Client Advisor Jobs in Holtsville, NY

Pioneer transformative compliance strategies within financial services, leading large-scale programs on KYC, AML, and fraud. Collaborate with executive teams to enhance operational excellence and driv...

Accelerate progress at driving measurable customer outcomes by leading value realization initiatives. You'll work closely with strategic accounts, fostering strong partnerships that enhance the overal...

Champion end-to-end integrations for clients, enhancing user experience and collaboration. You will define standards, manage projects, and ensure successful implementation of our platform, driving imp...

Drive impactful implementations of PTC data management tools, focusing on Windchill. Collaborate with clients to optimize solutions and ensure projects adhere to timelines and budget, serving as a tru...

Shape the future of regulatory engagement by advising senior leaders on key supervisory themes and expectations. Leverage your expertise to navigate the evolving regulatory landscape and foster strong...

Unlock your potential in a dynamic role that fosters client relationships, leads media strategies, and drives business growth. Collaborate with a talented team to develop innovative solutions, manage...

Explore the intersection of design and sales, building enduring relationships with architecture and design firms to promote innovative products. Drive revenue growth and provide tailored client soluti...

Engage clients through consultative sales, converting inquiries into business. Drive results by assessing needs and promoting effective solutions while collaborating with leadership to enhance client...

Shape the future of Healthcare and Life Sciences by driving AI consulting, enhancing client relationships, and delivering excellence in a pivotal role, focusing on holistic account management and stra...

Build a sales strategy for mid-enterprise customers in hospitality and retail. Drive significant revenue while collaborating with leadership and marketing teams to shape sales processes and organizati...

Drive impactful client engagement through innovative event planning and execution. Enhance fundraising efforts by managing industry conferences and proprietary events for institutional investors, fost...

Join a team that's driving growth by empowering clients with innovative solutions. As a key player, you'll strategically manage accounts and foster relationships, guiding C-level executives to enhance...

Join a team that's enhancing corporate governance by providing legal guidance on compliance and strategic initiatives for domestic and global subsidiaries while managing multiple priorities in a fast...

Grow your career with a dynamic legal team focused on enhancing global corporate governance. Support complex corporate initiatives while ensuring compliance with domestic and international regulations...

Shape the future of global strategic planning by integrating initiatives, enhancing risk assessment, and facilitating coherent decision-making across cross-border dimensions in a thriving family offic...

Lead strategic data governance initiatives, collaborating with teams to define optimal data strategies and architecture for high-profile clients, ensuring timely delivery and operational efficiency ac...

Oversee collaboration between IT and Operations to define business needs, resolve system issues, and lead application support projects, ensuring efficiency and compliance while enhancing user experien...

Transform enterprise sales by generating leads, managing pipelines, and driving growth in fintech sectors. Leverage product expertise, conduct market analysis, and represent the company at industry ev...

Lead the product roadmap for Advisor Experience, enhancing client and advisor interactions. Drive development of tools and integrations to improve efficiency, retention, and satisfaction. Collaborate...

Collaborate with Investment Advisors to optimize client engagements and support financial goals. Contribute to portfolio recommendations while fostering client relationships and adhering to regulatory...

Drive project success by coordinating internal teams and vendors, ensuring clear communication, client satisfaction, and efficient progress across multiple mid-to-high complexity projects from start t...

Engage with corporate clients to build strategic partnerships, oversee account management, address client needs, and enhance satisfaction across services, while collaborating with internal teams to dr...

Transform client outcomes by driving collaboration across Wealth Management and Investment Banking. Leverage your expertise in financial services to enhance operational efficiency and cultivate relati...

Champion strategic growth initiatives for global client platforms, optimizing operations and enhancing wealth management strategies. Collaborate with cross-functional teams to drive results and presen...

Champion merger success by providing vital administrative support for due diligence and integration, managing cross-functional workstreams, and facilitating seamless transitions for newly merged firms...