Client Advisor Jobs in San Jose, CA

Lead the charge in compliance and regulatory leadership within a dynamic futures exchange. Drive operations and support strategic regulatory goals, protecting customers through effective governance, o...

Transform your career by fostering relationships with innovative startups, driving growth through strategic banking solutions, and becoming a key player in the evolving landscape of the Innovation Eco...

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

Inspire growth by driving new business in Property & Casualty and TPA services. Build a strong sales pipeline, leverage existing industry connections, and engage with C-suite leaders to expand our cli...

Champion the acquisition and development lifecycle in the self-storage sector, utilizing market research and financial modeling to drive investment opportunities and project management for successful...

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...

Unlock your potential by shaping a scalable sales organization, driving enterprise growth, and collaborating closely with leadership to develop effective go-to-market strategies. Leverage your sales e...

Take ownership of designing and implementing workflow automations and AI solutions to enhance efficiency and quality in legal operations, collaborating with senior leaders to deliver impactful results...

Lead the charge in designing and implementing AI-assisted workflow automations to enhance efficiency and quality in legal operations, collaborating with partners and senior leaders while adapting to d...

Contribute to our financial leadership by managing the accounting team, driving strategic objectives, overseeing budgets, and enhancing systems for continued organizational growth and success...

Join a team that drives executive recruiting by managing the full search lifecycle. You will collaborate with experts, develop strategies, and build relationships while gaining valuable insights in a...

Reimagine customer success by driving impactful deployments and product adoption across enterprise accounts, leveraging technical knowledge and strategic partnerships to maximize value and foster long...

Join a team that's shaping the future of autonomous robotics. This role involves managing commercial contracts and providing legal counsel across diverse operations, while guiding regulatory complianc...

Lead strategic partner integrations and deliver tailored solutions while fostering collaborative relationships to ensure successful onboarding and implementation of our Banking as a Service platform...

Optimize client success by cultivating relationships, driving engagement, and ensuring customer satisfaction. This role demands strategic insight, effective communication, and a commitment to client o...

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...

Lead the charge in driving sales for cutting-edge Neuroscience technologies, engaging with key healthcare institutions and building strong partnerships. Influence outcomes through innovative solutions...

Join a team that's focused on maximizing advertiser success through strategic account management, client onboarding, and performance optimization while leveraging your sales expertise to convert oppor...

Pioneer your career as a Senior Business Analyst, leveraging your analytical skills to drive strategic initiatives and enhance operational performance in a collaborative, innovation-driven environment...

Join a team that's at the intersection of product and engineering, driving partner integrations and solutions for strategic 3P partners. You'll enhance technical onboarding, resolve issues, and influe...

Optimize broker relationships to drive growth and retention. Collaborate within a national team to establish goals and managing performance across a portfolio, ensuring value and insights are gained f...

Deliver exceptional results by managing a diverse portfolio of 500+ accounts, driving revenue growth, and consulting closely with clients to address complex needs and enhance their success with our in...

Unlock potential by leading proposal efforts that drive RFP/RFI responses, enhance win rates, and foster client relationships. Collaborate across teams to deliver high-stakes proposals while maintaini...

Accelerate your career by leading a dynamic sales team, driving strategies, and ensuring peak performance while fostering relationships within the community. Shape the future of our sales initiatives...

Empower a high-performing sales team through strategic leadership, innovative initiatives, and strong community engagement while driving sales growth and nurturing client relationships in a supportive...