market strategy. As a key team player in a pioneering role, you'll develop long-lasting partnerships and enhance our impactful solutions in a...