Client Advisor Jobs in Pasadena, CA

Shape the future of fiduciary administration by managing Special Needs Trusts, collaborating with professionals to enhance beneficiaries' lives while ensuring compliance with applicable laws and polic...

Pioneer the administration of Special Needs Trusts, ensuring compliance with regulations. Collaborate with diverse professionals to support beneficiaries’ needs and improve processes while mentoring p...

Elevate your career by leading a dynamic team of financial professionals to achieve sales excellence and foster client relationships, while implementing strategic initiatives that drive growth and inn...

Engineer advanced Epic system solutions, lead projects, mentor analysts, and enhance operational efficiency in healthcare. Provide technical support and collaborate with cross-functional teams to opti...

Lead the charge in driving enterprise growth through strategic client acquisition. Own territory management, build relationships with key decision-makers, and leverage analytical skills to close high...

Unlock potential by cultivating lasting relationships and providing tailored financial solutions to a diverse portfolio of business clients, ensuring exceptional service while managing risk and promot...

Join a team that's committed to simplifying commercial contracting by negotiating complex agreements and ensuring strong compliance. Collaborate with cross-functional teams to manage risk and enhance...

Champion strategic guidance in capital markets, enhancing value through complex accounting and advisory services, while leading teams and mentoring talent to navigate transformative business events...

Join a team that's transforming the landscape of real estate finance. You'll originate multifamily loans, engage clients, and analyze markets to drive successful transactions across diverse property t...

Lead the charge in building a high-performing Solutions Engineering team to drive complex enterprise deals. Focus on coaching talent, optimizing operations, and enhancing collaboration across function...

Drive the success of clinical trials from strategic planning to execution, overseeing projects, managing timelines and budgets, and ensuring compliance with regulations while collaborating cross-funct...

Accelerate growth by developing client relationships and delivering effective sales strategies to enhance revenue and market share through both in-person and virtual engagements with decision-makers a...

Collaborate with stakeholders to drive sales growth by identifying client needs, presenting tailored solutions, and managing strong relationships. Utilize various prospecting methods to enhance client...

Take ownership of driving new client acquisition and revenue growth by implementing targeted sales strategies, building strong relationships, and delivering tailored solutions to meet customer needs i...

Drive client acquisition and revenue growth by leveraging sales strategies, conducting market research, and nurturing relationships to meet customer needs and maximize market share. Collaborate within...

Drive your career by leading sales of innovative software solutions to key sectors. Cultivate strategic relationships and expand customer bases across the Americas, ensuring revenue growth and operati...

Partner with us to enhance client satisfaction by building lasting relationships, driving solutions, and optimizing service delivery in a dynamic environment. Use your expertise to create measurable s...

Champion customer relationships by delivering tailored banking solutions to affluent clients. Drive growth through strategic outreach and collaboration with a team of professionals, ensuring exception...

Transform enterprise technology direction by bridging business strategy and execution. Collaborate cross-functionally to promote alignment, best practices, and drive complex initiatives towards scalab...

Engage in critical surveillance of sales practices to safeguard compliance and mitigate risks across the organization. Collaborate with various teams to enforce policies and improve procedural control...

Shape the future of construction projects by leading pre-construction to close-out phases, ensuring compliance, managing budgets, and coordinating with agencies and contractors to achieve project exce...

Elevate your career by leading strategic negotiations in high-value rebate contracts for branded pharmaceuticals, collaborating with cross-functional teams, and fostering relationships with manufactur...

Develop and manage customer relationships for auto lending products, achieving sales goals while enhancing satisfaction and efficiency within targeted territories. Collaborate with dealerships to prom...

Engage with hedge funds and institutional clients to drive business development and deepen relationships. Optimize client experiences through collaboration, identifying sales opportunities, and promot...

Develop project plans and oversee full lifecycle delivery. Manage cross-functional teams, allocate resources, and ensure projects meet timelines, budgets, and quality standards while communicating upd...