9 client solutions jobs at 4 companies in Elkhart, IN
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Private Client Advisor
South Bend, Indiana, United States
HybridFull Time
Deliver investment solutions and financial planning to mass affluent clients, grow client relationships, meet sales/referral goals, obtain required FINRA and state insurance licenses.
1mo
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Private Client Advisor
South Bend, Indiana, United States
HybridFull Time
Sell and advise mass-affluent clients on investment and banking solutions; required FINRA licenses and state insurance licenses; strong sales, communication, and collaboration skills.
1w
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AI Solutions Consulting Lead
Chicago or Miami or New York City or Oakbrook Terrace or Nashville or South Bend or Tampa or Atlanta or Boston or Fort Lauderdale or Grand Rapids or Indianapolis or Charlotte
$102k-$204k/yr HybridFull Time
4+ YOERequires 4+ years in consulting, AI delivery, or technology leadership; direct-report management; end-to-end AI project ownership; executive client engagement; AI solution delivery; and a relevant bachelor's degree or equivalent experience.
Microsoft Power Platform, Microsoft Power Apps, Microsoft Power Automate, AI Builder, Copilot, n8n, Make, Zapier, Replit Agent, APIs, databases, natural language processing, Azure AI services, RAG, vector search, vector databases, embeddings, LLM APIs
2w
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Senior AI Solutions Consultant
Chicago or Miami or New York City or Fort Lauderdale or Hartford or Grand Rapids or Nashville or South Bend or Indianapolis or Charlotte or Tampa or Atlanta
$74k-$148k/yr FieldFull Time
2+ YOE2+ years in consulting or AI delivery, expertise in generative AI, low-code platforms, prompt engineering, cloud AI, client-facing communication, and ability to travel up to 80%.
Microsoft Power Platform (Power Apps, Power Automate, AI Builder, Copilot), n8n, Make, Zapier, Azure AI, LLM APIs, vector databases
2mo
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Financial Solutions Advisor - PNC Wealth Management
Kalamazoo or Plainwell
OnsiteFull Time
0+ YOEProvide investment and insurance advice, develop financial plans, grow client relationships, meet regulatory requirements (FINRA Series 7 and 66/63/65, Life & Health Insurance). Associates degree typically required; entry-level experience acceptable.
1mo
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Employee Relationship Manager - Financial Wellness Solutions
Mishawaka, Indiana, United States
OnsiteFull Time
4+ YOEDelivers financial wellness programs, acquires and deepens client relationships, manages portfolios, and generates consumer acquisition through proactive outreach; typically requires an associate degree and 4+ years related experience.
Edge
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Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect
Chicago or Washington DC or Tallahassee or Sarasota or Hartford or Nashville or Costa Mesa or San Jose or Atlanta or Boston or Burlington or Cleveland or Columbus or Dallas or Fort Lauderdale or Fort Wayne or Grand Rapids or Indianapolis or Knoxville or Lexington or Plano or Livingston or Louisville or Los Angeles or Miami or The Woodlands or New York or Oak Brook Terrace or Sacramento or San Francisco or South Bend or Springfield or Tampa or Houston or Austin
$143k-$301k/yr OnsiteFull Time
8+ YOE8+ years designing and delivering enterprise solutions on Microsoft platforms; 5+ years with D365 F&O/AX and/or CE; 2–3 full-cycle implementations in architect/lead role; Bachelor's degree; hands-on D365 F&O extensibility and Power Platform/Azure experience; strong integration and security governance; Microsoft certifications.
Microsoft Dynamics 365 Finance and Operations, Power Platform, Azure, Dataverse, DMF, OData, API Management, Service Bus, Event Grid, Functions, Logic Apps
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Microsoft Dynamics 365 ERP Operations Solution Architect
Chicago or Washington or Nashville or Atlanta or Boston or Cleveland or Columbus or Dallas or Denver or Fort Wayne or Grand Rapids or Indianapolis or Knoxville or Louisville or Los Angeles or Miami or New York City or Oakbrook Terrace or Sacramento or San Francisco or South Bend or Tampa or Houston or Austin or Charlotte
$103k-$211k/yr FieldFull Time
7+ YOEBachelor's degree, relevant Microsoft Dynamics 365 certification or qualifying advanced degree, and 7+ years implementing ERP solutions. Requires architecture, consulting, leadership, documentation, and client engagement expertise.
Microsoft Dynamics 365, Microsoft Azure, Power Platform, Dataverse
3w
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Outside Sales Representative
South Bend or United States
RemoteFull Time
Selling group and individual life, health and annuity products and educating customers about benefits and financial security solutions for institutional and individual clients.