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Senior Client Advisor Jobs in New Port Richey, FL

Working closely with Senior Client Partners and Group Managers, the Client Partner will architect ... advisor-championing innovation, accelerating digital modernization, advancing AI-driven solutions ...

Working closely with Senior Client Partners and Group Managers, the Client Partner will architect ... advisor-championing innovation, accelerating digital modernization, advancing AI-driven solutions ...

Proven ability tooperateas a senior client advisor, witha track recordof building and sustaining relationships with executive stakeholders and influencing strategic decisions. * Strong consulting and ...

New

Senior Wealth Advisor-Remote

Tampa, FL · On-site +1

$165K - $185K/yr

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of ...

New

The Senior Managing Attorney serves as a trusted advisor to clients and case teams, a primary ... Manage client expectations regarding deliverables, timelines, budgets, staffing, productivity ...

The Senior Managing Attorney serves as a trusted advisor to clients and case teams, a primary ... Manage client expectations regarding deliverables, timelines, budgets, staffing, productivity ...

Senior Wealth Advisor

Tampa, FL · On-site

$150K - $600K/yr

Advisor-centered client relationship model , with no firm-imposed non-compete tied to clients ... Collaborate with other senior advisors and firm leadership * Participate in mentorship, business ...

Vanguard is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available ... By communicating Vanguard's investment philosophy and making recommendations that consider client ...

Vanguard is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available ... By communicating Vanguard's investment philosophy and making recommendations that consider client ...

Senior Wealth Advisor

Tampa, FL · On-site

$140 - $210/hr

Vanguard is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available ... By communicating Vanguard's investment philosophy and making recommendations that consider client ...

Vanguard is seeking Wealth Advisors and Senior Wealth Advisorsfor remote opportunities available to ... By communicating Vanguard's investment philosophy and making recommendations that consider client ...

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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 New Port Richey, FL look for?

The top searched job categories for Senior Client Advisor jobs in New Port Richey, FL are:

What cities near New Port Richey, FL are hiring for Senior Client Advisor jobs?

Cities near New Port Richey, FL with the most Senior Client Advisor job openings:

Infographic showing various Senior Client Advisor job openings in New Port Richey, FL as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 16% Part Time, 1% Temporary, and 6% Contract. Highlights an 74% Physical, 3% Hybrid, and 23% Remote job distribution.

Client Partner - Capital Markets

Infosys

Tampa, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago


Infosys rating

7.0

Company rating: 7.0 out of 10

Based on 62 frontline employees who took The Breakroom Quiz

153rd of 225 rated it services


Job description


Infosys is seeking a Client Partner to drive strategic growth within its Capital Markets portfolio. This leadership role serves as the primary steward of the client relationship, shaping long-term value creation across the assigned account. Working closely with Senior Client Partners and Group Managers, the Client Partner will architect and execute a forward-looking account strategy that aligns client priorities with Infosys' digital, cloud, and AI-led transformation capabilities. Typically overseeing a single high-impact account or a key portfolio segment with $30-$50 million in P&L responsibility, the Client Partner acts as a strategic advisor-championing innovation, accelerating digital modernization, advancing AI-driven solutions, orchestrating cross-functional delivery excellence, and unlocking new business opportunities that elevate client outcomes while fueling Infosys' broader growth agenda.
Role Description:
• Client relationship management and business development: manage client relationships, build a portfolio up to $30-50M, own the opportunity management cycle: Prospect-Evaluate-Propose-Close
• Client delivery assurance: collaborate with all delivery stakeholders involved to ensure fulfillment of all commitments to the client
• Account planning and governance: create the account plan including relationships required, opportunities to be pursued, price decisions, etc.
• Conduct research as well as competitor analysis, as well as conducting client presentations, estimation efforts and proposals and negotiations
• Collaborate with the Delivery Manager to address all people or infrastructure related issues that may be affecting the delivery of the project vis-à-vis the specific client.
• Balance different projects running for the client that may involve different delivery managers or horizontal competency units' resources.
• Taking Go-to-market solutions to accounts within the account scope -responsible for driving revenues from Go-to-market solutions being sponsored by the business unit.
• Work closely with the Solutions Leader to build customized solutions pitches for the target account and driving the revenues and delivery of these solutions to the account scope
• Build an Account Plan for the account scope - with details of the relationships required, the opportunities that have to be chased, and the revenue expected from such opportunities, as well as potential threats and weaknesses that need to be addressed
• Pricing decisions within the scope of the Master Services Agreement
• Pre-sales proposal support for new business development outside of account scope
• Provide necessary input for building future alliances with relevant product vendors
About Infosys Capital Markets:
Infosys partners with capital markets firms across asset & wealth management, retirement services, investment banking, and market infrastructure to drive end-to-end transformation. We help clients respond to key industry shifts, generational wealth transfer, demand for personalized experiences, product innovation, resiliency, M&A, and AI-driven scale by modernizing data estates, leveraging cloud, and adopting AI-led capabilities. Combining deep domain expertise, skilled professionals, and advanced technologies, we build resilient, scalable platforms aligned with ESG goals and regulatory compliance. Infosys is recognized as a Leader in Capital Markets IT Services and Wealth & Asset Management.
Our focus: enabling agility, innovation, and sustainable growth while elevating client, advisor, and investor experiences.
Required Qualifications:
• Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education and 11+ years of experience, with strong sales/relationship management/account management experience
• Significant business development and project management experience
• Experience in the relevant industry/vertical
• Track record of interacting and building relationships with C-level client contacts
• Hands-on experience with proposal creation and leading proposal presentations
• Strong leadership, interpersonal, communication, and presentation skills
• Wide variety of IT and business consulting engagement experience
• Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time
Preferred Qualifications:
• Knowledge of industry specific go-to-market solutions
• Good understanding of industry specific business issues and drivers
• Global Delivery Model experience
• Experience managing large multi-location consulting engagement teams
• Track record as an Account Manager in a rapidly growing client relationship
EEO/About Us
Benefits
Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits:
  • Medical/Dental/Vision/Life Insurance
  • Long-term/Short-term Disability
  • Health and Dependent Care Reimbursement Accounts
  • Insurance (Accident, Critical Illness , Hospital Indemnity, Legal)
  • 401(k) plan and contributions dependent on salary level
  • Paid holidays plus Paid Time Off

About Us
Infosys is a global leader in next-generation digital services and consulting. We enable clients in more than 50 countries to navigate their digital transformation. With over four decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our always-on learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem.
EEO
Infosys provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability.

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