Hybrid Client Experience Manager - Estate Planning
WizeHire, Inc
A growing Estate Planning Firm is looking for a non-attorney Salesperson, referred to as Client Experience Manager. This role involves conducting sales conversations to identify and resolve clients' complex estate planning issues. Candidates must possess consultative sales experience and a mature approach to sensitive conversations. The position offers the opportunity for personal and professional growth in a hybrid work environment, where most work is remote, with occasional in-person consultations. #J-18808-Ljbffr WizeHire, Inc
- A wealth management firm in Indianapolis seeks a Client Relations & Marketing Manager. This role involves strategic... ...management to enhance client experiences and brand presence. Ideal... ...compensation, including a bonus plan and a hybrid work environment. #J-18808-Ljbffr...Suggested
- ...prominent insurance brokerage is seeking a Client Manager to support producers in managing client... ...strong communication skills and 3-5 years of experience in commercial property and casualty insurance. The position offers a hybrid work model with generous leave and...Suggested
- WizeHire, Inc is seeking a Client Service Program Manager to serve as a strategic partner for clients, ensuring high satisfaction and growth across... ...resolution, and tech-savviness. The position can be remote, hybrid, or in-office, and requires some travel. Join a values-...SuggestedRemote jobWork at office
- Patient Engagement Project Manager (Direct Portfolio Project Manager) (Hybrid - Indianapolis, IN) Contract with Possible... ...Medical Device and Biotechnology clients to provide solutions to complex... ...of management or coordination experience in clinical trials 3+ years of patient...SuggestedFull timeContract workShift work
- ...Opportunity Responsible for external support to clients for an assigned book of business,... ...service levels produce a positive experience for real estate clients resulting in client retention... ...responsiveness, deadlines and escalation needs. Manage client renewal process ensuring all...SuggestedWork experience placementWork at office
- Sallie Mae in Indianapolis is looking for a Manager, Relationship Management who will maintain strong client relationships and implement strategies to optimize client... ...reimbursement. This position offers flexible hybrid working arrangements and opportunities for career...Flexible hours
- Hylant is seeking a dedicated client service contact in... ...Indiana. This role involves managing client relationships, overseeing... ...levels within a commercial real estate portfolio. The ideal candidate... ...three years of client service experience in insurance, along with an active...
- ...is seeking a high-performing Manager for the Finance & Strategy Reporting... ...expertise, will support the Plan to Perform value stream,... ...have a minimum of 5 years experience managing financial processes,... ...systems. This position follows a hybrid work model, requiring 3 days...Work at office
- Indiana Professional Management Group is seeking a full-time employee for a hybrid position combining remote work and community... ...process, creating support plans, and facilitating meetings. Candidates... ...degree in a relevant field and experience with the elderly or disabled....Full timeRemote workRelocation package
- ...seeking a Patient Financial Engagement Manager. In this role, you will plan and lead a team dedicated to... ...candidate will have at least 2 years of experience in healthcare billing, strong... ...ability to lead effectively. This is a hybrid work role, offering a competitive compensation...
- ...Indianapolis seeks a Trampoline & Tumbling Program Manager to provide operational support, manage... ...'s degree and 2 years of relevant experience, along with strong communication skills and project management abilities. This hybrid position offers the opportunity to support...
$45 - $50 per hour
CAI is seeking a motivated Program Coordinator in Indianapolis, IN, for a full-time, hybrid position. The ideal candidate will have at least 2 years of experience in EMS, healthcare coordination, or public health. Responsibilities include assisting with agency onboarding...Hourly payFull time- UMB Bank is seeking a Client Manager in Indianapolis, IN, to manage a mid-to-large portfolio while focusing on deepening customer relationships... .../Finance and have at least 5 years of commercial banking experience. Competitive benefits, including a 401(k) matching program,...
