Senior Client Advisor Jobs in Usa

10,245 positions found — Page 3

Personal Lines INSURANCE Private Client Advisor (HIGH NET WORK PERSONAL LINES) - DC13035
Salary not disclosed
Hauppauge, NY 2 days ago

Personal Lines INSURANCE Private Client Advisor (HIGH NET WORK PERSONAL LINES) opening in Hauppauge, Long Island, NY.

Manage and service an assigned High Net Worth (HNW) book of business.

Prepare new business and renewal submissions, including marketing, rating, proposal presentations, applications, and binder processes through policy issuance.

Create applications, supplemental forms, binders, coverage summaries, Broker of Record forms, certificates; prepare and conduct client renewal reviews when needed; act as team player by supporting colleagues and providing back up support to other Account Managers as needed; strong problem solving abilities with the capacity of making independent decisions and developing solutions; Excellent oral and written communication skills; Ability to stay current in High Net Worth; Ability to learn and utilize the agency management system, carrier portals, MS Office applications ( Word, Excel, Outlook, Scribe): Must have ability to work under pressure and in a fast pace environment.

Ideal candidate has working knowledge of AMS360 a plus; 3+ years of experience in High‐Net‐Worth personal lines; Property & Casualty Insurance License in good standing; MUST HAVE experience and familiarity with leading HNW carriers such as Chubb, AIG, PURE, Cincinnati & Berkley One as well as working with wholesale brokers on hard to place Excess & Surplus Lines business.

Company Paid Health, Dental, Vision & Life Insurance, 401(K) with Full Match, Quarterly & Annual Agency Growth Bonus’, Company paid AAA & (Optional) In‐house Gym Membership, Holiday, and Paid Time Off.

Beautiful New Office and a Great Team to work with.

Salary up to $120k DOE.

(DC13035)

Not Specified
Senior Wealth Advisor – UHNW Portfolios & Strategy
$250 +
San Francisco, CA 3 days ago
A leading financial services corporation in San Francisco is seeking a Financial Advisor to provide investment services to Ultra high Net Worth clients.

The role requires 6-10 years of experience and proficiency in financial analysis and communication.

You will be responsible for managing client accounts, conducting economic assessments, and developing strategies to enhance clients' portfolios.

Ideal candidates will hold pertinent licenses and possess strong financial backgrounds.

Competitive salary offered in the range of $70,000 to $200,000 annually.
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Not Specified
Senior Investment Counselor & Wealth Strategy Director
🏢 Citigroup Inc.
$250 +
San Francisco, CA 3 days ago
A leading financial institution is seeking an Investment Counselor to serve high net worth clients in San Francisco, California.

The role requires over 10 years of investment-related experience, expertise in providing customized investment solutions, and the ability to build strong relationships with clients.

Candidates should ideally hold a CFA or MBA.

The position offers a full-time salary ranging from $200,000 to $300,000, along with competitive benefits including medical and retirement plans.
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Not Specified
Client Advisor (B2B Sales – Sports Hospitality & Events) International Sports Management (ISM) | Denver, CO
✦ New
Salary not disclosed
Denver, CO 1 day ago

Are you competitive, motivated, and looking for a career where your income and advancement are directly tied to your performance?


International Sports Management (ISM) is the global leader in executive hosting where we create environments for top companies to host existing accounts, new business prospects and internal staff for some of the biggest sporting events in the world. Our Denver office is a newly established and rapidly growing division, currently made up of one manager and small team of sales professionals, so you’ll receive on demand attention from your direct report.


Because our team is still small, this office operates with a startup-style environment inside a global company. The people who help us grow the Denver office will have the opportunity to earn quickly, develop quickly, and step into leadership roles as we expand.


We plan to build multiple new sales teams in Denver over the next year, and early team members will be in prime position for advancement. Our next training session will begin in late March, so we encourage you to apply.



