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...

Empower businesses by delivering advanced tax and wealth strategies. Lead client meetings, providing personalized advice with the latest tech tools in a rapidly growing firm focused solely on advisory...

Drive customer success by managing relationships and expanding revenue within existing accounts. Leverage strategic sales execution and cross-functional collaboration to ensure customer retention and...

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...

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

Join a team that's driving transformative projects to enhance operational excellence, delivering results that optimize client outcomes and scalability while ensuring seamless communication across team...

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...

Drive the development of target strategies for high net worth personal lines clients, collaborating with commercial producers to provide strategic insurance and risk management solutions while managin...

Drive your career with impactful strategies to attract high net worth clients while collaborating with a skilled team. Foster relationships in personal insurance and optimize satisfaction through expe...

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...

Strategize the future of SaaS sales by driving efficiency in industrial environments. Engage with executives to optimize operations, deliver impactful proposals, and secure buy-in through detailed dis...

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...

The Senior Business Systems Analyst at Nuveen will be responsible for identifying and analyzing business needs, leading IT platform enhancements, and translating business requirements into application...

Reimagine client engagement by spearheading strategic account management, navigating C-level relationships, and leveraging market insights to drive business growth and solutions. Collaborate with sale...