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Senior Client Advisor Jobs in Greer, SC (NOW HIRING)

The Junior Financial Advisor will work closely with senior advisors, support client planning activities, participate in client meetings, and help develop financial plans and investment ...

Posted today

Senior Electrical Engineer

Greenville, SC · Hybrid

$101K - $131K/yr

Advise project managers, team leaders, client-service leaders, and executive leadership on ... Serve as a senior advisor to internal and external clients, owners, project teams, and firm ...

Senior Staff Engineer

Greenville, SC · On-site

$75 - $110/hr

Serve as a technical adviser to junior-level project team members. * Supervise field staff ... Interact with client and project team in developing scope of services and communicating project ...

Senior Staff Engineer

Greenville, SC · On-site

$98K - $134K/yr

Terracon's growth is due to our talented employee-owners exceeding expectations in client service ... Serve as a technical adviser to junior-level project team members. * Supervise field staff ...

Senior Staff Engineer

Greenville, SC · On-site

$94K - $130K/yr

Serve as a technical adviser to junior-level project team members. * Supervise field staff ... Interact with client and project team in developing scope of services and communicating project ...

These individuals analyse client needs, implement software solutions, and provide training and ... Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver ...

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Senior Client Advisor information

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, 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 job categories do people searching Senior Client Advisor jobs in Greer, SC look for?

The top searched job categories for Senior Client Advisor jobs in Greer, SC are:

What cities near Greer, SC are hiring for Senior Client Advisor jobs?

Cities near Greer, SC with the most Senior Client Advisor job openings:

Infographic showing various Senior Client Advisor job openings in Greer, SC as of June 2026, with employment types broken down into 86% Full Time, 11% Part Time, and 3% Contract. Highlights an 85% Physical, 6% Hybrid, and 9% Remote job distribution.

Senior Client Development Manager, Energy

Haley & Aldrich

Greenville, SC • Hybrid

Full-time

Posted 13 days ago


Haley & Aldrich rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

67th of 451 rated engineering


Job description

Find your path and enjoy the journey at Haley & Aldrich. With us, you'll tackle clients' most meaningful challenges in the built and natural environments - and, in turn, build stronger communities. You'll work with teams of passionate colleagues, driven by a commitment to technical excellence and continuous learning.

As a company, we aim to build a world where communities go beyond resilience, embracing change as an opportunity to enhance safety, well-being, and quality of life. Join us to accelerate this vision and your professional development.

Haley & Aldrich is seeking an experienced Senior Client Development Manager, Energy to grow our work with electric and gas utilities, independent power producers, electric cooperatives, and other energy sector clients. This role requires both energy market knowledge and experience selling architecture, engineering, and consulting (AEC) services.

The Energy Market Senior Client Development Manager is responsible for leading sales activities specific to energy clients, working in close partnership with the Market Leader, client account managers, technical leaders, and proposal professionals to deepen client relationships and identify client needs aligned with Haley & Aldrich's services.  The successful candidate will understand how energy clients plan, fund, procure, and execute complex capital, remediation, and regulatory compliance programs. This position requires sound judgement, structured sales practices, persuasive writing, and use of customer relationship management (CRM) tools. This is a full-time, local hybrid role with an expectation of an inoffice presence several days per week with flexibility based on business needs and candidate location. The position may be based out of any of H&A's locations across the U.S.

DUTIES/RESPONSIBILITIES

In this position, you will:

