Client Advisor Jobs in Lafayette, CA

The Account Executive is responsible for selling all products and services offered in the C1 portfolio, consistently meeting assigned targets while seeking growth opportunities with existing and new c...

The role of Senior Deals and Product Counsel at Commure + Athelas involves supporting the clinical sales team in negotiating and closing deals for AI-first healthtech products. The position requires d...

The Transaction Advisory Services Manager is responsible for managing financial, accounting, and operational due diligence engagements. This role involves planning and overseeing the due diligence pro...

The Transaction Advisory Services Manager is responsible for overseeing financial, accounting, and operational due diligence engagements. This role involves analyzing financial results, managing clien...

The Analyst, Commercial Real Estate Loan Origination role at SitusAMC is an entry-level position for individuals with 0-2 years of relevant experience. The position involves supporting the loan origin...

Dealpath is seeking an Enterprise Account Executive to sell its SaaS platform to institutional investment management firms, focusing on the C-Suite in the Commercial Real Estate sector. The role invol...

The Transaction Advisory Services Manager is responsible for overseeing financial, accounting, and operational due diligence engagements. This role involves analyzing financial results, managing clien...

The Manager, Market Liaison and Data Analysis will lead the analysis of contingent commission payments and develop predictive models to support financial planning and decision-making. This role involv...

The Senior Broker-Dealer Compliance Analyst is responsible for ensuring compliance with FINRA and SEC regulations related to mutual fund advertising and marketing. This role involves reviewing marketi...

The Service Advisor at Downtown Auto Center is responsible for overseeing service orders and ensuring customers receive prompt and effective service. This role involves managing technician schedules...

The Senior Consultant in Healthcare Services will work closely with healthcare clients to identify and implement financial and operational improvements. This role involves analyzing data, developing s...

The Portfolio Analyst at Brown Advisory will participate in portfolio management activities for multi-asset class portfolios, ensuring that portfolio managers have the necessary information for daily...

The Mid-Market Account Executive at Prodigal will join a core sales team to drive revenue growth by managing a sales pipeline and closing deals. The role involves building strong customer relationship...

The Account Manager at Decagon will be responsible for managing customer relationships and driving revenue through cross-selling and contract renewals. This role requires collaboration with cross-func...

The Broker Specialist at Philadelphia Insurance Companies is responsible for conducting risk assessments and marketing assigned products while providing technical expertise. This role involves prepari...

The Account Executive SMB role at Benchling involves achieving sales, account growth, and client success objectives within a geographical territory. The position requires working with small and medium...

The Consultant, Marketing Technology will support client projects by delivering high-quality solutions and improving marketing operations through technology assessments and implementations. This role...

The Business Development Manager for Private Equity at Carta will focus on creating partnerships and driving engagement within the private equity ecosystem. This role involves building relationships w...

The Client Manager - Employee Benefits at Alliant Insurance Services is responsible for collaborating with the sales and service team to develop and execute client-centered strategies while managing a...

The Client Manager, Commercial Lines Insurance role involves processing applications, policies, and endorsements, assisting clients with policy coverage, and conducting renewal processes. The position...

The Account Executive role involves working in a high-energy sales environment with a rapid sales cycle, managing significant inbound demand without SDR support. Candidates should excel in provocative...

The Sales Executive will join Altruist's Client Development team, focusing on delivering results and supporting the sales team's growth. This role involves building trust with financial advisors, educ...

The Community Mortgage Consultant at HSBC is responsible for originating high-quality residential mortgage loans and counseling customers on various financing options. This role involves developing lo...

The Account Manager is responsible for driving and managing account team opportunities within existing clients, working closely with the Lead Relationship Principal and National Account Executive. Thi...

The Senior Director & RSA Advisor provides expert legal and policy advice to the Enforcement Department on all aspects related to Enforcement's contractual services for RSA Exchanges. This role involv...