Client Advisor Jobs in Holtsville, NY

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...

Unlock potential by managing complex fiduciary and investment accounts. Collaborate with clients and internal teams to streamline operations, enhance service delivery, and drive client satisfaction in...

Shape the future of secure work by driving sales for an innovative cybersecurity company. Join a team focused on transforming modern workflows with groundbreaking technology while collaborating with l...

Accelerate your career by driving sales initiatives and shaping strategies. Collaborate cross-functionally to identify opportunities, close deals, and enhance customer experience in a fast-paced envir...

Take ownership of transformative initiatives within Wealth Management. Collaborate with cross-functional teams to drive strategic execution and deliver lasting impact through actionable solutions that...

Lead strategic sales initiatives in the banking sector, cultivating relationships, generating leads, and managing client interactions to drive revenue growth and deliver tailored solutions throughout...

Join us to lead and grow our dynamic Vendor Legal team, managing operations and team priorities while fostering collaboration. Engage with cross-functional partners to optimize vendor agreements and d...

Transform data into actionable insights by analyzing investment performance attribution across diverse asset classes. Collaborate with investment teams to refine strategies and enhance decision-making...

Unlock your potential by fostering relationships with consultants and brokers to drive market growth. Collaborate across teams to educate stakeholders on value propositions and enhance consultant-led...

Join a team that drives comprehensive financial due diligence for M&A activities, supporting valuation analysis and enterprise value evaluation while collaborating closely with clients and target exec...

Transform your career as a Relationship Manager, driving business growth by fostering and maintaining relationships with banking clients while delivering personalized financial solutions and exception...

Shape the future of AI sales by owning the complete sales cycle, building relationships with technical stakeholders, and driving strategic growth initiatives with the executive team...

Elevate our Private Equity practice by driving complex client growth through strategic sales leadership and enterprise-level target acquisition. Collaborate across teams to optimize service solutions...

Lead the charge in strategic growth as a key sales executive focused on private equity. Drive enterprise-level opportunities, foster executive relationships, and cultivate cross-service collaboration...

Manage and expand a diverse portfolio of accounts while driving sales and implementing strategies for business growth. Collaborate with practice leadership and utilize proprietary systems to enhance t...

Unlock potential by joining our Infrastructure Advisory team to provide expert guidance on diverse projects, ensuring successful delivery and compliance while collaborating with stakeholders and enhan...

Support commercial agreements across retail and banking sectors while providing legal expertise and advice. Collaborate with business partners to enhance contract processes, ensuring alignment with co...

Grow your career with a leading ingredient manufacturer, driving strategic account management and fostering deep customer relationships while achieving sales goals and overseeing complex account plann...

Drive innovation and performance while collaborating across teams to enhance operational efficiencies and deliver impactful solutions that align with business objectives and customer needs. Your contr...

Lead competitive bids for municipal bonds; evaluate, price, and execute transactions while managing risks and maximizing profitability through strategic market insights and collaboration with sales an...

Accelerate consultant relations strategy and execution, enhancing partnerships with third-party consulting firms to drive client engagement and market insights while collaborating cross-functionally t...

Elevate client experiences by managing relationships and delivering solutions that drive business outcomes. Lead P&L, foster connections, and navigate complexities to ensure satisfaction and growth wi...

Pioneer client onboarding and support for trading analytics, driving optimization in TCA and surveillance across diverse trading workflows while engaging collaboratively with institutional clients and...

Transform client engagement strategies by proactively identifying and qualifying opportunities in the RIA channel, leveraging financial technology to enhance growth and drive adoption of innovative in...

Accelerate growth through strategic client relationships, leading complex solution sales and orchestrating high-impact outcomes in AI, Data & Tech. Drive measurable change and innovation by bridging c...