Serve as the primary day-to-day point of contact for a Fortune 50 client, building trusted relationships and translating feedback into action.
Directly guide operations and marketing teams, diagnosing what's driving or inhibiting recruitment, program completion, user engagement, and job placement.
Identify longer-term opportunities and surface them to engineering, product, and learning design teams, translating learnings into scalable operational processes.
Pathstream's career mobility platform helps companies invest in their employees’ growth –a win-win that increases retention, advances DE&I outcomes, and ultimately builds a highly competitive future-ready workforce from within. We’re a tight-knit, hardworking, mission-driven team of ~60 employees who are passionate about transforming access to economic opportunity at scale.
Design and develop leadership development programs and learning experiences.
Manage program timelines, logistics, communications, and stakeholder alignment.
Facilitate leadership development programs and workshops for leaders.
Arch Capital Group Ltd. is a Bermuda-based specialty insurer that provides insurance, reinsurance and mortgage insurance on a worldwide basis. With a 20+-year track record of delivering results and a coveted position on the S&P 500 index, Arch is a great place to grow your career.
Conduct financial needs analyses and deliver personalized solutions.
Continuously develop your skills through training and mentorship.
Traction Forge Financial, powered by Global Financial Impact (GFI), is expanding. They are looking for driven and competitive individuals ready to build a career, offering training, mentorship, and licensing support.
Build and maintain strategic relationships with field distribution teams.
Network extensively across the financial services landscape to identify new distribution opportunities.
Deliver compelling presentations of Vestmark's value proposition to field distribution audiences.
Vestmark is an equal opportunity employer committed to creating an inclusive environment. They take a market-based approach to compensation and offer equity-based grants for all new hires and company-paid medical premiums of 90%.
Manage a portfolio of claim clients and enhance client relationships by resolving process issues.
Conduct annual reviews of administrators to ensure compliance with company requirements.
Prepare monthly reporting packages, including inventory reporting and referral analysis.
Crum & Forster’s Accident & Health division (A&H) offers specialty insurance and reinsurance products nationwide. They focus on product development and creative distribution methods, along with excellent client service and support.
Participate in pre-LOI diligence, providing a formal assessment and "vote" on fit.
Build the first draft of the firm-specific success plan before close, including the value creation framework.
Own the post-close value creation plan for each assigned firm: repricing, organic growth initiatives, capability adoption, and synergy capture tied to deal terms.
Mercer Advisors has been helping families amplify and simplify their financial lives for more than 40 years. They integrate financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Mercer Advisors serves over 31,300 families across 90+ cities across the U.S.
Steward long-term client partnerships to drive renewals and develop trust with decision-makers.
Manage excellent fundraising programs, ensuring they are strategically planned and executed with excellence.
Provide client consultation, advising on strategies to achieve fundraising goals based on data and insights.
Booster is a mission-driven school fundraising company focused on cultivating virtuous leaders who want to change the world by delivering engaging, innovative, and active fundraising experiences. We are a team of more than 900 people who serve more than 7,500 K-12 schools and colleges nationwide and we pride ourselves in embodying our six virtues of Gratitude, Wisdom, Care, Courage, Grit, and Celebration.
Guide individuals and families through meaningful financial conversations
Build personalized financial strategies aligned with client goals
Educate clients on retirement planning, investments, wealth-building, college planning, and insurance solutions
Traction Forge Financial, leveraging the strength of GFI, strives to help individuals, families, and business owners gain clarity, confidence, and control over their financial future. They empower people from all backgrounds with the knowledge and strategies needed to move forward with purpose.
Educate clients on retirement, wealth protection, and financial strategies.
Conduct financial needs analyses and help develop personalized financial game plans.
Build long-term relationships with clients and families.
Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding throughout Missouri. They are seeking motivated, entrepreneurial-minded individuals interested in building a career in financial services.
Facilitating the onboarding process for new clients and assisting existing clients with requests.
Supporting the day-to-day management of client relationships and satisfaction.
Managing a portfolio of new business targets, active existing accounts, and lapsed accounts.
MissionWired helps its partners create revolutionary fundraising strategies to advance their mission and change the country. They have converted more than $4.5 billion in donations to the world’s most trusted philanthropies and groundbreaking campaigns.
Build relationships and increase the assets of assigned Wealth Management clients.
Work closely with an Internal Wholesaler to implement your territory plan.
Develop and implement marketing plans for assigned clients.
American Century Investments is a leading global asset manager with over 65 years of experience helping clients achieve their financial goals. They are a privately controlled and independent company with 1,400 employees globally and focus solely on investment management.
Work with financial advisors to craft portfolio construction and investment advice for high net worth clients.
Represent the firm’s investment philosophy and platform to local advisor teams and HNW clients.
Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. They serve over 31,300 families across 90+ cities across the U.S. and have a flexible, national footprint, building their teams around exceptional talent.
Provide senior-level compliance consulting services to investment advisors.
Manage ongoing client relationships and deliver high-quality service.
Serve as a senior subject matter resource for consultants across the organization.
Comply is a leading provider of compliance SaaS and consulting services for the global financial services sector. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
Build and maintain positive client relationships to drive business growth, while leading a team of Relationship Managers.
Manage revenue performance across accounts, including forecasting, renewals, and growth opportunities to achieve high renewal rates and customer satisfaction.
Lead, coach, and develop Relationship Managers through performance management, mentoring, and capability building.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. It is a FTSE 100 company with approximately 22,500 employees across 32 countries, known for its award-winning, people-first culture focused on diversity, work/life balance, and innovation.
Serve as the day-to-day contact for partner schools and organizations, delivering outstanding client service and promoting the brand.
Coordinate and conduct partnership activities, including in-person and virtual presentations and community engagement initiatives.
Track activities using internal systems and reporting tools while sharing insights from partner interactions to improve strategies.
The Princeton Review is a tutoring, test prep, and college admission services company helping students achieve their education and career goals. It has a network of 4,000 teachers and tutors, online resources, and more than 150 print and digital books.
Manage sales and relationships for complex accounts within the RIA and Regional Bank channels.
Serve as a consultant to clients, providing recommendations on T. Rowe Price strategies and solutions.
Promote the distribution of TRPIS/TRPA investment management strategies across multiple solutions.
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term. The company fosters a collaborative culture that respects and values differences, employing associates who share a spirit of generosity.
Support the Partner Solutions team in managing relationships with financial institution partners, contributing to their success.
Assist in developing marketing collateral and researching best practices to optimize partner use of the Pre-Approvals solution.
Collaborate with internal teams to support partner strategies and ensure timely resolution of partner needs.
SavvyMoney is a leading San Francisco East Bay fintech company providing integrated credit score and personal finance solutions to bank and credit union partners. They have been recognized as a top place to work and are an Inc. 5000 Fastest Growing Company.
Architect and ensure delivery of initiatives that drive business outcomes and maximize client success.
Guide the design of scalable program governance, delivery, and measurement approaches.
Represent Gainsight as an executive sponsor in customer forums, influencing decisions and building advocacy.
Gainsight is the AI-powered retention engine behind the world’s most customer-centric companies. The Gainsight CustomerOS platform orchestrates the customer journey from onboarding to outcomes to advocacy.