Client Advisor Jobs in Holtsville, NY

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...

Join a team that's driving growth through strategic initiatives. Collaborate with business leaders to evaluate investment opportunities, enhance corporate development, and contribute to financial mode...

Join as a strategic advisor to manage Enterprise accounts, aligning program strategy with client risk and finance objectives while driving measurable outcomes and retention across complex relationship...

Unlock potential by leading the full sales cycle in healthcare, engaging C-suite executives and driving strategic decisions. Leverage your experience to meet quotas, build account strategies, and enha...

Grow strategic relationships and manage a diverse commercial loan portfolio, ensuring compliance and high-quality credit management while driving new business within the Sponsor industry for revenue g...

Lead the charge in driving revenue growth through strategic enterprise account management. Execute value-based sales cycles, building relationships with C-suite executives to enhance supply chain resi...

Collaborate with clients on advisory and compliance matters in the construction and real estate sectors, utilizing your technical skills and industry expertise to execute projects, analyze transaction...

Join a team that's redefining Risk Advisory Services by leading strategic initiatives and enhancing client experiences while nurturing talent and driving growth in a fast-paced, collaborative environm...

Drive strategic direction and client service excellence in Risk Advisory, while leading a team and expanding service offerings to meet evolving client needs and industry standards in a fast-paced envi...

Empower growth by leading and developing strategic risk advisory services. Drive exceptional client experiences through innovative solutions, fostering a learning culture, and managing a profitable pr...

Empower the Legal and Compliance team by managing regulatory inquiries, enhancing database efficiency, and improving workflows. Serve as a liaison among traders, technologists, and legal professionals...

Shape the future of real estate investments by driving growth and client solutions. Partner with teams across investments and sales to engage institutional clients and enhance Nuveen's portfolio in a...

Accelerate client success by driving tailored data solutions in this dynamic sales role. Leverage your consultative sales skills and technical expertise to cultivate relationships and expand business...

Tackle end-to-end execution of AI agent builds for enterprise clients, driving hands-on delivery and collaboration with technical stakeholders to create impactful, high-quality solutions that meet cus...

Lead the charge in business development by fostering growth opportunities and partnerships while leveraging strategic analysis to enhance revenue and market positioning across diverse health channels...

Drive the execution of complex lending transactions by supporting legal documentation and due diligence efforts in commercial real estate finance. Collaborate with legal and transaction teams to devel...

Join us to lead complex stop-loss engagements, providing expert advice and mentorship while managing client relationships and negotiating with carriers for self-funded employers...

Help us transform the customer experience in annuity sales by guiding clients through the buying process, ensuring clarity, and fostering trust while contributing to the development of a groundbreakin...

Drive innovative business intelligence solutions by leading data modeling, system upgrades, and application migrations, collaborating with teams to enhance operational efficiency and support strategic...

Join a team that's dedicated to underwriting and closing commercial real estate loans. You'll collaborate on risk assessments, financial analyses, and loan structuring while interacting with clients a...