Client Advisor Jobs in Holtsville, NY

Join a remote-first team driving success through strategic client relationships. Own engagement processes, foster collaboration, and ensure satisfaction, all while working with innovative technology t...

Elevate client engagement and success at nPlan by managing relationships, delivering value, and supporting strategic initiatives in construction. Drive growth and collaboration remotely for key North...

Join a team that's driving the integration of acquisition firms into our Facilities platform, managing vendor transitions, and ensuring effective branding and communication throughout the M&A process...

Join a team that's dedicated to driving client success through innovative outsourcing solutions. You'll lead business development efforts and develop executive relationships to deliver impactful strat...

Transform client relationships into growth by spearheading strategic outsourcing solutions. Leverage industry insights to innovate service offerings and drive revenue while managing high-level engagem...

Build strong client relationships and drive growth through effective sales strategies, focusing on innovative outsourcing solutions that enhance operational efficiency and deliver measurable ROI acros...

Engage as a strategic leader driving client relationship growth through innovative solutions and cross-functional collaboration. Leverage extensive experience to facilitate business origination, enhan...

Transform client financial futures by providing expert advice on investment options, pension plans, and personalized financial strategies. Engage with participants through in-person and virtual consul...

Drive the development and management of Syndicate Loan and Investment Banking products. Collaborate with stakeholders, oversee product lifecycles, and incorporate market trends for innovative solution...

The Account Executive at Jarvis ML will be responsible for end-to-end sales, managing client engagements, and facilitating proof-of-concept conversions into full-term contracts. This role requires str...

Analyze client needs and drive the entire sales cycle, from prospecting to closing, while educating potential clients on our innovative platform. Collaborate with leadership to enhance revenue strateg...

Lead the design and delivery of AI-driven products, enhancing client insights and decision-making for sales teams while ensuring secure, high-quality data management and compliance in a dynamic, compl...

Elevate client experiences by managing end-to-end operations and fostering strong relationships. Collaborate closely with Client Directors to enhance service delivery and drive customer satisfaction w...

Join our team as a Financial Services Expert Witness to provide critical analysis and testimony in legal cases related to banking and finance, leveraging your extensive industry expertise and analytic...

Empower high-net-worth clients through strategic business development. Drive growth initiatives by building relationships and managing a robust prospect pipeline, while collaborating across teams to e...

Join a team that drives strategic HCM initiatives by cultivating relationships with Private Equity Firms. You'll build business while receiving exceptional support and training, all within a dynamic e...

The Corporate Advisory Group Associate at BBH is responsible for advising owner-managers and family-owned businesses on mergers and acquisitions, financing transactions, and strategic corporate decisi...

Champion strategic initiatives and partnerships to foster sustainable growth and operational efficiency within the health system. Collaborate with stakeholders to drive financial planning and innovati...

Unlock potential by managing a profitable client portfolio for attorneys and law firms, focusing on deposits, loans, and investments. Foster long-term relationships and develop strategic business plan...

Join a team that strategically manages high-value client relationships, ensuring alignment of their business goals with our innovative financial solutions to drive mutual growth and satisfaction...

Accelerate progress at a hyper-growth financial technology company, serving as a Senior Sales Engineer to engage with C-suite executives, leveraging your expertise to drive strategic sales and enhance...

Lead the charge in providing exceptional luxury client experiences, driving sales, mentoring team members, and representing the brand with passion and expertise through personalized service and relati...

Join a team that's dedicated to providing personalized financial guidance, enhancing client relationships, and developing tailored wealth management strategies to help clients achieve their financial...

Join a team that delivers exceptional service as the primary contact for all insurance claims and programs. Manage client relationships, analyze data, and ensure seamless coordination between internal...

Join us to underwrite and manage new and renewal business in fiduciary and management liability insurance, building broker relationships, analyzing risk, and achieving growth goals with independent de...