Client Advisor Jobs in Holtsville, NY

Drive client engagement and project success by leading teams to deliver actionable insights and strategic recommendations, fostering business development, and mentoring junior staff to enhance team ca...

Join a team that's dedicated to advancing Project Bonds and Finance in LatAm. Drive growth through complex financial analysis, client presentations, and collaborative efforts across diverse market sec...

Transform the public sector sales landscape by owning Fieldguide's AI platform sales across federal, state, and local entities. You will lead a greenfield initiative, shaping strategies and relationsh...

Transform KYC operations by leading a compliance-focused team, enhancing risk management, and streamlining onboarding processes to ensure efficiency and alignment with regulatory standards and busines...

Join us to drive customer success in the healthcare sector by leveraging your sales expertise. You'll build relationships, craft strategies, and advocate for clients' needs while achieving revenue goa...

Elevate global sales performance by coaching associates and managers, enhancing development through personalized guidance, practical scenarios, and AI tools, while driving measurable growth and accoun...

Accelerate progress at our company by serving as a trusted advisor, leading strategic initiatives, optimizing operational workflows, and embedding AI capabilities within customer revenue processes to...

Join a team that's at the forefront of equity trading, leveraging your expertise to manage client relationships and execute trades. Collaborate on innovative strategies and deliver insightful market a...

Innovate and advance property development initiatives through meticulous project management, cross-functional coordination, and local engagement. Support strategic subdivisions and site selection for...

Lead the charge in optimizing programmatic campaigns, ensuring performance excellence and margin management. Collaborate cross-functionally to enhance trading strategies and execution, driving impactf...

Lead the charge in executing and optimizing programmatic campaigns, ensuring performance and margin efficiency across multiple channels while collaborating closely with cross-functional teams to meet...

Drive strategic partner growth by effectively managing relationships, aligning internal teams with partner needs, and ensuring operational excellence to maximize revenue and success across portfolio o...

Champion compliance by leading our Regulatory team to ensure adherence to the Investment Company Act and advising on initiatives that maintain the integrity of our registered funds and investment advi...

Seeking an experienced compliance leader to oversee regulatory initiatives for registered funds, working collaboratively with various teams to ensure adherence to the Investment Company Act, while man...

Join a dynamic team to advance Circle's Solutions Engineering in Capital Markets. Drive solution validation processes and collaborate with cross-functional teams, ensuring client success from discover...

Join our team to drive enterprise sales and close impactful deals. You'll navigate complex buying committees and partner with marketing to turn leads into revenue, contributing to both company growth...

Take ownership of the entire enterprise sales cycle, engaging with senior stakeholders to drive revenue and sustainable growth while partnering closely with marketing to strategize on high-value accou...

Champion strategic real estate consulting for major clients, guiding initiatives from concept to execution. Oversee team performance and align portfolio strategies with organizational goals while pres...

Transform the lending lifecycle by leading loan transaction management, ensuring operational efficiency and compliance while developing high-performing teams and enhancing processes to meet business g...

Lead innovative solutions for investment strategies, manage diverse portfolios, and drive impactful financial decisions to enhance value for stakeholders globally...

Join a team that drives legal excellence by managing litigation processes, supporting documentation, and ensuring regulatory compliance. Collaborate across teams to provide insights and recommendation...

Unlock potential by managing key counterparty relationships and supporting data-driven initiatives. Collaborate with internal teams to enhance reporting tools and produce insightful analyses that driv...

Collaborate with cross-functional teams to enhance compliance oversight, identify risks, and provide guidance in Consumer Banking. Leverage regulatory knowledge to strengthen controls and ensure align...

Lead the acquisition of small to medium-sized businesses, driving investment decisions and managing relationships throughout the deal lifecycle for organizational growth and operational success...

Lead the charge in crafting impactful internal events to enhance culture and engagement. Collaborate across teams to ensure innovative experiences that align with strategic goals, managing logistics...