Client Advisor Jobs in Holtsville, NY

Empower growth in high-value enterprise partnerships by navigating complex, multi-stakeholder relationships and executing transformative strategies that influence blockchain innovation and the future...

The Head of Client Portfolio Management & Strategy at BBH will lead a team focused on asset allocation, portfolio construction, and investment strategy for ultra high-net-worth clients. This role invo...

Unlock potential by ensuring accurate and compliant commercial loan closings, supporting pre-closing activities and enhancing operational efficiency through collaboration with lending teams and operat...

Tackle the complexities of M&A by driving strategies, valuations, and negotiations in a dynamic, collaborative environment that fosters growth and encourages impactful contributions to the organizatio...

Drive growth by cultivating commercial lending relationships and guiding clients through financing solutions that empower small businesses. Collaborate with internal teams to enhance client experience...

Help us drive financial success by leading credit evaluations, underwriting, and portfolio management for complex commercial loans. Leverage expertise to analyze transactions and maintain quality rela...

Champion our Loan Syndication & Sales efforts by leveraging your expertise to drive investor engagement and navigate complex credit transactions across Latin America and Europe, expanding our reach am...

Drive full-cycle sales of Digital Marketing Services to funeral homes across North America. You will generate pipeline, manage deals, and engage in consultative sales to meet client needs while exceed...

Advance your legal career by advising on corporate governance, compliance, and transactions. Collaborate with executive leadership to manage risks and ensure regulatory adherence while providing strat...

Join us to lead client relationships by managing eDiscovery projects effectively. You'll ensure satisfaction through coordination and clear communication while overseeing multiple projects in a fast-p...

Unlock potential by driving the strategy and execution of innovative digital solutions in Wealth Management Platforms. Collaborate across teams to enhance product offerings, manage user experiences, a...

Lead enterprise sales initiatives, partnering with the founding team to drive AI solutions into Fortune 500 and Global 2000 accounts, while managing complex negotiations and extensive travel across th...

Drive impactful financial strategies in a fast-paced investment banking role, collaborating directly with senior leaders to enhance client engagements and deliver critical M&A advisory and capital rai...

Elevate your career by joining an integrated team focused on expanding JP Morgan's client base among RIA’s, Bank & Trusts, and Family Offices, while consultatively positioning investment products and...

Transform the sales landscape by owning the complete cycle from prospecting to closing in a high-growth SaaS context. Successfully influence enterprise stakeholders and drive precise forecasting, whil...

Manage diverse real estate projects from acquisition to construction, ensuring project efficiency and alignment with organizational goals. Collaborate with leadership to enhance housing solutions for...

Join us to manage a diverse loan portfolio, enhancing borrower relationships, conducting in-depth credit analyses, and driving growth in commercial real estate and small business loans while meeting l...

Empower your career by driving strategic sales in Financial Services. Leverage your expertise to foster strong relationships, close key deals, and help clients understand the transformative power of c...

Drive revenue by managing the complete sales cycle for enterprise opportunities, fostering stakeholder relationships, and ensuring client satisfaction while deploying innovative AI solutions to enhanc...

Accelerate business growth by engaging Enterprise Customers and scheduling pivotal meetings with key decision-makers, driving lead generation efforts to expand our client base and support sales initia...

Transform market analysis as an Equity Research Analyst, providing vital insights in real-time to enhance trading strategies while collaborating with traders and other analysts in a fast-paced environ...

Drive business development by engaging RIAs nationwide to expand distribution channels. Leverage existing relationships and navigate onboarding processes to promote alternative investment solutions, e...

Deliver innovative design solutions for Life Insurance contracts, leveraging OpenText Exstream. Collaborate with cross-functional teams to enhance efficiency and ensure regulatory compliance in a fast...

Join a team that's pioneering cloud cost optimization for modern engineering teams. Drive commercial sales, develop the sales playbook, and shape our growing culture while enjoying extensive support a...

Manage daily brokerage operations ensuring compliance and efficiency. Collaborate on process improvements, assist with client services, and conduct thorough account reconciliations. Play a key role in...