Client Advisor Jobs in Holtsville, NY

Empower businesses by delivering advanced tax and wealth strategies. Lead client meetings, providing personalized advice with the latest tech tools in a rapidly growing firm focused solely on advisory...

Contribute to strategic account growth by managing relationships, analyzing trends, and driving sales of innovative solutions within key national and global accounts while ensuring high levels of cust...

Join a dynamic team as you manage fund valuations and investor relations for our sponsored funds. Collaborate with auditors and contribute to tax compliance while driving operational excellence in a f...

Join a team that's dedicated to fund administration excellence, overseeing valuations, audits, and compliance. Collaborate with stakeholders and lead initiatives to enhance operational processes for i...

Join a dynamic team as you oversee fund valuations, manage audits, and enhance investor relations. Drive compliance and operational excellence while fostering growth and mentorship within the team env...

Shape the future of financial technology by partnering with teams to enhance systems, gather requirements, and implement strategies that maximize ROI through innovative cloud solutions and improved IT...

Unlock new opportunities in asset management by driving enterprise-scale AI adoption, engaging C-suite stakeholders, and delivering transformative solutions that enhance investment strategies and oper...

Take ownership of building advisor relationships through high-volume outreach to secure meetings, qualify interest, and foster educational conversations about innovative real estate investment solutio...

Unlock potential by delivering exceptional customer service and driving service sales. As a key liaison between customers and the service team, you'll enhance client satisfaction while optimizing repa...

Drive sales success by managing full-cycle sales from lead generation to closing, while delivering tailored product demonstrations and collaborating with cross-functional teams to enhance customer exp...

Strategize the future of SaaS sales by driving efficiency in industrial environments. Engage with executives to optimize operations, deliver impactful proposals, and secure buy-in through detailed dis...

Join our Finance team and unlock potential by analyzing financial data, enhancing forecasts, and providing strategic insights for our Marketplace Partnership business. Collaborate with cross-functiona...

Engage with a dynamic team to enhance client services for high-net-worth individuals, ensuring compliance and driving operational efficiency while leading onboarding and risk management initiatives in...

Elevate client services by leading a dynamic team to optimize client experiences. Collaborate with partners to enhance business efficiencies while managing risk in an ever-evolving financial landscape...

Champion transformative AI solutions for leading global banks. Drive executive relationships, navigate complex sales cycles, and ensure compliance for impactful deployments, all while achieving revenu...

Grow your career with a dynamic sales environment where you'll engage with high-net-worth clients, driving strategic sales initiatives and implementing tailored solutions to optimize outcomes across f...

Manage comprehensive administrative support for multiple executives, ensuring efficient calendar management, travel coordination, and effective communication across teams. Play a key role in fostering...

Join a team that's central to driving deal operations, facilitating pricing, and ensuring accurate quote to cash processes in a fast-paced B2B SaaS environment while collaborating with cross-functiona...

Join a team that's redefining investment banking. As a junior banker, you'll gain early exposure to live deals, engage with clients, and collaborate with innovative tech to streamline processes and en...

Unlock potential by delivering comprehensive underwriting support for diverse real estate debt and equity investments. Collaborate with teams to evaluate, execute, and monitor commercial transactions...

Strategize partnerships across the U.S. wealth management ecosystem to enhance alternative investment engagement, leveraging 12+ years of industry expertise to drive growth and innovation...

Join a team that drives impactful solutions for diverse clients by leveraging financial expertise and innovative analytics, addressing challenges through collaborative engagement and mentorship within...

Help us drive impactful investment decisions by analyzing market opportunities, executing due diligence, and crafting financial models. This role is pivotal in supporting growth within the Animal and...

Unlock potential by leveraging your Epic Advisor expertise to drive solutions, enhance healthcare processes, and collaborate with cross-functional teams to improve patient outcomes and streamline proj...

Lead the charge in managing customer relationships, ensuring seamless onboarding, training, and ongoing support. Build proactive engagement, fostering strong bonds while translating customer needs int...