Client Advisor Jobs in Holtsville, NY

Join a team that's dedicated to conducting operational due diligence on diverse investment funds. Collaborate with fund managers, analyze financial documents, and create detailed reports while leverag...

Drive transformative client relationships across enterprise accounts, focusing on compliance and strategic expansion while building trust as a trusted advisor to HR and finance leaders in a complex B2...

The Senior Client Director, Sales at Redapt Inc. is responsible for driving enterprise sales growth by managing opportunities through the entire sales cycle and collaborating with internal teams. This...

Champion a high-performing sales team as you drive pipeline generation, coaching, and accountability in selling healthcare AI solutions to major health systems, fostering growth and operational excell...

Drive customer retention and sales growth through complex renewals and upsell strategies. Collaborate cross-functionally, leveraging data insights to manage high-value accounts for strategic opportuni...

Shape the future of AI-powered healthcare as a Senior Software Engineer, driving product innovation, enhancing patient engagement, and collaborating with diverse teams to architect scalable solutions...

Transform healthcare by leading the development of cutting-edge AI solutions. Collaborate across teams, drive product innovations, and shape engineering practices to enhance patient engagement and cli...

Engage in impactful transaction management within Private Equity fundraising, collaborating with senior bankers to enhance client relations and drive investor commitments for North American clients in...

Lead financial due diligence engagements, manage client relationships, mentor team members, and contribute to practice growth. Act as a trusted advisor in high-stakes transactions across diverse indus...

Grow your career with an established financial firm by engaging high-net-worth prospects, converting them into clients, and collaborating with a supportive team, focusing entirely on sales without col...

Contribute to the legal framework of investments, managing complex financial transactions and ensuring compliance while collaborating with diverse teams and external counsel to support the firm's stra...

Collaborate with legal teams to optimize pricing strategy and budget management, ensuring client satisfaction and firm profitability in U.S. Corporate practices. Engage deeply with clients, leveraging...

Drive workplace technology transformation by advising clients on digital strategies and integrated environments, leading initiatives that align solutions with operational goals, and fostering collabor...

Drive impactful business development initiatives by crafting compelling proposals, collaborating with experts, and ensuring high-quality client interactions to support strategic growth within a dynami...

Join a dynamic team to coach Wealth Management associates, enhancing client-centric financial planning through collaboration, mentorship, and comprehensive skill development. Influence practices to ma...

Shape the future of capital markets by driving sales and client relationships. Collaborate with experts to deliver tailored financial solutions that meet client needs while maintaining industry knowle...

Grow your career with a pivotal Health IT Business Analyst role, providing senior-level analysis and advisory support. Collaborate across teams to enhance Health IT programs, ensuring strategic alignm...

Empower our clients by leading commercial strategy projects that enhance growth in the life sciences sector. Collaborate with diverse project teams, mentor junior staff, and develop insights that driv...

Drive financial excellence in grant accounting and reporting, ensuring compliance and accuracy across a diverse portfolio. Collaborate with program directors to optimize budgets and manage state and c...

Drive portfolio growth by sourcing and structuring CRE lending opportunities. Build and expand client relationships, negotiate terms, and ensure efficient transaction execution while maintaining a dis...

Manage strategic accounts by developing sales plans and driving product adoption. Collaborate with cross-functional teams to ensure customer satisfaction and growth. Leverage your expertise to analyze...

Take ownership of driving revenue growth in the legal sector by establishing strategic relationships and representing our cutting-edge solutions. Partner with key stakeholders to enhance their success...

Accelerate progress at our Private Banking Group by collaborating with Private Bankers and Advisors to deliver tailored cash management solutions, strengthen client relationships, and drive revenue th...

Join us in supporting structured finance growth by bridging customer success and product specialization. Engage with CLO investors, enhance client experiences with insights, and build your career in a...

Join a team that's shaping the future of investment marketing and relations. This role supports real assets, developing key materials and collaborating with cross-functional teams to enhance investor...