Client Advisor Jobs in Rockville Centre, NY

Join a team focused on driving net-new business, establishing relationships, and expanding market presence within Tier 2 & Tier 3 banks. This role requires a self-starter to manage complex sales cycle...

Elevate your career by managing complex Property & Casualty insurance programs for large construction clients, providing strategic advisory and mentorship while driving client retention and growth in...

Help us lead the charge in managing complex Property & Casualty insurance programs for large construction clients. Use your expertise in commercial insurance to drive growth, client retention, and exc...

Shape comprehensive insurance strategies for large construction clients, leveraging extensive industry expertise to drive client retention and growth, while mentoring team members and delivering excep...

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...

Pioneer impactful advisory services in M&A and ECM. Leverage deep financial expertise across sectors, driving relationships, and delivering top-tier outcomes in a fast-paced, collaborative environment...

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...

Help us grow by driving new business opportunities through tailored Business Intelligence solutions, engaging with key stakeholders, and achieving sales targets while providing valuable market insight...

Grow your career as you drive new business opportunities through tailored solutions in BI software. Engage with key decision-makers, manage deals, and contribute to market strategies while collaborati...

Lead the charge in driving new business opportunities through strategic engagement with decision-makers, showcasing our innovative Business Intelligence solutions, and achieving sales excellence in a...

Explore your potential as a financial strategist, guiding clients through comprehensive planning. Leverage your analytical skills and industry knowledge to craft personalized investment strategies and...

Join our team to manage client relationships in Business Banking, driving revenue growth and client engagement while analyzing risks and delivering tailored solutions. Collaborate effectively to expan...

Unlock potential by providing expert legal guidance for LIHTC transactions, ensuring compliance throughout investment lifecycles. Collaborate with teams while managing legal documentation and external...

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...

Champion client engagement by crafting compelling proposals, developing win themes, and coordinating teams to deliver top-notch business development documents, ensuring alignment with firm resources a...

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...

Drive strategic M&A architecture initiatives to enhance enterprise data systems, ensuring alignment with business goals. Lead integration and modernization efforts to realize value and support growth...

Join our dynamic Business Development team to generate new revenue opportunities, strategically targeting accounts in wealth management and financial services. Collaborate with cross-functional teams...

Unlock potential by generating new business opportunities and building client relationships. Collaborate across teams to promote growth while achieving quarterly quotas in a dynamic Fintech environmen...

Join a team that's shaping the future of IT solutions by analyzing system requirements, ensuring functionality, and bridging business and technical needs through effective collaboration and strategic...

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...

Join a team that's committed to excellence in guiding FedRAMP compliance and cloud security. Leverage your expertise to manage projects, mentor team members, and drive technical discussions while ensu...

Develop innovative marketing strategies by collaborating with clients to enhance engagement and drive growth. Utilize data analytics to optimize campaigns across multiple channels, while managing proj...