Senior Client Advisor (Northeast) Reports To: Director of Sales Employment Type: Full Time, FLSA Status: Exempt, EEO Category: Sales Workers The Impact You Will Have: You will be responsible for ...
Senior Client Advisor (Northeast) Reports To: Director of Sales Employment Type: Full Time, FLSA Status: Exempt, EEO Category: Sales Workers The Impact You Will Have: You will be responsible for ...
Senior Insights and Analytics Principal, Large Pharma
Providence, RI · On-site
$137.20 - $453.70/hr
This role will serve as a trusted advisor to senior client stakeholders, strengthening IQVIA's position as a trusted strategic partner. Key Responsibilities * Leverage pre-existing relationships and ...
Senior Insights and Analytics Principal, Large Pharma
Providence, RI · On-site
$137.20 - $453.70/hr
This role will serve as a trusted advisor to senior client stakeholders, strengthening IQVIA's position as a trusted strategic partner. Key Responsibilities * Leverage pre-existing relationships and ...
Insights and Analytics Principal, Large Pharma
Providence, RI · On-site
$137.20 - $453.70/hr
This role will serve as a trusted advisor to senior client stakeholders, strengthening IQVIA's position as a trusted strategic partner. Key Responsibilities Business Development and Growth:
Insights and Analytics Principal, Large Pharma
Providence, RI · On-site
$137.20 - $453.70/hr
This role will serve as a trusted advisor to senior client stakeholders, strengthening IQVIA's position as a trusted strategic partner. Key Responsibilities Business Development and Growth:
Client Service Leader - Water/Wastewater
Providence, RI · On-site +1
$22 - $30.25/hr
This is a strategic growth role for a senior, client-facing professional with a strong municipal ... Serve as a trusted advisor to municipal and utility clients, understanding their infrastructure ...
Quick apply
Client Service Leader - Water/Wastewater
Providence, RI · On-site +1
$22 - $30.25/hr
This is a strategic growth role for a senior, client-facing professional with a strong municipal ... Serve as a trusted advisor to municipal and utility clients, understanding their infrastructure ...
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Financial Advisor
Providence, RI · On-site
$85K - $100K/yr
... based on the client's unique financial situation. While in our corporate office each advisor ... Whether it's through teaming up with a senior advisor, or providing you with tools to track your ...
Quick apply
Be Seen First
Financial Advisor
Providence, RI · On-site
$85K - $100K/yr
... based on the client's unique financial situation. While in our corporate office each advisor ... Whether it's through teaming up with a senior advisor, or providing you with tools to track your ...
Be Seen First
Financial Advisor
Providence, RI · On-site
$85K - $100K/yr
... based on the client's unique financial situation. While in our corporate office each advisor ... Whether it's through teaming up with a senior advisor, or providing you with tools to track your ...
Quick apply
Be Seen First
Financial Advisor
Providence, RI · On-site
$85K - $100K/yr
... based on the client's unique financial situation. While in our corporate office each advisor ... Whether it's through teaming up with a senior advisor, or providing you with tools to track your ...
... Advisors (RIAs) within Fidelity's Preferred segment. In this role, you will service, educate, and ... Leadership roles such as Operations Manager or Senior Director How Your Work Impacts the ...
... Advisors (RIAs) within Fidelity's Preferred segment. In this role, you will service, educate, and ... Leadership roles such as Operations Manager or Senior Director How Your Work Impacts the ...
Employee Benefits Senior Risk Advisor
Providence, RI · On-site
$137K - $138K/yr
This individual is a true hunter with a proven ability to identify, prospect, and close new client ... Develop trusted advisor relationships with business owners, executives, HR leaders, and key ...
Quick apply
Employee Benefits Senior Risk Advisor
Providence, RI · On-site
$137K - $138K/yr
This individual is a true hunter with a proven ability to identify, prospect, and close new client ... Develop trusted advisor relationships with business owners, executives, HR leaders, and key ...
Senior Manager, Implementation Project Manager - Wealth Client Experience
Smithfield, RI · On-site
$120 - $165/hr
The Client Conversion Services (CCS) Implementation team plays a critical role in guiding ... Support existing advisors transitioning business to the FIWMS platform. * Drive mid‑to ...
Senior Manager, Implementation Project Manager - Wealth Client Experience
Smithfield, RI · On-site
$120 - $165/hr
The Client Conversion Services (CCS) Implementation team plays a critical role in guiding ... Support existing advisors transitioning business to the FIWMS platform. * Drive mid‑to ...
Wealth Sales & Service Development Senior Partner
Johnston, RI · Hybrid
$109K - $135K/yr
Description The Wealth Sales & Service Development Senior Partner will help translate Wealth ... Strong understanding of Wealth Management products, advisor practices, client needs, and field ...
Wealth Sales & Service Development Senior Partner
Johnston, RI · Hybrid
$109K - $135K/yr
Description The Wealth Sales & Service Development Senior Partner will help translate Wealth ... Strong understanding of Wealth Management products, advisor practices, client needs, and field ...
