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Senior Client Advisor Jobs in Madison, AL (NOW HIRING)

Senior GRC Consultant

Huntsville, AL ยท On-site

$120 - $180/hr

Serve as the primary advisor for executive and technical client stakeholders regarding ... senior leadership. * Education * Bachelor's degree in Cybersecurity, Information Technology ...

Come work for OHM Advisors, the Community Advancement firm. With the singular mission of Advancing ... the client. * Review lot splits and combinations based on the local requirements. * Perform ...

Come work for OHM Advisors, the Community Advancement firm. With the singular mission of Advancing ... the client. * Review lot splits and combinations based on the local requirements. * Perform ...

Come work for OHM Advisors, the Community Advancement firm. With the singular mission of Advancing ... the client. * Review lot splits and combinations based on the local requirements. * Perform ...

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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 Madison, AL look for?

The top searched job categories for Senior Client Advisor jobs in Madison, AL are:

What cities near Madison, AL are hiring for Senior Client Advisor jobs?

Cities near Madison, AL with the most Senior Client Advisor job openings:

Infographic showing various Senior Client Advisor job openings in Madison, AL as of June 2026, with employment types broken down into 63% Full Time, 27% Part Time, 5% Temporary, and 5% Contract. Highlights an 73% Physical, 3% Hybrid, and 24% Remote job distribution.

Senior Business Advisor, SBIR-STTR

The Catalyst Center for Business and Entrepreneurship

Huntsville, AL โ€ข On-site

$45 - $60/hr

Part-time

Posted 8 days ago


Job description

Senior Business Advisor, SBIR-STTR(Hybrid, Part-Time)If you love helping entrepreneurs grow and succeed through coaching and advising, this is the role for you! The Catalyst Center serves entrepreneurs and small business owners in every stage of business. We aim to provide best-in-class coaching, in-demand services, and relevant programs to foster the success of small businesses.The Federal and State Technology (FAST) Program supports entrepreneurs to transform an innovation or technology into a sustainable business, provides assistance that leads to the commercialization of technology, and increases the number of SBIR/STTR proposals leading to an increase in the number of SBIR/STTR awards from small business owners through training and coaching. ESSENTIAL DUTIESProgram OperationsImplement the annual workplan that achieves project goals, grant objectives, and organizational priorities.Leads the operations of the FAST program.Leads the Accelerate Innovation Lab, including participant recruitment, application review, cohort management, coaching, proposal support, and ongoing client engagement.Plans and oversees project events, workshops, and educational programming.Remains current on SBIR/STTR opportunities, commercialization trends, and innovation resources.Small Business ServicesProvides one-on-one coaching to entrepreneurs throughout the commercialization process, helping them strengthen their business strategy, prepare competitive SBIR/STTR proposals, and successfully navigate innovation funding opportunities.Develops and delivers high-quality workshops, cohort programs, and educational events that equip entrepreneurs with the knowledge and tools needed to commercialize technology and grow sustainable businesses.Reviews proposals and provides constructive feedback that improves competitiveness and strengthens funding readiness.Connects entrepreneurs with subject matter experts, mentors, investors, and strategic partners.Outreach & Volunteer EngagementDevelops and executes outreach strategies that build awareness of the FAST program and maintains a strong pipeline of entrepreneurs.Builds and maintains relationships with federal agencies, research institutions, entrepreneurial support organizations, investors, universities, and other strategic partners.Recruits new entrepreneurs.Acts as a representative of The Catalyst within Alabama's innovation ecosystem and identifies opportunities that strengthen program impact and visibility.Develops and maintains relationships with qualified subject matter experts, proposal reviewers, mentors, investors, trainers, and business coaches.Coordinates subject matter experts and strategic partners.Grant ManagementExecutes all program activities in compliance with SBA grant requirements and the Notice of Award.Maintains accurate and timely client records, counseling documentation, and program data within the CRM.Prepares workplans, grant reports, program narratives, and supporting documentation required by funding agencies.Collects economic impact data, client outcomes, and program feedback.LeadershipMaintains a Subject Matter Expert status in SBIR/STTR and creates partnerships and connections by attending training and relevant conferences to stay up to date on changes and critical technology needs of government agencies.Develops and maintains relationships with the public/private sector and other stakeholders and serves as a primary liaison to the Innovation Ecosystem.QUALIFICATIONSEducation/Experience:Bachelor's degree in business, entrepreneurship, technology, engineering, or a related field. Equivalent combinations of education and relevant professional experience will also be considered.Five or more years of experience leading programs, business advising, entrepreneurial support, economic development, technology commercialization, government contracting, innovation, or a related field required. Experience with Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) programs required.Experience delivering coaching, training, consulting, and technical assistance to entrepreneurs and small businesses.Experience building partnerships and engaging stakeholders.Experience managing grants, contracts, or performance-based projects is preferred.Experience working with technology-based startups, research commercialization, or innovation-focused entrepreneurial support organizations.Working knowledge of the Innovation ecosystem, with particular focus on access to funding, including venture capital, angel investments, private equity investments, and traditional small business lending. Experience with federal grant administration, performance reporting, or grant compliance.Knowledge of government contracting and/or federal procurement.Skills & Attributes:Program & project implementationBusiness coaching & technical assistanceTraining & facilitationStrategic planning & problem solvingRelationship building & stakeholder engagementGrant administration & complianceSelf-motivated & able to work independently with minimal supervisionAdaptable and comfortable working in a fast-paced, evolving environmentResults-oriented with a strong sense of accountability and ownershipAPPLY TODAY!The Senior Business Advisor, SBIR/STTR will embrace our mission, culture, and core values, and comply with all federal, state, and local legal and tax requirements.Equal Employment Opportunity (EEO) Reasonable accommodation may be made to enable qualified individuals with disabilities to perform essential job functions.The successful candidate will undergo a background check including a criminal record check, employment and education verification, and drug test. Please do not proceed with this application if you do not agree to these checks.
Job Posted by ApplicantPro