$91.9k - $171.8k
...is seeking an Administrative Manager in Indianapolis, IN. Responsibilities... ...assistants, ensuring client satisfaction, and budget coordination... ...candidate has 8-10 years of experience and strong project management... ...benefits package with a hybrid working model, requiring some...Work at office- ...healthcare organization in Indianapolis seeks a Strategic Planning Manager. This role involves overseeing planning processes,... ...analytical skills, and at least 4 years of relevant experience. The position embraces a hybrid work model, requiring in-office presence three days...Work at office3 days per week
- Location: Indianapolis (Hybrid) 8888 Keystone Crossing, Indianapolis... ...Senior Healthcare Engagement Manager-AI Strategy We're seeking an... ...healthcare expertise to lead client-facing consulting engagements... ...Required 5+ years of experience in healthcare consulting, operations...Full timeWork at office
$80k - $85k
Datavant is looking for a Client Success professional in Indianapolis, Indiana, to drive... ...will have over 5 years of leadership experience in sales and client growth, especially in... ...include maintaining client relationships, managing CRM metrics, and identifying cross-sell...- ...journey. To help them plan their higher education,... ...help, and create better experiences for students—and for each... ...You'll Contribute The Manager, Relationship... ...relationships with our clients, coordinating internal... ...life insurance Flexible hybrid working arrangements Paid...Temporary workFlexible hours
- Job Overview The Client Manager works with and supports Producers and the... ..., or Terre Haute, Indiana - Hybrid in office 3 days a week... ...be determined based on your experience, skills, training, certifications... ...Protection Coverage, Legal Planning, Family Planning, and...Work at office3 days per week
- A real estate development firm is seeking a Marketing Manager to lead and execute comprehensive marketing strategies that align with its growth objectives. The role requires over 7 years of progressive experience, overseeing brand management and digital marketing strategies...
- A consulting firm is seeking a Project Manager Consultant to manage project documentation... ...candidate will have over 3 years of experience in project management, particularly in tech... ...management and Agile/Scrum skills. This hybrid position offers competitive compensation...Remote job
$103.6k - $189.9k
...adapting to change. As a Tax Manager, you'll see this first... ..., consulting on planning opportunities, and... ...contact for a wide range of clients and colleagues. This... ...personal skills and experience. EY is a dynamic place... ...working in a balanced hybrid environment Ideally,...Work experience placementSummer holidayLocal areaFlexible hours- Clinical Trials Manager - Patient Engagement (Direct Portfolio Project Manager) (Hybrid - Indianapolis, IN) Contract with Possible... ...Medical Device and Biotechnology clients to provide solutions to... ...management, and deep clinical trial experience to support patient‑centered,...Full timeContract work
- MHG Hotels in Indianapolis is seeking a Hotel Desk Clerk to ensure exceptional guest experiences. Responsibilities include processing check-ins/check-outs, responding to guest requests, and providing hotel information. The ideal candidate will have strong communication...Part timeFlexible hours
- ...and drinks. From duckpin bowling to pinball and shuffleboard, we bring people together for fun, memorable experiences. We are seeking a hands-on Hospitality Manager to oversee the guest experience on the floor and manage daily service operations. Reporting directly to...Shift work
- ...Nutshell Valve+Meter is in search of a Client Success Manager who is equal parts strategic thinker, team... ...dress code + pet‑friendly office Hybrid or remote flexibility What We’re Looking For We’re not just looking for experience—we’re hiring for mindset. Our ideal Client...Casual workWork at officeRemote workShift work
- ...the Crowne Plaza Indianapolis Airport. You will supervise the Guest Services staff and ensure a welcoming and efficient check-in experience for all guests. The ideal candidate will possess strong leadership capabilities and a passion for hospitality. Responsibilities include...Flexible hours
- Overview Market Street Wealth Management Advisors, LLC is a Fee-... ...Street Way through client-centric service, comprehensive financial planning, integrated investment... ..., and client experience enhancements. The role... ...and firm performance. Hybrid work environment with some...Work at officeRemote work
- Flutes, Inc. is looking for a Customer Service Manager in Indianapolis, Indiana. This role is responsible for supervising the customer... .... The ideal candidate will possess at least five years of experience in a manufacturing environment, along with strong supervisory...
$135k - $155k
...is looking for a Sr. Program Manager based in Indianapolis to lead... ...s degree and over 8 years of experience in leading transformation programs... ...settings. The role offers a hybrid work model along with a... ...parental leave, and a 401k matching plan. #J-18808-Ljbffr dormakaba...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Hybrid Client Experience Manager - Estate Planning. Be the first to apply!
- senior engagement manager Indianapolis, IN
- client service manager Indianapolis, IN
- client executive Indianapolis, IN
- client services coordinator Indianapolis, IN
- engagement manager Indianapolis, IN
- client engagement manager Indianapolis, IN
- client relationship manager Indianapolis, IN
- senior client services manager Indianapolis, IN
- member engagement manager Indianapolis, IN
- client solutions executive Indianapolis, IN
