Client Advisor Jobs in Holtsville, NY

Join a team that's shaping the future of at-home healthcare by managing sales cycles for large organizations, driving new revenue, and expanding relationships with a focus on innovative solutions...

Analyze and lead client relationships to enhance wealth management strategies, drive revenue growth, and ensure comprehensive financial solutions for high net worth clients through effective consultat...

Drive growth by managing enterprise accounts, fostering relationships, and closing complex deals with major engineering organizations. Collaborate with teams to showcase the platform's value and navig...

Engage with early-stage companies to develop and execute sales strategies, efficiently close contracts, and maintain strong customer relationships while achieving consistent quota results in a high-ve...

Unlock potential by driving sales growth through strategic account engagement. As a vital member of the team, you will build relationships, gather insights, and qualify leads to enhance customer exper...

Support clients in navigating complex projects, driving strategic value through management methodologies. Lead cross-functional teams, optimize campaign performance, and foster client relationships to...

Drive strategic client engagement and sales optimization, enhancing analytics and client data for Corporate Sales in the Americas, while collaborating with global teams to exceed financial objectives...

Drive the strategic management and execution of sophisticated 10b5-1 trading plans for ultra-high net worth clients, providing expert analysis, education, and client concierge services while collabora...

Elevate client services by managing 10b5-1 trading plans, providing expert analysis and strategic insights for ultra-high net worth clients, and collaborating across departments to enhance engagement...

Empower admin workflows in residential transactions. Lead a team, enhance ops, and ensure compliance. Drive quality assurance, systems integration, and streamline processes for a seamless customer exp...

Elevate the customer experience by managing residential transaction workflows, optimizing administrative operations, and leading a talented team to support seamless real estate transactions nationwide...

The Senior Consultant, NetSuite is responsible for leading full-cycle NetSuite implementation projects, from discovery to deployment, while ensuring excellent customer service. This role involves coll...

Engage in strategic relationship management for wealth management clients, driving business development initiatives. Collaborate across teams to deliver investment solutions and support internal proje...

Partner with us to deliver exceptional trustee services, enhance advisor relationships, and drive new business opportunities. Leverage your trust expertise to ensure client satisfaction and support LP...

Transform your career by conducting complex analyses of public communications, collaborating with regulators, and ensuring compliance with standards. Contribute to quality control, training, and super...

Innovate with us by analyzing communications within FINRA, coordinating evaluations with various regulators, and enhancing compliance through training and quality control efforts. You will directly co...

Unlock potential by owning the full sales cycle for strategic accounts, driving growth through innovative data solutions in commercial real estate, and developing tailored strategies to engage executi...

Engage with clients to identify strategic issues in wealth management, optimizing financial planning and investment management processes. Contribute to operational effectiveness and market trend analy...

Collaborate to enhance the performance and growth of wealth management programs, serving as a trusted partner to institutions. Translate strategic priorities into actionable plans and drive exceptiona...

Drive the future of AI-driven growth by owning the complete sales cycle, engaging with senior stakeholders, and shaping the sales playbook as an integral early team member in a dynamic startup environ...

Transform the candidate sourcing process by proactively engaging with talent throughout the Southeast Region, building relationships, and enhancing recruitment strategies to bolster talent acquisition...

Support the Head of U.S. Broker-Dealer Compliance by providing expert advisory services, ensuring regulatory adherence for Equities and Options trading, and enhancing compliance policies to foster a r...

Accelerate your career by leading legal strategies for innovative financial products. Collaborate with product and engineering teams to navigate regulatory landscapes and shape offerings that empower...

Transform the landscape of wealth management by driving M&A strategies, evaluating opportunities, and executing deals with retiring advisors and RIA firms, while shaping integration efforts to ensure...

Lead the charge in managing complex equity data projects, ensuring accuracy and compliance for critical transactions. Collaborate with clients and teams to drive process improvements and automation in...