What You’ll Do

• Sell corporate hospitality and ticketing packages to premier events including:

  • College Football Playoff National Championship
  • PGA Tour events and golf majors
  • NCAA Division I Men’s Basketball Tournament

• Prospect and connect with executives and decision-makers at major companies

• Generate new business across major U.S. markets from our downtown Denver office

• Manage the full sales cycle from prospecting to closing deals

• Build relationships with companies that use sports hospitality to host clients and reward employees

This role starts as an inside sales position focused on outbound business development, with opportunities to grow into account management and leadership roles as the Denver office expands.



What We Offer

• Base salary + uncapped commission

First-year earnings: $50K–$70K+

Year two potential: $80K+

• Structured sales training and mentorship

• Monthly, quarterly, and annual incentives

• Medical and dental benefits

• 401(k) with company match

• Paid vacation + major holidays (4+ weeks PTO in 2025)



Who Thrives Here

• Competitive individuals motivated by performance-based earnings

• Former athletes, team leaders, or highly driven graduates

• People interested in building a long-term career in sales or business

• Strong communicators who enjoy building relationships

• Self-starters who work well in fast-paced, high-energy environments

Recent graduates and early-career professionals are encouraged to apply.



Who This Role Is NOT For

This role may not be a good fit if you:

• Prefer a slow-paced work environment

• Are uncomfortable making outbound calls or prospecting for new business

• Are looking for a job where compensation is mostly fixed salary

• Prefer highly structured roles with little competition

This role is for individuals who want to build real sales skills, control their earning potential, and grow quickly in a competitive environment.


Not Specified
Private Client Services Attorney
Salary not disclosed
Los Angeles, CA 2 days ago

Our client is a midsized firm with a great reputation in Los Angeles. They are seeking an Associate with 5-9 years of experience with a strong interest in practicing in the Private Client Services industry.


Their PCS practice offers an opportunity to gain expertise in and advise on complex domestic and international tax, wealth transfer, and succession structures for high net worth and ultra-high net worth individuals and families while developing personal, often multi-generational relationships with clients and their trusted advisors.


Their PCS attorneys counsel our clients on core estate planning, privacy structures, advanced gift, estate, and generation-skipping transfer tax planning, California property tax planning, residency planning for transitory clients, whether the move is occurring domestically within the U.S. or inbound or outbound international migration, foreign trusts with U.S. assets or U.S. beneficiaries, pre- and post-liquidity event planning, post death trust and probate administration, fiduciary income tax planning, trust and estate contention, fiduciary and beneficiary litigation, charitable planning, grant making, and administration of not-for-profit organizations.


The nature of the PCS practice involves frequent and direct client and client-advisor interaction from the earliest stages of practice, and requires daily engagement with other members of the PCS team, as well as frequent collaboration with other practice areas supported by our full service firm, including but not limited to our corporate, income tax, employment law, real estate, entertainment, and environmental practices.


Attorneys in the PCS group are industry-recognized thought leaders and our group actively encourages participation from all attorneys in the practice. Their members are routinely published in and recognized by leading tax and non-tax publications, and consistently speak at and attend industry conferences worldwide, including, but not limited to, in Los Angeles, New York, Chicago, Miami, Hawaii, Mexico, London, Paris, and Rome. Their group provides continual support for the development of its attorneys in the technical areas of the practice, industry recognition, and professional development.


This role is a full-time in-office (non-remote, non-hybrid) position. Candidates must be licensed to practice in the State of California. A demonstrated interest in technical tax practice through coursework, prior experience, or an LL.M. program is encouraged but not required.


Salary Range: $265,000 – $320,000 per year

Not Specified
Solution Advisor
✦ New
Salary not disclosed
Washington, DC 1 day ago

SteerBridge Strategies is a modern technology company delivering innovative, mission‑focused solutions to the U.S. Government and private sector. Leveraging deep expertise in federal acquisition, digital transformation, and emerging technologies, we deliver agile, commercial‑grade capabilities that accelerate operational effectiveness and drive measurable mission success.

