Engage clients through marketing campaigns and outreach programs to reinforce company values and increase retention.
Initiate financial goal-based conversations to identify client needs and present appropriate financial solutions.
Educate clients on financial, investment, debt management, and retirement planning strategies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The company supports over 1.27 million clients across 140+ offices nationwide and manages over $324 billion in assets, with a culture grounded in CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.
Lead a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows.
Mentor, develop, and support Planners to drive success throughout the sales funnel and expanded client value.
Partner across the organization to drive outstanding client experience while managing risk and adhering to policies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The firm supports over 1.27 million clients across 140+ offices nationwide, managing over $324 billion in assets, and is grounded in CORE values of Client First, One Team, Respectful Candor, and Endless Curiosity.
Oversee executive office operations, key partner relationship management, and CEO travel to support national priorities.
Design Salesforce CRM strategies for proactive donor, board, and stakeholder engagement.
Manage cross-functional CEO engagements and lead integration of enterprise strategy into departmental execution.
Big Brothers Big Sisters of America is the nation's premier youth mentoring service organization, connecting youth with mentors to reach their full potential. With a network of over 200 affiliate agencies, the organization fosters a culture of inclusion, diversity, and empowerment for all stakeholders.
Manage the full lifecycle of fintech strategic partnerships, including onboarding, monitoring, and offboarding.
Serve as liaison between external partners and internal teams, coordinating meetings and tracking deliverables.
Develop partnership metrics and reporting, communicating project timelines to stakeholders.
Lead is a fintech building banking infrastructure for embedded financial products and services, operating an FDIC-insured bank. With offices in Kansas City, San Francisco, Sunnyvale, and New York City, the company blends regulatory and technological expertise to help fintech partners scale with compliance and creativity.
Establish and maintain day-to-day business relationships with clients, becoming their first point of contact and implementing comprehensive service plans.
Coordinate open enrollment meetings, prepare communication materials, and liaise with compliance to advise on government reporting.
Resolve enrollment, eligibility, and billing issues while maintaining ongoing communication with the Client Executive.
EPIC Insurance Brokers & Consultants is one of the fastest-growing insurance firms in the industry, fueled by capable and committed people. Headquartered in San Francisco since 2007, the company has over 3,000 employees nationwide and fosters a growth-minded culture with core values of owner mindset, inspire trust, think big, and drive results.
Ensure project success by specifying goals, strategy, and staffing, and managing deliverables and risks.
Manage client contracts, billability, and resource forecasts across international time zones.
Build effective relationships and resolve client-side and internal issues with strong communication skills.
Mitratech builds world-class products that simplify operations in Legal, Risk, Compliance, and HR functions. With over 35 years of experience, they serve 20,000 clients globally, including 30% of the Fortune 500, and foster a diverse and inclusive culture.
Own the relationship and execution for one of two growth tracks: Regional Networks or Organizational Networks.
Build and manage high-touch relationships with leaders and implementing partners to drive activation strategy.
Capture learning from each market and partner to shape scaling of leader engagement strategy.
Stand Together is a philanthropic community that helps bold changemakers tackle root causes of America's biggest problems. With over 1,300 employees, the organization fosters a culture rooted in Principle Based Management, emphasizing transformation, innovation, entrepreneurialism, humility, and respect.
Drive a redesigned, data-driven supplier engagement strategy to deliver measurable value for suppliers and clients.
Partner cross-functionally with Supply Management, Marketing, Culinary, and other teams to strengthen supplier relationships and activate growth opportunities.
Build and maintain tools, trackers, and dashboards to track activity, outcomes, and ROI of supplier engagement initiatives.
Entegra Procurement Services provides procurement services and supplier engagement solutions to clients. As part of Sodexo, the company fosters an inclusive culture where employees are valued and respected.
Engage with area VPs, Directors, and community stakeholders to ensure timely resolution of construction issues.
Attend city, town, and HOA meetings to address local concerns and collaborate with the Construction Success team.
Monitor and report daily, weekly, and monthly KPIs, managing systems data and special projects.
Lumos is a fiber optic internet provider formed from the merger of Lumos Networks and North State in 2022, now a joint venture with T-Mobile called T-Fiber. They connect over 475,000 homes and businesses across nine states and aim to reach 12-15 million homes by 2030, with a startup mindset and servant leadership culture.
Support advisor-facing product marketing and enablement for enterprise partner programs like Morgan Stanley and Edward Jones.
Execute campaigns to increase advisor engagement, adoption, and retention across partner workflows.
Collaborate cross-functionally with Product, Operations, and Relationship teams to deliver partner initiatives.
Ren is a financial services and wealth management company that provides charitable solutions and platform capabilities. As an equal opportunity employer, Ren fosters a collaborative culture with teams across product marketing, enterprise relationships, and operations.
Manage a portfolio of customer accounts to ensure effective deployment of Lumen solutions.
Drive proactive communications and handle day-to-day requests using HubSpot.
Identify expansion opportunities and collaborate with Sales on strategy.
Lumen Learning is an EdTech company in higher education that provides courseware solutions to improve student success. We support over 400,000 students and 5,000 faculty at more than 500 colleges, and we are a fast-paced, fully dispersed team committed to diversity and inclusion.
Handle provider inquiries through multiple channels with accuracy and precision.
Establish and maintain positive relationships with providers on behalf of the company.
Complete ongoing training to stay abreast of products, services, and policy changes.
Capital Blue Cross is an independent licensee of the Blue Cross Blue Shield Association offering health insurance. It is consistently voted one of the "Best Places to Work in PA" and values employee growth and community involvement.
Drive implementation and deployment of Higher Logic's private white-label community software for customers.
Serve as primary point of contact, managing multiple simultaneous implementations using standard project management methodology.
Provide user training, elicit feedback, and work cross-functionally to resolve issues and collect requirements.
Higher Logic has been the industry leader in building community and engagement solutions since 2007. We’re a thriving company made up of authentic people and unique perspectives.
You will lead and mentor high-performing technical and project management teams across a federal program.
You will manage program execution, budgets, staffing, and customer engagement to ensure delivery excellence.
You will drive contract performance and build strong relationships with government stakeholders and partners.
Peraton is a next-generation national security company that provides mission-critical solutions to government agencies. As a leading mission capability integrator, the company supports every branch of the U.S. armed forces and employs thousands of professionals dedicated to solving complex challenges.
Orchestrate projects from start to finish, ensuring smooth execution, timelines, budgets, and delighted clients.
Act as a central interface for clear communication, keeping all stakeholders informed and solving challenges proactively.
Develop deep client understanding, share insights with the creative team, and support identifying growth opportunities.
Landor is a world-leading brand consultancy, part of WPP, that makes brands more valuable and less vulnerable through strategic and creative capabilities. They are a global team with a culture of respect, inclusion, and flat hierarchies.