Client Advisor Jobs in Islandia, 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...

Drive strategic relationships and client engagement to enhance market leadership, foster innovation, and deliver DTCC’s comprehensive solutions. This role requires deep industry expertise and a proven...

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...

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...

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...

Unlock potential by managing the full sales cycle, driving partnerships with AI leaders, and navigating complex enterprise environments to foster adoption and expansion of B2B software solutions...

Design and manage enterprise software implementation projects, ensuring alignment between business needs and technical development. Collaborate with clients and internal teams to deliver high-quality...

Elevate your career by overseeing complex custom software projects, partnering directly with enterprise clients to identify needs, manage requirements, and ensure high-quality implementations that dri...

Accelerate client success by designing, implementing, and managing surveillance systems to prevent market abuse and insider trading. Leverage industry expertise to lead complex projects and enhance re...

Empower clients by leading complex surveillance projects, implementing risk management processes, and leveraging analytical expertise to combat market abuse and regulatory challenges in the financial...

Engage with enterprise clients to drive strategic growth initiatives, leveraging a strong network within the private equity sector. Collaborate across teams to deliver comprehensive, multi-service sol...

Contribute to strategic partner growth by managing relationships, optimizing business models, and driving platform adoption. Use data to influence decisions and ensure alignment across teams for susta...

The Managing Director for Institutional Sales will focus on expanding Patria's presence among institutional clients in the East Coast and Canada. This role involves developing sales strategies, engagi...

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 relationships by driving sales support from transaction initiation to close while managing documentation and ensuring compliance throughout the banking process. Be the pivotal link be...

Shape financial futures by leading a dedicated client team to deliver personalized, strategic wealth management solutions, ensuring high satisfaction and long-term growth for moderate and high-net-wor...

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...

Unlock potential by serving as the primary trusted advisor for a diverse portfolio of clients, ensuring exceptional service delivery and fostering business growth through strategic financial planning...

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...

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...

Join a team that drives the effective administration of diverse commercial real estate loan portfolios, collaborating across functions to ensure compliance, manage disbursements, and support successfu...

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...