At the core of SteerBridge is our people—especially the veterans whose leadership, problem‑solving mindset, and commitment to excellence elevate every project we support. We don’t simply hire exceptional talent; we cultivate it, creating meaningful career pathways for veterans, military spouses, and professionals who share our passion for advancing technology and strengthening the missions we serve.


As the Senior Solution Advisor for Perioperative Services, you will be a critical subject matter expert and trusted advisor, bridging the gap between the client’s surgical and anesthesia departments and the capabilities of the Oracle Health (Cerner) Millennium EHR. You will guide stakeholders through complex workflow transformations, driving the successful design and adoption of the SurgiNet and Anesthesia Management solutions. Your primary objective is to ensure these solutions improve patient safety, optimize resource utilization (ORs, staff, equipment), and ensure accurate charge capture in the highly complex perioperative environment.

To excel in this senior position, you must have a strong background in perioperative informatics, OR nursing/technology, or clinical applications consulting. You will lead the design of the entire surgical journey, from case scheduling to PACU, and be the go-to expert for the intricate processes of preference card management and supply/implant documentation. You will also oversee the integration of the Anesthesia Information Management System (AIMS) with physiological monitors and anesthesia machines. Your role will involve close collaboration with key stakeholders—including surgeons, anesthesiologists, OR nurses, schedulers, sterile processing directors, and supply chain leaders—to ensure the perioperative suite is safe, efficient, and financially sound.

Benefits

  • Health insurance
  • Dental insurance
  • Vision insurance
  • Life Insurance
  • 401(k) Retirement Plan with matching
  • Paid Time Off
  • Paid Federal Holidays

Key Responsibilities:


Client & Stakeholder Engagement:

Serve as the primary consultant for perioperative leadership on all aspects of the Oracle Health SurgiNet and Anesthesia solutions.

Provide expert support and knowledge transfer on perioperative best practices, including governance for preference cards, block scheduling, and charge capture.

Work directly with client counterparts to facilitate design workshops, review deliverables, and drive consensus on perioperative workflow and build changes.

Solution Design & Workflow Analysis:

Lead the analysis and design of the end-to-end perioperative workflow, including case scheduling, pre-admission testing (PAT), intraoperative nursing and anesthesia documentation, and PACU.

Oversee the design and maintenance strategy for foundational elements like surgical preference cards, resource scheduling (rooms/equipment), and integration with supply chain/inventory management.

Define requirements for the Anesthesia Information Management System (AIMS), including its integration with bedside monitors via CareAware for real-time data flow.

Implementation & Solution Management:

Act as a lead or driver for testing events, including developing and documenting scripts in an Application Lifecycle Management (ALM) tool to validate complex surgical and anesthesia workflows.

Provide expert support for cutover planning, go-live execution, and post-go-live sustainment, including ticket management for perioperative issues.

Assist in the review of training manuals and job aids to ensure they accurately reflect the configured workflows and system design.

Required Qualifications:

Experience: A minimum of 5-7 years of combined experience in perioperative informatics, surgical services leadership, or as an OR nurse/technologist with significant "super user" or implementation experience.


Oracle Health/Cerner Expertise: Direct, hands-on experience with the Oracle Health (Cerner) Millennium platform. Specific expertise in SurgiNet, Anesthesia Management, Preference Card Management, and CareAware is required.


Domain Expertise: Demonstrated expertise in perioperative workflows, sterile processing, preference card management, surgical billing/charging, and resource management.


Communication: Excellent verbal and written communication skills, with the ability to effectively engage with both technical teams and senior clinical/surgical leadership.


Education: Bachelor’s degree in a related field. A clinical background and license (e.g., RN, CST) is strongly preferred.


SteerBridge Strategies is proud to be an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace where all qualified applicants and employees are treated with respect and dignity—regardless of race, color, gender, age, religion, national origin, ancestry, disability, veteran status, genetic information, sexual orientation, or any other characteristic protected by law.

