Client Advisor Jobs in Holtsville, NY

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...

Support clients by developing financial strategies that meet their needs. Lead investment planning, manage portfolios, and collaborate with experts to enhance client relationships and foster growth wi...

Champion innovative communications strategies by leading client accounts, managing creative teams, and executing strategic plans in a fast-paced environment. Leverage media relationships and deliver e...

Pioneer impactful advisory services in M&A and ECM. Leverage deep financial expertise across sectors, driving relationships, and delivering top-tier outcomes in a fast-paced, collaborative environment...

Advance your career by managing and growing a diverse portfolio of corporate clients, driving revenue and satisfaction through strategic relationship building and innovative solutions within a dynamic...

Join a team that's redefining client relationships by managing a diverse national portfolio. Drive business growth, enhance client satisfaction, and deliver innovative financial solutions in a results...

Transform client experiences by leading software implementation projects. Collaborate with diverse teams to define project objectives, manage resources, and drive successful deployments while ensuring...

Unlock potential by driving new business through innovative BI solutions. Engage with C-level clients to tailor strategies, manage deals, and boost analytics capabilities in dynamic markets across New...

Drive new business development by selling advanced data analytics solutions, engaging with key stakeholders, and managing the sales cycle from lead generation to closing, ensuring customer satisfactio...

Join a team that's dedicated to providing tailored wealth strategies by collaborating with clients and Wealth Advisors. Enhance relationships through active financial planning and contribute to holist...

Unlock potential by providing expert legal guidance for LIHTC transactions, ensuring compliance throughout investment lifecycles. Collaborate with teams while managing legal documentation and external...

Join our team to identify, source, and nurture exceptional financial advisors with $25M+ AUM. As a crucial member of Advisor Growth, you'll engage strategically to enhance our recruiting efforts and b...

Transform client engagement by streamlining transaction processes, onboarding new accounts, and enhancing user experience on the Canvas platform. Collaborate with teams to solve complex issues and ens...

Accelerate client success by managing SMA account setups, transitions, and inquiries while delivering exceptional service. Collaborate with sales and operational teams to enhance the advisor experienc...

Unlock potential by analyzing growth opportunities in software, leading market intelligence efforts, and crafting data-driven insights that enhance investment strategies within a high-performance cult...

Lead the charge in shaping strategic value engagements with customers, driving innovation, and delivering tailored solutions that empower customer success through collaboration and effective communica...

Join a team that's committed to excellence in guiding FedRAMP compliance and cloud security. Leverage your expertise to manage projects, mentor team members, and drive technical discussions while ensu...

Help us drive growth within the independent wealth management sector by building and nurturing client relationships, executing strategic business plans, and effectively distributing structured investm...

Contribute to the investment lifecycle in Life Sciences, driving analytical insights and financial modeling to support decision-making. Collaborate with senior leaders to enhance portfolio performance...

Shape the future of life sciences by driving revenue and strategic partnerships. Take ownership of key accounts, develop territory strategies, and enhance client engagement to foster growth and market...

Elevate client relationships by managing strategic accounts, achieving sales goals, and driving growth. Collaborate cross-functionally to enhance customer satisfaction and identify new business opport...

Transform client relationships and drive success by managing key accounts, championing growth strategies, and ensuring exceptional service delivery. Collaborate closely with teams to deliver tailored...

Lead the charge in driving insurance sales performance and premium growth within the automotive finance sector. Collaborate across teams to enhance product offerings and strategically influence embedd...

The Supervisory Officer will drive initiatives related to sales supervision, compliance, and business risk while supporting branches in audit processes and action plans. This role requires collaborati...

Join as a strategic leader to drive AI, Data & Tech growth by cultivating executive relationships and delivering integrated solutions, while leading business origination and advisory strategies for pr...