Client Advisor Jobs in Huntington, NY

Empower operational excellence by leading client services, managing relationships, and ensuring team effectiveness. Drive strategic improvements and uphold high quality standards in service delivery a...

Unlock potential by driving enterprise sales within the Commercial Real Estate sector. Engage with C-Suite executives, delivering a consultative sales experience for our innovative, cloud-based deal m...

Drive analysis and process improvement by collaborating with business partners, resolving issues, and implementing data integration solutions to enhance financial workflows and reporting efficiencies...

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...

Transform our research community by leading the design and configuration of Epic Research systems. Collaborate with diverse stakeholders to enhance operations and deliver comprehensive solutions that...

Join a dynamic team of Wealth Advisors committed to empowering affluent clients with tailored financial strategies. Enhance client relationships, provide comprehensive financial analysis, and deliver...

Transform enterprise-level sales strategies to drive complex growth opportunities, collaborating with cross-functional teams to establish executive relationships and scale high-value solutions, all wh...

Join a team that drives commercial real estate lending by providing robust underwriting support for diverse CMBS conduit and SASB loan opportunities, engaging in analytical processes that shape financ...

Champion high-stakes financial, operational, and international matters with autonomy and deep expertise. Drive strategic corporate initiatives while managing diverse portfolios in finance, real estate...

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...

Grow your career with a key role in KYC compliance, driving periodic reviews, assessing risk, and ensuring regulatory alignment within our innovative financial platform. Collaborate across teams to en...

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...

Engage in a leadership role by mentoring a high-performing finance team, overseeing complex financial reporting and analysis, ensuring compliance with standards, and driving strategic initiatives with...

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...

Lead transformative business development initiatives by leveraging your existing nonprofit network to drive growth, engage stakeholders, and close enterprise-level consulting deals. Embrace autonomy w...

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...

Shape sales strategies by engaging C-level executives, cultivating lasting relationships, and achieving revenue targets. Collaborate with internal teams to drive growth in assigned territories while e...

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...