Client Advisor Jobs in Rochester, NY

Shape the future of financial planning by assisting clients in optimizing their investments and securing their financial goals while ensuring compliance with all regulations and enhancing client relat...

Support client satisfaction by assisting Financial Planners with analyses, presentations, and assessments. Drive proactive financial planning initiatives ensuring compliance and fostering relationship...

Shape your career by optimizing internal controls while implementing AI solutions across financial reporting engagements. Collaborate with business partners to enhance risk management frameworks and d...

Champion enterprise planning and performance management, providing data-driven insights and forecasts. Collaborate with leadership to align strategies and operational execution, driving decision-makin...

Discover innovative solutions as you lead CPQ strategy and architecture for enterprise clients, driving revenue through elegant and scalable Quote-to-Cash implementations across multiple platforms. In...

Unlock your potential by leading vital accounting operations, ensuring financial accuracy and controls while driving continuous improvement processes in a dynamic, growth-focused startup environment...

Optimize client success through proactive account management, driving retention and identifying growth opportunities for a portfolio of key accounts in a dynamic environment focused on IT services and...

Transform complex sales operations as a leader in the global Deal Desk organization, enhancing quote-to-cash processes and commercial strategies to support scalable growth in a fast-paced, remote envi...

Optimize contract management processes and drive negotiations in a dynamic environment. Collaborate with leadership to ensure compliance and reduce risks while supporting sustainable EPR initiatives a...

Deliver scalable solutions by owning revenue analytics and reporting, enhancing insight velocity and data reliability, while collaborating across Sales, Marketing, and Finance to drive strategic decis...

Join a team that drives revenue growth by engaging retail accounts through strategic selling. You'll manage the full sales cycle, building enduring relationships while leveraging your industry experti...

Transform healthcare integration by leading clinical operations during acquisitions and expansions, aligning standards and compliance, and driving strategic growth while ensuring high-quality care and...

Help us empower individuals to achieve retirement success through impactful presentations and relationships with government employees in the New England and western New York territories. Travel as nee...

Partner with us to develop innovative customer engagement strategies, coach teams, and influence stakeholders. As a trusted advisor, lead solutions architecture for data analytics, driving success and...

Unlock your potential with this strategic role driving integrated media strategies. Collaborate closely with DTC eCommerce brands to optimize performance across multiple channels, ensuring alignment w...

Shape the future of federal partnerships by driving channel growth and leveraging your network within compliance and cybersecurity. Collaborate closely with sales and marketing teams to enhance lead g...

Advance transformative AI initiatives in healthcare by spearheading commercial strategy and key partnerships. Collaborate with C-suite leaders to build impactful business cases and streamline innovati...

Help us drive growth and enhance client partnerships in the fintech space, expanding our influence among Bank and Credit Union clients by delivering tailored solutions and exceeding expectations throu...

Join us in optimizing patient care through effective resource management and leadership. Collaborate with medical staff to enhance utilization strategies, ensuring quality care while driving results a...

Manage and oversee architectural projects, ensuring client satisfaction and project success. Lead design teams, coordinate project activities, and promote growth in targeted regions while maintaining...

Unlock potential by driving new business growth while managing existing accounts. Build strategic relationships, resolve client issues, and collaborate with teams to enhance customer experiences and a...

Empower clients by delivering expert consulting on Epic systems, guiding project management and training initiatives while fostering efficient workflows and solutions. Collaborate closely with teams t...

Join a team that's redefining product management by driving strategy and execution, collaborating with mortgage experts and engineering to create innovative, AI-powered solutions in the B2B SaaS secto...

Lead the charge in managing and optimizing captive insurance operations, ensuring compliance and strategic performance for a diverse client portfolio. Collaborate with stakeholders to provide expert g...

Pioneer growth by supporting strategic partnerships and communication initiatives. Collaborate with stakeholders to drive business development, enhance relationships, and execute actionable plans that...