Client Advisor Jobs in Holtsville, NY

Drive impactful analyses to guide C-Suite executives and boards in addressing shareholder activism and corporate governance. Utilize quantitative modeling and AI tools to provide strategic insights on...

Shape the future of intermediary business by cultivating relationships and driving adoption of investment solutions within major financial firms, while collaborating across teams to support growth and...

Elevate your career by managing complex investment portfolios for high net worth clients. Collaborate with teams to drive business growth while implementing tailored investment strategies that align w...

Empower clients to achieve their financial goals by leveraging investment strategies and delivering personalized financial planning solutions. Build strong relationships and provide exceptional servic...

Drive success by leading client engagements, configuring solutions, and ensuring seamless product adoption through effective collaboration and communication across teams, enhancing client satisfaction...

Contribute to institutional transformation by connecting education goals with innovative solutions. Collaborate across teams to deliver strategic outcomes while engaging with leadership to quantify an...

Transform your career by building lasting relationships with clients. As a trusted financial advisor, you'll analyze client needs and provide personalized wealth management strategies to help them ach...

Unlock your potential as a financial advisor, guiding clients through tailored investment strategies. Engage with a diverse clientele, manage relationships, and deliver exceptional personalized servic...

Elevate client success by architecting tailored solutions for onboarding and implementation projects, collaborating with cross-functional teams to align with the Addepar ecosystem while ensuring top-t...

Transform the Financial Services landscape by owning the full sales cycle, building trusted relationships, and leading consultative conversations to drive cloud modernization and AI adoption across th...

Launch your career as a Financial Planner, guiding clients to achieve their goals through strategic planning and personalized advice. Enjoy mentorship and training while building a successful practice...

Reimagine technology solutions by driving the product management process, aligning development with strategic objectives, and leading cross-functional teams to ensure timely and effective project deli...

Join a dynamic team to drive software development initiatives, aligning technical execution with business objectives, enhancing stakeholder collaboration, and ensuring smooth project deliveries across...

Engage with strategic enterprise clients to drive AI adoption in investment banking. Own high-value accounts, build C-suite relationships, and craft winning strategies to integrate AI solutions, ensur...

Shape strategic relationships with key clients, develop multi-year account strategies, and lead cross-functional teams to enhance customer engagement and drive business outcomes across diverse healthc...

Unlock potential by driving new business and building relationships in mid-market food sectors. Focus on achieving sales targets, managing the sales process, and delivering tailored SaaS solutions tha...

Join our dynamic sales team as a Business Development Representative, driving lead generation, building relationships with prospects, and shaping a strong sales pipeline to support growth within the f...

Join a team that delivers impactful ESG advisory solutions across climate, carbon, and regulatory workstreams. Support diverse engagements and develop expertise in a collaborative, technology-driven e...

Collaborate with global business teams to structure and negotiate complex fintech transactions, ensuring alignment on legal strategies and supporting enterprise growth while managing multiple prioriti...

Play a key role in negotiating complex fintech agreements globally, supporting enterprise sales, and navigating legal challenges in a dynamic, fast-paced environment committed to financial innovation...

Lead operational excellence for a high-performing team, enhancing client experience and driving compliance in a fast-paced wealth management environment. Manage daily operations and innovatively imple...

Join a team that's empowering capital markets by providing legal expertise across diverse investment banking transactions while collaborating with management and compliance to meet dynamic business ne...

Drive the early stages of the sales cycle by prospecting and qualifying leads. Build valuable relationships with potential clients and ensure a healthy sales pipeline for growth, while aligning outrea...

Shape the future of client relationships by managing strategic accounts, enhancing client satisfaction, and leading initiatives for service delivery. Collaborate within teams to identify opportunities...

Transform data into insights as a Client Value Analyst, supporting financial strategies within a prestigious legal firm. Collaborate with top professionals, influence pricing and budgets, and drive im...