1 insurance platform implementation consultant job at 1 company in Ohio
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Senior Consultant Practice Management
Arizona or California or Colorado or Connecticut or Florida or Georgia or Idaho or Illinois or Iowa or Kansas or Massachusetts or Michigan or Nebraska or New Jersey or Nevada or New York or North Carolina or Ohio or Pennsylvania or South Carolina or Tennessee or Texas or Washington or Wisconsin
$150k-$170k/yr RemoteFull Time
3+ YOE3+ years experience in RIA/broker-dealer/bank/insurance environments, program and change implementation, consultative workshops, strong data analysis and presentation skills, familiarity with CRM and wealth management platforms.
CRM platforms, Google Workspace, Slack, Zoom