Client Advisor Jobs in Holtsville, NY

Take ownership of the sales cycle, driving strategic partnerships with key enterprise accounts. Leverage consultative techniques to modernize internal audit functions through our AI platform, ensuring...

Manage buy-side and sell-side financial due diligence engagements, analyzing operational trends across industries, mentoring staff, and ensuring timely deliverables for diverse clients in a dynamic, c...

Lead the charge in optimizing business processes, analyzing requirements, and implementing innovative solutions. Collaborate with diverse teams, deliver impactful presentations, and ensure projects me...

Unlock potential by cultivating client relationships and driving sales growth. Manage the entire sales cycle for enterprise software solutions in investment management. Collaborate cross-functionally...

Own territory expansion in LATAM by driving the full sales cycle, building strong customer relationships, and shaping regional strategies. Become a trusted advisor through expertise in security compli...

Elevate team performance by managing a group of Virtual Engagement Associates, ensuring excellence in support services to Financial Advisors while driving client engagement strategies through innovati...

Join a team that's at the forefront of commercial loan management, overseeing daily operations and ensuring compliance in servicing agreements. Collaborate closely with management and clients to deliv...

Drive corporate financing and strategic transactions by executing complex debt deals and ensuring compliance. Collaborate with cross-functional teams to negotiate agreements and support corporate deve...

Drive growth by managing strategic accounts, fostering relationships, and leading negotiations to enhance service delivery and expand client engagement. Collaborate with cross-functional teams to ensu...

Take ownership of driving growth within strategic accounts by cultivating relationships, identifying upselling opportunities, and executing account strategies to achieve revenue targets while collabor...

Unlock potential by driving programmatic sales with agencies and clients, cultivating relationships, optimizing campaigns, and collaborating across teams to ensure seamless execution and alignment in...

Discover a key role in conflict management by analyzing requests, preparing reports, and navigating ethical standards within a fast-paced legal environment. Collaborate with partners to ensure smooth...

Support and enhance eDiscovery processes through technology solutions and effective project management, collaborating across teams while maintaining high standards of client service and operational ef...

Empower your career as a Data Engineer, driving the design and implementation of a robust data platform. Collaborate with cross-functional teams to ensure secure, resilient, and efficient access to cr...

Drive success by engaging enterprise jewelry retailers to reactivate accounts and create new partnerships. Shape the enterprise function in a rapidly growing market, combining strategic management wit...

Transform broker relationships by providing insights and strategies that enhance trust and collaboration. Leverage your sales expertise to drive HealthEquity’s growth in your territory through strong...

The Senior Associate in the eDiscovery Forensic Services practice at Charles River Associates will leverage advanced eDiscovery technology to process and analyze data relevant to litigation and regula...

Unlock potential by enhancing client relationships through advanced support, servicing, and sales processes. Leverage data analysis and product knowledge to identify opportunities, ensuring client sat...

Analyze client needs and performance metrics to develop tailored investment strategies. Collaborate with financial advisors to enhance client relationships and drive business growth while ensuring acc...

The Portfolio Manager will be responsible for managing complex investment portfolios for high-net-worth clients, including family offices and endowments. This role requires a deep understanding of var...

Lead the charge in sales by engaging high-net-worth clients and providing tailored wealth management solutions to drive customer success and business growth across a defined territory with full remote...

Elevate your career by leading the strategic vision and growth of a dynamic Personal Lines department. Drive innovation, optimize service delivery, and cultivate key stakeholder relationships to enhan...

Optimize operational workflows for a broker-dealer and RIA, enhancing customer experience through automation, risk management, and collaboration. Drive process improvements and contribute to our dynam...

Elevate your career by engaging with clients to enhance their capital strategies and optimize project delivery. Collaborate within a multi-disciplinary team to provide invaluable consulting services t...

Drive growth by leveraging electronic trading expertise, fostering client relationships, and optimizing sales strategies. Lead the charge in expanding market share within a dynamic team-focused enviro...