  • Develop and implement capture plans for priority pursuits by integrating market and competitive insights, client painpoint analysis, differentiators, and teaming strategies to achieve growth goals for the Energy Market.
  • Work collaboratively with client account managers to build and maintain a qualified pipeline of opportunities with electric utilities, gas utilities, energy developers, cooperatives, and oil and gas companies aligned with Haley & Aldrich's services.
  • Research and analyze market drivers, policy trends, and competitive landscape for regulated utilities, independent power producers, and oil and gas companies.
  • Leverage client feedback and portfolio information to provide actionable insights on client needs, market dynamics, and competitive positioning.
  • Build and maintain high-trust relationships with client account teams.  Align pursuits with clear and differentiated client value propositions tailored to client challenges and investment priorities.
  • Facilitate pursuit decisions through structured No/Go processes in collaboration with the Market Leader and Legal ensuring opportunity due diligence and risk consideration.
  • Understand and advise on contractual arrangements, pricing structures, and risk management specific to energy sector projects.
  • Oversee development and coordination of proposals, proposal budgets, and resource mobilization for both competitive and sole source pursuits.
  • Ensure use of pre-approved responses for critical prequalification packages maintaining compliance and consistency.
  • Integrate lessons learned from prior pursuits and proposal cycles to improve win strategies and success rate.
  • Collaborate closely with business development leaders, technical experts, and client account managers to build client relationships and support cross-selling.
  • Track and report sales pipeline progress, pursuits, and outcomes using CRM and standard tools.
  • Conduct ongoing pipeline assessment to evaluate opportunity quality, alignment with market demand, contractual requirements, and pursuit readiness collaborating with technical and client teams and Market Leader as needed.
  • Uphold company and client health and safety protocols in all aspects of sales leadership.

 

SKILLS/EXPERIENCE
Minimum Skills and Requirements:

  • Bachelor's degree in civil engineering, geotechnical engineering, mechanical engineering, geology, or related technical discipline.
  • At least 8 years' of business development, client development, capture, account management, or consultative sales experience.
  • Minimum 5 years' experience selling environmental services, geotechnical and civil engineering, construction management, or comparable AEC professional services to energy sector clients, with demonstrated experience selling to regulated utilities.
  • Working knowledge of electric utilities and their business ecosystem, including regulatory drivers, procurement practices, operational priorities, and capital programs.
  • Proven success in creating: capture plans, client value propositions, win themes proposals, and pursuit strategies.
  • Effective proposal writing and editing skills, including the ability to turn technical information into persuasive client-focused content.
  • Strong analytical, organization, and communication skills including experience with budget development and managing multidisciplinary teams on proposal development.
  • Experience with CRM systems such as Salesforce or Deltek Vantagepoint, including pipeline management, activity tracking, and forecasting.
  • Ability to travel for client meetings, industry events, and internal collaboration.

Preferred Skills:

  • Established relationships within investor-owned utilities, public power agencies, electric cooperatives, and gas utilities.
  • Master's degree in a relevant discipline.
  • Prior involvement in industry events or professional organizations focused on energy, environmental compliance, or AEC services.

The salary range for this position Nationwide is 125,000 - 175,000 annually. Actual compensation will be based upon a variety of factors such as location, education, related work experience, certificates, skills, and current market conditions. Haley & Aldrich reviews salary ranges each quarter to assess competitiveness with the market. This role is eligible to participate in the company's performance-based bonus program. This bonus program is based on overall company performance and the results achieved compared to peers.

About Haley & Aldrich 

Haley & Aldrich is committed to solving our clients' most meaningful challenges in the built and natural environments. Our team of 1,000+ engineers and scientists across the United States draws inspiration from one mission: to work closely with clients as they navigate change to create safer, more robust places to live and work. Since our founding in 1957, organizations across the public and private sectors have relied on us for technical excellence and empathetic leadership that achieve results and secure a thriving tomorrow. Find us at haleyaldrich.com and LinkedIn.

Haley & Aldrich is an equal opportunity employer. All qualified applications will receive consideration for employment without regard to gender, race, age, disability, veteran, or any other legally protected status. We offer excellent career growth, a highly competitive total compensation plan, and a solid benefits package. Interested candidates should apply on our Careers page.

Note to external search firms: Haley & Aldrich does not accept unsolicited resumes and will not be obligated to pay a placement fee for unsolicited resumes. Please do not send resumes to Haley & Aldrich employees. Please work through a Talent Acquisition Manager.

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