4 client strategy jobs at 4 companies in Windsor, CO
1w
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Advanced Market Insurance Agents-High Level Strategy for Serious Professionals
Arvada, Colorado, United States
RemoteFull Time, Part Time
Insurance license or willingness to obtain, strong communication and interpersonal skills, self-motivated, results-driven, ability to work independently, basic computer skills for CRM and client management.
CRM
2mo
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Lido Advisors, LLC - Senior Wealth Manager
Boulder, Colorado, United States
$175k-$200k/yr HybridFull Time
7+ YOELead comprehensive wealth strategies, manage client relationships, and drive growth.
Excel, Word, Outlook, Salesforce, PowerPoint
3w
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Financial Advisor - Westminster, CO - Market 20, Region 132
Westminster, Colorado, United States
$45k-$100k/yr OnsiteFull Time
Develop a client-focused practice, obtain required FINRA and state licenses (SIE, Series 7, Series 66, state insurance), and build relationships through face-to-face and virtual sourcing strategies.
6d
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Principal, Management Consulting | Healthcare, Payer
Chicago or Boston or New York or Westminster
$180k-$220k/yr OnsiteFull Time
8+ YOE8+ years strategy/management consulting experience with healthcare payer clients, track record leading large digital/business transformations, strong executive presence, problem-solving, quantitative analysis, and team leadership.
Agile