5+ YOE3+ Mgmt5+ years in account management/client success,3+ years leading client-facing teams,Bachelor's degree or equivalent,advanced Microsoft Excel,CRM and reporting experience,experience with QBRs and executive presentations.
Earned: Provides comprehensive financial, tax, and wealth planning for doctors.
5+ YOECPA or IRS Enrolled Agent, bachelor’s in accounting/taxation/finance,5–7 years reviewing 1040/entity returns and accounting for HNW clients,QuickBooks/UltraTax experience,leadership and client service skills.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's + 3+ years client service/claims OR HS/GED + 8+ years; Producer's license; ability to travel up to 25%; proficiency in Microsoft Office; insurance experience and financial acumen preferred.
Hub International: Provides global insurance brokerage and risk management services.
2+ YOEExperience servicing personal insurance accounts; MA producer license; knowledge of personal lines; electronic agency management system; strong communication.
Virginia or Raleigh or Charlotte or Atlanta or Tampa or Orlando or Detroit or Boston or Philadelphia or Austin or Dallas
$70k-$80k/yrRemoteFull Time
Brkthru: Provides managed digital advertising and media buying services.
3+ YOE3+ years in client services/account management in digital advertising with programmatic exposure, strong client communication, attention to detail, reporting, and ability to manage multiple accounts.
Bedford or Maine or New Hampshire or Vermont or Massachusetts or Rhode Island or Connecticut or United States
$75k-$90k/yrFieldFull Time
LabcorpNYSE: LH: Provides clinical laboratory testing and drug development services globally.
2+ YOEHigh school or equivalent, 2+ years account management or client services experience with healthcare providers; experience with PHI/HIPAA, client implementation, reporting/analysis, and proficiency with Salesforce and Microsoft PowerPoint. Travel ~10-20%.
Moneta: Provides independent wealth management and financial advisory services.
3+ YOEBachelor's degree preferred (accounting/finance), 3+ years relevant experience, proficiency in Microsoft Applications, knowledge of estate/tax/insurance/investment planning, client onboarding and custodial system experience (Schwab, Fidelity).
BlueTuskr: Full-service e-commerce marketing and advertising agency.
5+ YOE5+ years agency experience with direct client management, people leadership, e-commerce/D2C experience, strong communication, and portfolio management skills.
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
3+ YOE3-5 years in banking/wealth management; experience with affluent clients; required licenses SIE, Series 6/7 and 63/66; outstanding communication and client-centric sales skills.
World Insurance Associates: Provides commercial and personal insurance brokerage and financial services.
3+ YOE3+ years personal P&C experience, state Property & Casualty insurance license, proficiency with Microsoft Excel and Word, strong communication, and ability to manage renewals and client accounts.
EPIC, Microsoft Excel, Microsoft Word, Microsoft Office
Imarc: Full-service digital agency providing design, development, and marketing.
3+ YOEBachelor's degree in Marketing/Business/Communications,3+ years client-facing agency experience,knowledge of website development and digital marketing,strong communication and analytical skills.