We also provide reasonable accommodations for individuals with disabilities in accordance with applicable laws. If you require assistance during the application process, we encourage you to reach out so we can support your needs.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Not Specified
Senior / Principal Environmental Engineer – Remedial Design
Salary not disclosed
Seattle, WA 3 days ago

Senior / Principal Environmental Engineer – Remediation Design Leadership (Seattle, WA)


We are partnering with a well-established, employee-owned environmental and engineering consulting firm with a strong Pacific Northwest footprint to support the growth of their environmental engineering leadership team.


This is a hands-on technical leadership role for a Senior or Principal Environmental Engineer who wants autonomy, long-term ownership, and the opportunity to mentor the next generation of remediation professionals.


The Role:

This position is focused on technical delivery first, with gradual business development responsibility over time. You will lead remediation and cleanup projects while helping develop junior engineers into strong design and consulting professionals.


Key Responsibilities:

• Leading remedial design and site cleanup projects (upland and inland)

• Providing technical oversight and mentoring junior engineering staff

• Supporting project management and client delivery

• Acting as a senior technical advisor across remediation programs

• Building and strengthening long-term client relationships

• Supporting controlled business growth over time


This is not a pure sales role. Technical excellence, mentorship, and delivery leadership are core priorities.


What They’re Looking For

• Senior or Principal level Environmental Engineer

• Professional Engineer (PE) License

• 8+ years of environmental consulting experience

• Strong remedial design and cleanup project experience

• Experience mentoring or developing junior technical staff

• Client-facing experience (preferably with manufacturers, legal, industrial, redevelopment or public sector clients)

• Interest in gradually expanding a personal client base (not required to arrive with a fully portable book)

• Willingness to work in-office a few days per week in Seattle


Compensation & Ownership

• Senior Engineer base salary: $150K–$180K

• Principal Engineer base salary: $200K–$250K

• Annual salary reviews

• Employee ownership through ESOP participation

• Long-term wealth-building opportunity through company ownership


Location

• Seattle, WA preferred

• Bellingham considered

• Oregon and Idaho considered for the right profile


Why This Opportunity Stands Out

• Employee-owned firm with long-term stability

• Collaborative culture focused on growth and development

• Strong project backlog and technical reputation

• Opportunity to shape remediation leadership in a key regional market

• Real autonomy and influence on technical direction


Apply or reach out to me if you're interested in learning more!

