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DESC
Seattle
Client Engagement Specialist - Float Seattle, WA (oogle.com/maps?q=2120+S+Plum+St+Seattle+WA+USA+98144) •DEAC Apply Job Type Full-time Description **Days Off:** Saturday, Sunday **Shift:** Office Day, 8:30am - 5:00 pm **Insurance Benefits:** Dental, Life, Long-term Disability, Medical **Other Benefits:** Employee Assistance Program (EAP), Flexible
Job Source: DESCUniversity of Washington
Seattle, WA, United States
If you are using a screen reader and experience any difficulty accessing our web pages, please call 206-543-2544 or email UWHires and we will be happy to assist you. jump to content Benefits: As a UW employee, you will enjoy generous benefits and work/life programs. For a complete description of our benefits for this position, please visit our we
Job Source: University of WashingtonUrban League of Metropolitan Seattle
Seattle, WA, United States
POSITION SUMMARY: Under the guidance of the Chief Impact Officer (CIO), the Director of Advocacy & Community Engagement provides management, development and planning of advocacy and community engagement activities regarding economic, environmental, transportation, civic and social justice for the Black community. This role is responsible for manag
Job Source: Urban League of Metropolitan SeattleRover
Seattle, WA, United States
Who we are: Want to make an impact? Join our pack and come work (and play!) with us. We believe everyone deserves the unconditional love of a pet-and at Rover, our mission is to make it easier to experience that love. Founded in 2011, the Rover app and website connect dog and cat parents with loving pet sitters and dog walkers in neighborhoods
Job Source: RoverCapgemini
Seattle
**Job description** **:** We are seeking an experienced and dynamic Salesforce Go to Market Leader to lead and drive the successful delivery of Salesforce projects and initiatives within our organization. As the Salesforce Go to Market Leader, you will be responsible for overseeing the planning, execution, and successful delivery of Salesforce solu
Job Source: CapgeminiA Place for Rover, Inc.
Seattle, WA, United States
Director of Employee Inclusion and Engagement Seattle People – People / Full-time / Hybrid LinkedIn profile Loading We'll share your profile. The job poster may use it for jobs with other companies. Learn more How should we refer to you (nickname and/or pronouns)? Do you or will you require sponsorship in the future to work in the U.S.? ✱ Yes No
Job Source: A Place for Rover, Inc.Freshworks Inc.
Bellevue, WA, United States
Full-time Function: Customer Onboarding(CXG) Company Description Freshworks makes it fast and easy for businesses to delight their customers and employees. We do this by taking a fresh approach to building and delivering software that is affordable, quick to implement, and designed for the end user. Headquartered inSan Mateo, California, Freshwork
Job Source: Freshworks Inc.Bristol Myers Squibb
Seattle
**Working with Us** Challenging. Meaningful. Life-changing. Those aren't words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely interesting work happens every day, in every department. From optimizing a production line to the latest breakthroughs in cell therapy, this is work that tra
Job Source: Bristol Myers SquibbBellevue, WA, United States
Description
Title: Director, Client Engagement
Location: Various Locations
Job Description: JOB SUMMARY
If you enjoy the sales and onboarding process without cold calling, we have the role for
you! Searching for highly motivated sales-driven financial advisors to take on the role of
Director, Client Engagement with Creative Planning. In this pivotal role, your sole focus is
client acquisition. You will meet with qualified prospects delivered through our marketing
lead channels to learn more about the prospective client's needs and share with them our
breadth of services.
At Creative Planning, we are proud to be a top- ranked independent wealth advisory firm,
but prouder of the work culture we have developed.
We do not accept resume submissions from third-party recruiters or staffing agencies.
Please contact our recruiting team directly.
JOB DUTIES
•Meet with incoming prospects who reached out to Creative Planning
•Collaborate with internal Brand Ambassador team who sets the initial client
meeting for you
•Hold a meaningful introductory meeting with client leads to explore if Creative
Planning is a good fit for their needs
•Communicate the depth of services Creative Planning offers
•Help facilitate client onboarding
REQUIRED EXPERIENCE / QUALIFICATIONS
•CFP certified
•Series 65 (or equivalent)
•5 years financial services experience including direct sales with investment clients
•Solid knowledge and ability to present complex financial topics to clients
•Ability to handle highly detailed work with a great degree of accuracy
•Bachelor's degree, preferably in a related field such as finance, business,
or marketing
PREFERRED EXPERIENCE / QUALIFICATIONS
•10 or more years financial services experience to including direct sales with
investment clients
•Graduate degree consisting of JD, MBA or CPA
TECHNICAL SKILLS
•Understanding and previous use of Windows
•Proficiency in MS Word, Excel and PowerPoint
•Understanding of mobile operating systems such as Android or IOS
•Ability to adapt and integrate new technology quickly
Requirements
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Email Alert for Director of Client Engagement jobs in Bellevue, WA, United States
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