Client Advisor Jobs in Holtsville, NY

Empower clients by providing personalized financial planning and solutions. Collaborate within a supportive environment to strengthen relationships, leveraging established client networks while maximi...

Champion innovation in managed accounts and model portfolios, leading strategy to integrate alternative investments while driving scalable solutions across wealth management, ensuring regulatory compl...

Transform the landscape of investment solutions, leading the operational, strategic, and innovative aspects of model portfolios and managed accounts to drive growth and client satisfaction across dive...

Join our team as a Senior Wealth Advisor, fostering deep relationships with ultra-high-net-worth clients and leveraging advanced expertise to deliver personalized financial solutions that empower thei...

Champion compliance initiatives by conducting research, analyzing trends, and collaborating with teams to ensure accurate and effective regulatory responses. Leverage data-driven insights to support c...

Lead operational excellence in post-sale loan servicing and compliance, ensuring seamless integration of investor and internal processes. Drive relationship management with capital partners, fostering...

Empower client success through strategic consulting in insurance brokerage. Drive digital transformation and process improvement initiatives while leading teams to deliver high-quality client outputs...

Accelerate your career in financial services by leading client relationships in a sales-focused role. Drive growth by converting high-net-worth prospects into clients through personalized investment s...

Drive growth and retention strategies for customer accounts, ensuring high satisfaction levels while fostering strong relationships and facilitating multi-level engagement across client teams for opti...

Unlock your potential as a Client Onboarding Manager, leading the onboarding process for new clients in the Annuity and Life Insurance realm. Manage projects, train users, and ensure platform success...

Drive impactful research and deliver actionable market insights to clients by analyzing economic data and trends. Collaborate with stakeholders to enhance investment strategies and support business ob...

Drive consumer compliance excellence by managing advisory teams and embedding regulatory standards within business processes, ensuring clear guidance and actionable risk assessments across the Consume...

Transform the financial landscape by leveraging your investment banking expertise while collaborating with global teams to deliver innovative advisory and financing solutions for prominent financial i...

Optimize AI agent development by leading strategy and execution in enterprise environments. Collaborate cross-functionally to enhance efficiency and ensure impactful launches that align customer goals...

Unlock growth opportunities by engaging with clients and providing key insights to enhance Nasdaq's Equities franchise. Collaborate with senior sales team members to deliver exceptional customer suppo...

Join a team that's transforming the lower middle market by owning sell-side mandate origination and execution as a VP in Sales M&A. Play a critical role in deal pipelines and firm strategy while mento...

Transform the sales landscape by owning the complete cycle in your designated segment, driving revenue growth through tailored strategies and nurturing long-term relationships with prospects and clien...

Empower enterprise clients in banking with our AI platform by overseeing the full-cycle sales process. Foster relationships with key decision-makers and drive strategic initiatives that enhance AI ado...

Join a team that's focused on transforming ETF sales in the Western region by leveraging strategic relationships and consultative expertise to drive growth and expand client engagement in the investme...

Transform compliance processes by overseeing testing, mentoring associates, and ensuring adherence to regulations while supporting risk assessment and due diligence activities...

Lead the charge in defining a new industry category by driving strategic enterprise sales, managing full sales cycles, and building consensus across organizational levels to deliver substantial busine...

Transform the tokenized asset landscape by driving strategic partnerships, fostering institutional growth, and executing impactful go-to-market strategies. Collaborate cross-functionally to enhance pr...

Champion estate planning strategies for high net worth clients, managing team dynamics and providing legal expertise. Lead client interactions, advising on regulatory changes, and maintain compliance...

Execute and drive sales initiatives targeting Tier 1 banks through effective engagement, pipeline management, and closing of new business, while collaborating closely with key internal stakeholders to...

Deliver exceptional client relationships while guiding healthcare marketing strategies across brands, ensuring project profitability, and fostering team development through collaborative execution and...