Client Advisor Jobs in Manhattan Beach, CA

Join a team that's redefining mortgage solutions by providing essential loan structuring and pricing expertise. Collaborate with loan officers to optimize scenarios, manage rate locks, and ensure comp...

Lead the charge in managing a team of financial planners, enhancing client experiences, and driving team success across multiple states while fostering a high-performance culture and aligning goals wi...

Champion revenue growth by managing strategic accounts, enhancing customer engagement, and driving expansion opportunities through skilled account planning and proactive relationship management with e...

Grow your leadership skills by managing a high-performing sales team that engages with financial intermediaries to promote and sell qualified retirement plans across a defined territory, ensuring targ...

Shape the future of our SMB sales by driving the full sales cycle, closing deals, and collaborating with executives. Leverage your expertise to build relationships and develop consultative solutions t...

Empower the Sales team by leading legal strategy for SaaS contracts, negotiating agreements, and supporting commercial discussions. Ensure compliance with privacy and security standards while safeguar...

Shape the future of data-driven decision-making by creating and optimizing reporting solutions in Power BI. Collaborate with cross-functional teams to deliver insightful dashboards and models that tra...

Lead the legal support for commercial teams, managing agreements and compliance. Collaborate with internal stakeholders to drive strategic legal initiatives and enhance professional relationships with...

Drive new business growth by leveraging relationships with brokers and employers. Engage with decision-makers, deliver impactful solutions, and achieve sales targets while navigating the Mid-Atlantic...

Lead the charge in transforming enterprise technology to enhance operational efficiency and safety across large organizations. Influence product innovation, drive technical solutions, and foster strat...

Explore a rewarding opportunity to manage a multifamily real estate portfolio, ensure compliance, and enhance investor value through strategic oversight and stakeholder collaboration. Contribute to lo...

Elevate internal audit processes by driving independent evaluations, enhancing risk management effectiveness, and ensuring compliance across governance frameworks through detailed audits and expert co...

Lead the charge in delivering objective audits and assessments to enhance governance, risk management, and control processes. Foster productive relationships while utilizing data analytics and technol...

Inspire enterprise growth by leading consultative sales, building relationships with C-suite executives, and managing complex multi-stakeholder deals to deliver strategic solutions across advisory, tr...

Lead the charge in business development initiatives, enhancing client engagement and driving growth through strategic planning, team leadership, and effective marketing. Collaborate with legal profess...

Champion business growth by leading high-impact teams and delivering tailored marketing strategies, collaborating with lawyers to enhance client interactions and drive success in pitches, planning, an...

Pioneer growth in the Life Sciences sector by leading business development strategies, collaborating with diverse teams, and utilizing data-driven approaches to enhance revenue, expand client relation...

Drive business growth in Life Sciences by executing innovative strategies and expanding market reach. Collaborate with cross-functional teams to enhance client relations and achieve revenue goals, whi...

Lead the charge in executing AI product projects through cross-functional collaboration and clear communication. Thrive in a fast-paced, ambiguous environment while maintaining accountability and driv...

Help us deliver exceptional investment solutions for ultra-high net worth clients. As a trusted advisor, you will drive long-lasting relationships and influence strategic direction while leading innov...

Shape the future of credit union partnerships by driving revenue growth, fostering trusted relationships, and delivering data-driven solutions in a consultative sales environment. This remote opportun...

Drive pre-sales efforts and establish best practices in Revenue Cloud and AI Sales transformations, leveraging deep expertise to foster customer success and mentor a high-performing engineering team i...

Shape the future of wealth management by developing and nurturing high-net-worth client relationships through strategic advice, personalized service, and innovative financial solutions, all while cont...

Unlock potential by leveraging advanced analytics to enhance revenue cycle operations. Collaborate with cross-functional teams to identify denial trends, improve claim processes, and drive strategic i...

Take ownership of contract management processes while ensuring compliance and risk assessment. Collaborate with teams to standardize practices, negotiate agreements, and support CFO projects in a dyna...