Client Advisor Jobs in Holtsville, NY

Lead the charge in developing and managing broker strategies to drive sales and growth. Collaborate with internal teams, build long-term relationships, and utilize product knowledge to enhance TriNet...

Drive growth and revenue by managing client relationships and developing tailored strategies. Leverage your sales skills to expand market share and enhance performance across practices, ensuring a hig...

The Solutions Advisor II will be responsible for presenting and demonstrating Solera's software solutions to prospective and current clients within the automotive industry. This role involves collabor...

Drive growth by managing high net worth client portfolios, leveraging expertise in Wealth Management. Build a collaborative team to deliver exceptional financial solutions and exceed client expectatio...

Lead the development of robust client relationships by leveraging deep expertise in wealth management strategies, investment solutions, and personalized service, aimed at exceeding the financial goals...

Lead the charge in driving new business growth through consultative sales in the mid-market segment. Manage full sales cycles, engage senior stakeholders, and develop strategies to strengthen client r...

Develop your sales career by generating new leads, driving outbound prospecting, and engaging with clients. Become an integral part of a team-focused environment, with opportunities for advancement as...

Partner with us to drive investment strategy and portfolio management for UHNW clients. You will oversee all phases of the investment lifecycle, ensuring precision in proposals, portfolios, and manage...

Help us drive success in investment strategy for UHNW clients, overseeing portfolio management from proposal to implementation. Utilize your experience to lead analysis, due diligence, and build stron...

Accelerate your career as you build relationships with high-net-worth clients, understanding their financial needs, and collaboratively delivering tailored investment solutions to drive portfolio grow...

Drive excellence in client service by coordinating projects, ensuring quality, and enhancing customer relationships in a fast-paced, high-performance environment dedicated to luxury craftsmanship...

Unlock potential by leading database administration projects. Provide specialized guidance, manage a team, optimize performance, and ensure the reliability of application databases while navigating co...

Transform client relationships by providing tailored financial planning and investment guidance. Collaborate with a dedicated advisory team to assist clients in navigating complex financial decisions...

Empower clients through expert financial planning and tailored investment guidance. As a senior leader, you'll drive relationship-building and strategic decision-making, ensuring client goals are met...

Optimize workforce strategies and productivity through analytical insights and operational efficiencies. Collaborate with cross-functional teams to drive strategic initiatives that enhance performance...

Accelerate progress at a dynamic fintech company by spearheading partnerships that enhance global payment solutions. Shape the future of money movement by driving revenue through strategic collaborati...

Unlock new revenue streams by driving partnerships for a revolutionary global payments app. Shape the future of money movement through innovative collaborations with key platforms and stakeholders, en...

Join a team that empowers enterprises in AI/ML by driving high-value sales with innovative cloud solutions. Take ownership of the sales cycle and collaborate across teams to foster growth and sustaina...

Help us drive IT Services sales across North America by connecting with clients in key industries, crafting tailored digital transformation solutions, and building lasting relationships with senior st...

Lead the way in driving strategic sales growth within the Real Assets market. Collaborate with investment professionals to foster relationships, identify needs, and deliver tailored solutions that ele...

Advance partner growth by crafting strategic plans, enhancing engagement, and building strong relationships. Collaborate across teams to drive revenue and support optimal production for high-potential...

Develop and lead new business sales initiatives to achieve revenue targets while managing multiple sales cycles and nurturing client relationships in a fast-paced, innovative environment...

Empower growth by leading sales efforts and forging partnerships with customers, acting as a trusted consultant. Drive strategies in a dynamic environment to meet sales targets while fostering a cultu...

Join a team that's pivotal in enabling executive leaders to focus on strategic priorities. Provide comprehensive administrative, logistical, and operational support to enhance efficiency and collabora...

Contribute to organizational excellence by providing high-level administrative support to senior executives. Manage logistics, prioritize tasks, and ensure seamless operations, while coordinating proj...