Wealth Sales & Service Development Senior Partner
Johnston, RI · On-site
$109K - $135K/yr
The Wealth Sales & Service Development Senior Partner will help translate Wealth strategy into ... Strong understanding of Wealth Management products, advisor practices, client needs, and field ...
Wealth Sales & Service Development Senior Partner
Johnston, RI · On-site
$109K - $135K/yr
The Wealth Sales & Service Development Senior Partner will help translate Wealth strategy into ... Strong understanding of Wealth Management products, advisor practices, client needs, and field ...
Wealth Sales & Service Development Senior Partner
Johnston, RI · Hybrid
$109K - $135K/yr
The Wealth Sales & Service Development Senior Partner will help translate Wealth strategy into ... Strong understanding of Wealth Management products, advisor practices, client needs, and field ...
Wealth Sales & Service Development Senior Partner
Johnston, RI · Hybrid
$109K - $135K/yr
The Wealth Sales & Service Development Senior Partner will help translate Wealth strategy into ... Strong understanding of Wealth Management products, advisor practices, client needs, and field ...
Wealth Sales & Service Development Senior Partner
Johnston, RI · Hybrid
$109K - $135K/yr
Description The Wealth Sales & Service Development Senior Partner will help translate Wealth ... Strong understanding of Wealth Management products, advisor practices, client needs, and field ...
Wealth Sales & Service Development Senior Partner
Johnston, RI · Hybrid
$109K - $135K/yr
Description The Wealth Sales & Service Development Senior Partner will help translate Wealth ... Strong understanding of Wealth Management products, advisor practices, client needs, and field ...
Project Executive - CM/OPM
Providence, RI · Hybrid
$196K - $224K/yr
... as a trusted advisor to privatesector clients across Healthcare, Life Sciences, and Higher ... Act as a senior client partner , building long-term relationships, managing expectations, and ...
Project Executive - CM/OPM
Providence, RI · Hybrid
$196K - $224K/yr
... as a trusted advisor to privatesector clients across Healthcare, Life Sciences, and Higher ... Act as a senior client partner , building long-term relationships, managing expectations, and ...
Sr. Plan Consultant
Smithfield, RI · On-site
$110 - $140/hr
## Sr. Plan ConsultantApplylocations: Smithfield, RItime type: Full timeposted on: Posted Todayjob ... advisors, attorneys, and internal business partners. Our success mitigates risk for the client and ...
Sr. Plan Consultant
Smithfield, RI · On-site
$110 - $140/hr
## Sr. Plan ConsultantApplylocations: Smithfield, RItime type: Full timeposted on: Posted Todayjob ... advisors, attorneys, and internal business partners. Our success mitigates risk for the client and ...
Senior Sales & Events Manager
Newport, RI · On-site
Conduct property tours, site inspections, and client presentations that effectively communicate the ... Conduct familiarization tours and site inspections for qualified planners, travel advisors, and ...
Quick apply
Senior Sales & Events Manager
Newport, RI · On-site
Conduct property tours, site inspections, and client presentations that effectively communicate the ... Conduct familiarization tours and site inspections for qualified planners, travel advisors, and ...
Senior Sales & Events Manager
Newport, RI · On-site
Conduct property tours, site inspections, and client presentations that effectively communicate the ... Conduct familiarization tours and site inspections for qualified planners, travel advisors, and ...
Quick apply
Senior Sales & Events Manager
Newport, RI · On-site
Conduct property tours, site inspections, and client presentations that effectively communicate the ... Conduct familiarization tours and site inspections for qualified planners, travel advisors, and ...
Director, Defined Contribution Senior Consultant, Fidelity Workplace Consulting
Smithfield, RI · On-site
$110K - $222K/yr
Building, managing and expanding client relationships by delivering a superior level of customer ... The Team The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise ...
Director, Defined Contribution Senior Consultant, Fidelity Workplace Consulting
Smithfield, RI · On-site
$110K - $222K/yr
Building, managing and expanding client relationships by delivering a superior level of customer ... The Team The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise ...
You will serve as a trusted advisor on the use of real-world data (RWD) and RWE to support ... Engage with senior stakeholders including heads of HEOR, RWE, Market Access, and Clinical ...
You will serve as a trusted advisor on the use of real-world data (RWD) and RWE to support ... Engage with senior stakeholders including heads of HEOR, RWE, Market Access, and Clinical ...
... advisors as part of the Fidelity Institutional (FI) Intermediary Investment Client Group team. You ... (Sr. RIC). The journey can ultimately lead you to a leadership role or one where you are ...
New
... advisors as part of the Fidelity Institutional (FI) Intermediary Investment Client Group team. You ... (Sr. RIC). The journey can ultimately lead you to a leadership role or one where you are ...
New
Senior Client Advisor information
How does a senior client advisor typically collaborate with internal teams to address complex client needs?
What are the key skills and qualifications needed to thrive as a senior client advisor?
