Client Advisor Jobs in Holtsville, NY

Unlock potential by joining a dynamic sales team focused on high-net-worth clients. Navigate your territory with established leads while supported by comprehensive resources to drive your success in f...

Manage funding valuations and benefit calculations for defined benefit pension plans. Collaborate with teams to ensure compliance with IRS regulations while delivering precise reports and analyses to...

Drive customer success by enabling smooth transitions to operational efficiency. Collaborate with clients to implement best practices across clinical data management and analytics, ensuring optimal us...

Champion the full sales cycle for top enterprise accounts, utilizing a consultative approach to solve complex challenges. Drive impactful relationships with stakeholders, and navigate lengthy processe...

Champion the evolution of our Sales Development function, driving pipeline strategy, building high-performing teams, and ensuring operational excellence. Collaborate across departments to foster growt...

Lead the charge in enhancing outbound sales performance by coaching teams, analyzing metrics, and capitalizing on established workflows. Shape a dynamic, motivated sales unit that thrives in a high-vo...

Unlock potential by aggressively pursuing new business and building a pipeline. Engage with agency teams and brand decision-makers, driving sales of innovative ad solutions while managing the full sal...

Shape successful consulting projects in life sciences through effective management, client relationship oversight, team leadership, and strategic business development to drive innovative solutions for...

Elevate client partnerships by managing and expanding strategic accounts, driving retention and growth through consultative engagement and a focus on business outcomes. Collaborate with internal teams...

Join a team that's pivotal in ensuring accurate client payment policies. You'll manage medical policy integrity while conducting research and analysis, collaborating with internal teams, and providing...

Unlock potential by supporting senior leadership through expert scheduling, travel coordination, and document preparation. Utilize discretion and organization skills to manage high-volume workloads in...

Elevate your career by leading a dedicated team delivering high-quality financial planning support while ensuring compliance and performance excellence. Drive growth, mentor talent, and influence clie...

Lead the charge in providing legal support for Corporate & Investment Banking. Handle trade finance, securitization, and corporate governance while advising senior management and collaborating globall...

Unlock potential by serving as a strategic partner to customers, driving AI visibility and adoption through tailored consultations, account management, and cross-functional collaboration to achieve me...

Lead the end-to-end sales process by developing account strategies, collaborating with partners, and exceeding sales goals while serving as a trusted advisor to key accounts in the pharmaceutical and...

Accelerate progress at our dynamic financial services firm, engaging high-net-worth clients to showcase tailored wealth management solutions while leveraging comprehensive support and training resourc...

The Senior Wealth Advisor at Savvy is responsible for developing and managing high net worth client relationships and portfolios while shaping the future of wealth management through technology. This...

Grow your career by leading transformative finance strategies for executive teams. Leverage deep financial expertise to guide complex engagements and develop innovative service offerings while mentori...

Deliver tailored operational leadership and advanced support for UHNW clients, driving performance reporting and custom solutions. Collaborate cross-functionally to enhance reporting functions and opt...

Engage in the full sales cycle as you build relationships and address complex challenges. Utilize a consultative approach to showcase our AI-native platform, ensuring collaborative success in a dynami...

Shape the future of compliance reporting by leveraging data insights to enhance operational effectiveness and support regulatory requirements in the healthcare sector. Collaborate with partners for ac...

Transform your career by leading the design and implementation of IAM strategies for AI workloads, integrating security practices while collaborating with engineering teams to ensure robust identity s...

Analyze and optimize incentive strategies while collaborating with senior management and brokers. Drive location strategy, site selection, and negotiation efforts to enhance tax-efficient transactions...

Drive critical business analysis efforts to enhance operational effectiveness. Collaborate with cross-functional teams to translate business needs into scalable technology solutions, ensuring project...

Lead high-impact DTC pharmaceutical marketing initiatives, engaging patients through strategic brand campaigns that influence behavior and drive growth, while overseeing multi-channel execution and fo...