469-547-5929

Not Specified
Senior Marketing Science Director
Salary not disclosed
New York, NY 4 days ago
Senior Marketing Science Director (OMD USA LLC, New York, NY) Support the development and execution of analytics strategies across audience insights, measurement, and advanced analytics to drive key client initiatives; Support client relationships and contribute to guiding analytics efforts across accounts; Contribute to the Marketing Science roadmap and help drive continuous improvement in analytics deliverables; Collaborate with leaders across Planning, Investment and Business Operations to deliver on clients’ business objectives; Use strong communication skills (written and verbal) to set the vision, strategy and roadmap to deliver bleeding edge marketing science solutions on the portfolio of clients; Develop relationships with clients by providing strategic advisory on how data and analytics can help unlock strategic opportunities; Encourage creative use of data to solve client’s business challenges and support client’s growth in close alignment with Planning and Investment teams; Explore new approaches to enhance insights through data and analytics, including emerging technologies, partners, and innovative use of existing tools; Develop best in class data-driven solutions, in collaboration with Planning and Investment teams; Become a trusted advisor to client leads and senior clients and consult on audience strategy, measurement, and advanced analytics; Provide methodological guidance and share best practices with team members and cross-functional teams; Contribute to the growth of Marketing Sciences offerings by sharing knowledge and collaborating across teams; Stay current on industry trends through research, ongoing training, and participation in relevant events. Up to 5% domestic travel required. Partial telecommuting permitted; on site at 195 Broadway, New York, NY 10007 when not remote. Salary: $135,000-$190,000 per year. MINIMUM REQUIREMENTS: Bachelor’s degree or U.S. equivalent in Customer Intelligence & Analytics, Analytics, Statistics, Business Intelligence, or related field, plus 7 years of professional experience as an Associate, Marketing Science, or any occupation/position/job title performing data analysis to drive marketing. In lieu of a Bachelor's degree plus 7 years of experience, the employer will accept a Master's degree or U.S. equivalent in Customer Intelligence & Analytics, Analytics, Statistics, Business Intelligence, or related field, plus 5 years of professional experience as an Associate, Marketing Science, or any occupation/position/job title performing data analysis to drive marketing. Must also have experience in the following: 3 years of professional experience utilizing marketing analytics and data (including 1st and 3rd party data solutions, data lakes, data clean rooms, and aggregated and user data); 3 years of professional experience in integrated marketing related to media or customer journey development (including budgeting, revenue forecasting, and ROI development); 3 years of professional experience in audience-based marketing and data driven advertising; 3 years of professional experience translating unstructured business solutions into innovative customer marketing programs; 3 years of professional experience applying media and business performance measurement techniques, including metrics (impressions, CPM, CPA, GRP, CPV, LTV, and ROI); 3 years of professional experience working with measurement partners and methodologies, including brand lift studies, sales lift analysis, marketing mix modeling (MMM), and multi-touch attribution (MTA), to evaluate and optimize campaign performance; 3 years of professional experience using digital marketing platforms and tools, including Google Campaign Manager, Google Analytics, DSPs, and third-party verification platforms, to gather insights and support data-driven marketing strategies. CONTACT: Send resume to: Must specify Ad Code BGLL.

JobiqoTJN. Keywords: Marketing Science Director, Location: New York, NY - 10060
Not Specified
Lead Client Partner - New York CityNew York City, NY, USA
🏢 Life360
Salary not disclosed
New york city, NY 2 days ago
Senior Client Partner - New York City

Life360's mission is to keep people close to the ones they love. Our category-leading mobile app and Tile tracking devices empower members to protect the people, pets, and things they care about most with a range of services, including location sharing, safe driver reports, and crash detection with emergency dispatch. Life360 serves approximately 88 million monthly active users (MAU), as of June 2025 across more than 180 countries.

Life360 delivers peace of mind and enhances everyday family life with seamless coordination for all the moments that matter, big and small. By continuing to innovate and deliver for our customers, we have become a household name and the must-have mobile-based membership for families (and those friends that basically are family).

Life360 has more than 500 (and growing!) remote-first employees and has recently announced the acquisition of Nativo, an advertising technology company specializing in native advertising. For more information, please visit .

Candidates must be located in the NYC metro area.

About The Team

Life360 Ads is actively recruiting for a driven and client-focused Senior Client Partner (account executive/sales) to support our revenue growth by cultivating strong relationships with clients and agencies. This role is essential in helping the newly integrated Life360 and Nativo advertising team evangelize the power of native and content marketing while providing strategic, customized solutions that meet client objectives.

As an individual contributor, you will be responsible for achieving revenue goals through the development and execution of go-to-market strategies, managing a pipeline of opportunities, and translating client needs into high-impact content marketing programs using Nativo's platform.