What is the difference between Senior Client Advisor vs Client Advisor?
| Aspect | Senior Client Advisor | Client Advisor |
|---|---|---|
| Credentials | Relevant certifications, experience in financial advising | Entry to mid-level certifications, basic industry knowledge |
| Work Environment | High-net-worth client interactions, complex financial solutions | Client onboarding, routine account management |
| Employer & Industry Usage | Financial services, wealth management firms | Banking, investment firms, financial institutions |
The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.
What is a senior client advisor?

Other
Medical, Life, Retirement
Posted 9 days ago
Job description
Reports To: Director of Sales
Employment Type: Full Time, FLSA Status: Exempt, EEO Category: Sales Workers
The Impact You Will Have:
You will be responsible for hitting or exceeding an annual revenue quota from both a portfolio of named accounts and via the uncovering of new accounts. This role requires high-level execution at every stage of the pipeline development and sales process. Stage examples include analyzing accounts, prospecting, and scheduling with new contacts, identifying customer needs, advancing opportunities, deepening relationships, and partnering with project teams to ensure flawless execution. In this role you will be involved in delivering and overseeing exceptional client service to deliver on tasks, briefs, and projects.
Note: We are only considering candidates who live within territory. Applicants must live in Maine, Vermont, New Hampshire, Massachusetts, Connecticut, Rhode Island, or Pennsylvania.
What You'll Do:
- Generate sales in assigned accounts or portfolio through direct sales, networking, and marketing events. Identify, develop, and expand key accounts.
- Demonstrate strategic selling approach to identify, target, and penetrate companies with needs appropriate to the company's services and products.
- Consistently engage in prospecting activities. Concentrate on new business development opportunities in existing clients.
- Qualify all accounts and ensure accurate information in Salesforce.com
- Work with senior leaders in targeted industries.
- Develop winning proposals and deliver presentations. Collaborate with other resources, when appropriate.
- Consistently link our products and capabilities with our clients' business issues and strategic objectives.
- Stay current regarding the business issues facing all dominant industries in your portfolio and strategize how the company's services can help solve them.
- Identify and understand customers' decision-making processes, goals, objectives, strategies, competitive situations, buyers and influences to build direct relationships and win new business opportunities.
- Partner with various internal resources to ensure that proper pricing, staffing, and delivery targets are set for proposed solutions.
- Work with various internal resources to ensure quality handoffs for delivery of solutions.
- Induct new Account members into the business
- Supporting the development of the team by sharing knowledge and insights with junior members of the team
What You'll Need:
- Bachelor's degree required. Advanced degree is preferred.
- 7-9 years of sales experience in a complex business environment with emphasis on selling of intangible services to leading corporations.
- Prior experience with Salesforce or other ERP application
- Previous success in a Sales or Business Development role is strongly desired.
- Experience with new business development and maintaining relationships.
- Strong written, verbal communication, and presentation skills; strong conceptual and analytical skills.
- Ability to build relationships from scratch and sell at business unit level in medium to large companies
- Track record of achieving revenue targets in a new business capacity
- Will have experience of communicating and presenting at different levels within many businesses
- Strong pipeline analysis and opportunity forecasting skills.
- Strong listening and communication skills
- Self-Starter and goal oriented
- Strong work ethic and positive attitude
- Team player mentality
- An excellent knowledge of Microsoft office
- Must be able to attend in-person company events at least once a year.
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
What You'll Get:
- Access to some of the richest professional development programs.
- A variety of benefits. Programs include health benefits, life insurance, income protection and retirement savings plan with employer contributions to assist with your health & financial security today and in the years ahead.
- Access to health benefits and wellness programs for employees and families.
- The ability to work in a flexible work environment.
- Professional development support as we want YOU to be successful in your career. Our team will work with you to establish the goals you are trying to achieve in your profession.
The Process:
The first step is to apply to the role. If your experience matches our needs, you will be reached out to by a member of the HR team to set up a call to learn more about you. From there, you can expect to meet with the hiring manager and some other members of the team. We like to connect over the phone, via Zoom and sometimes, in person (when applicable)!
AAP:
Crucial Learning provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Crucial Learning complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Crucial Learning expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Crucial Learning's employees to perform their job duties may result in discipline up to and including discharge.
If you are vision-impaired or have some other disability under the Americans with Disabilities Act or a similar law, and you wish to discuss potential accommodations related to applying for employment at Crucial Learning, please contact our Recruitment department at hr@cruciallearning.com.
ADA (American with Disabilities Act) Information:
- Work is performed primarily in an office setting
- Operates standard office equipment to include a computer, calculator, copier, fax, telephone
The anticipated base salary range for this position is $80,000 - $95,000 annually with the opportunity to participate in a variable incentive plan. The actual base salary will depend on factors such as experience, skills, qualifications, and location.
Crucial Learning is an Equal Opportunity Employer – minorities, females, veterans, and individuals with disabilities are encouraged to apply.
About Crucial Learning
Sourced by ZipRecruiter
Industry
Business schools and computer and management training
Company size
51 - 200 Employees
Headquarters location
Provo, UT, US
Year founded
2001