Client Advisor Jobs in Holtsville, NY

Grow your career as you drive new business opportunities through tailored solutions in BI software. Engage with key decision-makers, manage deals, and contribute to market strategies while collaborati...

Explore your potential as a financial strategist, guiding clients through comprehensive planning. Leverage your analytical skills and industry knowledge to craft personalized investment strategies and...

Unlock potential by providing expert legal guidance for LIHTC transactions, ensuring compliance throughout investment lifecycles. Collaborate with teams while managing legal documentation and external...

Join our team to identify, source, and nurture exceptional financial advisors with $25M+ AUM. As a crucial member of Advisor Growth, you'll engage strategically to enhance our recruiting efforts and b...

Champion client engagement by crafting compelling proposals, developing win themes, and coordinating teams to deliver top-notch business development documents, ensuring alignment with firm resources a...

Transform client engagement by streamlining transaction processes, onboarding new accounts, and enhancing user experience on the Canvas platform. Collaborate with teams to solve complex issues and ens...

Accelerate client success by managing SMA account setups, transitions, and inquiries while delivering exceptional service. Collaborate with sales and operational teams to enhance the advisor experienc...

Join our dynamic Business Development team to generate new revenue opportunities, strategically targeting accounts in wealth management and financial services. Collaborate with cross-functional teams...

Unlock potential by generating new business opportunities and building client relationships. Collaborate across teams to promote growth while achieving quarterly quotas in a dynamic Fintech environmen...

Drive strategic M&A architecture initiatives to enhance enterprise data systems, ensuring alignment with business goals. Lead integration and modernization efforts to realize value and support growth...

Develop innovative marketing strategies by collaborating with clients to enhance engagement and drive growth. Utilize data analytics to optimize campaigns across multiple channels, while managing proj...

Lead the charge in shaping strategic value engagements with customers, driving innovation, and delivering tailored solutions that empower customer success through collaboration and effective communica...

Join a team that's committed to excellence in guiding FedRAMP compliance and cloud security. Leverage your expertise to manage projects, mentor team members, and drive technical discussions while ensu...

Help us drive growth within the independent wealth management sector by building and nurturing client relationships, executing strategic business plans, and effectively distributing structured investm...

Contribute to the investment lifecycle in Life Sciences, driving analytical insights and financial modeling to support decision-making. Collaborate with senior leaders to enhance portfolio performance...

The Consulting Associate in the Forensic Services practice at Charles River Associates will leverage eDiscovery technology to process and analyze data, supporting senior consultants and clients in var...

Shape the future of life sciences by driving revenue and strategic partnerships. Take ownership of key accounts, develop territory strategies, and enhance client engagement to foster growth and market...

Transform healthcare through AI as you manage executive-level accounts, develop strategic partnerships, and lead innovative solutions to enhance patient care and operational efficiency...

Transform client relationships by proactively understanding their IT needs, ensuring strategic alignment with business goals, and delivering tailored solutions that foster growth and satisfaction acro...

Engage in a pivotal role delivering Identity Management solutions, leading clients through software implementations and collaborating with cross-functional teams, ensuring customer success and satisfa...

Lead the charge in driving insurance sales performance and premium growth within the automotive finance sector. Collaborate across teams to enhance product offerings and strategically influence embedd...

Explore your capabilities as you design and implement decision strategies within a low-code platform. Collaborate with teams to translate business needs into effective solutions, ensuring precision an...

Create impactful strategies as the Discovery Client Lead, fostering strong relationships and driving growth for client accounts while integrating advanced scientific expertise across services to ensur...

Champion the delivery of cutting-edge AI consulting solutions, working closely with clients to assess, design, and deploy tailored AI strategies. Engage with business and technical stakeholders to ach...

Drive your career forward by managing and coaching a support team dedicated to enhancing advisor experience with our reporting platform. You'll blend operational leadership with hands-on contributions...