What You'll Do
  • Consistently meet or exceed monthly and quarterly revenue quotas through proactive outreach and consultative selling
  • Identify new business opportunities with media buying agencies and direct clients
  • Serve as a trusted advisor to clients, understanding their marketing goals and crafting tailored native/content marketing programs that leverage the full capabilities of Nativo's platform
  • Build and manage a strong sales pipeline by generating a high volume of client engagement, including outreach, calls, meetings, presentations, and proposals
  • Lead strategic conversations and ideation with clients and agencies to create impactful, results-driven campaigns
  • Respond to RFPs and collaborate with internal stakeholders to deliver compelling proposals and media plans
  • Travel as needed to meet with clients, attend industry events, and deepen relationships
  • Represent Life360 at industry events and conferences, promoting our differentiated value in the marketplace
What You'll Bring
  • 3-5 years of digital media or advertising sales experience, ideally with a focus on native advertising, content marketing, or adtech
  • Proven ability to sell to both brands and agencies with a mix of managed and programmatic deals
  • Familiarity with brand storytelling, audience targeting, optimization strategies, and digital advertising technologies
  • Strong ability to prospect, manage a full sales cycle, and build long-term client relationships
  • Excellent communication, negotiation, and presentation skills
  • High level of comfort working independently in a fast-paced environment
  • Proficient in MS Office, Google Workspace & Salesforce

As an early member of the newly integrated advertising team from Life360 and Nativo, you will have agency to shape how our platform evolves to address the outcomes advertisers are seeking. You will also be a passionate advocate for improving everyday family life and the role that brands can play to reduce friction and deliver value. You must possess an entrepreneurial, client-centric mindset that will foster market responsiveness as agency client needs shift. Your responsibilities will include driving the growth of existing business, identifying and cultivating new opportunities, meeting and exceeding quotas, as well as ensuring smooth cross-team collaboration to deliver client outcomes.

Your responsibilities will include driving the growth of existing business with the help of our broader team, identifying and cultivating new opportunities, while managing quotas and budgets. We are seeking a highly qualified candidate with a demonstrated track record of success in driving revenue in the agency channel, with a strong ability to establish and maintain strategic relationships with key accounts.

The US-based salary range for this position is $100,000 - $145,000 ($200,000 - $290,000 OTE). We take into consideration an individual's background and experience in determining final salary - therefore, base pay offered may vary considerably depending on job-related knowledge, skills, and experience. The compensation package will also include quarterly bonuses based on target achievement, equity and a wide range of medical, dental, vision, financial, and other benefits.

Our Benefits
  • Competitive pay and benefits
  • Medical, dental, vision, life and disability insurance plans (100% paid for employees)
  • 401(k) plan with company matching program
  • Mental Wellness Program & Employee Assistance Program (EAP) for mental well-being
  • Flexible PTO, 13 company wide days off throughout the year
  • Winter and Summer Week-long Synchronized Company Shutdowns
  • Learning & Development programs
  • Equipment, tools, and reimbursement support for a productive remote environment
  • Free Life360 Platinum Membership for your preferred circle
  • Free Tile Products
Life360 Values

Our company's mission-driven culture is guided by our shared values to create a trusted work environment where you can bring your authentic self to work and make a positive difference

  • Be a Good Person - We have a team of high integrity people you can trust.
  • Be Direct With Respect - We communicate directly, even when it's hard.
  • Members Before Metrics - We focus on building an exceptional experience for families.
  • High Intensity, High Impact - We do whatever it takes to get the job done.
Our Commitment to Diversity

We believe that different ideas, perspectives and backgrounds create a stronger and more creative work environment that delivers better results. Together, we continue to build an inclusive culture that encourages, supports, and celebrates the diverse voices of our employees. It fuels our innovation and connects us closer to our customers and the communities we serve. We strive to create a workplace that reflects the communities we serve and where everyone feels empowered to bring their authentic best selves to work.

We are an equal opportunity employer and value diversity at Life360. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any legally protected status.

Not Specified
Elite Wealth Advisor for UHNW & Private Clients
🏢 Citi
$250 +
San Francisco, CA 6 days ago
A leading financial services firm in San Francisco is seeking a Senior Wealth Advisor to provide comprehensive financial and investment advice.

The role requires 5-8 years of financial advisory experience and strong communication skills.

The successful candidate will build relationships with new clients and deepen existing client relationships.

This position offers competitive compensation and comprehensive benefits, including medical, dental, and 401(k) plans.
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Not Specified
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