Client Advisor Jobs in Holtsville, NY

Elevate analytical insights within the due diligence team, conducting comprehensive reviews of U.S. residential mortgage and consumer loan portfolios, driving risk assessment, and supporting complex t...

Advance your career by combining recruitment expertise with a passion for training others. This dual-role focuses on managing the GRC recruitment process while developing new talent through structured...

The Portfolio Manager - Insurance, FIG at PIMCO is responsible for managing investment portfolios for financial institutions, particularly insurance clients, while utilizing quantitative techniques to...

Join a team that's transforming monetization in AI and software through strategic sales, guiding prospects from discovery to close while influencing GTM strategy and optimizing sales processes with da...

Accelerate progress at the forefront of US P&C program management, guiding a team in strategic underwriting and MGA partnerships to drive profitability and market influence through innovation and oper...

Tackle operational challenges by driving product improvement in a collaborative environment, translating business needs into actionable requirements, and coordinating release planning across federal w...

Empower client partnerships by leading strategic account initiatives, driving growth, and mentoring high-performing teams in medical communications. Make a significant impact in healthcare by aligning...

Advance the future of legal finance by managing transactions and contracts across the Americas. Collaborate with investment teams and external partners in a dynamic role designed for a driven corporat...

Partner with us to drive strategic growth by building relationships with innovators in Design & Technology, fostering community engagement, and creating impactful partnerships within the industry...

Join a dynamic team as you leverage your Epic expertise to lead consulting efforts, drive client success, and optimize workflows. You'll mentor teams and tackle complex projects while enhancing your p...

The Associate Principal Full-Stack Developer will design and develop software solutions for the Forensic Services practice, focusing on privacy-compliant data collection and consent management. This r...

Contribute to strategic partner relationships, enhancing product offerings through collaboration with sales, product, and compliance teams for optimal integration and growth in the digital banking sec...

Transform the financial services landscape by driving new business as a key team member. Build trusted relationships with law firm decision-makers and lead the sales cycle with innovative technology s...

Join a team that values innovation and collaboration, driving financial wellness solutions. This role engages with diverse stakeholders to enhance user experience and service delivery across various p...

Transform organizational success by driving strategic HR initiatives. Collaborate with leaders to enhance employee experiences, ensure workforce alignment, and implement innovative solutions that supp...

Grow your career with a leading Customer Success team, managing enterprise accounts and enhancing client relationships through innovative strategies and coaching. Drive measurable outcomes and foster...

Unlock potential by joining a dynamic team in Equity Capital Markets, where you'll provide innovative solutions and advisory services to a diverse global client base in the financial services industry...

Lead the growth of new relationships and business within the retirement plan industry. Drive sales initiatives by collaborating with financial professionals and strategic partners, ensuring achievemen...

Partner with us to provide legal counsel on fiduciary, investment, and brokerage matters. Collaborate across teams to ensure compliance and mitigate risks in a dynamic wealth management environment...

Join a team that's shaping the future of wealth management by providing essential legal advice on fiduciary, trust, and investment services while ensuring compliance with key regulations and collabora...

Engineer innovative financial analyses and support expert reports in intellectual property and commercial litigation. Collaborate with teams to deliver insights and engage with senior leadership throu...

Join a team that's enhancing the Private Bank's securities-based lending for high-net-worth clients. Collaborate with senior leadership to drive innovative lending solutions while ensuring effective r...

Engage and expand market presence by spearheading business development efforts across asset-intensive industries, driving revenue growth, and forging strong client partnerships to deliver comprehensiv...

Unlock revenue growth by driving the full sales cycle with mid-market clients. Collaborate with Enterprise teams, conduct research, and leverage sales methodologies to establish strong relationships a...

Lead negotiations and drafting of complex trading agreements for institutional clients. Collaborate with internal teams and clients, ensuring compliance with industry regulations while managing a dive...