Client Advisor Jobs in Huntington, NY

Lead the charge in providing strategic, high-impact support to C-level executives by managing priorities, communications, and workflow, ensuring alignment with organizational goals while maintaining c...

Advance customer success by leading Tier 2 financial services accounts, driving product adoption and fostering strong stakeholder relationships to meet business objectives and enhance value realizatio...

Develop and implement strategic sales plans to drive revenue growth in mid-market to enterprise segments. Collaborate with cross-functional teams, manage a robust sales pipeline, and engage with key c...

Advance strategic business development initiatives while cultivating client relationships. As a Director, oversee project delivery and mentor team members, ensuring a collaborative environment aligned...

Shape the future of wealth advisory recruitment by leading full-cycle hiring for junior advisors and support staff. Collaborate with advisors and team leads to build effective talent strategies that e...

Lead the charge in developing and managing Asset Based Lending relationships, enhancing client interactions and driving business growth through strategic market engagement and effective relationship m...

Reimagine business development as you lead strategic initiatives, nurture client relationships, and mentor diverse teams. Drive innovation and excellence while managing multifaceted projects and shapi...

Analyze and lead client relationships to enhance wealth management strategies, drive revenue growth, and ensure comprehensive financial solutions for high net worth clients through effective consultat...

Join us to lead technical engagements in a dynamic sales environment, guiding clients through AI-driven solutions while supporting executives in transforming financial workflows into impactful results...

Engage with early-stage companies to develop and execute sales strategies, efficiently close contracts, and maintain strong customer relationships while achieving consistent quota results in a high-ve...

Partner with us to enhance surgical outcomes by delivering expert clinical support, driving account growth, and building strong relationships within hospitals in the NYC territory while championing ad...

Drive the future of surgical innovation by supporting robotic technology adoption. Collaborate with surgeons and OR teams to enhance procedural outcomes and strengthen account relationships across the...

Lead the charge in publishing proprietary equity research, driving capital market insights and client engagement while fostering C-suite relationships to enhance revenue growth in the Banking sector...

Drive strategic client engagement and sales optimization, enhancing analytics and client data for Corporate Sales in the Americas, while collaborating with global teams to exceed financial objectives...

Transform your career by leading marketing initiatives in a dynamic team. Build and maintain critical relationships with carriers and wholesalers while guiding a team in delivering top-notch service f...

Empower admin workflows in residential transactions. Lead a team, enhance ops, and ensure compliance. Drive quality assurance, systems integration, and streamline processes for a seamless customer exp...

Elevate the customer experience by managing residential transaction workflows, optimizing administrative operations, and leading a talented team to support seamless real estate transactions nationwide...

Lead the charge in drafting and reviewing contracts, ensuring compliance and strategic alignment with stakeholders. Drive enhancements and support negotiations while managing a diverse workload in a f...

Engage in strategic relationship management for wealth management clients, driving business development initiatives. Collaborate across teams to deliver investment solutions and support internal proje...

Bring your expertise to guide customers through seamless product onboarding and pilot conversions. Lead technical restructuring efforts and support post-sales operations, ensuring client success and p...

Join our team to redefine commercial lending operations by managing complex Loan IQ configurations and ensuring seamless compliance across financial transactions. Your expertise will bridge key functi...

Drive the future of AI-driven growth by owning the complete sales cycle, engaging with senior stakeholders, and shaping the sales playbook as an integral early team member in a dynamic startup environ...

Drive client success by managing key accounts, renewing subscriptions, and identifying growth opportunities. Collaborate closely with cross-functional teams while enhancing relationships and increasin...

Transform the landscape of wealth management by driving M&A strategies, evaluating opportunities, and executing deals with retiring advisors and RIA firms, while shaping integration efforts to ensure...

Drive innovative AI strategies for global financial firms, fostering partnerships and optimizing solutions. Collaborate across teams and empower clients, enhancing workflows in a transformative, rapid...